Don't install an EPM. Reinvent finance.
A new EPM platform is the rare moment the whole finance function is open for redesign. We use it. The close, the forecast, and reporting rebuilt around agents that prepare the work and people who judge it, on CCH Tagetik.
- innovator partner of the year, 2026
- certified cch tagetik partner
- agents prepare, people approve
Sounds familiar.
“We spent two years moving the same close into a new tool.”
“The forecast is still a spreadsheet emailed around the night before the board.”
“My team spends the month assembling numbers and two days explaining them.”
Two ways to spend an EPM budget.
| An EPM implementation | A finance transformation | |
|---|---|---|
| Starting point | Today's process, rebuilt in a new tool | The function redesigned first, then built |
| Who does the work | People assemble the numbers | Agents prepare, people review and decide |
| Data | Mapped once for go-live | A governed foundation that stays reconciled |
| Success is | Go-live | How finance runs a year later |
| After launch | A support queue | A function that keeps getting better |
a month in finance
The same month. A different finance function.
Entities send numbers late, the team chases and keys them, and consolidation waits for the last one.
Agents collect, check, and run intercompany eliminations as entities post. The team reviews the exceptions and signs off.
Analysts match bank and ledger lines by hand and chase exceptions by email.
Agents match the lines and draft the exception notes. A controller approves what matters.
Packs are rebuilt by hand each month, and commentary is written the night before.
Agents assemble the pack and draft the commentary. The people who know the story edit it.
The forecast is a spreadsheet consolidated by hand, stale by the time it reaches the board.
Driver-based plans in CCH Tagetik refresh as the drivers move. FP&A spends its time on the scenarios.
Evidence is gathered at quarter end, from inboxes and shared drives.
Every agent action is logged as it happens. Review is continuous, and the evidence is already there.
- Assembling
- Agents preparing
- Reviewing and deciding
- Analyzing and advising
Outcomes your board will notice.
A close you trust sooner.
Reconciliations and intercompany are prepared continuously, not in a month-end scramble. You start the close with the exceptions, not the spreadsheet.
A forecast that moves with the business.
Driver-based planning in CCH Tagetik, refreshed when the drivers move, not when someone has a free afternoon.
Reporting that drafts itself.
Packs and commentary assembled by agents, then edited by the people who know the story.
Control built in.
Maker-checker, a full audit trail, and a person approving every consequential action. Every step is on the record for your auditors.
We reinvent the function, then build it on CCH Tagetik.
See finance as it runs.
Interviews with the team, the live configuration, and where the hours really go.
Redesign the function.
The operating model, which work agents prepare, and where judgment stays.
Build on CCH Tagetik.
Configured natively by a certified team, with agents that already know the platform, and the data foundation underneath.
Run it, and keep improving.
Agents in production, controllers approving, and your team trained to own it.
- People
Controllers and FP&A review, decide, and advise the business.
- Agents
Match, reconcile, draft, and flag, inside your systems.
- CCH Tagetik
Consolidation, planning, close, and reporting.
- Data foundation
ERP, banks, and operational systems, connected and trusted.
The agent prepares. A controller approves. Everything is logged.
Maker-checker on every consequential action, a full audit trail, and segregation of duties built into how the agents work.
In the field
- An energy company: a new finance EPM, and the platform around it.
- A retailer: a finance platform, and the strategy that sequenced it.
- A billion-dollar enterprise: consolidation rebuilt and reconciliations prepared by agents.
Built on CCH Tagetik
- Consolidation
- Account Reconciliation
- Transaction Matching
- Close Cockpit
- FST
- AIH
- Intercompany
- Planning & Forecasting
- IFRS & Regulatory
- ESG
Three ways in.
New to EPM
Choose the platform and the operating model together, so the system is built for the function you want.
Already on CCH Tagetik
The program stalled or the model no longer fits. We get it working for finance again, and add the agents.
how we price it
A short discovery. Then a fixed cost.
We scope the model, modules, and data. Then a fixed cost for the whole implementation.
Further reading
SAP BPC to CCH Tagetik migration: a practical planning guide
Plan a SAP BPC to CCH Tagetik migration around version-specific maintenance, financial model mapping, validation, and a controlled transition.
AI agents for bank reconciliation: choosing a first workflow
Why bank reconciliation can be a useful first AI workflow, and how to scope matching, exception review, controls, and success measures.
AI agent governance: approvals, audit trails, and control
How to design human approvals, audit trails, and graduated autonomy for AI agents that act in enterprise systems.
