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Disclosure management

You closed your books — get ready for the last mile of finance.

Integrating financial consolidation with disclosure management creates a unified, automated process that streamlines financial reporting, reduces manual errors, and ensures regulatory compliance (GAAP, IFRS, XBRL).

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Most clients pair this with consolidation. The two services are naturally connected — consolidation gets the numbers right, disclosure gets them published. If you're already working with us on consolidation, adding disclosure is a natural extension. Learn about consolidation

The problem

The numbers are right. The report assembly is where things break.

Your group accounting team just finished a thorough consolidation. The figures are reconciled, the eliminations are done, the auditors are happy with the data. Then someone opens Word and starts building the quarterly report by hand.

Financial statements, notes, management commentary — all copied from the consolidation output, reformatted, cross-referenced manually, and version-controlled by filename. A last-minute adjustment in consolidation means someone has to trace every affected number through the report and update it. Manually.

This is where errors creep back in. Not in the consolidation itself, but in the space between your consolidated data and the published report. Disclosure management closes that gap.

Live data connection

Report figures linked directly to consolidated data — change one, the other updates

Single source of truth

One report, one version — no more "Q3_report_FINAL_v7_REAL.docx"

Team collaboration

Multiple authors work on sections simultaneously with approval workflows

Full audit trail

Every change tracked, every approval documented, every number traceable

Publish in any format

PDF, Word, Powerpoint, XBRL — controlled output from one source

Numbers the board trusts

Confidence when it matters — from owners and management to external auditors

The shift

What changes when disclosure is connected to consolidation

Same report. Same deadline. Entirely different process.

Today — Manual Assembly

  • Export consolidated figures to Excel, then copy into Word
  • Financial statements built manually with cross-references by eye
  • Notes and commentary written in separate documents
  • Last-minute consolidation adjustment means re-checking every figure in the report
  • Version control by filename — “Q3_FINAL_v4_JH_edits.docx”
  • Auditor asks where a number came from — you trace it manually
  • XBRL tagging done separately, often outsourced

With Disclosure Management

  • Report figures linked live to consolidated data — updates flow automatically
  • Financial statements, notes, and commentary in one controlled environment
  • Collaborative authoring — multiple people, one document, approval workflows
  • Consolidation adjustment? Every affected figure in the report updates instantly
  • One version, one audit trail — every change logged with who, when, and why
  • Auditor asks where a number came from — click through to the source
  • XBRL tagging integrated into the same workflow — publish once
Output Formats

One source. Multiple audiences. The right format for each.

Your board wants a polished PDF. Your auditors want drill-down access. Your regulator wants XBRL. Disclosure management publishes to all of them from the same controlled data set — so you produce once and distribute in the format each audience requires.

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Published reports

Pixel-perfect quarterly and annual reports for the board, investors, and public distribution.

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Editable drafts

Working documents for review cycles and external collaboration where Word is the standard.

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Regulatory filings

Tagged financial data for electronic regulatory submission — ESEF, local filing requirements, and statutory compliance.

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Data extracts

Structured data exports for ad hoc analysis, management packs, and downstream reporting needs.

Get in touch

Ready to transform your finance operations?

Book a no-obligation meeting with one of our EPM consultants. We'll map your challenges and show you what's possible.

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Who this is for

Different roles, different wins

Disclosure management addresses distinct pain points for different members of the finance team, shifting from manual, error-prone processes to a centralized, automated system. It solves the "last mile" of reporting by connecting data sources to final, audit-ready documents.

For the Group Accounting Manager

Stop being the bottleneck

You're the person who knows every number in the report — which is why every last-minute change lands on your desk. With disclosure management, changes propagate automatically. You review and approve instead of manually tracing every figure.

For the CFO

Sign off with confidence

Before you sign the quarterly report, you need to know the numbers match the consolidation exactly. Disclosure management gives you that assurance — every figure traceable, every change documented, every version controlled.

For the Auditor

See exactly what happened

Instead of requesting reconciliation between the report and the consolidation, auditors can trace any published figure back to its source with a click. Full audit trail on every number, every narrative change, every approval.

Connected services

You've published the report. Here's what comes next.

Disclosure management sits at the centre of a broader platform. Most clients start here or arrive here — and the same system grows with you.

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Financial statements

Disclosure management starts where consolidation ends. Most clients implement both on the same platform — the numbers flow directly from consolidated data into published reports.

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Planning and forecasting

Once you're reporting actuals through disclosure, the same platform can handle forward-looking planning — budget vs actual commentary, management forecasts and scenario modelling.

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Sustainability Reporting

CSRD and other ESG disclosures are coming. The same disclosure platform and workflow that handles your financial reports can manage non-financial disclosures — no separate tool needed.

FAQ

Common questions about disclosure management

If yours isn't here, ask us — we're happy to explain how this works for your specific reporting needs.

Do you have any more questions? Contact us

Disclosure management is the process of creating, managing, and publishing financial and regulatory reports — quarterly statements, annual reports, board packs, and regulatory filings. It ensures consistency between your published numbers and the underlying consolidated financial data by linking them directly. Think of it as the bridge between your consolidation system and your published reports.

Technically, no — disclosure management can work with any data source. But it's most powerful when connected to a consolidation platform because the data link is live. Most of our clients implement both together or add disclosure after consolidation is already running. That way, your published reports are always connected to the same data your consolidation produces.

In Word, your numbers are static — they're typed or pasted, and they break the moment the source data changes. In a disclosure platform, the figures in your report are live references to consolidated data. When something changes upstream, the report updates. You also get version control, collaborative authoring, approval workflows, and a complete audit trail — none of which Word provides natively for financial reporting.

XBRL (eXtensible Business Reporting Language) is an electronic format required for regulatory financial filings in many jurisdictions — including ESEF in Europe. If you're listed or subject to regulatory filing requirements, you likely need XBRL output. Disclosure management platforms handle the tagging as part of the reporting workflow, so it's not a separate manual exercise.

Yes — that's one of the core features. Different team members can work on different sections simultaneously with clear ownership, deadlines, and review workflows. When the CFO writes management commentary while the group accountant finalises the notes, they're working in the same controlled document, not passing Word files back and forth.

If you're already on one of our consolidation platforms, adding disclosure is typically faster — we're extending what's already there rather than building from scratch. Standalone, a disclosure implementation usually takes 2–4 months depending on the complexity of your reporting requirements and the number of report templates you need. We'll scope it honestly upfront.

Yes. The same platform produces regulatory filings for the authorities, statutory reports for auditors, and management reports for the board and internal stakeholders — all from the same consolidated data. Different templates, different formats, same source of truth.

We typically work with 1–2 people from your finance team. They need to be available for requirements gathering, testing, and validation — but we're conscious of their day jobs. We build the system with you so that your team learns as we go and can run it independently when we're done.
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Ready to talk?

30–45 minutes, digital or on-site — no commitment. Tell us what’s keeping your finance team up at night and we’ll tell you honestly whether we can help.

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We are based in Oslo, but projects can be delivered remote or onsite at your place.