CCH Tagetik

Unified planning, forecasting, and reporting with built-in ML and workflows
4.1 
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Stop waiting for siloed spreadsheets to agree. Start your week by turning raw figures into decisions. Connect your ERP, CRM, HR, and data lake in minutes using prebuilt connectors, then map your chart of accounts, entities, and drivers into a single model. Schedule nightly loads, run data quality checks, and trace any figure back to its origin with complete lineage. Set up roles, workflows, and due dates so controllers, FP&A, and operations know exactly what to submit, approve, or review—every task captured in an audit trail. With one governed repository powering plans, forecasts, and reports, you eliminate copy-paste errors and cut cycle time from day one.

Build plans that behave like your business. Use driver-based templates for revenue, margins, workforce, operating expenses, and capital projects. Link assumptions to operational inputs—pipeline, units, rates, headcount—and watch updates cascade through P&L, balance sheet, and cash flow. Keep rolling horizons by extending periods automatically as new actuals land. Finance can lock versions, snapshot scenarios, and store assumptions in a central library. Allocations, currency translation, and intercompany eliminations run as rules, not manual work. Operational owners update their pieces through guided forms, attach commentary, and collaborate in real time; finance refreshes the entire plan with a single action when data or drivers change. more

Review Summary

Features

  • - Unified data hub with lineage and quality checks
  • - Driver-based planning across P&L, balance sheet, and cash flow
  • - Rolling forecasts with versioning and scenario snapshots
  • - Built-in machine learning with explainability and backtesting
  • - Rule-driven allocations, currency translation, and intercompany
  • - Workflow, approvals, and audit trail for every task
  • - Interactive dashboards with drill-down to granular data
  • - Narrative reporting and automated board pack generation
  • - Role-based security, SSO, and cloud scalability
  • - Open connectors and rule engine for extensibility

How It’s Used

  • - Monthly and quarterly close with governed workflows
  • - Budgeting and rolling forecast across revenue, OPEX, CAPEX, and cash
  • - Workforce planning for hiring, compensation, and capacity
  • - Sales and demand forecasting with ML-driven projections
  • - Profitability analysis and cost allocation by product, channel, or customer
  • - Scenario modeling for pricing, FX, M&A, and supply constraints
  • - Management and board reporting with scheduled distribution
  • - Narrative report drafting for CEO/CFO commentary
  • - Variance analysis with drill-through to transactions
  • - Compliance attestations and approval tracking

Plans & Pricing

Cch Tagetik

Custom

Budgeting Planning & Forecasting
Supply Chain Planning
Cash Flow Planning and Analysis
ESG & Sustainability Performance Management
Financial Close & Consolidation
Account Reconciliation
Disclosure Management
Compliance Regulatory Reporting
Advanced Analytics & Dashboarding
Financial Reporting
Production Cost Planning and Control
Profitability Analysis

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4.1
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