A Unified Approach to Performance Management

CCH Tagetik is an innovative software solution that unifies budgeting, forecasting, financial consolidation, financial close, reporting, and disclosures in a single solution.  Tagetik’ s unique architecture consists of only one database, one set of data, and one calculation engine, providing a truly unified Enterprise Performance Management software solution.

Financial Performance Platform That Delivers Results

Different stakeholders benefits from an integrated performance management solutions.


Dashboard views provide the complete picture for making faster, better decisions with confidence and traceability.

  • CFO Dashboard and KPIs
  • Self-service Analysis & Dashboards
  • Global view across finance processes
  • Visibility into all deadlines and status
  • Mobile access to dashboards and details
  • Take action and assign accountability


Cash flow planning, hedging, reporting; optimize cash management across the enterprise.

  • Entity Cash Flow Planning
  • Enterprise Cash Flow optimization
  • Direct and Indirect Cash Flow
  • Exchange rate what-if analysis
  • Currency impact and hedging
  • Treasury Reporting
  • Fiscal and Financial Policy compliance reporting


Accurate, auditable and consistent internal and external reporting at any level of the organization.

  • Workflow for each report/submission
  • Assign accountability outside of finance
  • Built-in scaling, rounding, and balancing
  • Automated XBRL tagging
  • Eliminate data consistency issues
  • Dynamic variables and narratives
  • Native Word and PowerPoint interface
  • Pre-built applications for specific filings
  • Automate board books and monthly reviews


Double-entry logic for streamlined consolidation, cash flow and close management.

  • Graphical close process workflow
  • Sub-consolidation and segment reporting
  • Inter-company reconciliation cockpit
  • Automated recurring journal entries
  • Allocations and Profitability analysis
  • Management, Legal, Statutory all in one


Integration with actuals and built-in intelligence for budgeting, planning and advanced modeling capabilities.

  • Annual plans and rolling forecasts
  • P&L, Balance Sheet and Cash Flow
  • Integrated Business Planning
  • Top down, bottom up, driver-based
  • Built-in variance analysis
  • Detailed what-if scenario modeling
  • Ubiquitous Process and Workflow
  • Intuitive Web or Excel Interface
  • All plans managed in one model

Gartner magic quadrants for corporate performance management solutions, 2016

This year Gartner has split the CPM Magic Quadrant into two separate research pieces: Financial Corporate Performance Management (FCPM) and Strategic Corporate Performance Management (SCPM). If you are evaluating a CPM software, read the researches below to help guide your selection of the best CPM solution, compliments of Tagetik.

Tagetik is one of only 3 vendors positioned as a Visionary in both Gartner Magic Quadrants for CPM Solutions 2016 thanks to the breadth of finance processes that we can address with our unified, cloud and scalable Financial Performance Platform.

Find out more at the Tagetik official website.

Solving today’s problem, and tomorrow’s too

We offer clients with strategic consulting and practical solutions based on Tagetik to deal with different challenges.

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All trademarks and registered trademarks are the property of their respective owners. Illustration credit: Vecteezy!

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