Annual Reports

On time, every time...with confidence




Creating the Annual Report is often a fragmented, manual, cut and paste exercise that is tedious, error-prone, and manual task for all involved.


With Tagetik Collaborative Office, annual reports are produced within an automated, collaborative and Microsoft-centric environment that streamlines the process and preserves data integrity throughout the many report iterations and 11th hour changes.

 

Annual Reports Software

Requirements



Disclosure of Results

From balance sheets to cash flows to the P&L, annual reports require full disclosure of the year’s historical, performance and financial metrics. With Tagetik, data is collected and consolidated in a central repository for a single, up-to-date version of key financial measures within your financial report.




Narrative Components

Annual reports have many textual requirements in very specific formats, like executive statements, narrative descriptions and risk disclosures. For consistency between the numbers and narrative, Tagetik automatically updates text and data and gives you the ability to compare versions, so you can see what was changed, when and by whom.



Various formats

Annual report components may be created in Excel, Word, even PowerPoint. No problem- Tagetik’s interface is based on Microsoft Office so not only will you create reports in a familiar environment, you can also link information across formats so a revision in one place is automatically updated in the other.



Annual Reports Benefits

Benefits


Reduce resource redundancies

Reduce resource redundancies with reports that roll forward without manual intervention, updates or reformatting

Complete data consistency

Complete data consistency by directly linking data from a central data repository to multiple reports and reusing common narratives

Unify fragmented reporting processes

Unify fragmented reporting processes for a faster, consolidation process that addresses multiple internal and external reporting

Increase speed

Increase speed with automated reporting, decrease discrepancies by decreasing human intervention

Intuitive and easy

Intuitive and easy formatting compliance with Microsoft Office tools with a uniquely shareable environment

Gain confidence, reduce costs

Gain confidence, reduce costs through better controls, auditability and visibility

Annual reports key capabilities

 Financial & Narrative Reporting

Not only does Tagetik manage your financial data, it also automatically updates information in reports. When financial data or narrative information changes in Tagetik, all related reports are immediately updated as well, giving you a single version of the truth.

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Whether your output is PDF, PPT, XBRL, XML, HTML or a Microsoft SharePoint template, contributors can comment, make changes, assign sections and share documents. Multiple contributors can work simultaneously on the same Microsoft Office document while tracking changes, adding notes and commentary.

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 Collaboration & Communication

 Transparency & Auditability

Tagetik gives you full traceability by providing audit logs and controls that capture changes, updates, revisions and every adjustment - including scaled, rounded values, and balancing adjustments, among others- so you can easily audit and trace information back to the source.

Tagetik offers packaged templates to simplify report creation and production – including automating updates and matching narrative to numbers.

 Packaged Reporting

Tagetik's Annual Reports Software is trusted by leading companies across all industries


Enel

Disclosure Management

Watch the video

Erste

Disclosure Management, Consolidation, Budgeting & Planning, Finrep, Reporting

Read the case study

Manulife

Disclosure Management, Reporting

Read the case study

Watch the video

Talanx

CDM, Solvency II

Watch the video

Plus Group

Financial Consolidation, Reporting

Read the Case Study

Royal Haskoning DHV

Consolidation, Budgeting, Forecasting, Annual & Management Reporting

Read the Case Study

Testimonials

Customer Quotes


On Demand Webinar

Moving the Clock Forward: How Timex Advanced the Financial Consolidation and Reporting Process to Match its Continually Changing Needs

In this webinar Shelly Krpata, Timex’s Senior Manager of Financial Reporting and Consolidation, and Maria Longo, Solutions Specialist at Tagetik, take you through the journey Timex took, the challenges they faced, and how they benefited by switching to a scalable solution that transformed their close and reporting process.

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