Wolters Kluwer CCH Tagetik

Automated account reconciliation solution for matching and verifying financial accounts. Streamlines the reconciliation process for improved accuracy.

Advanced analytics platform with customizable dashboards for financial reporting and visualization. Provides real-time financial insights through visual analytics.

Agentic AI systems that understand financial context and workflows, monitor performance, detect issues, and guide action in real-time without manual prompts or delays.

AI-powered capability that identifies risks and inconsistencies in financial data before they impact results, enabling early detection and mitigation.

AI capability that brings financial data together quickly without manual effort, structuring and mapping data seamlessly during ingestion.

Comprehensive budgeting and forecasting solution for financial planning. Enables scenario planning and budget management across the organization.

Cash flow management and analysis tool for forecasting and monitoring cash positions. Helps optimize liquidity planning and cash management.

Purpose-built AI embedded directly into financial close, consolidation, planning, and reporting workflows. It combines financial data, domain logic, and automation on a trusted foundation to detect risks, explain performance, and enable confident decision-making.

Solution for managing compliance and regulatory reporting requirements. Automates the generation and management of regulatory reports.

AI-driven capability that validates accuracy, detects anomalies, and enforces governance rules to ensure data integrity before analysis and reporting.

AI capability that identifies key performance drivers and explains what's driving financial performance, enabling faster and more confident decision-making.

Environmental, Social, and Governance (ESG) and sustainability reporting solution. Enables organizations to track and report on ESG metrics.

AI model trained on financial logic, workflows, and customer data. It understands how finance actually works and connects every process—enabling faster closes, automated variance explanations, and trustworthy forecasts.

Solution for automating financial close and consolidation processes. Streamlines period-end close and intercompany consolidation workflows.

Comprehensive financial reporting solution for generating financial statements and reports. Supports multiple reporting frameworks and standards.

Tax compliance solution addressing global minimum tax requirements. Helps organizations manage and comply with international tax regulations.

AI-powered analytics solution with natural language querying (Ask AI) for financial data exploration and insight generation.

AI-powered analytics tool that enables users to query and analyze financial data through natural language. Allows finance teams to extract insights from CCH Tagetik data using conversational AI.

AI-assisted solution for preparing and managing financial disclosures and regulatory filings. Streamlines the process of generating compliant financial disclosure documents.

Educational and training platform providing resources and courses for CCH Tagetik users. Supports user onboarding and skill development.

Integration connector enabling CCH Tagetik data connectivity with Microsoft Power BI. Allows users to visualize and analyze financial data in Power BI.

Generative AI capability enabling finance teams to query data and receive insights through natural language questions, creating compliant narrative-rich reports.

Machine learning capability for forecasting and predictive analysis within the CCH Tagetik platform. Enables proactive financial planning and scenario modeling.

Machine learning capability that applies predictive algorithms to deliver more accurate forecasts and agile planning with real-time insights.

Solution for managing production costs and cost control. Enables cost planning, tracking, and analysis for manufacturing operations.

Profitability analysis and management solution. Enables detailed analysis of profitability by product, customer, segment, or other dimensions.

Supply chain planning and optimization solution. Integrates financial planning with supply chain operations for better forecasting and cost management.

AI capability that automates reconciliation by matching transactions accurately, reducing manual effort and improving reconciliation accuracy.