Tagetik unified corporate performance management software seamlessly integrates with MICROSOFT
The combination of Excel and Tagetik arms finance users with flexibility of Excel and built-in financial intelligence, workflow, and control of Tagetik. Tagetik fits well in any Microsoft IT environment by utilizing SQL Server, PowerBI and SharePoint and integration with Dynamics AX and NAV.
Streamline the creation of annual reports, board books and other narrative reports using Tagetik with Microsoft Word. Assign sections to different contributors who can work on the report at the same time without compromising data quality, version control or accuracy.
Tagetik enables collaborative reporting using PowerPoint to create quarterly investor or earnings call presentations using Tagetik’s financial information, security, workflow and audit logs and collaboration features. Multiple users can work on narrative reports in PowerPoint using packaged templates and financial data from Tagetik.
Microsoft Power BI
Using Tagetik’s integration with Power BI, you can easily visualize the financial information from Tagetik. It's a great way to provide users to type in questions in a 'natural language' and receive answers in the form of interactive visualizations.
If you’re one of SharePoint’s 100+ million users, then you know how easy it is to create, collaborate and share Microsoft-generated content. With Tagetik Webparts you can access specific Tagetik data or access the Tagetik application from within SharePoint.
Microsoft SQL Server
Tagetik runs on SQL Server and works with Microsoft Analysis Services for advanced reporting and analytics. Tagetik is a Microsoft Gold partner and a member of the Microsoft Business Intelligence Partner Advisory Council - including winning the Microsoft ISV Partner of the Year Award.
Microsoft Dynamics AX and NAV
If you're using Microsoft Dynamics AX or NAV, we've got a connector for you. The connector imports account elements, custom dimensions, general ledger data and intercompany information. With its simple user interface you can map and transform elements, and define custom mapping with ease.
Extend the Value of Microsoft
With Tagetik you can leverage the entire Microsoft technology stack. From SQL Server, to PowerBI, you can take advantage of your investments in Microsoft technology and skill sets. This way, your CIO is happy and the Office of Finance can use the Microsoft Office tools they know and love.
MICROSOFT & Tagetik Software is trusted by leading companies across all industries
Consolidation, Analytics Reporting
Consolidation, Global Budgeting & Planning, Reporting
Ronald van Veen - Vice President of Finance
“We knew going into the selection process that we needed a vendor that could take our budgeting and planning to the next level while also supporting the complexity of being a global company. As we went through the selection process, Tagetik became the clear leader because of its strong, unified solution that includes external reporting, XBRL, financial close and built-in integration with Microsoft Analysis Services and SharePoint. “
Barbara Cristea - VP Controller
“Tagetik has greatly improved our budgeting and forecasting processes. The system is easy to use and administer, which has improved the efficiencies for the finance team and our end users. Another advantage was Tagetik’s partnership with Microsoft and their easy integration with Microsoft SQL Server database and Microsoft SharePoint.”
Sandro Barazza - Chief Financial Officer
“We decided to leverage the new features in Tagetik enabled by Microsoft SharePoint to eliminate external spreadsheets and further simplify consolidation and quarterly statutory reporting while improving the integration with our other Microsoft Business Intelligence tools. We have been able to unify our entire consolidation and reporting processes – from collecting and adjusting data to making intercompany reconciliations and financial reports – within a single solution.”
On Demand Webinar
Reduce Finance costs with Microsoft technology you already own
See how Tagetik takes full advantage of these technologies to optimize the full range of CPM processes including budgeting, planning, consolidation, close, disclosure management, narrative reporting and more...
Tagetik Analytics, Reporting & Dashboarding
Get more value from your finance processes with Tagetik Analytics
Planning & Forecasting, Production Cost Planning, Consolidation, Tagetik Analytics
Microsoft - Partnering for Success
Blog post by Bani Brandolini - President International, Tagetik
Budgeting & Forecasting, Management Reporting, BI Dashboards, Scorecards and ad-hoc Analytics Reporting on Cloud
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