Alternatives to Workiva

Intelex delivers a unified software system for overseeing Environmental, Health, Safety, and Quality (EHSQ) initiatives. Its expandable platform is crafted to consolidate, oversee, and scrutinize EHS and Quality data comprehensively. The solution works on any device to meet the realities of your workplace. With Intelex, your organization can: Elevate your EHSQ program outcomes by supervising workflows for superior performance and command. Discern patterns and propensities through goal-setting to deepen understanding and improve decision-making in your EHSQ program. Diminish occurrences and cut down on administrative tasks by efficiently supervising, managing, refining, and extracting insights from your safety data via our intuitive safety software. Simplify the management and reporting of air, water, and waste emissions, and oversee environmental outputs to fulfill sustainability objectives. Foster ongoing improvements in quality by seamlessly logging and monitoring all instances of nonconformity within a unified, web-based system. Investigate trends across various departments, sites, or locations. Intelex can help you manage compliance with international standards and regulations such as: OSHA, WCB, ISO 45001, EPA, ISO

Nasdaq Metrio is a sustainability reporting platform tailored for businesses at various stages of their ESG journey. It merges meticulous data collection, tracking, and management with emissions calculations and assurance. Additionally, it provides a comprehensive library of metrics from various rater and ranker frameworks as well as regulatory bodies, all cross-referenced, de-duplicated, and clarified, complete with guidance notes.

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

Questionnaires, audits, and RFPs consume a significant amount of your experts' time. Turn this administrative burden into an engine to win. Optivalue.ai reduces response times by up to 90% by automating information discovery and response drafting, allowing your experts to focus on the high-impact personalization that wins bids. Here's how it works: Understanding: Connected to your systems, it acts as an expert librarian. It reads and understands your entire knowledge base to know precisely where the best information is for any question. Submission: You submit a questionnaire to it. Response: In minutes, it generates a complete draft response using the most relevant excerpts from your own documents. Every answer becomes a verified fact. For perfect traceability, every statement is substantiated. Optivalue.ai precisely cites the source document, page, and date. You don't just answer correctly—you prove it. It’s an engine for organizational improvement. Optivalue.ai performs a gap analysis to identify weaknesses in your documentation. The proposed improvements build your team's expertise. By implementing these recommendations to update your internal documents, you drive lasting progress across your entire organization. Your data security is guaranteed. Optivalue.ai is built with enterprise-grade security, compliant with strict standards like GDPR, HIPAA, ISO, and FedRAMP, allowing you to manage your most sensitive data with complete confidence. All our plans include unlimited users and projects. Start your 14-day free trial. No credit card required. No commitment.

The GRC software you've been looking for: Onspring. A flexible, no-code, cloud-based platform, ranked #1 in GRC delivery for 5 years running. Easily manage and share information for risk-based decision-making, monitor risk evaluations and remediation results in real-time, and create reports with with KPIs and single-clicks into details. Whether leaving an existing platform or implementing GRC software for the first time, Onspring has the technology, transparency, and service-minded approach you need to achieve your goals rapidly. Our ready-made product products are designed to get you going as fast as 30 days. SOC, SOX, NIST, ISO, CMMC, NERC, HIPAA, PCI, GDPR, CCPA - name any regulation, framework, or standard, and you can capture, test, and report on controls and then activate remediation of risk findings. Onspring customers love the no-code platform because they can make changes on the fly and build new workflows or reports in minutes, all on their own without the need for IT or developers. When you need nimble, flexible, and fast, Onspring is the best software option on the market.

EHS management software is designed to simplify complex business problems. Our implementations are faster, more cost-effective, and more successful than traditional enterprise software systems. Our solution's real value is not its software, but its ability to help you do your job and achieve goals across departments, locations, and continents. Our cloud solutions are easy enough to use by your frontline personnel, but sophisticated enough to allow you to run global, best in class programs right out of the box. VelocityEHS is a trusted source for solutions to manage risk, industrial hygiene and environmental concerns, as well as hazards and incidents. We are the only source of MSDSonline chemical management, Humantech industrial and office ergonomics solutions. We have over 18,000 satisfied customers around the world who trust us to solve their complex compliance problems.

