+
+

Related Products

  • Connecteam
    10,756 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • ClickUp
    19,572 Ratings
    Visit Website
  • MaintainX
    2,692 Ratings
    Visit Website
  • Dronedesk
    371 Ratings
    Visit Website
  • Fathom
    7,880 Ratings
    Visit Website
  • iTacit
    46 Ratings
    Visit Website
  • VKS
    26 Ratings
    Visit Website
  • Epsilon3
    265 Ratings
    Visit Website
  • Adzooma
    253 Ratings
    Visit Website

About

Tax planning checklist is important for ensuring accurate and timely filing of taxes, as well as taking advantage of available deductions and credits. Bookkeeping and accounting checklists are important for ensuring accuracy and compliance with accounting principles and regulations. Budgeting and forecasting checklists are important tools for ensuring that all aspects of the budgeting and forecasting process are properly completed and that financial reports are accurate and reliable. A client intake checklist is essential for helping agencies quickly and accurately collect the necessary information from their clients to ensure the successful delivery of services. Reporting and analytics checklists are important tools for helping marketers measure the effectiveness of their advertising campaigns and identify areas for improvement.

About

Ideagen Disclose is disclosure management software for accounting and audit firms, corporate finance teams, ESG consultancies and professional services networks. It replaces manual checklists with pre-built disclosure checklists covering UK, international, US and Australian standards, plus ESG frameworks. Expert rules match requirements to your entity type. AI generates checklist responses and highlights gaps, and your professionals review and approve everything it produces. Unanswered questions and problem answers are flagged, prior work is saved and checklists can be reused across multiple entities. Teams can work simultaneously and manage financial and ESG disclosures in one workflow. Ideagen maintains and updates the requirement libraries as standards change. Part of the Ideagen compliance platform.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a platform that uses AI to create a custom checklist template for any process

Audience

Accounting firms, audit teams and corporate finance teams preparing financial and ESG disclosures.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$240 per year
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

AI Checklist Generator
checklistgenerator.ai/

Company Information

Ideagen
Founded: 1993
United Kingdom
www.ideagen.com/solutions/compliance/disclosure-management

Alternatives

Alternatives

Certent DisclosureNet

Certent DisclosureNet

insightsoftware
Clever Checklist

Clever Checklist

Clever Group
ActiveDisclosure

ActiveDisclosure

Donnelley Financial Solutions

Categories

AI Tools Supported
Checklist Supported

Categories

Accounting Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Integrations

EvalExpert Not Supported

Integrations

EvalExpert Supported
Claim AI Checklist Generator and update features and information
Claim AI Checklist Generator and update features and information
Claim Ideagen Disclose and update features and information
Claim Ideagen Disclose and update features and information