When plans lag behind reality, decisions fall behind too.

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.

Common challenges in financial planning and forecasting:

  • Forecasts rely on outdated or disconnected data 
  • Scenario modeling takes too long 
  • Too much time spent building plans, not analyzing them 
  • Lack of trust in financial data and forecasts

Modern finance teams need planning and forecasting software that moves as fast as the business.

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Recognized by analysts. Trusted by global finance teams.

CCH Tagetik is consistently named a Leader in Financial Planning validated by analysts and proven across complex, global organizations.

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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.
See How

Why finance teams plan with confidence on CCH Tagetik

One trusted foundation for financial planning and actuals

Bring financial, operational, and actual data together on a single governed platform. No disconnected models. No reconciliation between plan and actuals. Just one version of the truth your business can trust.

Planning that moves at the speed of change

Update forecasts continuously as new data comes in. Model scenarios, test assumptions, and adjust plans in days - not weeks. So you can respond faster and guide decisions with confidence.

Built for complex planning without slowing you down

Handle multi-entity, multi-market, and driver-based planning - without relying on IT or rebuilding models. Scale your planning as the business evolves, while keeping control in the hands of finance.

See what planning looks like when AI is built in - not bolted on.

Expert AI helps you detect changes early, refine forecasts, and explain variances automatically - so you can act with confidence, not guesswork.

This is what AI-powered financial planning looks like in practice. See it for yourself.
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Explore our unified Financial Planning and Budgeting solutions.

Predictive Forecasting

Improve financial results with AI-based predictive planning & analytics software. Extend insights with more scenarios and deeper driver based analysis.
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Integrated Business Planning

Break down planning barriers in a platform that unites strategic, financial and supply chain budgeting and planning.
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Supply Chain Planning

Build a resilient supply chain that embraces uncertainty with a solution that supports demand, supply, production, and inventory planning.

Production Cost Planning & Control

Manufacturers can unify and control key production costs from global operations 
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Capital Expenses Planning​

Budget, plan and analyze capital expense operations and projects​
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Cash Flow Planning​

Gain insights into future cash flow budget predictions, understand current cash positions, and implement control systems to manage liquidity proactively​​
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Profitability Planning​

New products, promotions, seasonality, inflation, competition — plan and analyze revenue streams to better control profits​
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Demand Planning

Innovate with AI driven predictive forecasting and robust demand planning capabilities
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Trusted by 2,000+ organizations across financial planning, consolidation and reporting.

See how finance teams are improving forecast accuracy, accelerating planning cycles, and delivering insights the business can act on.

  • Agfa
  • BNP Paribas Real Estate UK
  • Core Laboratories
  • Galeries Lafayette
  • OCLC
  • Philip Morris
  • Prada
  • Severn Trent
  • Victorinox
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Agfa optimizes budgeting and consolidation with CCH® Tagetik’s unified platform

Agfa Optimizes budgeting and consolidation with CCH Tagetik’s unified platform

Discover how Agfa improved efficiency, streamlined data analysis, and gained better control over its financial workflows with CCH Tagetik.
cch-tagetik-bnp-paribas-uk-customer-video.jpg

How BNP Paribas Real Estate UK revolutionized finance operations with CCH® Tagetik

How BNP Paribas Real Estate UK revolutionized finance operations with CCH® Tagetik

Discover how BNP Paribas Real Estate UK transformed its finance operations with CCH® Tagetik, achieving efficiency, accuracy, and full end-to-end visibility.
Core Laboratories enabled real-time reporting and strategic decisions with CCH® Tagetik

How Core Laboratories enabled real-time reporting and strategic decisions with CCH® Tagetik

How Core Laboratories enabled real-time reporting and strategic decisions with CCH® Tagetik

Discover how Core Laboratories transformed budgeting and consolidation with CCH® Tagetik to achieve faster reporting, accurate forecasts, and real-time insights for confident decision-making.
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Optimizing budgeting processes and streamlining operations: Galeries Lafayette's strategic partnership with CCH® Tagetik

