Budget Books & Board Books

Executive decision making, with confidence

The resources spent producing board books are wasted if the information contained is not accurate. Not to mention the risk and repercussions of board members making strategic decisions based on information that is inherently flawed.

That’s why companies trust Tagetik for collaborative reporting - such as management reports, budget books and board books. Tagetik streamlines the process, manages the complexity and ensures board members get the accurate information.

Board Books Software

3-min video demo

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Board Books Benefits


Increase confidence

Increase confidence in numbers and narrative using a single source of consolidated information

Better decision-making

Better decision-making by combining financial and non-financial information in the same report

Cut reporting time

Cut reporting time by using templates and rolling data forward into future reports

Reduce discrepancies

Reduce discrepancies between management reports and financial statements by using a single system

Easy to use

Easy to use and easy to learn, Tagetik uses Microsoft Office tools: Word, PowerPoint and Excel

Eliminate manual errors

Eliminate manual errors and human intervention with automated data and narrative updates

Tagetik unified corporate performance management software solution for Board books

Combine Financial and Narrative Reporting

Combine Financial and Narrative Reporting

It’s easy to combine financial and non-financial data to create board books and other collaborative reports, like budget books, using Tagetik. Not only is financial information easily rendered within reports, if the data changes, all reference points are automatically updated as well.

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Cross-functional Collaboration

Cross-functional Collaboration

Tagetik simplifies the production of board books by facilitating collaboration and communication among report contributors. Assign sections, content items, set deadlines, status and notifications and have multiple contributors work within the report at the same time while reducing bottlenecks, errors and overlap.

Accuracy with full Transparency

Accuracy with full Transparency

Tagetik’s unified corporate performance management solution provides detailed audit logs so that information is completely transparent and traceable back to its source. Automated workflow shows clear accountability for updates, revisions and approvals. Answering tough questions by tracing source data just got easier.

Automated Workflow

Automated Workflow

Tagetik manages the complexity of orchestrating multiple contributors - if not dozens, from across the organization; their content items, including financial and non-financial data, associated narrative; approvals and version control with its robust process workflow engine.

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


Management Reporting, Project Controls, Disclosure Management

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Consolidation, Reporting, Cash Flow Planning, Budgeting & Forecasting

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Unicredit Group

Consolidation, Budgeting, Disclosure Management, Reporting, Dashboarding,Analysis

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M+W Group

Budgeting, Planning, Consolidation, Reporting, Disclosure Management

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Johnston Press

Budgeting, Forecasting, Reporting, Analysis (on the Cloud)

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Monthly Management Consolidation, Statutory Consolidation, Monthly Closing, CDM, Reporting

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Customer Quotes

On Demand Webinar

Automated & Validated: The New Era of Board Reporting at GE Capital

This webinar discusses how GE Capital utilized Tagetik CDM to implement a standardized & automated reporting process that yielded internal benefits and satisfied federal requirements.

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