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Budgeting and Planning Software

Plan Smarter. Manage Better. Act Faster.

Get the next evolution of Planning with CCH Tagetik Budgeting and Planning Software. Connect finance and operations. Plan more often and in more depth, to expand your insight, anticipate change and better predict the future.

CCH Tagetik Budgeting Software unifies all your plans, processes and granular data in a single solution. No matter the complexity, we’ve got you covered. Our powerful built-in financial intelligence and unlimited dimensionality lets you plan, budget and analyze at any level of detail with any type of data.

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Budgeting and Planning awards:

2019 Gartner Peer Insights Customers’ Choice

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Budgeting Planning Software Benefits


Connect all your Plans in a Single Solution

Connect all your strategic, operational, financial and departmental plans in a single solution

Built-in Financial Intelligence

Use built-in financial intelligence to address the simplest and most complex planning requirements

Improve Data Governance

Get full data and process traceability when all your processes and data are connected and aligned

Better Predict Costs

Get more accurate forecasts with predictive planning and forecasting

Reduce Planning Cycle Time

Plan faster with built-in features and budgeting automation

Flexible Planning

From strategic to operational plans, plan any way, top-down bottom up, zero or driver based planning

The Ultimate in Planning Flexibility and Breadth

Regardless of your planning and budgeting methodology, CCH 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.


In-Depth Planning

Expand your insights with granular data. Drill-down into low-lying data to explore profitability by cost center, customer, or product. With a centralized hub for financial and operational data, at every depth, you’ll easily create in-depth plans, advanced models, and detailed profitability analysis.

Comprehensive Industry-Specific Planning

Planning for every industry and department. Get the detail-level insight to improve processes specific to your industry and department. Patient planning for healthcare, supply chain planning for manufacturing, capital planning for utilities, and more; our integrated solution lets you plan at any level of detail unique to your industry.

Integrated Planning

Go beyond traditional planning by connecting financial, strategic, departmental, and operational plans. See how a change in strategy plays out on the P&L, balance sheet, and cash flow statement. Improve operational efficiency by aligning finance, operations, sales and HR around a single version of the truth.

Detailed Driver-based Planning

Take your planning to the next level. Use unlimited dimensions to create budgets, plans, and models with even the most detailed drivers, like SKU, patient, or VIN. With a centralized hub for all operational and financial data, leverage in-memory processing power to generate detailed driver-based plans — fast.

Unified Corporate Performance Management

Align your enterprise. Produce more accurate budgets and forecasts with a single unified system for all data and CPM processes. No coding required, CCH Tagetik is built for the office of finance. When conditions change, you have the agility to adapt your plans, fast.

Centralized Built-In Financial Intelligence

Take back your time. Automated features like preseeded budgets and spreading methods speed up planning while double entry logic ensures data integrity. Set up business rules once and leverage that financial logic across all processes. With built-in intelligence, spend less time on manual tasks and more time analyzing data.

Rolling Forecasts

Know where you’re going. Quickly produce rolling forecasts that combine data from strategic plans, budgets, and actual financial results. Perform calculations and update budget drivers on-the-fly to easily adjust costs, reset revenue targets, and change exchange rates.

Intuitive Workflow Engine

Reduce bottlenecks, improve control. Define your own tasks, sequences, and approvals in a customizable workflow. Use self-service dashboards to view tasks and timelines. With a visual progress report, you can see where to adjust processes for maximum efficiency. Plus, our workflow engine captures an audit log from data collection to approval.

Collaborative Reporting

Empower collaboration and communication. With native Microsoft integration, everyone in the planning process can work together to seamlessly prepare board and budget books in Microsoft Word or PowerPoint. When report managers require changes, contributors can review and respond in real time.

Powerful Allocation Engine

Know your true costs. Use a friendly wizard to configure rules for activity-based costs and transfer pricing without scripting. Perform simple overhead allocations or complex multi-step waterfalls with ease, using a powerful allocation engine. Get complete transparency and balance with double entry accounting logic.

Scenario Analysis

Play out every scenario. Perform what-if analysis and simulate changes on the fly, across any dimension, hierarchy, or time horizon. Use time-dependent hierarchies to make better business decisions when evaluating acquisitions or new product offerings. Drag and drop dimensions and immediately see the impact of the change on your financials. 

Cash Management

Manage your cash more effectively. Optimize working capital and manage risk with driver based direct cash flow planning. Prepare the P&L, balance sheet, and cash flow statement using both the direct and indirect method. Improve cash management by playing out what-if cash scenarios, varying credit policies by any dimension like customer, supplier or product.

CCH Tagetik's Budgeting and Planning Software is trusted by leading companies across all industries


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Customer Quotes

On Demand Webinar


Before CCH Tagetik, global law firm Ropes & Gray LLP used a combination of Clarity’s legacy system and Excel spreadsheets to complete various planning processes. Clarity’s system pigeon-holed Ropes & Gray’s ability to build overhead reports and drill down to actuals. With it, they could only skim the surface of performance results. What’s more? To band-aid Clarity’s deficiencies, Ropes & Grey used Excel models for revenue and cost planning. These spreadsheets were so manually intensive, they took months just to build and maintain every year.

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