CCH Tagetik Expert AI: AI that Finance can trust

CCH Tagetik Expert AI with a Finance Brain™ is an advanced artificial intelligence technology purpose-built for the Office of the CFO. Unlike generic AI tools, Expert AI is embedded directly into planning, budgeting, and forecasting workflows, not bolted on, so it accelerates processes with speed, precision, and scale across every financial operation. 

What makes it unique? Expert AI understands finance logic. It behaves like a finance professional by mapping and validating data, spotting outliers, enforcing rules, and ensuring data integrity. This means your team can trust the insights and recommendations it provides. 

And most importantly, finance stays in control. Expert AI acts as an intelligent assistant, but final decisions always remain with your finance team. It’s AI that empowers—not replaces—human judgement.

CCH Tagetik Expert AI automates the financial workflow by embedding intelligence at every stage. It creates a connected ecosystem that transforms fragmented data into actionable insights for strategic decisions.  

Starting with data ingestion, Expert AI uses advanced algorithms to structure and map data seamlessly. It then validates accuracy, detects anomalies, and enforces governance before moving into predictive modeling and driver-based analysis. Finally, it delivers clear visualizations and insights, through natural language interactions, enabling finance teams to move confidently from data preparation to decision-making.

Expert AI in CCH Tagetik delivers end-to-end intelligence that transforms financial processes. By embedding advanced AI algorithms and GenAI for natural language interaction into workflows, it drives: 

• Greater Efficiency – Automates data ingestion, mapping, and validation, reducing manual effort and accelerating close, planning, and reporting cycles. 
• Higher Accuracy – Detects anomalies, enforces governance rules, and ensures data integrity before analysis, minimizing risk and compliance issues. 
• Faster Insights – Applies predictive modeling and driver-based analysis to deliver real-time forecasts and actionable insights, enabling quicker, more confident decision-making. 

This combination of automation and intelligence creates a connected ecosystem where finance teams can move seamlessly from raw data to strategic decisions—boosting productivity while maintaining control. 

Expert AI speeds up the close by automating data preparation, validation, and analysis, reducing manual work and error risk. It quickly maps source data, detects anomalies early, and applies smart matching and validation rules to ensure accuracy. Finance teams gain faster insights through self-service dashboards and natural language queries, and Generative AI creates compliant, narrative-rich reports for disclosure. The result: a shorter close cycle with greater confidence and control. 

Expert AI uses machine learning and automation to deliver more accurate forecasts and agile planning. It automates data preparation and validation, identifies key performance drivers, applies predictive modeling for sharper projections, and provides real-time insights through dashboards and natural language queries. With clean, trusted data and faster analysis, finance teams can plan confidently and respond quickly to change.

Yes. Every AI action is explainable, auditable, and governed, and designed to meet the highest professional ethics and regulatory requirements.

No. Expert AI is a trusted companion, not a replacement. It automates the heavy lifting - data prep, validation, and analysis - while finance teams stay in control of every decision. With full transparency and context-aware insights powered by our Finance Brain™, Expert AI helps finance work faster, smarter, and with greater confidence.