This time around, a flawless annual report

The disclosure management software for creating annual reports

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

What disclosure management looks like

The Certent software solution streamlines the disclosure management cycle by automating your end-to-end external reporting cycle and connecting directly to your in-house financial software systems.

Certent CDM from Certent on Vimeo.

What do you need for creating annual reports

Our annual reporting software is sure to be the right tool for you thanks to all the functions it offers, which include:

  • 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 financial data in LucaNet software
  • 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
  • Updating and “pre-completion” of reports at the press of a button
  • Full MS Office integration
  • Integrated XBRL processor
  • Micro-layout thanks to a layout wizard

An intelligent annual reporting tool

How LucaNet software can benefit you

Optimal integration

The direct interface connection to LucaNet disclosure management software makes it possible: tables, diagrams, and figures in running text can be automatically filled with data in Word, Excel, or PowerPoint formats from your LucaNet tool. Report preparation continues to take place in the MS Office environment you’re familiar with.

Consistent dataset

Validation and consistency checks guarantee you the highest possible data quality. At the same time, LucaNet reporting software guarantees you a consistent presentation throughout different report sections.

Integrated permissions system

Our reporting software`s 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.

Maximum transparency

The software tool SmartNotes contains a host of tools for achieving transparency, such as dashboard features, comparison and versioning functions, and even comprehensive reports.

Multilingual capability

SmartNotes helps you prepare multilingual reports but uses a shared base of numbers.

Print-ready layout

Numerous functions in LucaNet reporting software assist you with layouts, from print-ready reports to a special interface for Adobe InDesign.

6 surefire steps to flawless financial reports:

Data warehouse

  • Setup of the data warehouse with the necessary financial data
  • Integration of all financial data
  • Verification of a consistent dataset
1

Report templates

  • Creation of report templates that can be used again and again
  • Creation of a basis for similar types of reports
2

User permissions and roles

  • Defining which user has permissions for which reports
  • Differentiating between write and read-only permissions
3

Data transfer

  • Integrating the relevant financial data into the report templates that were generated
  • Quick and easy integration of tables, charts, figures, and running text
4

Printing of the report

  • Preparation of print-ready and multilingual reports with interfaces to DTP and print formats (e.g. InDesign)
  • Full MS Office integration (MS Word, MS Excel, MS PowerPoint)
  • Additional output formats such as XBRL, XML and HTML
  • Generation of similar reports using the “factory” functions, such as financial statements and risk reports
  • Generation of reports for the electronic version of the German Federal Gazette, FINREP, COREP, Solvency II, SEC filings
5

Pre-completion of reports

  • Roll forward option for existing content
  • Carrying-over of the document into the next period for the creation of the next document
  • Periods for a document are shifted based on their hierarchy, with the current period being used as the previous period
6
software demonstration office

Learn even more about our disclosure management software for annual report creation

Interested in seeing our disclosure management software in action? Do you also want to learn about where and how this reporting tool can offer you support that goes even further than financial and annual report creation? We’d be pleased to offer you a live, personalized demo with no obligation – either at your offices or in an online presentation!

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