Connect Your Organization to a Single Source of ESG Data. Novisto allows you to gain contextualized, deep insight into the ESG performance and supply chain of your company and deliver targeted messaging to external and internal stakeholders through the channel that is most important to them. Novisto's auditing and control capabilities will give you the transparency and trust necessary to manage your company's ESG narrative. Novisto offers automation capabilities that simplify every step of your ESG reporting. Advanced workflow capabilities will give you the tools to efficiently collect and manage your ESG performance according to prescriptive formats required for global reporting frameworks. Reduce Enterprise ESG risk by identifying and managing material ESG risks.

AuditBoard, the cloud-based platform that transforms how enterprises manage risk, is the leader. Its integrated suite provides easy-to-use compliance, audit, and risk solutions that streamline internal audit, SOX compliance management, controls management and risk management. AuditBoard's clients include Fortune 50 companies and pre-IPO companies that are looking to simplify, improve, and elevate their functions. AuditBoard is the highest-rated GRC and audit management system on G2 and was recently ranked by Deloitte as the third fastest-growing North American technology company.

Risk management is best done in a fluid and powerful way. Your decisions today can help you mitigate the risks that you might face tomorrow. SAI360 is a cloud-first software that combines modern ethics and compliance content to help organizations navigate risk in a flexible and agile way. All the best in intelligent solutions and global expertise in one platform. Configurability of solution, extensible data model with configurable interface/forms, fields and relationships to extend solutions. Process modeling: Modify or create new processes to automate, streamline, and reduce risk, compliance, audit, and other activities. Data visualization and analysis. Many pre-configured dashboards that are easy to set up allow you to visualize and analyze data. Learning and best practices content - Preloaded frameworks, control library and regulatory content, along with values-based ethics, compliance learning content. Integration framework with APIs, and other protocols.

Natively built and operated on the Salesforce platform, QHSE is the fastest growing Enterprise Quality, Health and Safety Management System. Unified QHSE solutions combine EQMS with EHS to help customers of all sizes deliver high quality products and services in a safe and sustainable manner. They reduce risk, inefficiencies, and inefficiencies, while protecting their customers, employees, and brand.

Vena Solutions provides an all-encompassing platform for financial planning and analysis (FP&A) that works harmoniously with Microsoft Excel. This innovative platform empowers companies to enhance their budgeting, forecasting, reporting, and financial closing activities through the use of AI-driven automation. By facilitating real-time collaboration, offering customizable workflows, and featuring user-friendly dashboards, Vena enables organizations to make well-informed decisions, boost operational efficiency, and ensure regulatory compliance. Additionally, Vena's compatibility with Microsoft 365 applications along with its robust data transparency capabilities delivers a unified source of truth for financial operations, making it an excellent choice for businesses, regardless of their size. With its focus on enhancing financial processes, Vena Solutions stands out as a valuable tool for organizations looking to streamline their financial management practices.

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

Your Governance, Risk, and Compliance (GRC) program must align with the specific needs of your business. The Compyl platform empowers your organization to effectively scale and enhance its GRC processes in a way that best suits the operational methods of your team. This comprehensive and adaptable GRC solution aids in minimizing risk, ensuring compliance, and fostering growth within your organization. Compliance teams often find themselves overwhelmed and unable to keep pace with demands. By automating tedious and error-prone manual tasks, your team can reclaim valuable time to concentrate on high-priority responsibilities. However, focusing solely on compliance is not enough to mitigate organizational risks. It is essential to have clear insight into your risk posture to take proactive measures and illustrate risk reduction progress over time. Additionally, functional and application silos can lead to significant risk gaps and blind spots. Thus, having a singular, integrated view of risk is crucial for communicating risk impacts and facilitating improved decision-making. Centralizing all compliance and risk activities within one cohesive platform can lead to more effective management of these critical areas. Ultimately, the right approach can transform your risk management strategy and enhance overall organizational resilience.

