Corporate Performance Management Software

We Get Finance. You Get Results.

Companies trust Tagetik software and solutions to lower their Total Cost of Ownership (TCO) by streamlining and modernizing budgeting & planning; cutting days off the close & consolidation cycle; sprinting through the last mile of finance; and automating management reporting, analytics, and disclosure reporting from one single source. And for even more cost savings and flexibility, all this power is available on the cloud. That’s what we call, The Cloud Without Compromise.



planning cycle


close process


reporting effort

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.

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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. 

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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 and time-intensive manual intervention and data entry and cut days of the close cycle. 

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Disclosure & Compliance

Tagetik unifies the entire disclosure reporting process and automates regulatory, management and financial reporting for internal and external stakeholders. Whether it’s financial statements, Board books, US GAAP, IFRS or internal performance reporting using visualizations, interactive dashboards and more, Tagetik has you covered from the first to the last mile of finance. 

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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. Our self-service approach combined with intuitive visualizations, dashboards and more, Tagetik Analytics gives you deeper insights for forward looking action. 

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  • 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

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

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

Embedded Intelligence

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



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.

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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


Management Reporting, Project Controls, Disclosure Management

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Disclosure Management, Consolidation, Budgeting & Planning,

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Disclosure Management, Reporting

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Consolidation, Disclosure Management, Reporting

Read the case study

Watch the Video



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Budgeting, Cash Flow, Regulatory Accounting, Profitability Analysis, Control of Financial Risks

Read the Case Study

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