Optimizing budgeting processes and streamlining operations: Galeries Lafayette's strategic partnership with CCH® Tagetik

Explore how Galeries Lafayette transformed their operations using CCH® Tagetik software, enhancing efficiency and embracing modern technology.
CCH Tagetik helped us to bring our budgeting and forecasting processes into a single, centralized, enterprise-wide system that operates in near real-time and allows for greater visibility into our planning process. We plan salaries at the individual position level and calculate benefits either as a percentage of salaries or allocated based on full-time equivalents.
Dave Coleman - Sr. Manager, Budget Planning and Analysis at OCLC
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Philip Morris International builds the foundation for AI-driven planning with CCH Tagetik

Philip Morris International builds the foundation for AI-driven planning with CCH Tagetik

Discover how Philip Morris International uses CCH Tagetik to unify planning, forecasting, and workforce planning while building the foundation for AI-driven planning and predictive forecasting.
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Prada gained efficiencies with CCH® Tagetik’s unified platform

By implementing CCH Tagetik Budgeting & Planning, Cash Flow Planning, Financial Close and Collaborative Office, Prada reduced their financial closing times, optimized their integration process, and simplified their IT infrastructure by switching to just one system of Corporate Performance Management.

Severn Trent transforms energy forecasting and predictive planning with CCH Tagetik Expert AI

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
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Members 1st streamlines planning and reporting with CCH® Tagetik's AI-powered platform

Connect planning across the business

By bringing financial and operational data together, Members 1st transformed planning into a connected, enterprise-wide process - improving visibility, accuracy, and speed.

What this means for your team:

  • Real-time visibility into performance and forecasts
  • Planning aligned across finance, operations, and business units
  • Flexible models that adapt to any scenario or time horizon
  • Accurate rolling forecasts powered by predictive insights
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Request a Demo

Turn planning into a driver of better decisions

With connected, AI-powered planning, TUI Musement gained the ability to model scenarios, understand profitability drivers, and respond faster to change. 

What this means for your team:

  • Faster planning cycles with embedded predictive intelligence 
  • More accurate forecasts through driver-based planning 
  • Real-time scenario analysis to guide decisions 
  • Full visibility and control across planning workflows
Request A Demo
Request a Demo
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Making Finance future-ready: TUI Musement achieves better forecasting with CCH Tagetik

Financial Budgeting Planning and Forecasting Insights

Resources

2025 Gartner® Magic Quadrant™ for Financial Planning Solutions

Recognized as a Leader in Financial Planning - again. Wolters Kluwer has been named a Leader in the Gartner® Magic Quadrant™ for Financial Planning and Analysis for the fifth time, validating CCH Tagetik’s ability to deliver accurate forecasts, faster planning cycles, and connected planning at scale.
Read

Case Study: UBE Corporation

Plan faster. Reduce effort. Improve accuracy. With CCH Tagetik, UBE Corporation is on track to reduce profit-and-loss statement preparation time by 75% - lightening workload while improving the accuracy of financial planning and reporting.
Read

Case Study: Lucart

Accelerate planning. Align the business. Discover how Lucart unified financial data, sped up planning cycles, and improved visibility - empowering teams to plan faster and make more informed decisions.
Read

About Budgeting, Planning, and Forecasting

  • What challenges do finance teams face with budgeting, planning, and forecasting?

    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.

  • What is CCH Tagetik and how does it support budgeting, planning, and forecasting?

    CCH Tagetik is a unified finance platform that brings financial close, consolidation, planning, forecasting, performance management, and reporting together on a single trusted foundation, with Expert AI embedded across processes. By connecting planning and actuals through one governed data model, it links financial results with budgets, forecasts, strategic plans, and operational drivers—helping finance teams analyze performance, model scenarios, and support better decisions without reconciling across systems.

