One interface.
A unified experience. Just ask.
A unified experience. Just ask.
Agentic AI must do more than assist – it must understand Finance.
Thanks to CCH Tagetik Expert AI, our agents are built with a Finance Brain™ that grasps financial context, interprets intent, and acts — moving from answers to execution.
Instead of asking Finance to choose the right agent,
CCH Tagetik intelligently selects and orchestrates specialized agents behind the scenes - from data transformation to dashboard creation, trend analysis, and process monitoring.
Our coordinated team of AI agents accelerates execution while keeping control, accountability, and final decisions exactly where they belong: with Finance.
Finance asks the question. CCH Tagetik Expert AI chooses the right agent.
Thanks to CCH Tagetik Expert AI, our agents are built with a Finance Brain™ that grasps financial context, interprets intent, and acts — moving from answers to execution.
Instead of asking Finance to choose the right agent,
CCH Tagetik intelligently selects and orchestrates specialized agents behind the scenes - from data transformation to dashboard creation, trend analysis, and process monitoring.
Our coordinated team of AI agents accelerates execution while keeping control, accountability, and final decisions exactly where they belong: with Finance.
Finance asks the question. CCH Tagetik Expert AI chooses the right agent.
Guided by CCH Tagetik Expert AI, specialized agents are orchestrated automatically on Finance’s behalf.
Working together as a single Finance ally, they free teams to focus on the decisions that matter.
Working together as a single Finance ally, they free teams to focus on the decisions that matter.
The Data Architect
Builds and adapts data foundations at speed.
• Guides rule creation and data transformation processes
• Prepares and structures data with accuracy and consistency
• Reduces manual complexity across data setup and preparation
Areas: Data transformation, rules setup, data preparation
The Process Guardian
Keeps Finance processes clean, compliant, and on track.
• Proactively detects issues and risks
• Runs diagnostics to identify gaps and inconsistencies
• Turns plain-language requests into controlled process execution
Areas: Process quality, validation, risk detection
The Insight Designer
Transforms numbers into stories decision-makers can act on.
• Creates clear, interactive dashboards and visual outputs
• Visualizes complex financial data for instant understanding
• Makes insights accessible and actionable for business users
Areas: Intelligent analytics for dashboards & visualization
The Data Analyst
Turns data into answers—and answers into action.
• Builds reports aligned to business needs
• Analyzes trends and performance drivers
• Interprets insights to support confident, strategic decisions
Areas: Intelligent analytics for reporting & analysis
About Agentic AI
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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.