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Financial Management Reporting

When numbers don’t tell the whole story

In today's reporting and disclosure environment, narrative is equally as important as the numbers! That's why we've developed CCH Tagetik's Collaborative Office for Management Reporting solution within our Financial Performance Platform, so you can have both in one solution!

Our unique collaboration capability with Microsoft Word and PowerPoint connects the narrative to numbers across your Annual Reports, Budget Books & Board Books, Earnings Presentations and more!

Watch 3-min demo    Download Brochure

Management Reporting demos

Collaborative Office Benefits


Produce reports from a single source

Produce financial and management reports, board books and earnings presentations from a single source

Dynamically update ALL reports

Dynamically updates ALL reports, documents and presentations any time a narrative or number is updated 

Built-in audits and controls

Built-in audits and controls ensure accuracy and consistency automatically

Full consistency with no errors

Consistency of narratives and wording across dozens of reports with hundreds of collaborators

Eliminate time-consuming activities

Eliminates time-consuming audits and vetting

Collaborate with multiple users

Multiple users collaborating in the same document or presentation without conflict

CCH Tagetik’s Collaborative Office offers the following capabilities

Microsoft Office Integration

Native integration with Word and PowerPoint, plus built-in accountability, status and workflow function. CCH Tagetik’s unified CPM solution automates disclosure reporting and supports multiple output formats including PDF, PPT, Excel and Word.

Collaborative and Controlled

Multiple contributors can work simultaneously on the same document or presentation with full security and governance. An audit trail provides the Office of Finance with a complete activity log. Finance uses the tools they know - Word and PowerPoint - plus has built-in access, status, and financial logic and all controls and auditability that they require.

Numbers and Narrative

CCH Tagetik automates the entire close-to-report process. Dynamically linking numbers and narrative in financial statements, annual reports, board books, regulatory reports, and more.

Self-service Reporting

CCH Tagetik automates management reporting and offers easy-to-use, self-service dashboarding for custom and ad hoc analytics. Whether online, in the Cloud or on a mobile device, reports can be produced using our native integration with Microsoft Excel, Word and PowerPoint – and distributed via SharePoint.

Packaged Performance Reporting

From industry-specific reports, to monthly performance review books and board presentations, to annual reports and proxy statements - CCH Tagetik offers packaged templates to simplify and accelerate all kinds of reporting.

Single Version of the Truth

Say good-bye to discrepancies between financial statements, reports and analytics. All data comes from the same trusted, vetted CPM repository and applies the same logic, rules, calculations and financial intelligence. With a single version of the truth across your organization, all reports and contributors are aligned.

CCH Tagetik's Collaborative Office Software is trusted by leading companies across all industries


Statutory Consolidation, Management Reporting

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Brookline Bank

Budgeting, Planning, Management Reporting, Board Books

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Leonardo (ex Finmeccanica)

Management Reporting, Project Controls, Disclosure Management

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Royal Haskoning DHV

Consolidation, Budgeting, Forecasting, Financial & Management Reporting

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Resources Global NA

Consolidation, Management Reporting, Budgeting, CDM

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Management Reporting, Disclosure Management, Consolidation


Customer Quotes

On Demand Webinar

Deal with your legacy system before it deals with you!

Has your outdated financial close systems become an obstacle to your processes? CCH Tagetik streamlines your consolidation process by bringing you best-in-class functionalities.Learn more about how CCH Tagetik enables greater collaboration, breakthroughs in understanding data interconnection and value creation. These are key drivers in any decision making process.

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