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
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
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
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
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.
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
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.
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
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.
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.
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
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
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
Michael Weese, Head of Business Informatics, Raiffeisen Bank
"Along with a streamlined process, we have better data quality, more reliable data, and more transparency. I would say we are audit proof with our budgeting process and about 40% faster.”
Meghan Maze - Chief Accounting Officer, Rabobank, N.A.
"Tagetik delivered a single source of truth for Rabobank - consolidating over 24 sources of data into a cohesive and controlled scalable reporting and budgeting solution for four regulatory viewpoints, US GAAP and IFRS...”
Dave Coleman, Sr. Manager, Budget Planning and Analysis at OCLC
"Tagetik helped us to bring our budgeting and forecasting processes into a single, centralized, enterprise-wide system that operates in near real-time and allows for greater visibility into our planning process. We plan salaries at the individual position level and calculate benefits either as a percentage of salaries or allocated based on full-time equivalents.”
LS TRAVEL RETAIL NORTH AMERICA
Ivana Krpan, Vice President, Finance at LS travel retail North America
"The implementation of Tagetik has allowed LS Travel to take our budgeting and planning to the next level - supporting the many complexities of having over 250 stores and 60 cost centres.”
JOHNSTON PRESS PLC
Richard Clarkson, Financial Systems Director - Johnston Press Plc
"Using Tagetik to model budgets and forecasts, we eliminated the use of literally thousands of spreadsheet models and the stress of consolidating and controlling them.”
BANCO TOYOTA DO BRASIL
Rafael Yoshihara - Financial Planning Coordinator
“We achieved a 30% time reduction in our budgeting and forecasting processes."
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.
Browse our Resources
Budgeting, Planning & Forecasting
Tagetik unifies budgets and plans using real-time data to future-proof your organization.
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