Inside CCH Tagetik Expert AI: how we bring agentic AI to Finance
AI can’t just act. It has to act with control. 
Most AI tools stop at insight - or act without the governance finance requires. 

That creates risk. 

Because in finance, every action must be accurate, traceable, and defensible. 

Agentic AI in CCH Tagetik is built differently. 
Powered by Expert AI and a Finance Brain, it understands financial context and executes within governed processes - so tasks move forward automatically, risks are addressed early, and control never leaves finance. 

From close to planning to reporting, every action is traceable, auditable, and aligned to your data and workflows. 

Why finance teams trust governed Agentic AI from CCH Tagetik 

Governed by design 

Every AI-driven action follows defined workflows, controls, and audit trails - so results are accurate, traceable, and audit-ready. 

Built for finance context 

Agents understand financial logic, regulatory requirements, and process dependencies - so execution aligns with how finance works. 

Powered by a trusted data foundation  

Agentic AI operates on unified, governed data - ensuring consistency across planning, close, and reporting. 

Meet your team of Finance-native AI agents

CCH Tagetik Agentic AI coordinates specialized agents behind the scenes - selecting actions, triggering workflows, and executing tasks automatically.
Every action happens within a governed framework: 

  • Built-in controls guide execution 
  • Data remains consistent and traceable 
  • Workflows stay aligned to finance processes 

No manual orchestration. No uncontrolled automation. 
Finance asks. The platform acts—within boundaries you define. 

The Data Architect

Build and manage your financial data foundation, with accuracy and control

• Prepares and structures data within governed models
• Applies consistent rules across sources
• Reduces manual complexity while maintaining integrity

 

Areas: Data transformation, rules setup, data preparation

See It in Action

The Process Guardian

Protect the integrity of finance processes
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• Detects risks and inconsistencies early 

• Enforces validation and control checkpoints 

• Ensures execution aligns with governance standards


Areas: Process quality, validation, risk detection

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The Insight Designer

Deliver insights that are clear, consistent, and trusted
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• Transforms governed data into actionable dashboards 
• Ensures outputs align with financial definitions 
• Makes insights reliable and decision-ready

 

Areas: Intelligent analytics for dashboards & visualization

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The Data Analyst 
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Turn analysis into controlled, confident action
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• Identifies trends and performance drivers

• Produces reports aligned to business rules 

• Connects insights directly to governed workflows


Areas: Intelligent analytics for reporting & analysis

See It in Action

Without governance, AI creates risk. With it, AI creates value. 

Many AI solutions operate across disconnected systems - where data, workflows, and controls aren’t aligned.

That gap creates risk. 

CCH Tagetik closes that gap. 

Agentic AI runs on the same governed foundation as your financial processes - so every action is: 

  • Based on trusted data 
  • Executed within controlled workflows 
  • Fully traceable and auditable 

AI doesn’t just move faster. It moves with confidence.

data analysis and automation workflows

About Agentic AI

  • What are CCH Tagetik AI agents?

    CCH Tagetik AI agents are autonomous software agents designed to support Finance across end-to-end processes—from close to disclosure. 

    They understand financial context, interpret intent, and take action across complex, multi-step workflows with minimal human intervention. 

    Instead of just answering questions, they perform the work behind the scenes—analyzing data, running checks, and executing tasks that would otherwise require significant manual effort. 

    Guided by CCH Tagetik Expert AI, multiple specialized agents are automatically orchestrated on Finance’s behalf. Users simply make requests or ask questions, and the right agent is selected and coordinated based on context—no setup or agent selection required.

  • How do AI agents improve financial decision making?

    AI agents help Finance make better decisions by turning trusted data into timely insight—and acting on it. 

    They continuously analyze financial and operational data, identify patterns, surface risks, and perform multi-step analyses that would otherwise require significant manual effort. This allows Finance to move faster while relying on consistent, trusted data. 

    CCH Tagetik AI agents understand financial context. They can evaluate scenarios, compare outcomes, and surface recommendations based on business rules, historical performance, and current conditions. 

    By automating routine analysis and execution, AI agents free Finance professionals to focus on judgment, strategy, and the decisions that matter most.

  • How do CCH Tagetik AI agents differ from traditional automation tools?

    Traditional automation tools are designed to perform predefined tasks and operate without context awareness. For example, they might move dynamic data into a fixed reporting template or run performance figures through a consolidation using pre-defined rules. 

    CCH Tagetik AI agents go far beyond task execution. Rather than following static instructions, they orchestrate multi-step workflows. Rather than relying on a single data set, they reason across a broad range of financial and operational data. And rather than simply processing information, they analyze it, detect patterns and anomalies, determine next-best actions, and complete workflows on behalf of finance teams. 

  • What type of data can CCH Tagetik AI agents work with?

    CCH Tagetik AI agents work with financial and operational data used across corporate performance management within customers’ secure environments. 

    They analyze actuals, budgets, forecasts, consolidation, and reporting data, along with related business data such as revenue, costs, headcount, and key performance indicators. 

    All insights and actions are grounded in trusted, governed data within the CCH Tagetik platform and fully respect existing security, roles, and controls. 

  • How do CCH Tagetik AI agents ensure data privacy and compliance?

    CCH Tagetik AI agents are designed with privacy, security, and compliance built in by design. 

    They operate entirely within each customer’s secure, tenant-isolated environment - ensuring that data is never shared across customers. Financial data is encrypted in transit and at rest, and all AI activity respects existing role-based access controls, permissions, and audit policies. 

    CCH Tagetik follows a 'glass-box' approach to AI. All AI-generated insights and actions are transparent, traceable, and auditable. Finance teams can review, validate, override, or approve AI outputs, with full human oversight and complete audit trails. 

    CCH Tagetik complies with major global standards and regulations, including GDPR, SOC 1/2, and ISO 27001, and is aligned with the EU AI Act, with AI capabilities assessed as minimal risk. 

    This ensures that AI enhances finance processes without compromising data confidentiality, regulatory compliance, or trust. 

See governed AI in action.

Discover how CCH Tagetik Agentic AI helps you move faster, reduce risk, and stay in control - across every finance process.
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