CCH Tagetik

4.4 (95)
Write a Review!
Cloud-based & on-premise CPM solution for financial planning

About CCH Tagetik

CCH Tagetik is a unified platform solution for financial performance management, deployed within the cloud or on-premise. Designed specifically for finance office control within businesses of all sizes and spanning diverse industry sectors, CCH Tagetik combines built-in business intelligence with easy access to handle budgeting, planning, reporting and analysis. The highly visual portal ensures meaningful data insights are delivered to all user levels, offering intuitive report building tools requiring mere clicks. These can then be shared as interactive dashboards or native Excel spreadsheets to provide executive “at a glance” views crucial for strategic planning. Here planners can also leverage tightly integrated workflow features for scheduling deadline tasks and assigning them to users, giving finance departments total visibility and effective collaboration tools.

CCH Tagetik is equally comfortable working with top-down or bottom-up planning approaches, making it simple to apply targets to existing budgets or build from scratch with cell level annotations and attachments. These sheet-based financial planning tools and automations are also made available within the cloud via web form and integration with Microsoft Excel – providing flexibility and workflow consistency. This emphasis on enabling strategic, financial and operational planning from within one pane of glass extends to real-time data visualizations, predictive modeling, forecasting, narrative reporting and collaborative disclosure management.


Key benefits of CCH Tagetik

  • CCH Tagetik combines on-premise and cloud-based software solutions to form a tightly integrated, intuitive financial management platform.
  • Generate real-time financial insights using a wealth of customizable reporting options and dashboard-based chart visualizations.
  • Leverage embedded business intelligence including double-entry accounting logic, currency translation and time dependent hierarchies.
  • Give finance departments total visibility and data control in one place from planning and organizing workflows to forecasting, reporting and analysis.
  • Integrates with existing systems including relational databases, ERP, CRM, BI and analytics, partnering with Microsoft, SAP and Qlik.
  • Create “what if” insight models based on real-time data to gain immediate insights on performance, cash flow, profitability and more.
  • Combine the ease of online access with Microsoft Excel and automate all budgeting processes irrespective of methodology.

  • Images

    CCH Tagetik Software - Respond to change with speed and agility. By unifying all your plans, processes, and data in a single solution that's built for finance, you’ll align financial and operational activities company-wide.
    CCH Tagetik Software - CCH Tagetik’s Cash Flow Planning & Analysis immediately displays the results on your financial statements. You can then choose the scenario that optimizes your cash position.
    CCH Tagetik Software - With CCH Tagetik Financial Close and Consolidation Software, we manage the complexity so you can accelerate the close. Speed up your financial close, while keeping pace with evolving accounting standards.
    CCH Tagetik Software - CCH Tagetik Financial Reporting software brings your company’s story to life. Accelerate financial and management reporting with the CCH Tagetik Collaborative Office for reporting.
    CCH Tagetik Software - Meet statutory, financial and management disclosure requirements with ease in CCH Tagetik’s end-to-end solution. CCH Tagetik, powered by the Analytic Information Hub, takes the human effort — and human error — out of the last mile of finance.
    CCH Tagetik Software - Stay ahead of the curve by knowing what drives profitable growth. CCH Tagetik Profitability Analysis is powered by the Analytic Information Hub. It enables you to explore profitability down to the most granular level.
    View 7 more
    CCH Tagetik video
    CCH Tagetik Software - Respond to change with speed and agility. By unifying all your plans, processes, and data in a single solution that's built for finance, you’ll align financial and operational activities company-wide.
    CCH Tagetik Software - CCH Tagetik’s Cash Flow Planning & Analysis immediately displays the results on your financial statements. You can then choose the scenario that optimizes your cash position.
    CCH Tagetik Software - With CCH Tagetik Financial Close and Consolidation Software, we manage the complexity so you can accelerate the close. Speed up your financial close, while keeping pace with evolving accounting standards.
    CCH Tagetik Software - CCH Tagetik Financial Reporting software brings your company’s story to life. Accelerate financial and management reporting with the CCH Tagetik Collaborative Office for reporting.
    CCH Tagetik Software - Meet statutory, financial and management disclosure requirements with ease in CCH Tagetik’s end-to-end solution. CCH Tagetik, powered by the Analytic Information Hub, takes the human effort — and human error — out of the last mile of finance.
    CCH Tagetik Software - Stay ahead of the curve by knowing what drives profitable growth. CCH Tagetik Profitability Analysis is powered by the Analytic Information Hub. It enables you to explore profitability down to the most granular level.

