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Integrated Business Planning

If the 'integrated' part of your business planning process is based on manually reconciling budget spreadsheets, then we've got good news for you!

CCH Tagetik automates integrated business planning and makes it easy for operational groups - including sales, marketing, HR and production - to communicate, collaborate and align with finance. Now THAT's integrated business planning.

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integrated business Planning key capabilities include



CCH Tagetik breaks down barriers between finance and operations by providing a collaborative, process-driven framework that facilitates communication and knowledge-sharing between contributors. No budget or plan is isolated in a departmental silo. Instead, finance and operations can easily email, IM, and set alerts with the system and share documents, comments, versions, deadlines, workflows and status, all while tracking activity.



See the true cash impact of operational processes with short and long term cash flow forecasting. Supported by advanced modeling logic, you can forecast cash, inventory, accounts payable and receivable by country, customer, segment and intercompany transactions to improve management of cash position, interest expense, and working capital utilization.



Assess profitability based on a detailed analysis of true costs across the organization, including all LoBs, departments, projects, and all pricing positions. Use distribution waterfalls to complete multi-step allocations across multiple dimensions.  With CCH Tagetik's powerful allocation engine, it's easy to allocate direct, indirect and activity-based costs down to the most granular level so that you always know your true cost position. 



Get the right information, at the right time, in the right format - delivered the right way. CCH Tagetik provides real-time updates, alerts and notifications - via email, the application or your mobile device, so you can instantly assess, analyze and take action. From scorecards, to dashboards to web reporting and ad hoc analytics - CCH Tagetik powers real-time agile planning. 



Assess changing market and internal operating conditions, model variances and business drivers, then update and reforecast plans, financial statements and budget.CCH Tagetik stores real-time actual and historical information, plus planning and budgeting data, so you can quickly forecast across fiscal years and develop periodic and rolling forecasts easily.



CCH Tagetik automatically calculates and highlights variances - such as the difference between scenarios, plans, forecasts and actuals, vis-a-vis operational drivers including volume, price, cost, others. Not only does this reconcile operational and financial plans, but it provides greater insights into the cost of sale and the sourcing drivers that impact it. 

CCH Tagetik's integrated business planning Software is trusted by leading companies across all industries


Integrated financial planning, profitability and monthly closing

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Consolidation, Budgeting, Cash Flow Planning

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Budgeting, Planning, Cash Flow (Integrated Business Planning), Consolidation


Cash Flow Planning, Consolidation, Reporting

Hunterdon Medical Center

Budgeting, Planning & Forecasting, Cash Flow Planning

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Planning & Forecasting, Production Cost Planning, Group Consolidation, Reporting & Analytics

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On Demand Webinar

S&OP & Financials: "if it's not integrated, why is it not integrated"

This webinar discusses a practical way of approaching IBP, one that goes beyond traditional Corporate Performance Management (CPM) and Sales and Operations Planning (S&OP;) processes and applications.

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