Lythouse empowers businesses to thrive in today's sustainability-driven world. Our ESG solutions streamline processes, maximize impact and ensure compliance. Our AI-powered Carbon Analyzer delivers unmatched accuracy in carbon accounting. Goal Navigator helps you create a culture of sustainability and connects you with green suppliers via our Green Supplier Network. Lythouse allows you to generate comprehensive ESG reports and stay on top of regulations. Make a lasting impression by embracing ESG excellence.

Convene ESG adopts a comprehensive strategy for Environmental, Social, and Governance (ESG) practices, assisting businesses in navigating disclosure mapping across various regulations, conducting peer comparisons, gathering data, publishing reports, and ensuring audit readiness. This platform allows leadership to take charge of the entire ESG reporting journey, simplifying the process to facilitate better management and attainment of ESG objectives. Moreover, Convene’s real-time presentation and meeting functionalities allow board members to efficiently conduct remote discussions while collaborating seamlessly with one another. The virtual meeting experience is further enhanced by the capability to initiate video calls without requiring any additional configurations. Tools like E-Signature and Review Rooms streamline approvals and decision-making, all housed within a single, secure application. To safeguard sensitive information, the platform employs advanced security features including Biometric Authentication, Remote Data Wipe, and Auto-Purge, ensuring data integrity and confidentiality throughout the processes. Additionally, these security measures provide peace of mind, allowing users to focus more on their strategic ESG initiatives rather than potential data vulnerabilities.

Introducing the Secure Audit, Risk, Compliance & Quality Software, which provides both On-Premise and Cloud-based deployment alternatives. Auditrunner ensures the highest level of security with granular encryption and role-based access control for all audit files and documents that are stored. Your data transfers are safeguarded, enhancing overall security. We have streamlined over 3000 business processes for organizations globally, with our GRC platform modules forming just a portion of these solutions. Whether you choose Cloud-based or On-Premise, you can deploy and begin utilizing the software quickly. Our hassle-free integration process guarantees that you will experience the platform’s advantages within weeks of initiation. Built on a low-code framework, our system is entirely customizable, ensuring compliance with any relevant standard or regulation. Adapt swiftly in today’s dynamic regulatory landscape and effortlessly comply with various legislations without needing external support. The user-friendliness of our platform stands unrivaled, making it an exceptional choice for businesses of all sizes.

The all-in one platform for enterprise sustainability. All your ESG data can be collected and organized in one place. Calculate your carbon footprint for scopes 1, 2 and 3. Pulsora is a tool that helps companies report and improve their ESG performance. Pulsora reduces the administrative burden associated with ESG reporting, compliance and empowering companies with actionable insights. Automate the collection, organization, and reporting of sustainability and ESG information with powerful workflows. You can submit your work confidently if you have accurate data and transparent sources. With a flexible platform, you can stay ahead of regulations and future proof your sustainability programs. Implementing ESG and sustainability strategies can help create a more sustainable, inclusive, and better world.

Datamaran's AI-driven platform equips business executives to confidently traverse the intricate terrain of ESG by converting extensive data into practical insights. As a frontrunner in Smart ESG, Datamaran allows organizations to pinpoint and prioritize issues that significantly impact their operations, enhance their teams' understanding of ESG matters, and continuously monitor associated risks and opportunities, all while maintaining an authentic in-house ESG strategy. With Datamaran's support, C-suite leaders from some of the most reputable brands globally are making informed, data-centric decisions and transitioning their approach to ESG from mere compliance efforts to governance-focused strategies that enhance overall business value. This transformation not only strengthens corporate responsibility but also fosters a culture of sustainability within the organization.

StarCompliance (Star) has been the trusted leader in compliance technology for more than 25 years, helping organizations around the globe reduce risk, manage conflicts of interest, and meet growing regulatory demands. Millions of users across 114 countries rely on Star to safeguard employees, protect reputations, and ensure accountability. The StarCompliance Enterprise platform delivers complete compliance coverage, overseeing personal account trading, securities, and digital assets, while also managing gifts, hospitality, outside business activities, and political donations. It incorporates incident management, MNPI oversight, and accountability regime support across jurisdictions such as the UK, Ireland, Australia, and Singapore. Configurable workflows, real-time analytics, and customizable dashboards equip compliance teams with actionable intelligence and the ability to proactively identify and address risks. The platform is designed to scale, offering multi-language and multi-currency capabilities, while its secure, cloud-ready architecture integrates with data platforms like Snowflake to deliver a comprehensive view of firm-wide risk. Star pairs its advanced technology with extensive client resources, training programs, and ongoing support to ensure long-term adoption and value. By combining global scale, deep expertise, and future-ready architecture, StarCompliance enables organizations to foster cultures of trust, transparency, and compliance.

