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features
design
support

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Description

CCH Tagetik Corporate Performance Management software is trusted by companies to save time, reduce costs, and reduce risk. Connect data, processes, and people with one trusted source to get a quicker close and more forward-looking planning. CCH Tagetik Finance Transformation Platform powered by the Analytic Information Hub is the unified platform that connects finance & operations and streamlines consolidation & close planning, reporting & analysis, disclosures, and compliance.

Description

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
AFAS Software No 
Azure Marketplace Yes 
BI Book Yes 
DEAR Inventory No 
Exact voor Handel No 
Google Drive No 
Kinective Bridge Yes 
MYOB No 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft OneDrive No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Cloud Platform Yes 
SAP HANA Yes 
Visma.net No 
Xero No 
Zapier No 
Zoho Books No 

Integrations

Microsoft Excel Yes 
AFAS Software Yes 
Azure Marketplace No 
BI Book No 
DEAR Inventory Yes 
Exact voor Handel Yes 
Google Drive Yes 
Kinective Bridge No 
MYOB Yes 
Microsoft 365 No 
Microsoft Azure No 
Microsoft OneDrive Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Cloud Platform No 
SAP HANA No 
Visma.net Yes 
Xero Yes 
Zapier Yes 
Zoho Books Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

€500/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Wolters Kluwer

Founded

1836

Country

United States

Website

www.tagetik.com

Vendor Details

Company Name

XLReporting

Founded

2002

Country

Netherlands

Website

www.xlreporting.com

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Lease Accounting

Amortization Schedule Yes 
Asset Management Yes 
Billing & Invoicing No 
Budgeting & Forecasting Yes 
Capitalization Reporting Yes 
Critical Date Alerts No 
Expense Tracking No 
For Equipment Leases Yes 
For Real Estate Yes 
Payment Tracking Yes 
Portfolio Management Yes 
Tax Management Yes 

Machine Learning

Deep Learning No 
ML Algorithm Library No 
Model Training No 
Natural Language Processing (NLP) No 
Predictive Modeling Yes 
Statistical / Mathematical Tools No 
Templates No 
Visualization Yes 

Predictive Analytics

AI / Machine Learning Yes 
Benchmarking Yes 
Data Blending No 
Data Mining No 
Demand Forecasting Yes 
For Education No 
For Healthcare No 
Modeling & Simulation No 
Sentiment Analysis No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding Yes 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping No 
Scenario Planning Yes 
Scorecards Yes 

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