財務領域に精通し、成果を創出するAIエージェント

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.

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.

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. 

Other AI agents on the market are designed to perform isolated tasks. Typically, they do one thing well. Often, they’re stand alone and focus on narrow task automation or user assistance.  

CCH Tagetik AI agents are different by design.  

They are built to understand financial context, with financial logic and workflows in mind. They have a Finance Brain™, meaning they understand finance-specific context, rules, and outcomes, so the insights they produce and actions they take are meaningful for CFOs and finance teams. 

CCH Tagetik AI agents are orchestrated by a super agent.  

Instead of asking finance teams to choose which AI agent to use, CCH Tagetik provides a super agent. Finance simply asks the question, and it automatically selects and orchestrates the right specialized agents behind the scenes—whether that means transforming data, building dashboards, analyzing trends, or validating results.

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. 

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.