Smart Audit is an all-in-one, easy-to-use software that enhances and automates the Audit Management process. By replacing conventional audit checklists with our innovative digital platform, organizations can efficiently oversee and document audits, guaranteeing adherence to regulatory requirements and upholding top-notch food safety and quality standards. This software boasts a range of features, including customizable audit checklists, scheduling capabilities, notifications, real-time data collection, automated report creation, tracking of corrective actions, and analytical tools aimed at fostering continuous improvement. Its user-friendly design combined with powerful functionality enables organizations to take a proactive approach in monitoring and managing their audit activities, ultimately promoting operational excellence and instilling consumer confidence. Moreover, the integration of these features ensures that businesses can adapt to changing regulations and industry standards with ease.

Talentia Corporate Performance Management (CPM) serves as a worldwide solution for instantaneous financial reporting, business analytics, budgeting, forecasting, and consolidation processes. By utilizing Talentia CPM, organizations can enhance the reliability of their information, boost team efficiency, and refine their decision-making strategies. This all-encompassing platform effectively manages corporate performance through key functions such as budgeting, forecasting, management reporting, multi-standard statutory consolidation, financial reporting, and intra-group reconciliation. Reap the benefits of a robust software solution designed for consolidation and closure, which supports multi-standard statutory consolidation, portfolio management, and intra-group reconciliation. With a unified repository, users can examine performance metrics, minimize delays, ensure dependable financial communication, and achieve compliance with regulatory standards while consolidating their data. This integrated approach ultimately drives better business outcomes and fosters a culture of informed decision-making across the organization.

Sheshi FR, a revolutionary SaaS app, is designed to optimize and streamline financial reporting processes. Sheshi FR, powered by artificial intelligence (AI), aims to empower finance professional by delivering a 'Print-Ready financials' at lightning speeds. The platform is designed to ensure accuracy and conformity, which will reduce the time and effort required for manual report preparation. Sheshi FR is the future of financial report generation, focusing on efficiency and precision while allowing professionals to focus their efforts on strategic decision making. Its ultimate goal is to redefine the role played by finance professionals such as Chartered Accountants (CAs), CFOs, Tax Professionals etc. By equipping them with cutting edge technological capabilities.

Lucanet empowers modern CFOs to lead with ease. Our standardized, ready-to-use, out-of-the-box solutions streamline financial processes and reporting, delivering unmatched speed and accuracy. Trusted by over 5,000 companies globally, Lucanet equips finance teams with compliance-ready data and intelligent workflows that enable confident decision-making. Inside Lucanet, you’ll find a passionate team of over 800 people dedicated to continuously improving our products – and to your success. Together with our global partner network, we provide the local knowledge and ongoing support you need to unlock the strategic potential of your finance team. Whether you're facing challenges with consolidation, financial planning, ESG reporting, or global tax complexities, you can count on Lucanet for an intelligent solution with fast time to value. Let's connect and discuss how we can help you simplify your daily work, gain data-driven insights, and make impactful decisions. 

CCH Tagetik Corporate Performance Management software is trusted by companies to save time, reduce costs, and reduce risk. Connect data, processes, and people with one trusted source to get a quicker close and more forward-looking planning. CCH Tagetik Finance Transformation Platform powered by the Analytic Information Hub is the unified platform that connects finance & operations and streamlines consolidation & close planning, reporting & analysis, disclosures, and compliance.

