Bring your company’s financial performance story to life.

Accelerate financial and management reporting. Our solution combines financial reporting tools with real-time data, automation, and AI-based intelligence. CCH Tagetik, underpinned by the Analytic Information Hub, centralizes all corporate data and seamlessly integrates with Microsoft Office. Reports and narrative dynamically update with the most recent data when changes occur.

Our self-service tools enable you to slice, dice, drill, and transform data into value-added analysis. Your team can collaborate easily using a built-in workflow, centralized data source, and versioning controls. Whether you’re creating the integrated annual report, budget book, or earnings presentation, you'll always have confidence that your numbers are correct and consistent.

3 reasons why CCH Tagetik Financial Reporting software
lets you focus on your business

What customers are saying about CCH Tagetik Financial Reporting software
  • Talanx
  • BNP Paribas
  • Alcatel-Lucent Enterprise
  • Leonardo
  • Mersen
  • Mediaset Italia
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Listen to how CCH Tagetik has enabled Talanx's digital transformation

Video: Listen to how CCH Tagetik has enabled Talanx's digital transformation

With CCH Tagetik, Talanx spends far less time creating reports and verifying data and can spend much more time on value-added analysis and review.
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BNP Paribas can now find insights faster with plans and trusted actual data in CCH Tagetik's Financial Platform

CCH Tagetik financial modelling allows BNP Paribas to easily assess different business scenarios, instantly see the impact on financial performance, and generate rolling forecasts.
With CCH Tagetik we are able to set up our monthly reporting in 8 days instead of 10, and we have gained a week on the time needed to standardize all of our reports. Moreover, this solution in the Cloud saves us more than 2 months in closing our annual accounts.
Bernd Stangl - Chief Financial Officer, Alcatel
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We wanted a solution that could accelerate and simplify our management reporting processes. With CCH Tagetik, our finance department can work more effectively to ensure consistent, reliable data and faster monthly reporting cycles.
Valentina D’Addario - Director of Group Reporting and Financial Controlling at Leonardo
Consolidation and management reporting are now at the core of our group’s financial management, thanks to the greater flexibility and improved response time CCH Tagetik Financial Reporting gives our teams.
Thierry de Taeye - VP Group Accounting and Controlling at Mersen
CCH Tagetik is my everyday work companion. It lets me manage my data consistently and powerfully. CCH Tagetik covers the entire process of financial disclosure, from information collection to drafting final documents, presentations, and reports. CCH Tagetik is a reliable, solid, and secure application that enables the collaboration of all departments involved in our processes.
Alessandro Amantini - Financial Consolidation and Sustainability Manager at Mediaset Italia

Increase efficiency in your financial reporting cycle

Our automated financial reporting software integrates with Microsoft Excel, Word, and PowerPoint so you can expedite the reporting process, while ensuring accuracy and transparency.
  • Multiple contributors can work on the same report
  • Collaborate via comments, instant messaging, or email
  • Track progress via a management dashboard
  • Dynamically update numbers and narrative
  • Update reports with real-time data
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Streamline consolidation and financial reporting 

Whether you’re using data from one source or twenty, our financial reporting software integrates easily with your existing systems, automatically cascading the correct information into your reports.

  • Combine data from multiple sources
  • Audit trail tracks changes every step of the way
  • Collaborate, maintain data governance and control
  • Create standard templates for consistency
  • Automatically roll reports forward
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Financial Reporting Resources
Budgeting Planning & Forecasting
Enter the next evolution in planning with CCH Tagetik Budgeting, Financial Planning, and Forecasting software.
Financial Close & Consolidation
Manage your financial close and consolidation with CCH Tagetik's software from local close to group consolidation to regulatory reporting and disclosure.
Lease Accounting
(IFRS 16 & ASC 842)
All lease types. Pre-packaged Lease Accounting Compliance.
Tag smarter. Manage better. File faster. iXBRL filings using leading-edge machine learning technology.

About Financial Reporting software

  • Financial reporting is critical for understanding the viability of your business

    Financial reporting is an umbrella term for internal and external reports in which a company discloses its financial activities. Financial reports are submitted to the government, regulators, investors, executives, management and, in the case of public companies, the public at large. Financial reports include balance sheets, cash flow statements, income/P&L statements, and equity/earnings statements.  

    External financial reports are subject to regulations and requirements depending on which authority the company is reporting to. In accordance with US GAAP, SEC reporting entities must tag their financial statements in eXtensible Business Reporting Language (XBRL) and submit those filings to regulators along with the annual and quarterly reports.

  • Management reports share critical information to leadership

    Management reports are created by departments and teams, and they’re typically submitted monthly to internal managers. Often, they capture the overall performance results of individuals, specific processes, or a set of performance metrics. An example would be waste production, average time of order processing, or tech assistance calls.

    Often, management reports will include information like:

    • Profit and loss by department/team/job function
    • Realization rate 
    • Utilization rate

    Management reports are not mandatory as far as regulatory authority goes, so there’s no compliance measures or set standards. That said, management reports are critical documents for managers and executives who use them to make decisions, strategy, and business changes and thus, often require customization.

  • The annual report contains critical financial statements

    Like a year in review, the annual report is a comprehensive disclosure filing that provides shareholders, stakeholders, and the public with a thorough run down of the company’s yearly activities and financial results. A combination of narrative and financial information, the annual report includes:

    • Letter to shareholders
    • An executive summary, corporate governance, and general corporate information
    • MD&A
    • Financial statements
    • Notes to financial statements
    • The auditor’s report

    The annual report is different from the 10K because its less formally written. As much as it is an informational document for shareholders, it’s also a marketing document for prospective shareholders. With the annual report, shareholders are the target audience, whereas with the 10K, the regulators are the target audience.

  • Segment reporting is a financial report under IAS 14

    According to, “IAS 14 Segment Reporting requires the reporting of financial information by business or geographical area. It requires disclosures for 'primary' and 'secondary' segment reporting formats, with the primary format based on whether the entity's risks and returns are affected predominantly by the products and services it produces or by the fact that it operates in different geographical areas. IAS 14 was issued in August 1997 and was applicable to annual periods beginning on or after July 1st, 1998. It has since been superseded by IFRS 8 Operating Segments with effect from annual periods beginning on or after 1 January 2009.”

    The objective of segment reporting is to establish principles for reporting financial information by 1. line of business and by 2. geographical area. It applies to organizations whose equity or debt securities are publicly traded and those in the process of issuing securities to the public.

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