Markets shift. Assumptions change. Business doesn't wait. CCH Tagetik keeps budgeting and planning ahead of all of it - connecting finance and operations on a single trusted foundation so every forecast reflects the full picture, and every decision arrives in time to matter.
Expert AI doesn't replace the planner. It makes every planner faster, sharper, and more confident - with one plan of record the whole business can trust.
Modern finance teams need planning and forecasting software that moves as fast as the business.
Planning tools built for the past can’t keep up with what’s next.
When forecasts rely on disconnected data and manual updates, plans fall behind before they’re even complete.
CCH Tagetik brings planning and actuals together on a single trusted foundation—so you can reforecast faster, model scenarios with confidence, and make decisions based on what’s happening now - not what happened last cycle.
How one of the UK's leading water utilities is using AI-powered planning to improve forecast accuracy and decision-making.
Key takeaways:
• 90%+ forecast accuracy
• 36× faster model training
• 24M+ rows of data analysed
By bringing financial and operational data together, Members 1st transformed planning into a connected, enterprise-wide process - improving visibility, accuracy, and speed.
With connected, AI-powered planning, TUI Musement gained the ability to model scenarios, understand profitability drivers, and respond faster to change.
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.
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 disconnected processes can create version-control issues, manual consolidation, limited visibility, and slow decisions.
When planning is separate from financial close and consolidation, finance spends more time reconciling numbers than analyzing them. As business conditions change faster, organizations need budgeting and forecasting software that enables continuous planning, real-time analysis, collaboration, and a single governed source of data.
CCH Tagetik provides integrated budgeting and forecasting software that enables finance teams to create budgets, develop forecasts, model financial drivers, analyze variances, and evaluate scenarios across the P&L, balance sheet, and cash flow.
By combining planning, financial data, workflows, analytics, and performance management with financial close and consolidation in one platform, CCH Tagetik replaces manual, spreadsheet-based processes with connected, governed planning. Finance teams can configure models, dimensions, drivers, and business rules through a low-code/no-code interface, adapting planning logic as business needs change without relying on IT.
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.