Asset owners, including those in pension plans, endowments, foundations, insurance companies, and sovereign wealth funds, should consolidate their external manager data requirements into a unified digital platform within the investment office, encompassing areas such as manager research, operational due diligence, ESG considerations, compliance, audit confirmations, and event-driven inquiries. This centralized platform is beneficial for both emerging managers and well-established funds, allowing for the management of standard due diligence questionnaires (DDQs), investment databases, and investor DDQs seamlessly. By fostering collaboration among investor relations, RFP, marketing, compliance, and product teams, organizations can significantly reduce errors and enhance service quality. Whether serving as an OCIO, investment consultant, wealth platform, or fund of funds, it's essential to construct a robust diligence framework that spans a diverse portfolio of fund products, enabling the effective delivery of unique investment options to clients on a large scale. Additionally, this approach not only streamlines operations but also ensures that all stakeholders are aligned in their strategic objectives.

DataTracks ensures that you consistently meet your reporting obligations promptly and efficiently. We provide innovative software solutions specifically designed to assist you in crafting your compliance reports with ease. Once your financial records are finalized, your report can be generated almost immediately. Automated data transfer occurs, allowing numbers to seamlessly populate the necessary fields within the reports. Your team's primary responsibility will be to verify the figures and develop the accompanying narratives independently. Essentially, you will only need to review the output rather than engage in the preparation process. This approach enables a hands-off yet mindful preparation of compliance documents, all at an affordable price. You can rest easy, knowing that your reports will align with your financial records. This holds true even when dealing with extensive amounts of information, as is often the case for national banks required to report to the Federal Reserve across various jurisdictions. By establishing a robust data model and creating mappings from your enterprise's sources, you can ensure that data will be automatically integrated into the model as soon as the sources are ready. Furthermore, the data can be represented in the report as it is defined in the data model or calculated from the sources within that model, providing flexibility and accuracy in your reporting process. Ultimately, our solutions not only simplify your compliance reporting but also enhance the overall efficiency of your financial operations.

Catalyst is a powerful software solution designed to enhance business performance by leveraging a Data Lake that incorporates your ERP, Big Data sources, and any additional data at your disposal. Imagine the possibility of swiftly uncovering transformative insights hidden within your data—sounds implausible? This tool allows you to effortlessly manipulate and explore your data with just a few clicks. What previously took weeks to generate in reports can now be accomplished with a single button press. By combining Big Data analysis with your own data, you can produce exceptionally precise budgets that receive direct contributions from your sales team. Establish financial and operational strategies from a singular, reliable source of information. Curious about the barriers to achieving optimal profitability? You can conduct a root cause analysis down to the transaction level in mere moments. With Catalyst, every figure reconciles accurately, every time. By reducing tasks that once required days to mere seconds, you can concentrate on what truly matters: analyzing and advancing your business strategies for growth and success. The efficiency gained through this software enables you to make informed decisions that propel your company forward.

Compliance Star is an innovative compliance software solution designed for on-demand use, providing essential tools for effective risk management and monitoring. It enables efficient remote oversight of FCA Authorised Firms along with their associated Units and Agents, thanks to its real-time data gathering and reporting capabilities. This technology-driven compliance platform streamlines management, workflow, and oversight of firms regulated by the Financial Conduct Authority (FCA). A key feature of Compliance Star is its robust, calendar-based task management system, which supports both automatic and manual task assignments, sends notifications for necessary actions, integrates deadlines into a calendar, issues reminders, and tracks task completion status. By significantly alleviating the compliance workload, this platform is currently leveraged by top regulatory networks. Furthermore, it allows for comprehensive tracking of internal regulatory procedures and delivers a centralized access point for up-to-date data, along with the functionality to generate reports required by the FCA. Consequently, Compliance Star enhances operational efficiency and ensures regulatory adherence for its users.

Longview Close streamlines your consolidation and data validation processes, significantly speeding up the close cycle. By integrating data from a variety of sources, including Excel spreadsheets and legacy EPM systems, our solution allows you to focus less on data management and more on deriving actionable insights. The report outlines market trends and customer satisfaction metrics that encompass financial, operational, and strategic performance management. Transition from tedious manual batch operations to enhanced data visibility, thanks to comprehensive reporting and the ability to drill down into source data. Our cloud-based automated data management system organizes consolidation tasks, providing you with a single, centralized platform for all your performance data needs. Furthermore, Longview Close boasts the largest selection of plug-and-play applications available in the market, making it easier than ever to tailor the solution to your specific requirements. This level of customization ensures that you can adapt quickly to changing business conditions and stay ahead in a competitive landscape.

