Budgeting & Planning
Software – CCH Tagetik
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Our solutions
Budgeting & Planning
Enable real-time continuous planning across the
whole organization.
The budgeting process is the effort of achieving the optimum mix in allocating scarce resources to maximize a company’s changing objectives, establishing annual targets, thus charting the course of the company for the following year. It is the essence of our involvement to drive best practices aligned with your business processes, and then flex the software to provide a unified, intuitive, seamless solution that will grow and change as you grow and change.
40% FASTER
Along with a streamlined process, we have better data quality,
more reliable data, and more transparency. I would say we are
audit proof with our budgeting process
and about 40% faster.
Michael Weese, Head of Business Informatics at Raiffeisen Bank
CCH Tagetik Expertise
Across Industries
Finance complexity looks different in every industry.
Our teams combine CCH Tagetik expertise with real business understanding to design solutions that align with industry realities, reporting requirements and operational complexity.
Banking &
Financial Services
Regulatory reporting, complex consolidation, capital planning and highly governed finance processes.
Retail &
Consumer Goods
Demand planning, profitability management and fast-moving reporting requirements.
Insurance
Multi-entity reporting, IFRS requirements and operational performance management.
Energy & Utilities
Complex reporting environments, regulatory compliance and long-term planning.
Manufacturing
Integrated planning, supply chain alignment, operational forecasting and margin visibility.
Pharma
& Healthcare
Global reporting, compliance and operational planning.
Global
Enterprises
Multi-country operations, multi-GAAP reporting and enterprise-wide performance management.
Technology
& High Growth
Scalable finance infrastructure for fast-moving organizations.
Choosing a budgeting and planning platform is a decision you live with for the next 5 – 10 years
Anaplan, OneStream, CCH Tagetik, Oracle, SAP – on a demo, they all look capable. The real differences appear in how they handle your planning logic: driver models, workflow complexity, integration with your ERP, and total cost of ownership at scale.
Platform Selection
Planning Process Design
Project Management
Data Integration
Before you sign a licence contract, you should know exactly how the platform will handle your planning model. We help you find out – with proof, not promises.
Trusted by Leading Enterprises Worldwide
Inulta helps organizations across industries modernize budgeting, planning, forecasting, and scenario modeling to make faster, more confident decisions.
Pernod Ricard Transforms Global Financial Planning with CCH Tagetik & Inulta
Discover how this customer unified financial planning and ESG reporting across 86 global affiliates using CCH Tagetik and Inulta.
Driver-Based Forecasting at Scale: Schneider Electric’s Journey
As a global leader in energy management and automation, our customer needed a smarter, faster way to manage its enterprise-wide forecasting across dozens of business units and regions.
Inulta Helps Philip Morris International Streamline Financial Planning with CCH Tagetik
The company needed a flexible and robust CPM software solution that could automate financial planning, budgeting, forecasting, and consolidation processes.
Frequently Asked Questions
What is FP&A software?
FP&A (Financial Planning & Analysis) software enables finance teams to manage budgeting, forecasting, and performance analysis in a single governed environment – replacing disconnected spreadsheets with driver-based models, workflow controls, and real-time consolidation of planning data across the organization.
What is FP&A (Financial Planning and Analysis)?
FP&A – Financial Planning and Analysis – is the corporate finance function responsible for budgeting, forecasting, and performance analysis. FP&A teams translate business strategy into financial plans, monitor actual results against those plans, and provide management with the analysis needed for decision-making. In most organizations, FP&A sits within the CFO function and works closely with business units across the company.
What does the FP&A process involve?
The FP&A process typically covers four connected activities: annual budgeting (setting financial targets and resource allocation), forecasting (updating projections as actual results come in), variance analysis (understanding deviations between plan and actuals), and management reporting (delivering insight to decision-makers). Modern FP&A software automates the data collection and consolidation behind these activities, freeing teams to focus on analysis rather than spreadsheet maintenance.
What is FP&A reporting?
FP&A reporting is the production of management-facing financial reports – budget vs. actuals, forecast updates, KPI dashboards and scenario comparisons – that support business decisions. Unlike statutory reporting, which follows regulatory formats, FP&A reporting is tailored to internal management needs and requires flexibility, speed and drill-down capability into the underlying drivers.
What is the best budgeting and planning software for large enterprises?
The leading enterprise planning platforms include CCH Tagetik, OneStream, Anaplan, Oracle Cloud EPM and SAP SAC. CCH Tagetik – developed by Wolters Kluwer – is recognized as a Leader in the Gartner Magic Quadrant for Financial Planning Software and is particularly strong for organizations that need planning, consolidation and regulatory reporting in a single unified platform. Compared to point solutions focused only on FP&A – such as Anaplan, Vena, Pigment or Cube – CCH Tagetik covers the full finance cycle: planning, consolidation, disclosure and regulatory reporting in one platform.
Can CCH Tagetik replace Excel for budgeting?
Yes – this is the most common starting point. CCH Tagetik replaces interconnected Excel planning models with a shared environment where multiple contributors work simultaneously, assumptions flow automatically through financial statements, and version control errors are eliminated. Budget cycles typically shorten from 6-8 weeks to 2-3 weeks.
What is a rolling forecast?
A rolling forecast is a continuously updated financial plan covering the next 12-18 months, refreshed monthly or quarterly as actual results come in. Unlike a fixed annual budget, it always reflects the current best estimate of the future – enabling faster reactions to changing market conditions.
What is driver-based planning?
Driver-based planning links financial plans to the operational metrics that actually drive results – such as headcount, sales volumes, pricing or production capacity. When a driver changes, the financial impact updates automatically across the P&L, balance sheet and cash flow, keeping plans connected to business reality.
How long does a CCH Tagetik planning implementation take?
A focused budgeting and planning implementation typically takes 10-15 weeks with an experienced partner, depending on the complexity of the planning model, number of entities and integration requirements. Inulta’s phased methodology prioritizes a working core first, then extends scope once adoption is established.
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