Financial Budgeting, Planning & Forecasting Software

Finance teams face four recurring challenges in budgeting, planning, and forecasting: fragmented data, slow manual cycles, limited scenario agility, and disconnected plans and actuals. Spreadsheets and siloed processes create version-control issues, manual consolidation, limited visibility, and slower decisions. When planning is separate from financial close and consolidation, finance spends more time reconciling numbers than analyzing them. As business conditions change faster, teams need continuous planning, rolling forecasts, real-time analysis, and cross-functional collaboration on a single governed data source.

CCH Tagetik improves budgeting and planning by centralizing data, automating workflows, supporting collaboration, and enabling driver-based financial and operational planning. Finance teams can standardize processes, collect input, manage approvals, analyze assumptions, and consolidate planning data in a governed environment. Configurable multidimensional workflows, role-based access, automated data validation, and end-to-end audit trails make every submission, adjustment, and approval traceable.

This reduces manual consolidation, creates more consistent and transparent budgets, and keeps the planning process defensible for audit.

CCH Tagetik supports driver-based planning by enabling organizations to build budgets and forecasts around the operational and financial drivers that influence performance. Finance teams can model relationships between revenue, volume, pricing, costs, headcount, and other assumptions and their financial outcomes. Its cost allocation and profitability engine supports complex allocations at enterprise data volumes, while AI-driven analysis identifies key performance drivers and ranks their contribution.

This helps organizations understand performance drivers and create more dynamic, business-driven plans and forecasts.

Yes. CCH Tagetik supports rolling forecasts that allow organizations to update financial projections as business conditions, performance, and assumptions change. Finance teams can use current actuals, business drivers, and updated assumptions to refresh forecasts, analyze changes, and extend the planning horizon, with forecast frequency, horizon and level of detail configured by finance rather than fixed by the system.

Rolling forecasting helps organizations move beyond static annual budgets toward continuous planning, in which models, forecasts and scenarios update dynamically as new data arrives.

CCH Tagetik supports scenario planning and what-if analysis by enabling finance teams to model alternative assumptions and assess their financial and operational impact. Organizations can compare expected, best-case, and worst-case scenarios, evaluate changes in business drivers, and understand effects on budgets, forecasts, and performance. Scenarios run at full enterprise granularity on the same governed data model as the base plan, while decisions and manual overrides remain traceable through approval.

This helps finance teams evaluate risks and opportunities and evidence how decisions were reached.

CCH Tagetik embeds machine-learning-based predictive planning directly into the planning process, helping finance teams identify patterns, analyze business data, and generate predictive insights. AI-generated forecasts are explainable, highlighting key drivers, their contribution, and confidence ranges.

AI anomaly detection flags outliers and explains deviations before they affect forecasts. AI complements driver-based planning and scenario analysis while augmenting human expertise. Finance teams remain in control, able to review, adjust, override, or approve outputs, with every override captured and auditable.

CCH Tagetik Expert AI embeds finance-specific AI across planning, budgeting, forecasting, and performance management. Capabilities include AI Automapping, Anomaly Detection, Predictive Intelligence, Driver-Based Analysis, and generative AI for natural-language interaction and narrative reporting. Agentic AI automatically orchestrates finance-native agents to answer questions without setup. With its Finance Brain™, CCH Tagetik combines governed finance data and processes with AI-driven intelligence to accelerate analysis and decision-making. All AI actions are transparent, traceable, auditable, and governed by existing access controls.

CCH Tagetik brings together the financial and operational data required for budgeting, planning, forecasting, and performance analysis in a unified planning environment. By connecting actual results, planning data, business drivers, and forecasts, organizations can establish a consistent source of information for planning and analysis.

This reduces reliance on manual data consolidation and helps finance teams work from consistent data and assumptions.

CCH Tagetik helps organizations modernize budgeting, planning, and forecasting by connecting financial and operational planning in a unified platform.

Key benefits include more efficient planning processes, reduced reliance on spreadsheets and manual consolidation, improved collaboration and governance, driver-based planning, faster scenario analysis, more connected forecasting, and greater visibility into business performance.

By combining planning, forecasting, analytics, and AI-powered capabilities, CCH Tagetik enables finance teams to support more continuous and data-driven decision-making.