DEMO: Automated Account Reconciliation with CCH® Tagetik

Mar 14, 2023

Find out more about the benefits automating your Account Reconciliation process with a hands-on demo. This includes a variety of automation rules that can drive both efficiency and control over the process.

Duration: 30 minutes

Presented by: Mike Shuker, Solution Consulting Director at CCH® Tagetik


In a single company, whilst there is risk, it can be managed when the accounts reconciliation process is at arm’s length. But what about a global group with different accounting practices, different cultures and different ERP solutions in the mix?

Just as a financial consolidation solution brings the books of all the companies in a group into one central place, there is software that does the same for critical bank and balance sheet account reconciliations.

In this demo, we delve into the capabilities of CCH Tagetik’s Account Reconciliation Solution with an in-depth demonstration.


This demo covers;

  • Brief introduction to the CCH Tagetik solution
  • General Account Reconciliation interface and custom user journey
  • Embedded Dashboards
  • How different users will consume the data
  • How to drill down into individual entities
  • Ownership
  • Reconciliation cockpit
  • Reconciliation template (s)
  • Transaction matching
  • Auto certification rules to gain efficiencies

Who is this demo for?

Senior Finance Professionals who are looking for a better, more efficient solution for Account Reconciliation which will remove risk from their balance sheet.

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