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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

Ideagen Mail Manager organizes Outlook email within Microsoft 365 so project communications are filed, findable and compliant without manual effort. Features: - Prompt & Predict filing: learns your filing habits and suggests the right location as emails are sent and received, so the record builds itself - Filing destinations: SharePoint, OneDrive or Ideagen Collaboration Portal - Advanced search: searches subject, body, attachment name and meeting location, with awareness of the relationships between projects, clients and deadlines - Shared project access: files saved to shared folders stay accessible to all project members, and project histories remain accessible to authorized team members - Compliance and audit: every project email is filed into your own systems, so records are in one place when an auditor asks. Compliance reports can be generated from the filed communications - Dispute and risk support: complete correspondence records for contract disputes or claims Ideagen Mail Manager is part of the Ideagen platform, which connects safety, quality, compliance and risk.