Budgeting & Planning

Does your planning process put you ahead of the game or behind the 8-ball?



If your annual budgeting and planning process is based on spreadsheets, dependent on IT, or based on technology older than the iPhone; you’re behind the 8-ball.


Tagetik gives you the ease of Excel, the flexibility of the cloud, and the power of built-in financial intelligence. Get more from your planning process. Get Tagetik.

Budgeting and Planning
Slashed

95%

Time Recalculating
Decreased

30%

Retail Budgeting Cycle
Reduced

70%

Time to Collect Budget Data

3-min video demo


Want a quick look? Watch this video demo on budgeting & planning



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Budgeting Planning Software Benefits

Benefits


Unified End-to-End Planning

Unified, easy-to-use, end-to-end planning

Reduce Planning Cycle

Fewer iterations reduce the days required in the budgeting cycle

Single version of the truth

Confidence in a single version of the truth across all plans and budgets

Better business continuity

Better business continuity with one set of data and fewer systems

Built-in Financial Intelligence

Built-in financial intelligence to address the simplest and most complex planning requirements

Complete traceability

Complete traceability and accountability from start to finish

The Ultimate in Planning Flexibility and Breadth


Regardless of your planning and budgeting methodology, Tagetik streamlines and automates many types of planning in a single solution, while modernizing and simplifying the process, and facilitating collaboration across financial and operational planners.


Get ahead of the game with these budgeting & planning capabilities

Budgetbooks and Performance Playbook
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Board books, management presentations, budget books - all reports require a marriage of visual presentation and compliant, accurate data. Tagetik natively integrates with Microsoft Office and has automated data refresh, so your numbers and narrative align and your staff work in the comfort of the programs they know.

What-if Scenarios Playing
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Create what-if scenarios to test financial and operational assumptions. Visually compare results side-by-side and then one-click model the impact on financial performance, including the business impact on the P&L, balance sheet and cash flow statements. 

Robust Allocation Engine
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Need to split balances, apply allocations across multiple layers or dimensions or use different methods on the same data set? No problem, Tagetik’s allocation engine can manage all this - and much more - while making it easy  is easy for Finance and business users to configure - no scripting or IT skills required.

Control & Auditability
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With Tagetik, you get system-wide transparency, control and auditability. Quickly assess the origin of any change, update or adjustment and the person, date and time and specifics of that system interaction. Tagetik provides detailed audit logs and reports for full transparency.

 

Collaborative Workflow
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Finance, sales, HR, marketing and operations are better aligned using Tagetik’s financial process workflow that orchestrates the entire financial planning and budgeting cycle- including the specific tasks, activities, due dates, submissions, status and approvals.

Integrated Forecasting & Modeling
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Forecast and model financial and operational scenarios today to assess, evaluate and project the impact on tomorrow. Comparing scenarios side-by-side provides instant insights into impacts on the Balance Sheet, P&L and cash flows. 

Process Visualization
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With visual workflow diagrams, it’s easy to monitor the entire planning process. See what stage contributors are at, proactively mitigate bottlenecks and keep a constant finger on the pulse of your plans.

Detailed Level Drill Down
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When there’s an unexpected variance or deviation, Tagetik provides detail-level drill down to source data. Glean insights from accessing and analyzing granular-level data, from purchase orders, to bill of materials, even down to the transaction.

 

Financial Intelligence
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Tagetik includes pre-packaged industry specific solutions, calculation logic, double-entry accounting logic, unlimited currency and interest rate support, time dependant hierarchies, spreading, depreciation rules and more. Tagetik does the heavy lifting so you can focus on insights.

Administration
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Finance controls user roles and data access, without ever burdening IT. Admins can set company-wide rules on data, workflows and permission-based security so collaborators’ roles are defined. With an audit trail, changes to budgets, plans, data points and reports are logged for complete transparency.

Reporting & Analytics
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Tagetik makes it easy for all stakeholders, even non-technical users, to create reports, dashboards and ad hoc analytics. With Tagetik, you don’t need IT support to create reports or advanced analytics to track, analyze and approve plans and budgets in real time.

 

Unified Corporate Performance Management
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Create an agile planning process that unifies budgeting, modeling, forecasting, consolidation and financial reporting within a single corporate performance management solution that was purpose-built for the Office of Finance. Whether it's on the Cloud, on-premises or your mobile device, Tagetik gets Finance so you get results.

Tagetik's Budgeting and Planning Software is trusted by leading companies across all industries


Randstad

Consolidation, Reporting, Cash Flow Planning, Budgeting & Forecasting

Read the case study

Henkel

Global Planning System

Read the Case Study

Raiffeisen Bank

Planning, Budgeting and P&L statements, Consolidation of budget and forecast data

Read the case study

Watch the Video

LS Travel Retail North America

Budgeting, Planning, Reporting

Read the Case Study

Watch the video

Vorwerk

Consolidation, Budgeting & Planning, Reporting

Read the case study

Erste

Disclosure Management, Consolidation, Budgeting & Planning, Reporting

Read the case study

Testimonials

Customer Quotes


On Demand Webinar

PRECISION PLANNING: THE 4 MAJOR FINANCIAL BENEFITS REALIZED DURING WINTRUST'S RAPID EXPANSIONg

Joel Macholan, VP of Financial Planning and Analysis at Wintrust, will discuss the steps taken to implement and optimize an all-encompassing solution - from the projection of the current portfolio for an accurate Balance Sheet planning to the automated consolidation of the budget and forecast – that fully supports the office of the CFO.

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