Revolutionizing Performance Management. Leave your advanced coding skills behind, maintain your Excel expertise, and get started within weeks. Discover Your Flow: Gather essential data effectively. We embrace all types of source data systems, whether they're outdated interfaces or modern cloud solutions, as Fluence seamlessly integrates and extracts data from any source to enhance any workflow. Cloud-Based Solutions. Achieve tranquility in your operations. Clearly outline the steps necessary for any process, delegate responsibilities, set deadlines, create input templates, and generate reports while monitoring everyone's advancement. Say farewell to the frustration of a blank screen. Our streamlined workbench empowers business users, allowing them to easily access tasks, deadlines, and the guidance needed to complete their assignments. Enter the world of Excel. This reliable tool has been a staple for nearly forty years and continues to be indispensable, which is why we harness technology that fully utilizes native Excel as both your data interface and the platform for crafting that eye-catching report your supervisor is always requesting. With this approach, users can effectively manage their tasks while capitalizing on the familiarity and versatility of Excel.

We make the world safer, more sustainable, and more productive. Our software analyzes data from many sources to help companies make better strategic business decisions regarding mitigating risk. This is called Integrated Risk Management 4.0 (IRM 4.0). Our success is based on the fact that we have never had to deal with any of these incidents. Sphera's Environment, Health, Safety & Sustainability solutions provide end-to-end risk management on a single platform that can be scaled to meet companies' daily and strategic EHS&S goals. Sphera's Operational Risk Management Solutions help operators create a unified strategy to drive Operational Excellence throughout the enterprise. Sphera's Product Stewardship Solutions combine the best-of-breed and rich content to allow you to comply, streamline, and automate all aspects of your products' lifecycle.

Optial SmartStart, utilized by Fortune 500 companies across more than 50 nations, offers sophisticated IT solutions tailored for Environmental, Health & Safety, Audit, Governance, Risk, and Compliance needs. The platform is equipped with a variety of features such as Audit Trail functionalities and compliance with standards including FDA, HIPAA, ISO, OSHA, and Sarbanes-Oxley. Additionally, it presents several essential solutions designed to enhance operational efficiency. A notable advantage of the system is its capability to allow seamless data import from existing third-party platforms, facilitating a smooth transition for businesses by integrating their current configurations into the Optial SmartStart framework. This ease of integration ensures that organizations can adapt quickly to the new system without disruption.

To initiate a reconciliation, one should start by examining the closing balance of the General Ledger in comparison to the sub-ledger or other pertinent documents, which may include bank statements or third-party records. Any discrepancies identified between these sources must be thoroughly investigated, measured, and resolved whenever feasible by making the necessary adjusting entries in either the general ledger or sub-ledger. It is also essential to document any anomalies as reconciling items to maintain transparency throughout the process. Ultimately, the balances should align perfectly and be substantiated with all accompanying documentation linked to the reconciliation. The review process is crucial for confirming the completeness of the reconciliation, and incorporating an additional approval layer can enhance confidence in its accuracy. Moreover, establishing a robust framework along with a standardized process can significantly streamline and enhance the efficiency of the reconciliation process at the end of each month. This not only fosters consistency but also aids in identifying potential issues much earlier in the cycle.

Manage and organize the activities of all collegiate groups within your organization within a unified platform. Schedule and convene comprehensive meetings in under three minutes by integrating agendas, relevant materials, and participants' calendars while maintaining attendance records. Atlas Bluebook aggregates all meeting-related data and documents into a single file, ensuring consistent pagination. To maintain traceability and safeguard information, Bluebook converts all files into one PDF and applies watermarks to each page. You can make notes and set appointments in Bluebook, easily sharing these with attendees. In the event that any annotated documents are modified or removed, Bluebook preserves your marked pages. The system automatically compiles essential elements such as organization, collegiate, date, time, venue, participants, agendas, discussions, and other pre-entered data into your meeting minutes. You can efficiently search for terms, documents, and keywords across the system and within files, all while leveraging artificial intelligence to enhance search efficiency. With these features, your organization can ensure seamless collaboration and effective management of collegiate activities.

