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Disclosure Management

CREATE A BETTER ANNUAL REPORT IN 1/3 OF THE TIME

Data Reliability

Customizable Workflow

Office Integration

 Report Generator

DATA
RELIABILITY

Retrieve your consolidated financial statements directly from LucaNet, securing one source of data

Customizable workflow

Integrate a reliable check principle, with all changes shown transparently in a full audit trail

Office integration

Integrate with Excel, Word, and PowerPoint, guaranteeing reporting consistency

Report Generator

Functions assist with laying out the report, from the print-ready report right throught to the special interface for the InDesign design software.

Software for Annual Report Preparation and Disclosure Management

The perfect disclosure management tool delivers a complete solution for preparing annual management reports that are ready to print. All aspects of preparing consolidated financial statements are covered, from consolidation in LucaNet to the final generatin of the report. Each step can be implemented by users themselves. Thanks to an import process that is easy to define, the tool for disclosure management will transfer all base data from LucaNet and will update all tables, figures in running text and even imported values, showing you exactly which figures have changed since the last data import. An individually customizable workflow allows you to integrate a reliable check principle, with all changes shown transparently in a full audit trail.

A direct interface connection to LucaNet makes it possible: tables, diagrams and numbers in running text can be filled with data directly from LucaNet, using a Word, Excel, or PowerPoint format.

Validation and consistency checks ensure data quality. At the same time, a consistent presentation throughout different report sections is guaranteed.

An individually customizable role system with a workflow that can be specifically defined allows for a simple or detailed permissions system that completely matches your needs.

The disclosure management software contains a host of tools to create transparency, such as dashboard features, comparison and versioning functions, and even comprehensive reports.

The software for disclosure management helps you to prepare multilingual reports but uses a shared base of numbers.

Numerous functions assist with laying out the report, from the print-ready report right through to the interface for the InDesign design software.

Standout Features of Our Annual Report Preparation Software

Software for Annual Report Preparation Must Meet a Range of Specific Requirements:
  • Easy Data transfer from any source system
  • Internal validation options and guaranteed data consistency
  • Full audit trail
  • Flexible solution for preparing multilingual financial reports
  • Efficient management of report templates
  • Integration of tables, charts, numbers and running text
  • Direct access to data in LucaNet
  • Traceability when changes are made to the dataset
  • Simultaneous editing of report sections by multiple users, in combination with a dedicated permissions system
  • User friendliness
  • Integrated XBRL processor

Learn more about our Disclosure Management Solution

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