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Average Ratings 0 Ratings
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
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