Certent provides a software solution designed to enhance the financial reporting procedures for businesses of all sizes. This online platform automates the entire reporting workflow, ensuring increased accuracy, adherence to regulatory requirements, and improved efficiency with every reporting cycle. By enabling seamless integration with the Microsoft Office Suite and various other data sources, Certent simplifies data management and organization. Users gain easy access to disclosure research spanning legal, accounting, investor relations, and business development. In addition, the platform offers an extensive library of accounting standards, rules, and regulations that can be searched in full text. Users can refine their searches across EDGAR, SEDAR, ASX, and HMRC using over 50 predefined criteria, such as industry sector, exchange, auditing firm, and filing date, and benefit from instant email alerts upon the publication of new filings. This comprehensive approach not only saves time but also empowers organizations to stay informed about critical regulatory changes and filing requirements.

Safeguard your most confidential documents with an invisible fingerprint to prevent unauthorized disclosure during printing or photography. This innovative approach allows for rapid identification of the leak's origin. LeaksID is a cloud-based solution that employs a proprietary algorithm to embed an imperceptible markup into documents when sharing them securely with external parties. If a printout or an image of a sensitive document is exposed publicly, you will be able to pinpoint the individual responsible for the breach. It can be difficult to ascertain who has leaked your private information, particularly when sharing with trusted friends or family members. Even with strict user permissions or password-protected files, the risk remains that someone could capture an image of your screen in passing. With LeaksID, you can maintain your usual workflow while enhancing your oversight of document handling, enabling accurate leak detection in mere minutes. This level of control provides peace of mind, knowing that your sensitive information is better protected against potential breaches.

The NAVEX One Governance, Risk, and Compliance Information System (GRC-IS) provide a holistic solution to better manage all types of risks that come from doing business such as employee actions, constantly changing regulations, and global events. Our cloud-based solutions help you manage risk and compliance processes like onboarding new employees with ethics training and policy attestations, screening and monitoring third parties, and automating business processes by integrating risk discovery and workflows. And we help you find insights from data to drive better decision-making.

Ideagen External Audit gives you the tools to improve accuracy and standardization in external audits. This allows you to assess and mitigate risks effectively. External audit software allows you to provide a better service to your clients, save time with financial disclosures, and gain unique insights into the industry. By using accurate data, you can reduce the risk of making mistakes. Our trusted external audit solutions will help you improve the accuracy and efficiency in audits, and provide your clients with a service that they can rely on.

The Leapfin Revenue Platform empowers you to enhance accuracy, streamline manual tasks, and achieve real-time insights into your GAAP revenue figures. Are you tired of constantly building yet never finishing? Save both time and resources by avoiding the need for ERP extensions or custom developments. This allows you to concentrate on expanding your business through new products, exploring international markets, and adapting to different business models. As you prepare for IPOs, audits, and overall company expansion, the pressure mounts when you lack clarity on your revenue situation. Eliminate the anxiety surrounding your next Board meeting by gaining immediate access to your financial data. Having on-demand visibility alleviates the uncertainty in your decision-making process. The challenge of ensuring precise revenue figures is already daunting, and the overwhelming volume of data complicates matters further. With the right tools, you can confidently present your revenue insights to executives and auditors. Are you aware that a scalable and adaptable pre-built solution exists? The key to overcoming these challenges is found in a cohesive financial data platform coupled with a revenue subledger, which can greatly simplify your financial reporting processes. This innovative approach not only enhances clarity but also fosters strategic decision-making that drives your business forward.

