CCH TAGETIK® PARTNER PORTAL

Resources for CCH® Tagetik sellers

Browse the resources we have curated for sellers in alphabetical order by topic below.

Expand the sections to see more information and watch demos, or get in touch with your VantagePoint representatives to access our assets. Use the button below to suggest assets you'd like to see.

Allocations

Show your customers the true power of the CCH® Tagetik allocation engine: customise drivers, model shared costs, and gain insights with built-in audit tools, data categorisation, drill-through reporting and intuitive dashboards.

01 | Allocations
  • Better show the power of the CCH Tagetik allocations module with VantagePoint's detailed modelling asset.
  • Improve your demo with complex allocations that are easy for every user to cingure, follow and debug.
  • Understand the impact of allocations across your business using drill down and drill through capabilities

 

02 | Want to use this asset?

Got a prospect who might want to see this?

Reach out to Mike Benaron here.

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ARR model

Got a customer focused on ARR? Our fully automated Annual Recurring Revenue model can help! With out-of-the-box CRM data loading for automatic revenue projections, flex assumptions like churn, price increases and upselling to refine cash flow forecasts.

01 | ARR model
  • Ever had a customer passionate about ARR reporting? For software companies, it's a big deal! Face the conversation head-on with VantagePoint's Annual Recurring Revenue model
  • Includes out-of-the-box data integration from any CRM tool which feeds automatic projections of future revenue across a range of dimensions 
  • Play around with assumptions such as churn, loss, upsell, cross-sell and see the entire impact on your financial statements.

 

 

02 | Want to use this asset?

Got a prospect who might want to see this?

Reach out to Mike Benaron here.

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Close automation

Got a customer complaining about slow close cycles at month-end? Show them how finance automation with CCH® Tagetik could shorten their close cycles from days to just hours with automated data processing in CCH® Tagetik.

01 | Payroll automation
  • As a cornerstone of our month-end offering, VantagePoint's payroll automation tool helps streamline payroll processing time down from days, to minutes.
  • Comes out-of-the-box with integrations, calculation, journals posting rules, bonus accrual models and much more
  • Produce ERP-compliant journals with all necessary controls and validations to automatically post to your ledger without days of Excel and people processing time.

 

 

02 | Billing automation
  • Billing automation is perfect for professional services organisations who have sizeable and complex billing requirements
  • Comes out-of-the-box with integrations, calculation, invoice posting rules and much more
  • Produce ERP-compliant invoices with all necessary controls and validations to automatically post to your ledger without days of Excel and people processing time.

 

 

03 | InterCo and transfer pricing
  • Tackle intercompany challenges using VantagePoint's pre-built InterCo model. Simply define your transfer pricing inter-entity rates and allow CCH Tagetik to do the hard work. 
  • Comes out-of-the-box with integrations, calculation, journal posting rules and much more to ensure compliant trasfer pricing policies are met. 
  • Produce ERP-compliant journals with all necessary controls and validations to automatically post to your ledger without days of Excel and people processing time.

 

 

04 | Want to use this asset?

Got a prospect who might want to see this?

Reach out to Mike Benaron here.

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ConsolKit

Accelerate implementation with VantagePoint's ConsolKit, the brand new starter kit featuring a pre-built data model, workflows, ETL packages, and reports. Provide more lean proposals and achieve faster time to value with pre-packaged financial and validation reporting.

01 | VantagePoint ConsolKit
  • Got a price-sensitive consolidation customer? Leverage our consolidation starter kit, ConsolKit to expedite implementation
  • Comes with a pre-built data model, chart of accounts, consolidation rules, ETLs and much more
  • Significantly improve the time-to-value for your prospective customers.

 

 

02 | Want to use this asset?

Got a customer or client that might like to see this? Reach out to David Sillett here.

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Consolidation implementation accelerator

Streamline the design and consolidation process with our project accelerator template. Featuring pre-configured tabs and dropdowns, it ensures quick deployment and structured data collection for efficient workshops and requirement gathering.

01 | Consolidation accelerator
  • Want to streamline your consolidation implementation estimate? Use our accelerator template to enhance the requirements and design phase of the project
  • Comes with pre-configured tabs, dropdowns, linking to help produce requirements logs quickly and efficiently
  • A helpful, comprehensive tool for running workshops and collecting metadata.

 

 

02 | Want to use this asset?

Got a customer or client that might like to see this? Reach out to David Sillett here.

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Consolidation training asset

Consolidation training asset featuring step-by-step examples for configuring ownership structure events in Tagetik, ensuring accurate results for acquisitions and legal entity ownership changes.

01 | Consolidation training
A powerful pre-built training database which supports the delivery journey for consolidation customers including: 
  • Examples of consolidation logic
  • Pre-built examples of ownership events and changes, with validated journals
  • Walk through guides and documentation.

 

 

02 | Want to use this asset?

Got a customer or client that might like to see this? Reach out to David Sillett here.

