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Description
Ideagen Disclose automates disclosure checklists for financial and ESG reporting. Every pre-built bundle is built around a specific standard and geography.
Features:
- Checklist bundles: UK, International, International for SMEs, US and ESG. Checklists cover standards such as UK GAAP, IFRS and US GAAP, with ESG requirements included across bundles
- Expert rules that match requirements to your entity type
- AI that generates checklist responses and highlights gaps. It can also compare financial statements against the tailored disclosure requirements to fill in the checklist with one click, and every output goes to human review and approval
- Advanced search to find gaps
- Review support: high-risk areas are prioritized, unanswered questions are flagged, problem answers are highlighted and prior work is saved
- Simultaneous collaboration and reusable checklists across multiple entities
- Requirement libraries maintained and updated by Ideagen when standards change
Financial and non-financial disclosure requirements are managed in a single workflow. For third-party integrations, contact the Ideagen team about your environment. Disclose is part of the Ideagen compliance platform.
Description
The Business Process Checklist is an innovative productivity tool within Microsoft Dynamics 365 CRM designed to streamline internal operations by guiding users towards the most effective daily practices. When a sales manager or administrator establishes a checklist or to-do list, it seamlessly integrates with records or Business Process Flows once specific conditions are fulfilled. Whether dealing with custom entities, out-of-the-box solutions, or tailored workflows, this tool provides users with a structured set of actions that embody the organization's best practices. By utilizing the Business Process Checklist, organizations can create a strategic action plan for their sales teams or customer service representatives, ensuring tasks are completed in the desired sequence. This approach not only boosts user productivity but also enhances the coherence of business processes, making it an invaluable addition to your Dynamics 365 CRM toolkit. Ultimately, the Business Process Checklist empowers teams to operate more efficiently and effectively, leading to improved performance and results.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Pricing Details
$240 per year
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Ideagen
Founded
1993
Country
United Kingdom
Website
www.ideagen.com/solutions/compliance/disclosure-management
Vendor Details
Company Name
Inogic
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
Yes
Billing & Invoicing
No
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