Discover cost-effective SEC filing and ESG reporting solutions from a top-tier SEC filing agency. ActiveDisclosure is designed to be faster, more intelligent, and secure, allowing for real-time teamwork and precise XBRL SEC reporting throughout the entire journey from pre-IPO to public offering and further, thus streamlining your financial documentation and agreements. Consolidate your ESG information to enhance your financial reporting process and speed up the preparation of your proxy reports with tailored design options and automated procedures. Effortlessly produce visually appealing branded presentations and PowerPoint slides directly through ActiveDisclosure. With outstanding assistance from DFIN specialists, you can access the essential SEC filing and ESG reporting software without incurring additional fees or hidden charges. We prioritize making innovation seamless and user-friendly. Our certifications will guide you on your journey to mastering the software, enabling you to excel in various aspects of SEC reporting and fully utilize ActiveDisclosure's capabilities for your organization's needs. Additionally, our commitment to continuous improvement ensures that you stay updated with the latest features and industry standards.

Quickly establish your operations with integrated best practice features, which include dynamic calculations. Minimize the need for extensive customization, as essential financial statements like cash flow, balance sheet, and income statement are calculated automatically, along with rollovers and calls to action. Streamline the process of meeting global reporting standards, such as International Financial Reporting Standards (IFRS) and Generally Accepted Accounting Principles (GAAP), by utilizing a ready-made consolidation model. Enhance the accuracy and efficiency of your closing process by reclassifying, adjusting, and eliminating data across any hierarchy, thanks to built-in consolidation capabilities. Effortlessly manage the complexities of legal and management rollups that may have distinct calculation and reporting needs. Take control of the closing process by automatically monitoring critical metrics throughout the organization. You have the option to utilize pre-existing calculations or effortlessly develop bespoke solutions tailored to your business's unique requirements, ensuring that all aspects of your financial reporting are handled efficiently and effectively. This ensures that you can focus on strategic decision-making while maintaining compliance with necessary standards.

Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.

These proven solutions will help you operationalize your pandemic response plan, monitor and report on your employees' and visitors' health, and increase your business' productivity. Engage employees, improve workflows and increase data visibility at all levels of your company to improve safety culture. Cority helps you to break down silos within departments, improve reporting, achieve operational excellence, and increase productivity. Cority's unified compliance management system is designed to take the guesswork out compliance. myCority connects your frontline employees, no matter their location, with the tools they need in order to reduce risk and drive compliance. EHSQ experts develop, implement, and support the Cority solution. We are the industry leader in Occupational Health, Industrial Hygiene and Employee Health solutions. You can take your safety programs to the next step by proactive mitigating risks, managing compliance and reducing incidents.

We develop cutting-edge software solutions aimed at enhancing sustainability for organizations. By adopting our innovative technology, you can contribute to a better world while improving your organization's efficiency, resilience, and sustainability. Our software assists businesses in managing safety and environmental performance, ensuring they remain compliant, reducing risks, and boosting profitability through the application of some of the most advanced technologies available. Safeguard the health and safety of your employees, assets, and the broader community with our health and safety management software. Our solutions encompass all facets of process safety management as well as worker health and safety, enabling you to foresee and avert incidents, which in turn protects your workforce and enhances overall productivity. Furthermore, we help ensure your business operations are dependable and effective, maintaining high levels of workforce productivity while allowing you to identify and address risks that could jeopardize production and manufacturing objectives. Ultimately, this approach not only secures your operations but also contributes to a more sustainable future.

Trebellar consolidates disparate data into actionable insights that enhance operational efficiency, automate processes, monitor ESG advancements, and improve the overall workplace environment. By standardizing occupancy and utilization metrics across various data sources, you can seamlessly integrate information from badging systems, occupancy sensors, conferencing tools, Wifi/MAC tracking, and more. This integration allows organizations to pinpoint areas for cost reduction by downsizing or subletting space that is not fully utilized, optimizing energy consumption, and adjusting service levels to align with genuine demand. Embark on innovative initiatives, such as linking occupancy levels with factors like indoor air quality, temperature, and light intensity. This data-driven approach enables you to modify schedules and operations, fostering environments that promote the well-being and happiness of individuals. Additionally, you can establish a baseline for your organization’s carbon footprint—accounting for everything from commuting impacts to energy usage—and uncover opportunities to minimize waste and enhance energy efficiency for a more sustainable future. Ultimately, this strategic alignment of data insights not only supports immediate operational improvements but also contributes to long-term organizational goals.