Strategic, Financial and Operational - Planning, Budgeting and Forecasting

Financial Planning

Effective Financial Planning Software to Lead in Unprecedented Times

Unprecedented times have made financial teams realise the importance of consolidated financial planning. Using Excel sheets or non-standardised data received from legacy systems makes it difficult for financial teams to plan and report accurately and quickly.

Integrated Business Planning Software

CCH Tagetik has 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.

 – Dave Coleman, Senior Manager, Budgeting, Planning & Analysis, OCLC

Key Features

Unified solution for all financial planning needs

The AIS team can help implement a corporate performance management solution that will unify plans and financial reporting. It also brings speed and agility to the planning process so financial teams can be more responsive to changing circumstances.

It is a system built by finance experts for finance teams. We live and breathe financial processes and are aware of the analysis and reporting required by you. Unified financial planning software ensures that finance and operations are aligned and planning cycles are cut. This is achieved by automating the collection of data, eliminating data entry and giving more time to finance to analyse the data with intuitive reporting.

Centralised Financial Intelligence

Centralised Financial Intelligence

Create the analysis and reports once and leverage the same set of data across the group.

Predictive Planning

Predictive Planning

Get deeper insights and trust the data to predict future outcomes and prepare the team to respond proactively.

Rolling Forecasts

Rolling Forecasts

Prevent spreadsheet nightmares and extend your financial planning and forecasting with quickly produced rolling forecasts.

Cash Flow Planning and Forecasting

Cash Flow Planning and Forecasting

Manage your cash more effectively. Prepare the P&L, balance sheet, and cash flow statement using the direct or indirect method.

Intuitive Reporting

Intuitive Reporting

Complete complex calculations and present financial data in intuitive formats, making it easier to understand underlying trends through visual dashboards.

In-depth Planning, Modeling and Analysis

In-depth Planning, Modeling and Analysis

Plan and model with all your detailed financial and operational data aligned and stored in a centralised place.

Financial Planning and Budgeting Demo

Transform Your Planning, Budgeting and Reporting Process.

From banking and insurance to wealth management and securities distribution, our dedicated financial services will;

Conduct analysis on trusted financial data

Keep on top of cash flow planning and forecasting

Standardising reporting across all group companies

Explore Solutions

Read through our leadership blogs on financial planning, consolidation and reporting.

CCH Tagetik Demo

CCH Tagetik Demo

CCH Tagetik is the modern finance transformation platform that streamlines planning, reporting and regulation. It

Financial Consolidation Software is stepping up!

Financial Consolidation Software is stepping up!

Digital transformation and rapid market shifts are accelerating the pace of change in businesses across

Book an Insights Workshop

Before you commit to buying software, or extending your investment in Corporate Performance Management (CPM), book an Insights Workshop with AIS Consulting and guarantee a positive ROI of your project.

Take the next step

Improve Finance Performance

Complimentary two hour workshop with real takeaways;

  • Gain better insights to make faster decisions.
  • Single trusted solution for CPM, regulatory reporting & analytics.
  • Shorten your cycle-time, reduce risk and own your financial data.
  • Leverage the latest in-memory computing, cloud and mobile innovations.
  • Reduce your dependency on IT with rapid implementation.
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