Financial Planners & Analysts

How confident are you with the numbers?


Sure, budgeting, planning, modeling and forecasting are critical processes for financial planners and analysts. Understanding all the underlying systems, databases, programs, products, associated stakeholders - across all the lines of business - while relying on a myriad of spreadsheets, outdated tools, IT resources or a combination thereof can feel like mission impossible.

 

Luckily, there’s Tagetik. Our solution makes the impossible, possible. Go ahead. Modernize your legacy tools, declare independence from IT, and see how Tagetik can simplify your budgeting, planning, modeling and forecasting.


Financial Planners & Analyst

Benefits


Modernize

Modernize legacy technologies and toolsets that don’t meet current business requirements

Orchestrate

Orchestrate financial planning from the top-down, bottom-up, driver-based, functional lines of business, matrix - you choose

Accelerate

Accelerate the process through comprehensive workflow and packaged financial intelligence

Reduce TCO

Reduce TCO by leveraging existing technology, skill sets and a single solution that supports all CPM processes

Generate insights

Generate insights, not more spreadsheets or data entry, to support better decision-making across the company

Improve data governance

Improve data governance, compliance and transparency with detailed audit logs for complete transparency and traceability

With Tagetik, financial planners and analysts gain a unified approach to Corporate Performance Management

Modernize planning, budgeting, modeling & forecasting
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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.
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The devil’s in the details
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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
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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.

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Eliminate guesswork and (mis)assumptions among contributors
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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
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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
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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?
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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.  
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Low switching costs and minimal learning curve
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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


Henkel

Global Planning System

Read the case study

Banco Toyota

Budgeting, Planning & Forecast

Watch the video

Lynch

Budgeting, Forecasting and Cash Flow Planning

Watch the video

Grontmij

Budgeting, Cash Flow Planning, Consolidation, Reporting

Read the case study

randstad

Consolidation, Reporting, Cash Flow Planning, Budgeting & Forecasting

Read the case study

Dyckerhoff

Budgeting & Forecasting, Group Planning, Cash Flow Planning, Consolidation, Reporting

Read the case study

Testimonials

Customer Quotes

On Demand Webinar

Integrated Financial Planning: The Key Driving Value From Rolling Forecasts

You will learn about the key process features that support integrated rolling forecasts, the specific functionality is needed to fully support integration and how an integrated process can be worth up to 5% of sales

Browse our Resources

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