Budgeting and Planning

Board books, management presentations, budget books - all reports require a marriage of visual presentation and compliant, accurate data. CCH 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.

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. 

Need to split balances, apply allocations across multiple layers or dimensions or use different methods on the same data set? No problem, CCH 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.

With CCH 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. CCH Tagetik provides detailed audit logs and reports for full transparency.

Finance, sales, HR, marketing and operations are better aligned using CCH 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.

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.

When there’s an unexpected variance or deviation, CCH 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.

CCH 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. CCH 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.

CCH Tagetik makes it easy for all stakeholders, even non-technical users, to create reports, dashboards and ad hoc analytics. With CCH Tagetik, you don’t need IT support to create reports or advanced analytics to track, analyze and approve plans and budgets in real time.

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, CCH Tagetik gets Finance so you get results.