At PlanPulse, we help organizations transform complex financial and operational data into structured, transparent, and compliant reports. Disclosure management is more than building documents. It is the orchestration of people, data, processes, and technologies to ensure that every report tells a consistent and trusted story. Our approach brings discipline, automation, and clarity to every step of the reporting cycle. Whether you are preparing management reports, annual accounts, ESG disclosures, or regulatory filings, we ensure your teams work in sync and your data flows seamlessly from source systems to final publication.
The Core Elements of Disclosure Management
Data Integration and Validation
Reliable disclosures begin with reliable data. We connect your financial and operational data sources (like ERP, consolidation systems, FP&A tools) and ensure that numbers are validated, reconciled, and ready for reporting.
Narrative and Number Alignment
Financial reporting requires more than numbers. We support the full narrative layer: commentary, explanations, management insights, and storyline development. Dynamic linking ensures your narrative always reflects the most current data.
Workflow, Collaboration, and Version Control
Disclosure creation is a team effort. We design workflows that structure responsibilities, approvals, and review cycles. Real-time collaboration and strong version control eliminate duplication, uncertainty, and late-stage rework.
Compliance and Regulatory Reporting
From statutory accounts to ESG frameworks, each reporting requirement demands precision. We structure your reporting processes to ensure consistent application of standards and audit-ready documentation.
Publication and Multi-Channel Output
Your reports need to work in multiple formats, sucha s PDF, Word, HTML, or (i)XBRL. We help streamline publication processes so teams can focus on insight, not formatting.
Supporting Technologies that Strengthen the Process
Technology is essential for achieving consistency, auditability, and speed. Planpulse works with leading platforms to build robust disclosure management environments tailored to your needs.
A powerful cloud platform for structured reporting, XBRL/iXBRL generation, ESG frameworks, and controlled collaboration. Ideal for organizations with regulatory filing requirements or advanced disclosure workflows.
A unified platform for planning, consolidation, and performance management. Board provides structured financial data, scenario analysis, and governance that naturally feed into the disclosure cycle.
A flexible FP&A and reporting tool that combines data modelling, planning, and performance dashboards. Jedox improves data consistency and offers strong integration with disclosure workflows.
Using these technologies, we design disclosure processes that are automated, transparent, and repeatable.
Why Planpulse
We help organizations build disclosure management frameworks that connect strategy, numbers, and narrative. With deep expertise and a technology-agnostic approach, we ensure your reporting becomes:
- Faster
- More accurate
- More collaborative
- Fully audit-ready
- Ready for evolving regulatory demands
We don’t just support reporting, we help you communicate clearly, confidently, and with purpose. Here are some examples of ‘Disclosure Management’ by PlanPulse:
ESG Reporting
Environmental, social and governance (ESG) considerations drive a complete reframing of how we measure value. It’s more than legal compliance, more than ticking boxes. Investors, consumers, employees, suppliers and other stakeholders are putting pressure on organisations of all types to put sustainability at the heart of business. We have multiple customers that add ESG and CSRD to their EPM integrated solution. Examples are Van Moer Logistics and Colruyt Group. Read the cases to learn more or contact us for more information about Disclosure Management at PlanPulse.
Lease Accounting / IFRS 16
Lease accounting refers to the set of rules and guidelines used to record and report lease transactions in financial statements. It includes identifying, measuring, and showing leases according to accounting rules like IFRS or GAAP. Under GAAP, leases are classified as either finance leases or operating leases. For an example of lease accounting, read our customer case with Exponential-e.
Annual Report
As part of disclosure management, PlanPulse supports customers in creating a fast, and reliable annual report including tables, graphs, comments and workflow including direct and real time connections to solutions like Excel, Word and Powerpoint.
