--- description: Review of Lineos Disclosure Management Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Lineos Disclosure Management | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [ESG Software](/directory/4474/esg/software) > [Lineos Disclosure Management](/software/423804/certent-disclosure-management) # Lineos Disclosure Management Canonical: https://www.softwareadvice.co.nz/software/423804/certent-disclosure-management Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/423804/certent-disclosure-management?page=2) > Lineos handles disclosure management for the reports that come around every cycle: recurring, multi-author documents and presentations that have to be right the first time. Collect enterprise data from the systems you already run, then integrate those numbers directly with the narrative analysis around them, all inside a controlled and auditable Microsoft Office environment. Update a figure once and it carries through everywhere it appears, with a clear record of what changed. High-volume tagging and roll-forward support keep you aligned with global XBRL and Inline XBRL mandates, so each filing cycle picks up where the last one left off instead of starting over. Built for finance and reporting teams at public, private, and pre-IPO companies. > > Verdict: Rated **4.6/5** by 25 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 25 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: insightsoftware - **Location**: Raleigh, US - **Founded**: 2018 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Contact us for detailed pricing. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Austria, Belgium, British Virgin Islands, Canada, Denmark, Faroe Islands, Finland, France, Germany, Greenland, Hong Kong SAR China, Iceland, Ireland, Kuwait, Lithuania, Luxembourg, Malaysia, Netherlands, New Zealand and 14 more ## Features - "What If" Scenarios - API - Access Controls/Permissions - Accounting - Activity Dashboard - Alerts/Notifications - Archiving & Retention - Audit Management - Audit Trail - Budgeting/Forecasting - Change Management - Collaboration Tools - Compliance Management - Compliance Tracking - Consolidation/Roll-Up - Customisable Reports - Dashboard - Data Connectors - Data Import/Export - Disclosure Management ## Integrations (6 total) - Microsoft Excel - Microsoft PowerPoint - Microsoft Word - NetSuite - Oracle Cloud Financials - TM Cloud ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [ESG Software](https://www.softwareadvice.co.nz/directory/4474/esg/software) ## Related Categories - [ESG Software](https://www.softwareadvice.co.nz/directory/4474/esg/software) - [Risk Management Software](https://www.softwareadvice.co.nz/directory/4423/risk-management/software) - [Integrated Risk Management Software](https://www.softwareadvice.co.nz/directory/4101/integrated-risk-management/software) - [Financial Risk Management Software](https://www.softwareadvice.co.nz/directory/4165/financial-risk-management/software) - [Compliance Software](https://www.softwareadvice.co.nz/directory/4363/compliance/software) ## Alternatives 1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8543 reviews) 2. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3330 reviews) 3. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2077 reviews) 4. [Datarails](https://www.softwareadvice.co.nz/software/176278/datarails) — 4.7/5 (246 reviews) 5. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20688 reviews) ## Reviews ### "Reliable Financial Reporting and Data Linking, But the Interface is Showing Its Age" — 4.0/5 > **Akansha** | *30 May 2026* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: The direct link between Excel and Word is amazing and gives great value for money. Instead of manually copying and pasting raw accounting data or expense tracking numbers into our 10-K drafts and stressing over typos, we just update the source spreadsheet. It automatically refreshes every table and text block across the entire document. This completely eliminates the manual tie-out drill, drastically improves our reporting accuracy, and serves as a major risk management control by keeping our data airtight and secure. > > **Cons**: The software is starting to show its age, which hurts its overall ease of use. The interface can feel pretty sluggish during peak filing weeks, and the mandatory check-in/check-out process for individual report sections adds annoying overhead when you just want to make a quick edit. Also, while their technical customer support team is great with XBRL tagging, their backend administrative and account teams can be slow to respond when handling contract renewals or licensing updates. > > Overall, it’s a reliable tool that does exactly what we need it to do. It bridges the gap between our backend accounting systems and our final regulatory reporting. While the platform feels old-school and lacks the slick ease of use of newer cloud tools, its ability to centralize expense tracking data from different ERPs into one secure place makes it a huge asset for risk management. The automation saves our finance team a massive amount of time during the close process. ----- ### "Service team is great\! Sales team is less organized." — 5.0/5 > **Stephanie** | *8 April 2024* | Telecommunications | Recommendation rating: 10.0/10 > > **Pros**: I love how easy it is to use this product after some basic training. My favorite aspect of this software is that it allows us to link an Excel file and quickly refresh numbers, tables, and text within the Word document (10-Q or 10-K financial statement file). We have Hyperion retrieve formulas in our Excel files and have had no issues refreshing our Certent Word file with Hyperion formulas. We also utilize Certent's XBRL tagging service and have been very impressed with the Company's knowledge. We've always been able to have our questions answered quickly. We are able to quickly upload our files to the SEC website through the software, and we've never had a delay in our filing due to using this software. We have been very happy with the software and the services provided by the XBRL tagging and formatting staff working at Certent. > > **Cons**: When renegotiating contracts, the Sales team took a very, very long time, often forgetting about us, lost our contract, etc. But we work with them very infrequently. ----- ### "Long time user of CDM" — 3.0/5 > **Keith** | *11 March 2025* | Insurance | Recommendation rating: 5.0/10 > > **Pros**: Microsoft Word/Excel integration makes it fairly easy for new users to pick up. Also a big time saver being able to split a report into different sections which can be updated by different team members at the same time. The integration with our EPM system (OneStream) also works pretty well \& is fairly quick to refresh multiple views. > > **Cons**: The existing CDM is showing its age now and sometimes just opening/closing individual objects can take a fair amount of time. Formatting can also be a fairly time-consuming exercise as what you see on the page isn't always how it will appear until you generate a full report. And linking external Excel documents involves uploading these to an Insight-hosted website before they can be consumed by CDM which adds an extra step into the process. > > Overall its been a significant time-saver when comparing to the traditional method of producing a reporting pack where everyone shared the same Word document. However it has been showing its age in recent years where we've started to notice performance issues. ----- ### "Great Product" — 5.0/5 > **Carlos** | *2 July 2025* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: After setting up the original workflows, we have saved hours of time from our preparation process by quickly rolling forward our documents and have had to spend much less time reviewing for smaller items related to dates and tie outs as these are automated. This allows our team to focus on analytical procedures and perform a higher level of review. > > **Cons**: Setting up a new document will take some time. Also, spacing between pages can become a constant issue (space appearing at the top of the page where it is not needed) and is more difficult to fix than a typical word document. > > Certent disclosure management has saved our financial reporting team hours of time and has made us more confident in the data presented. ----- ### "Experience with CDM" — 4.0/5 > **Hayden** | *16 June 2025* | Oil & Energy | Recommendation rating: 6.0/10 > > **Pros**: The two features our team has benefited from the most are the automation features related to both wording and amounts and the variance checks. Both have allowed our team to be more efficient and accurate when preparing financials. > > **Cons**: The desktop app can be overloaded and crash, leading to issues with objects that have already been checked out. CDM's checkout feature works great if only one person needs access but can cause issues if multiple team members need to work at the same time. Formatting can become a headache as it takes experience and knowledge to know what corrections are required. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/423804/certent-disclosure-management?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/423804/certent-disclosure-management) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data