  • What is CCH Tagetik budgeting and forecasting software?

    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.

  • How does CCH Tagetik support FP&A teams?

    CCH Tagetik supports FP&A teams with integrated budgeting, forecasting, scenario planning, variance analysis, reporting, and performance management. Teams can connect financial and operational data, model business drivers, update forecasts, analyze performance against plans, and evaluate scenarios in one planning environment. Native integration with Microsoft Excel, Word, and PowerPoint lets analysts work in familiar interfaces while data, rules, and version control remain governed in the platform. Finance-owned configuration also enables FP&A to adjust models, drivers, and hierarchies without IT, supporting continuous, insight-driven planning and business partnering.

  • How does CCH Tagetik improve the budgeting and planning process?

    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.

  • How does CCH Tagetik support driver-based planning?

    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.

  • How does CCH Tagetik support financial forecasting?

    CCH Tagetik supports financial forecasting by combining historical data, current actuals, business drivers, assumptions, predictive forecasting, and scenario modeling. Because forecasting runs on the same platform as financial close and consolidation, forecasts refresh on validated actuals as soon as the close completes, without data transfer or reconciliation. A unified deep-learning engine supports forecasting, driver-based analysis, and anomaly detection, including daily or weekly reforecasting. Finance teams can compare forecasts with budgets and actuals, analyze variances, and update assumptions as conditions change.

  • Does CCH Tagetik support rolling 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.

  • How does CCH Tagetik support scenario planning and what-if analysis?

    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.

  • How does CCH Tagetik connect financial and operational planning?

    CCH Tagetik connects financial and operational planning by bringing financial data, operational drivers, business assumptions, and planning processes together in one platform. Supply Chain & Production Planning is a native CCH Tagetik module, enabling changes in demand, supply, and volumes to update revenue, cost, margin, and cash impacts through shared drivers and governed data. Finance teams can collaborate with sales, HR, operations, and supply chain to understand how operational decisions affect financial performance, uniting sales, demand, and supply in a single consensus view.

  • How does CCH Tagetik use AI for financial forecasting?

    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.

  • What AI capabilities does CCH Tagetik provide for finance teams?

    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.

  • How does CCH Tagetik integrate data for budgeting, planning, and forecasting?

    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.

  • Can CCH Tagetik replace Excel for budgeting and forecasting?

    CCH Tagetik replaces spreadsheet-based budgeting and forecasting without taking Excel away from users. The platform provides centralized data, governed planning models, automated workflows, collaboration, audit trails, and integrated reporting, while native Microsoft Excel integration lets users enter, model, and analyze directly against governed platform data.

    Finance teams can manage planning in a controlled environment without maintaining multiple spreadsheet versions or manually consolidating data. This retains spreadsheet flexibility while reducing risks from broken links, uncontrolled versions, and untraceable changes.

  • Can CCH Tagetik support enterprise-wide planning?

    Yes. CCH Tagetik supports enterprise-wide planning across finance and business functions, including finance, supply chain, workforce and HR, sales, marketing, IT, CAPEX, and ESG, at any level of granularity. Organizations can use a common planning environment, shared data, standardized workflows, and aligned assumptions to coordinate financial and operational plans. Group-level planning cascades to business-unit planning on the same model, keeping corporate targets and local plans connected in both directions and linking enterprise planning to strategic and operational objectives.

  • Can CCH Tagetik scale across multiple entities, currencies, and business units?

    Yes. CCH Tagetik supports complex multinational organizations with multiple entities, business units, currencies, and reporting requirements. The same platform runs statutory consolidation and planning, ensuring plans reflect group structures and reporting requirements. Its flexible data model and high-performance calculation engine allow organizations to add entities, currencies, or levels of detail without redesigning the model. Centralized planning also provides consistent processes and governance across the business while accommodating complex financial and operational planning needs.

  • What are the benefits of using CCH Tagetik for budgeting, planning, and forecasting?

    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.
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