As part of Wolters Kluwer, Tagetik Software is now CCH Tagetik. READ MORE

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Budget Books & Board Books solutions

Executive decision making, with confidence

The resources spent producing board books are wasted if the information contained is not accurate. Not to mention the risk and repercussions of board members making strategic decisions based on information that is inherently flawed.

That’s why companies trust CCH Tagetik for collaborative reporting - such as management reports, budget books and board books. CCH Tagetik streamlines the process, manages the complexity and ensures board members get the accurate information.

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Financial Insight, Narrative Remarks

Since narrative and numbers work together to create the full picture for the board and a strategic direction for the company, accuracy is paramount. CCH Tagetik allows you to automatically update both textual and financial data so you have a single version of the truth across all your reports.

Multiple Contributors

A single page within a collaborative report could have a table from finance, a chart from operations and narrative written by a Line of Business manager. Whether it’s twenty pages or two hundred, CCH Tagetik allows multiple contributors to work within the same document at the same time, without bottlenecks or versioning confusion.

Packaged Templates

Managerial reports and board books are never a singular request. They’re repeated annually, quarterly, monthly, even weekly. With CCH Tagetik, reports roll forward and data updates automatically with current figures so board books are consistent from meeting to meeting and executives can analyze decision-making information faster for better strategic planning.


The board will always have questions. With CCH Tagetik, you’ll always have answers. CCH Tagetik’s audit logs store a complete history of data, from the moment it’s logged, through consolidation and all the way through to the final report. With this granularity, you get insight into updates, revisions and approvals when you need it.

Board Books Benefits


Increase confidence

Increase confidence in numbers and narrative using a single source of consolidated information

Better decision-making

Better decision-making by combining financial and non-financial information in the same report

Cut reporting time

Cut reporting time by using templates and rolling data forward into future reports

Reduce discrepancies

Reduce discrepancies between management reports and financial statements by using a single system

Easy to use

Easy to use and easy to learn, CCH Tagetik uses Microsoft Office tools: Word, PowerPoint and Excel

Eliminate manual errors

Eliminate manual errors and human intervention with automated data and narrative updates

Board books key capabilities include


Automated Compliance Reporting

It’s easy to combine financial and non-financial data to create board books and other collaborative reports, like budget books, using CCH Tagetik. Not only is financial information easily rendered within reports, if the data changes, all reference points are automatically updated as well.

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Cross-functional Collaboration

CCH Tagetik simplifies the production of board books by facilitating collaboration and communication among report contributors. Assign sections, content items, set deadlines, status and notifications and have multiple contributors work within the report at the same time while reducing bottlenecks, errors and overlap.


Accuracy & full Transparency

CCH Tagetik’s unified corporate performance management solution provides detailed audit logs so that information is completely transparent and traceable back to its source. Automated workflow shows clear accountability for updates, revisions and approvals. Answering tough questions by tracing source data just got easier.


Automated Workflow

CCH Tagetik manages the complexity of orchestrating multiple contributors - if not dozens, from across the organization; their content items, including financial and non-financial data, associated narrative; approvals and version control with its robust process workflow engine.

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


Management Reporting, Project Controls, Disclosure Management

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Consolidation, Reporting, Cash Flow Planning, Budgeting & Forecasting

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Unicredit Group

Consolidation, Budgeting, Disclosure Management, Reporting, Dashboarding,Analysis

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M+W Group

Budgeting, Planning, Consolidation, Reporting, Disclosure Management

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Johnston Press

Budgeting, Forecasting, Reporting, Analysis (on the Cloud)

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Monthly Management Consolidation, Statutory Consolidation, Monthly Closing, CDM, Reporting

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Customer Quotes

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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