The Cloud for finance without Compromise
Budgeting & Planning
Looking to modernize your old, legacy budgeting and planning software? Tagetik was purpose built for the Office-of-Finance to optimize the strategic planning and budgeting process. With built-in financial intelligence, Tagetik unifies financial and operational drivers in a single solution for more accurate plans, faster decision-making and better business performance.
Modeling & Forecasting
In today’s fast moving, unpredictable business climate, predictive modelling and rolling forecasts are not nice-to-dos - they are critical capabilities. When you create ‘what-if scenarios’ based on real-time data, this gives you immediate insight into the impact of business drivers on performance, cash flow, profitability and more. Tagetik gives you accurate information and it also gives you better insights into the business.
Financial Consolidation & Close
The monthly financial close cycle shouldn’t be a complex or manual, laborious process. It definitely shouldn’t be based on legacy technology that you pay for, even though it doesn’t meet your current business needs. Tagetik can help modernize your consolidation tools, eliminate error-prone, time-intensive manual data entry and cut days of the close cycle.
Disclosure & Compliance
Tagetik unifies the entire disclosure reporting process and automates regulatory, management and financial reporting for internal and external stakeholders. When you’re creating financial statements, board books, US GAAP, IFRS or internal performance reports, using our visualizations and interactive dashboards, Tagetik has you covered from the first to the last mile of finance.
Reporting & Analytics
When you need insights minute-by-minute, on-the-go, at your desk, or in your hand, there’s Tagetik. We provide data in context and data that refreshes as soon as changes are made. With our self-service approach combined with intuitive visualizations and dashboards, Tagetik Analytics gives you deeper insights for forward looking action.
Accelerate Financial Close
Tagetik’s Consolidation Cockpit
Simplify Management Reporting
Create Board Books using PowerPoint
Fully automated planning
Tagetik Cloud for Budgeting
Embedded Financial Intelligence
Integrated currency and exchange rate calculations
the TAGETIK Financial Performance Platform
The Complete Picture with Complete Confidence
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
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
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
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
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
- Automated XBRL tagging
- 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
Built-in financial intelligence and calculations that cross multiple finance and operational processes.
THE CLOUD FOR FINANCE WITHOUT COMPROMISE
The power and scale Finance needs to address complex finance processes on the cloud
Tagetik Cloud: more flexibility less dependency
Whether you choose cloud or on-premise, it’s owned and operated by finance. Reduce dependency, reduce cost, reduce risk. That’s what the Tagetik Financial Performance Platform does for our customers.
Open Architecture & Multi Platform
Maximize your investments in existing technology with pre-build connectors, easy-to-use ETL, and advanced analytics.
Tagetik performance management software is trusted by businesses of all shape, sizes and industries
Browse our Resources
Ready to move to the Cloud?
63% of companies plan on moving their financial systems to the cloud
Consolidation, Budgeting and rolling forecasting, Cash flow, Management and Investor Relations reporting, Annual and quarterly IFRS reporting
Insights from Aggreko’s Progressive CFO Carole Cran on what makes a world class finance function
Yes, I’d like to know more about Tagetik
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