Disclosure Management
Automate, secure, and improve the reliability of your financial reporting
Would you like to automate the production of your annual reports and internal or external communication while improving accuracy, efficiency, and compliance within your organization? Are you looking to optimize your publication cycles, improve the reliability of your data, and boost collaboration between your finance and business teams?
Disclosure Management answers these questions by automating and securing all your financial and regulatory reporting processes. This approach enables you to centralize information, guarantee traceability, and simplify compliance in the face of new requirements (ESEF, XCRL, CSRD, and European taxonomy).
Our experts support you with implementing Anaplan Disclosure Management, a powerful and intuitive solution that helps you make your data more reliable, standardize your publications, and transform your reporting into a sustainable performance lever.
A cloud-native solution for more collaborative and compliant Disclosure Management
Rapid Production
Consistency
& Reliability
Transparency
& Traceability
Smooth
Collaboration
Real-Time
Visibility
Regulatory Compliance
Optimize your regulatory reporting with our Disclosure Management solution
Faced with an increasing number of standards and ever-tighter closing deadlines, Finance departments need more reliable, faster, and more secure processes. Disclosure Management automates the production of financial and regulatory reports while guaranteeing data consistency, traceability, and compliance.
Our assistance is based on recognized business expertise and solid experience in regulatory and technological environments Our consultants combine functional rigor, strategic vision, and operational excellence to help you strengthen the efficiency and reliability of your reporting.
Our teams are involved in every phase of the project:
- Functional framing and scope definition
- Configurating and integrating a solution within your ecosystem
- Testing, acceptance, and change management support for smooth adoption
- Production launch and transferring skills to ensure your independence
Switch to real-time control with Anaplan DM
Advanced functionality for new-generation reporting
Simplify your Disclosure Management and strengthen your control with features designed to guarantee accuracy, traceability, and efficiency
Intuitive and consistent interface
Automated narrative and numerical data collection
Validation / approval workflows
Full audit trail and version control
Multi-form publication
Native integration with Microsoft Office
ESEF / XBRL / ESG compliance
Multilingual with assisted translation
Roll forward (carried forward) functionality
Modular and scalable solution
Precise access rights and security management
Client
- International group in the insurance sector
Context
- Outdated system, high operating costs, and manual processes
Project
- Implementing Primexis’ Anaplan Disclosure Management in 7 months to automate producing financial and regulatory reports
Results
- -50% in operating costs
- Extraction time reduced from 3 hours → 10 minutes
- 100 independent users
- Guaranteed regulatory compliance
Client
- Transportation and mobility group
Context
- Old, unmaintained solution with little collaboration
Project
- Migration to Anaplan Disclosure with full recovery of annual and semi-annual consolidated reports
Results
- Rapid adoption by more than 80 users
- Simplified validation process
- Extended solution to several entities of the group
Your Primexis Contacts
Our teams are involved in all financial and operational functions
Bank & Insurance
International Business Services
Controlling
Why choose Primexis?
- In-depth knowledge of consolidation and reporting, as well as other aspects of annual reporting such as sustainability reporting
- Strong expertise in the Anaplan DM solution and best practices to implement, allowing you to become independent quickly
- Experience in information system projects, guaranteeing smooth project roll out: respecting deadlines, budget, and expected deliverables