FINANCIAL PeRFOMANCE PLATFORM

Built for the Office of Finance 



Traditional approaches to corporate performance management require multiple products, IT involvement and complex integration. It's time to liberate finance from the limitations of the past and embrace the next generation - designed with finance in mind.

 

A single, unified Financial Performance Platform that puts finance back where they should be...in control, informed, and influential.

 

Financial Performance Platform Software

Tagetik Financial Performance Platform

The Complete Picture with Complete Confidence

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Consolidation & Close

Double-entry logic for streamlined consolidation, cash flow and close management.

  • Graphical close process workflow
  • Sub-consolidation and segment reporting
  • Intercompany reconciliation cockpit
  • Automated recurring journal entries
  • Allocations and profitability analysis
  • Management, legal, statutory all in one
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Financial & Operational Planning & Modeling

Integration with actuals and built-in intelligence for budgeting, planning and advanced modeling capabilities.

  • Annual plans and rolling forecasts
  • P&L, balance sheet and cash flow
  • Integrated Business Planning
  • Top down, bottom up, driver-based
  • Built-in variance analysis
  • Detailed what-if scenario modeling
  • Ubiquitous process and workflow
  • Intuitive web or Excel interface
  • All plans managed in one model
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Global Dashboard

Dashboard views provide the complete picture for making faster, better decisions with confidence and traceability.

  • CFO Dashboard and KPIs
  • Self-service analysis & dashboards
  • Global view across finance processes
  • Visibility into all deadlines and status
  • Mobile access to dashboards and details
  • Take action and assign accountability
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Treasury & Risk

Cash flow planning, hedging, reporting; optimize cash management across the enterprise.

  • Entity cash flow planning
  • Enterprise cash flow optimization
  • Direct and indirect cash flow
  • Exchange rate what-if analysis
  • Currency impact and hedging
  • Treasury reporting
  • Fiscal and financial policy compliance reporting
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Reporting & Analysis

Accurate, auditable and consistent internal and external reporting at any level of the organization.

  • Workflow for each report/submission
  • Assign accountability outside of finance
  • Built-in scaling, rounding, and balancing
  • XBRL filing
  • Eliminate data consistency issues
  • Dynamic variables and narratives
  • Native Word and PowerPoint interface
  • Pre-built applications for specific filings
  • Automate board books and monthly reviews
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Embedded Intelligence

Built-in financial intelligence and calculations that cross multiple finance and operational processes.

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Embedded Intelligence

Built-in financial intelligence and calculations that cross multiple finance and operational processes.

tagetik financial performance platform key capabilities

Unified Financial Management
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Unified Financial Management

A single data repository. A single solution. Tagetik Financial Performance Platform gives finance complete visibility and control of corporate data. From plans to forecasts to disclosure and all the reports and analysis along the way, your entire organization can work in one unified application.

Driving Innovation for The Office of Finance
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Driving Innovation for The Office of Finance

Tagetik leverages the latest in-memory computing, cloud and mobile innovation. Run complex calculations on large amounts of data, drill down to the details, address multiple stakeholder needs from a single source, trace data (and adjustments) from start to finish, collaborate and find insights previously shrouded in siloed processes. It's all there, all in one solution.



Built-in Financial Intelligence
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Built-in Financial Intelligence

Finance needs industry-specific solutions that include built-in financial intelligence to shorten cycle-time, reduce risk, and improve decision-making - with confidence. Tagetik has built-in double-entry accounting logic, currency translation and impact, management, legal and regulatory roll-ups, time dependent hierarchies and more.

Align Operations with Finance
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Align Operations with Finance

Linking operational metrics to financial outcomes gives finance a complete view of the business. Optimize plans by modeling operational strategies, comparing different business scenarios, collaborating with stakeholders and seeing how decisions impact financial outcomes so you can drive more informed business decisions.

Easy to Learn, Easy to Use
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Easy to Learn, Easy to Use

Tagetik is built for finance and optimized for everyone. With native Microsoft Excel, Word and PowerPoint, easy to use web forms, and intuitive self-service reporting, dashboards and visualizations - you empower all decision-makers with trusted information from Tagetik with full control and confidence.

Power of the Platform- on the Cloud
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Power of the Platform- on the Cloud

The Tagetik Financial Performance Platform is available on the cloud with full functionality, control, security, compliance and certifications so you can rest assured that your financial data is governed, safe and secure. More so, Tagetik Cloud is infinitely scalable, always available, so you never have to worry about outgrowing it.

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The Complete Picture
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The Complete Picture

Transform corporate data and information into valuable business insights. Tagetik integrates with existing systems - from relational databases to ERP, CRM, BI/analytics and many others - to provide deeper insights to facilitate better, more accurate strategic decision making.

Full Traceability, from Start to Finish
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Full Traceability, from Start to Finish

The Financial Performance Platform has a powerful but easy to use ETL that allows finance to pull data from multiple sources and then validate, map and govern it with a comprehensive audit trail from source system to final disclosure.

Benefits

Benefits


Single solution

Single solution for all CPM processes within a unified offering

Powerful financial intelligence

Powerful financial intelligence across multiple processes for unified reporting, analysis and disclosure

Proven scalability

Proven scalability, both on the cloud and on-premise, to support growing and expanding business and user requirements

Rapid deployment

Rapid deployment at a low cost, with no hardware, upgrades or IT required

Proven safety and security

Proven safety and security with SOC 1 Type II certification, data encryptions and ISO 27001 and SSAE 16 compliant

Deep insights

Deep insights anyway, anywhere with cloud, mobile, dashboards, native excel integration and self-service reporting and visualizations

Testimonials

Customer Quotes

Tagetik's financial performance platform is trusted by leading companies across all industries


Unicredit Group

Budgeting, Disclosure Management, Regulatory,Reporting, Dashboarding,Analysis

Read the case study

Watch the Video

Hempel

Consolidation, Budgeting & Planning, Cash Flow Planning

Watch the Video

Cisalfa

Closing, Profitability, Budgeting, Planning, Forecasting, Cash Flow, Reporting, Budgeting

Read the Case Study

Erste Bank

Disclosure Management, Consolidation, Budgeting & Planning, Finrep, Reporting

Read the case study

ESL Federal Credit Union

Budgeting & Planning, Consolidation, Disclosure Management

Watch the Video

Astaldi

Consolidation, Cash Flow Planning, Budgeting, Monthly Closing, Enterprise Risk Management

Read the case study

On Demand Webinar

MOVING THE CLOCK FORWARD: HOW TIMEX ADVANCED THE FINANCIAL CONSOLIDATION AND REPORTING PROCESS TO MATCH ITS CONTINUALLY CHANGING NEEDS

Shelly Krpata, Timex’s Senior Manager of  Financial Reporting and Consolidation, and Maria Longo, Solutions Specialist at Tagetik, take you through the journey Timex took, the challenges they faced, and how they benefited by  switching to a scalable solution that transformed their close and reporting process.

Browse our Resources


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