Disclosure Management
Just in time...isn’t soon enough
Automation and packaged templates for disclosure management make the last mile of finance much smoother. CCH Tagetik financial disclosure management software delivers high quality, auditable annual reports, board books, and other materials (Solvency II, IFRS 9, IFRS 15 & ASC 606, IFRS 16 & ASC 842, IFRS 17, FINREP & COREP, Basel III, Integrated Reporting). You spend less time creating reports & verifying data and more time on value-added analysis & review.
disclosure management demos
2 min Demo: CTA 
2 min Demo: Comprehensive Annual Financial Reports (CAFR) 
2 min Demo: Board Reporting in Power Point 
Financial Reporting Demo 
Narrative Reporting Demo 
Operational Reporting Demo 
2 min Demo: Ad Hoc Reporting 
2 min Demo: Using Comments to Communicate Benefits
Simplify and speed up the process of producing disclosure reports each month
Get trusted and verified information into the hands of decision makers faster
Increase confidence and eliminate inconsistencies with a source of the financial truth
Eliminate time-consuming manual checks and ties to source financial data
Produce financial, management, statutory, and disclosure reports that dynamically update and share numbers and narrative.
Mitigate risks and document plans of action in collaborative Word or PowerPoint-based budget books and board books
Disclosure Management key capabilities include
Single Enterprise Solution
CCH Tagetik automates the close-to-disclosure process. From financial statements, annual reports, board books, regulatory reports, financial statements and others, CCH Tagetik’s unified CPM solution automates disclosure reporting and supports multiple output formats including PDF, PPT, XLS, World, XBRL, XML, HTML and Microsoft SharePoint templates.
Packaged Regulatory Reporting
From industry-specific compliance - like Solvency II, IFRS 16, IFRS 9 and COREP/FINREP, to financial reporting - like annual or quarterly reports and proxy statements - CCH Tagetik offers packaged templates to simplify report creation and production – including automating updates and matching narrative to numbers.
Transparency & Auditability
Get full traceability in CCH Tagetik with audit logs and controls that capture changes, updates, and revisions. See the details behind every adjustment when you can trace the origins of scaled figures, rounded values, balanced adjustments and more. Easily audit any number and trace the information back to the source.
Automated Workflow
Within a robust process workflow engine, CCH Tagetik manages the complexity of orchestrating multiple contributors - if not dozens - from across the organization. All necessary players can work together to colour in reports with financial data, non-financial data and the associated narrative, in a controlled environment with automated approvals and version control.
Cross-functional Collaboration
CCH Tagetik simplifies the production of statutory, financial and managerial reports by facilitating collaboration and communication among report contributors. Administrators can easily assign sections and content items, set deadlines, post status updates and receive notifications. Multiple contributors can seamlessly work within a single report at the same time without the risk of bottlenecks, errors or overlap.
Data store for Analytics
With our uniform platform to store all your data, you can accurately calculate, model, analyze, report and disclose while minimizing risk. CCH Tagetik integrates with Qlik Sense and Microsoft BI solutions, so you can easily analyze and drilldown to details. With confidence in your numbers, you can spend more time on analysis and the future.
CCH Tagetik's Disclosure Management Software is trusted by leading companies across all industries
Disclosure Management
Disclosure Management, Consolidation, Budgeting & Planning, Finrep, Reporting
Disclosure Management, Consolidation, Budgeting & Planning (on Cloud)
Disclosure Management, Budgeting & Planning
Disclosure Management, Sub-consolidation
Testimonials
Customer Quotes
CCH Tagetik has accelerated our reporting processes and improved our financial and business analytics. We have gained more control over our financial data and can produce four-week reports and analyses for our executive board faster and more efficiently than before.
PLUS GROUP
Paul van Hameren - Controller Reporting & Consolidation
CCH Tagetik delivered a single source of truth for Rabobank - consolidating over 24 sources of data into a cohesive and controlled scalable reporting and budgeting solution for four regulatory viewpoints, US GAAP and IFRS...
RABOBANK N.A.
Meghan Maze - Chief Accounting Officer, Rabobank, N.A.
We wanted a solution that could accelerate and simplify our management reporting processes. With CCH Tagetik for Disclosure Management, our finance department can work more effectively to ensure consistent, reliable data and faster monthly reporting cycles.
LEONARDO (EX FINMECCANICA SPA)
Valentina D’Addario - Director of Group Reporting and Financial Controlling
On Demand Webinar
Automated & Validated: The New Era of Board Reporting at GE Capital
This webinar discusses how GE Capital utilized CCH Tagetik CDM to implement a standardized & automated reporting process that yielded internal benefits and satisfied federal requirements.
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