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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
Zip Checklist allows you to personalize your checklists, aligning them with the specific requirements of your business. You can establish categories, checklists, and tasks that help maintain consistency across your organization. Implementing standard operating procedures eliminates the chances of errors and ensures tasks are executed efficiently. With Zip Checklist, you can guarantee that all team members adhere to your organization's best practices. Additionally, you have the ability to assign team members to specific checklists and individual tasks, clarifying their responsibilities and deadlines. This level of organization enhances accountability among employees, as managers can utilize the Checklist Detail Report for insight. This report provides comprehensive visibility into all actions taken within the application, including details on who performed each action and when. Furthermore, this transparency fosters a culture of responsibility and helps identify areas for improvement in workflow management.
API Access
Has API
No
API Access
Has API
Yes
Integrations
EvalExpert
No
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
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
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
No
Vendor Details
Company Name
Ideagen
Founded
1993
Country
United Kingdom
Website
www.ideagen.com/solutions/compliance/disclosure-management
Vendor Details
Company Name
Zip Checklist
Website
zipchecklist.com/en/
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
Product Features
Task Management
Collaboration
No
Create Subtasks
No
Gamification
No
Gantt Charts
No
Mobile Access
No
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
No
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
No
To-Do List View
No
