Communicate corporate value with automated narrative reporting and disclosure management

Surging compliance mandates and evolving regulations have finance teams scrambling to communicate corporate value to investors, regulators, and consumers. The need for timely, accurate, compliant information is at an all-time high.  

CCH Tagetik Intelligent Disclosure answers the call with narrative reporting software that dynamically integrates financial, non-financial and ESG consolidated numbers into data-linked reports. 

Built on Microsoft 365, this disclosure management solution leverages Copilot’s Generative AI so you can create intelligent narratives in a familiar environment.

Take the human effort — and human error — out of the process. Simply input data once and cascade it into reports with the assurance that your annual filings, board books, and management presentations are up to date with the latest numbers.

3 reasons why CCH Tagetik Intelligence Disclosure software lets you focus on your business.

Create accurate reports in a flash

Process and track trillions of data points from +300 sources. Instantly cascade the latest consolidated results into financial and nonfinancial disclosures.

Instantly generate comprehensive narrative

The right words can be hard to find. Copilot’s Gen AI intelligently updates narratives based on your performance results. All you have to do is a final edit.

No learning curve

No training needed. Your team creates reports in tools they already use, augmented by AI. Our disclosure capabilities have been developed over 15+ years of regulatory experience.

Intelligently craft narrative and update numbers.

Whether you’re creating an integrated annual report, board pack, management report, budget presentation, statutory or financial disclosure filing, you can be confident you’ll submit reports on-time and with numbers and narrative on-point.

  • Integration with Microsoft 365’s leading technology
  • Automated data collection from internal and external sources
  • Support from Copilot’s GenAI assistant
  • Any changes are automatically tracked in audit logs
  • Dynamic reports refresh quickly with updated figures

Collaborative reporting beyond the walls of finance.

Sustainability, operations, and tax departments have moved into the finance office. Our solution fosters collaborative disclosures and true integrated reporting by connecting financial, ESG, lease, tax, and operational data and cross-functional teams.

  • Co-author reports with colleagues
  • Share documents with internal and external stakeholders
  • Take advantage of advanced formatting capabilities
  • Add comments and tag colleagues
  • Track changes and compare document versions

AIS Consulting have been at the forefront of digital finance transformation in the UK and Ireland for 20 years. We have exclusively focussed on delivering digital finance transformation through the CCH Tagetik Corporate Performance Management (CPM) solution for the last 8 years.

Our team of 18 qualified CCH Tagetik consultants are experts in the delivery of Financial Close and Consolidation, Planning, Budgeting and Forecasting, Disclosure and Management Reporting and ESG and Sustainability Reporting solutions into mid-market and enterprise organisations across sectors including Manufacturing, CPG, Retail and Service.

If you would like to find out more about CCH Tagetik Close and Consolidation and how AIS Consulting can help transform your current process and at the same time digitally upskill your team, complete this form to book quick chat or discovery call.