When numbers don’t tell the whole story
When you think of financial or management reporting, do you think about numbers or about communication? It’s the narrative that communicates the real insight into what the numbers mean to the business, to its stakeholders and to its future.
With Tagetik’s Collaborative Office for Management Reporting, accuracy is a given. But with our unique collaboration capability within Microsoft Word and PowerPoint connects the narrative to numbers across your Annual Reports, Budget Books & Board Books, Earnings Presentations and more reports. Changes reflect automatically so you spend less time building and vetting reports and more time interpreting and communicating the current and future business impact.
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. 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
Tagetik automates the entire close-to-report process. Dynamically linking numbers and narrative in financial statements, annual reports, board books, regulatory reports, and more.
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 - 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 because all data comes from the same trusted, vetted CPM repository and applies the same logic, rules, calculations and financial intelligence. Use Tagetik to make informed business decisions with confidence
Tagetik's Collaborative Office Software is trusted by leading companies across all industries
Valentina D’Addario, Director of Group Reporting and Financial Controlling
"We wanted a solution that could accelerate and simplify our management reporting processes. With Tagetik our finance department can work more effectively to ensure consistent, reliable data and faster monthly reporting cycles.”
Thierry de Taeye - VP Group Accounting and Controlling
"With Tagetik, consolidation and management Reporting are now at the core of our group’s financial management, thanks to the software’s greater flexibility and the improved response time it allows our teams.”
Jeff Natauspki - Vice president of financial reporting & controls
"“96 people at John Hancock contribute to reports for three different basis of accounting methods and 15 legal entities; as well as annual and quarterly interim financial statements and the Management Discussion & Analysis (MD&A) in our quarterly reports to shareholders and press release.”
On Demand Webinar
DIVIDE AND CONQUER: A COLLABORATIVE APPROACH TO NON-DISRUPTIVE ENTERPRISE-WIDE REPORTING
Browse our Resources
How Tagetik enables companies to fulfill the reporting needs delivering highly formatted reports managed in a familiar environment through an auditable and collaborative approach.
The challenges of modern financial reporting
Data and findings through the Tagetik survey "How well do your reports meet stakeholder needs".
Financial Close and Fast Close, Consolidation, Capital and Financial Planning, Management Reporting, Statutory & Financial Reporting
ROYAL HASKONING DHV
Management Reporting, Consolidation, Budgeting, Cash Flow & Annual Reporting
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