With Tagetik, financial planners and analysts gain a unified approach to Corporate Performance Management
Modernize planning, budgeting, modeling & forecasting
Simplify disparate budgeting and planning processes company-wide using one solution. Generate value by spending time modeling, analyzing variances, generating rolling forecasts, modeling cash flows and producing insights that impact financial performance.
The devil’s in the details
Don't spend time mired in data entry and updates. When you use one solution for CPM, you simplify disparate budgeting and planning processes and generate value by analyzing variances, generating rolling forecasts, modeling cash flows and producing business insights that positively impact financial performance.
Model cash flow, capacity, costs, margins, profitability, your heart out
Tagetik’s business modeling tools provide you with decision support for costing, production, cash flow modeling and forecasting. Evaluate the impact of changes to interest, exchange rates, bad debt or tax structures, which can be directly input to plans, budgets and forecasts.
Eliminate guesswork and (mis)assumptions among contributors
Tagetik gives you collaboration and communication capabilities such as email, notifications, alerts, comments and ability to share documents, versions, deadlines, workflows and status within the application. There’s no need for guesswork or interpretation when you can communicate with peers directly.
Stop manually entering data and verifying its accuracy
Antiquated CPM tools take time, energy and your budget - for little return. Give up 90-95% of the time spent interacting with spreadsheets and get accuracy and basic data entry in return. With Tagetik, focus on insights and analysis, instead of manual tasks.
A picture tells a thousand words
For the lines of business, a picture is more intuitive than a thousand line spreadsheet or pivot table. Tagetik makes it easy for non-financial managers to create interactive dashboards, visualizations, ad hoc reports and other analytics for most effective views into actionable insights.
Ready for the annual budget book?
Tagetik allows you to break documents into sections and assign them to specific contributors, manage the iterations, review cycles and approvals with automated workflow, link directly to the financial information, statements and reports, and automatically highlight changes when data is updated.
Low switching costs and minimal learning curve
Tagetik works within the Microsoft Office tools that finance already knows but with added CPM capabilities. Plus, when you’re ready to move to the cloud, an intuitive user experience and financial process-centric design minimizes the learning curve.
Tagetik Software is trusted by leading companies across all industries
BANCO TOYOTA DO BRASIL
Rafael Yoshihara - Financial Planning Coordinator
“We achieved a 0 to 5% difference between actual and budget figures and a 30% time reduction in our budgeting and forecasting processes. Everybody at Banco Toyota do Brasil is really impressed with the performance of Tagetik’s calculation engine.”
On Demand Webinar
Integrated Financial Planning: The Key Driving Value From Rolling Forecasts
Browse our Resources
THE PLAN OF PLANS
A How-to Guide for the Chief Financial Officer to Integrate Operational and Financial Plans
Yes, I’d like to know more about Tagetik
For more information, please complete the below form and a member of our team will reach out to you shortly!