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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 Enterprise adds email-to-SharePoint capture, document organization and governance to your existing SharePoint infrastructure. Capabilities: - Email-to-SharePoint integration: send and save functionality captures communications directly into document libraries with categorization and metadata, without leaving Outlook. Email tracking gives real-time notifications when emails are saved - Unified document workflows: templates, routing and real-time collaboration inside your existing Microsoft applications, with document creation, review and approval in one place - Intelligent document organization: contextual classification and metadata prompts, working with your existing structure and organizing documents by content and relationships - Automated compliance management: built-in governance features track every interaction and control every version, and compliance reports support internal governance and external audits - Offline synchronization: work offline and sync when reconnected, with version control to prevent conflicts Ideagen Mail Manager is part of the Ideagen platform.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Azure Marketplace No 
EvalExpert Yes 
Microsoft 365 No 
Microsoft Outlook No 
Microsoft SharePoint No 

Integrations

Azure Marketplace Yes 
EvalExpert No 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 

Pricing Details

$240 per year
Free Trial No 
Free Version Yes 

Pricing Details

$4.00/month/user
Free Trial No 
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
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

Ideagen

Founded

1993

Country

United Kingdom

Website

www.ideagen.com/solutions/compliance/sharepoint-document-management

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

Email Management

Data Recovery No 
Email Archiving No 
Email Deletion No 
Email Discovery No 
Email Monitoring No 
Email Recall No 
Queue Manager No 
Response Management No 
Routing No 
Shared Inboxes No 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting No 

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management Yes 
Multiple Data Sources Yes 
Web Services No 

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