Ideagen DiscloseIdeagen
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Related Products
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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.
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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.
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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
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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
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Audience
Companies looking for a platform that uses AI to create a custom checklist template for any process
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Audience
Accounting firms, audit teams and corporate finance teams preparing financial and ESG disclosures.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
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Pricing
$240 per year
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
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Live Online
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In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAI Checklist Generator
checklistgenerator.ai/
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Company InformationIdeagen
Founded: 1993
United Kingdom
www.ideagen.com/solutions/compliance/disclosure-management
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Categories |
Categories |
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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
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Integrations
EvalExpert
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