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Detailed cash flow planning

Leverage the CCH® Tagetik cash flow planning engine like never before with granular business planning. Build daily cash flow plans with built-in data ingestion, supported by powerful reporting and analysis tools for informed decisions.

01 | Detailed cash flow planning
  • Transform your ability to intelligently talk about cash flow planning in CCH Tagetik and get to the real point with detailed, granular planning at a daily level
  • Show 13 week rolling forecasts that truly resonate with treasury and cash teams
  • Use real-time reporting and analysis that blends actual commitments in your ledger and budgeted/forecast items to give you a full cash view.

 

 

02 | Want to use this asset?

Got a prospect who might want to see this?

Reach out to Mike Benaron here.

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HR planning

VantagePoint's HR Planning toolkit takes your HR planning demo to new heights - simplifying HR, business, and finance integration into one model. Use it as a demo asset or starter kit to track changes, analyse variances and deploy quickly with pre-built calculations and reports.

01 | Introduction and overview
  • A game-changing HR planning toolkit designed for both demos and implementation including a pre-built data model, calculations and reporting for quick and cost-effective deployment
  • Harmonise HR, planning and finance into one model with granular planning capabilities that are easy to administer
  • Track and analyse changes to HR data over time, understand variances and discrepancies against plans.

 

 

02 | Target setting
  • VantagePoint's HR demo asset creates a story that resonates better with finance-folk. Using a flexible 2-step allocation, quick-start your target setting and strategic plan. 
  • Enter high level financial targets that get pushed down to your area leaders
  • Model drivers and assumptions to quickly compare top-down approaches vs bottom-up plans.

 

 

03 | Employee modelling
  • Remove the complexity of data integration with our pre-built template for HR data including salaries, job roles,titles and much more
  • Integrates with any HRS/HRIS for a quick deployment
  • Allow quick modelling of headcount changes and understand the financial impact of merit increase and promotion assumptions.
04 | Want to use this asset?

Got a customer or client that might like to see this? Reach out to David Sillett here.

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Insurance planning

Get a demo that resonates with your insurance customers with a purpose-built planning engine for life and non-life insurers - enabling modelling of premiums, reserves, and costs across all financial statements. Build custom calculations, analyse scenarios, and leverage pre-built reports to assess financial performance.

01 | Insurance planning
  • Pre-built model covering planning for life and non-life insurers 
  • Deals with complex calculations covering revenue recognition, expense amortisation, reserving and reinsurance business 
  • Flexible solution ideal to enhance your demo to any and all insurance customers

 

 

02 | Insurance planning
  • Double up your insurance demo with pre-built explanatory report
  • Leverage intelligent drill down and drill through technology to understand your results
  • Go back and play with your key drivers such as earning patterns and loss ratios for easy scenario and sensitivity analysis.

 

 

03 | Want to use this asset?

Got a prospect who might want to see this?

Reach out to Mike Benaron here.

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Insurance accounting engine

Selling Tagetik as a sub-ledger accounting engine? Look no further than this detailed sub-ledger accounting models. Whilst it is built for detailed insurance calculations, it capably demonstrates the powerful platform to flexibly and quickly ingest, transform and export data to your ERP.

01 | Insurance accounting engine
  • Demonstrate a less well known area of Tagtik's capabilities - sub-ledger accounting  
  • Bring in data in just a few clicks, before defining unlimited number of models to process the data through simple rule-setting
  • Export data directly to your ERP to help close month-end cycles to just hours, not days.

 

 

02 | Want to use this asset?

Got a customer or client that might like to see this? Reach out to David Sillett here.

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Payroll reconciliation

Take advantage of the CCH® Tagetik matching engine with VantagePoint's payroll reconciliation tool. Seamlessly align payroll, HR and GL data whilst leveraging country-specific logic and reporting tools to drill down to employee-level details and resolve discrepancies.

01 | Payroll reconciliation
  • A great add-on for any finance team who want to streamline their reconciliation process around month-end
  • Execute 3-way reconciliations between source systems using the CCH Tagetik matching engine
  • Leverage flexible logic that aligns data between systems to streamline the reconciliation process, whilst enabling users to drill through to employee level detail to understand variances and discrepancies.

 

 

02 | Want to use this asset?

Got a customer or client that might like to see this? Reach out to David Sillett here.

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Task management

A highly-requested feature from our customers, leverage CCH® Tagetik to streamline month-end close tasks with a centralised platform. Enhance accuracy and accountability using collaborative checklists and insightful reporting for seamless team management.

01 | Task management
  • Guide your customers through the month-end process with a task management guide comprising of out-of-the-box forms and dashboards as a helpful bolt on for consolidation customers.
  • Enhance accountability and improve accuracy with collaborative close checklists and reporting.
  • A great addition to any consolidation demo.

 

 

02 | Want to use this asset?

Got a customer or client that might like to see this? Reach out to David Sillett here.

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