Expense Planning





Payroll, CAPEX, OPEX, travel, marketing, vehicle, equipment, legal, insurance, production, the list goes on. No matter your expenses, planning, tracking and accounting for them in Tagetik is easy.

With a rich suite of financial intelligence, the ability to allocate indirect and direct costs, perform detailed profitability analysis, and model expenses, with Tagetik, measuring expenses is integrated into the larger CPM process.

Expense Planning [CAPEX / OPEX] key capabilities include

 Activity based costing

Determine true costs and their impact on margin and profitability by incorporating indirect and activity-based costs. Using Tagetik's unified Financial Performance Platform, allocating and managing indirect/activity costs can drill down to the activity, product, project, customer and service-level for more accurate profitability reporting. 

With Tagetik's powerful allocation engine, it's easy to allocate direct, indirect and activity-based costs down to the most granular level. Assess profitability based on detailed analysis of true costs across the organization, including all departments and all pricing positions, from distribution waterfalls to complete multi-step allocations across multiple dimensions.

Costing & Allocations

 Expense modeling

With the ability to model FTE, capital investments and M&A scenarios, Tagetik makes it easy to assess, evaluate and project the impact of anticipated and unanticipated expenses on the balance sheet, P&L and cash flow.

See how expenses affect all financial reports, statements, budgets and projections. With Tagetik, you  get real-time information on how expenses impact gross margin and cash flows so you can better delineate necessary versus unnecessary expenses.

 Integrated financial reporting

 Real-time Performance Insights

Get the right information, at the right time, in the right format - delivered the right way. Tagetik provides real-time updates, alerts and notifications - via email, the application or your mobile device, so you can instantly assess, analyze and take action. From scorecards, to dashboards to web reporting and ad hoc analytics - Tagetik powers real-time agile planning. 

Test financial and operational assumptions to understand the impacts of what-if scenarios on your strategy. While you can compare results of your testing visually side-by-side, in a single click, you can also see the impact on performance reports like the P&L, balance sheet and cash flow.

 Business & Operational Modeling 

Learn more...



On Demand Webinar

HOW PROVIDERS CAN SIMULTANEOUSLY REDUCE EXPENSE, IMPROVE OPERATIONS AND INCREASE REVENUE

During this webinar, Hunterdon Medical Center addresses how corporate performance management (CPM) applications can help meet vital objectives, including: Forecasting gross revenue based on inpatient/outpatient admissions, Projecting HR-related expenses per individual employee, Analyzing which procedures were the best and worst performers in each department to determine department profitability.

Tagetik's expense planning Software is trusted by leading companies across all industries


saic volkswagen automotive

Cost Planning, Expense Planning, Budgeting&Planning

sicad

Expense Planning, Sales Planning, Budgeting, Forecasting, Cost Control, Production Planning, Closing

Moncler

Expense Management, Capex, Opex, Closing, Consolidation, Budgeting, Cash Flow Planning

Sol

Expense Management

verisk analytics

Forecasting, Expense Planning, Reporting, HR Planning, Rolling Forecast, Budgeting, Planning

Sematic Group

Expense Management

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