    Not sure about CCH Tagetik? Compare with a popular alternative

    CCH Tagetik

    4.4 (95)
    VS.
    Highly reviewed

    Starting Price

    US$50,000.00
    No pricing found

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    41
    139

    Integrations

    5
    1

    Ease of Use

    4.1 (95)
    4.2 (1,382)

    Value for Money

    4.2 (95)
    4.3 (1,382)

    Customer Service

    4.4 (95)
    4.3 (1,382)
    Green rating bars show the winning product based on the average rating and number of reviews.

    Alternatives

    Workday HCM

    4.4
    #1 Alternative to CCH Tagetik
    Workday HCM is a cloud-based human resources solution that helps businesses streamline workforce planning, talent...

    SAP Business Planning and Consolidation

    4.4
    #2 Alternative to CCH Tagetik
    SAP Business Planning and Consolidation helps organizations plan better and perform better with a flexible business...

    IBM Cognos Analytics

    4.2
    #3 Alternative to CCH Tagetik
    IBM Cognos is a suite of business intelligence and performance management software, that includes dashboards, reports,...

    Oracle Hyperion Planning

    4.3
    #4 Alternative to CCH Tagetik
    Planning solution that enables businesses manage budgeting, forecasting and other financial operations via a unified...

    Reviews

    Overall rating

    4.4 /5
    (95)
    Value for Money
    4.2/5
    Features
    4.4/5
    Ease of Use
    4.1/5
    Customer Support
    4.4/5

    Already have CCH Tagetik?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 95
    Bjørn Born Sylvest
    Bjørn Born Sylvest
    Overall rating
    • Industry: Chemicals
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Tagetik CPM

    Reviewed on 2017/03/21

    6 years of history with our Tagetik journey
    Four upgrade almost without any pain.
    Easy to...

    6 years of history with our Tagetik journey
    Four upgrade almost without any pain.
    Easy to maintain and administrator. Super end user friendly - finance people loves it's excel

    Pros

    6 years of history with our Tagetik journey
    Four upgrade almost without any pain.
    Easy to maintain and administrator. Super end user friendly - finance people loves it's excel

    Cons

    Easy to get carried away to do too many changes

    Eugene
    Overall rating
    • Industry: Automotive
    • Company size: 201–500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Impressive system to handle close, consolidations, and planning

    Reviewed on 2022/04/28

    We use CCH Tagetik for financial close, consolidations, financial reporting, other management...

    We use CCH Tagetik for financial close, consolidations, financial reporting, other management reporting, and budgeting/planning/forecasting. Some of our planning uses include revenue modeling, wage modeling, asset planning, cash flow forecasting, and allocations. CCH Tagetik can do so much and is easy to use, so our users and administrators are always eager to do more with it.

    Pros

    The system is extremely easy to use for technical and non-technical personnel. The system also has a wide range of out of the box features to get started right away, while also being extremely flexible in case you want to scale the product with your business.

    Cons

    The product is generally extremely intuitive for the portions that a customer would use or be familiar with. That being said, new developments should be promoted more, in order for customers to keep up with the system and take advantage of the changes.

    Meghan
    Overall rating
    • Industry: Real Estate
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    All around a decent product

    Reviewed on 2015/10/14

    Pros

    The ability to warehouse, pull, and update large volumes of data.

    Cons

    The inability to easily create or modify reports plus the trouble successfully running complex reports with more than one analysis build in.

    Cristina
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Tagetik review 2019

    Reviewed on 2019/12/09

    Overall we are happy about Tagetik and we continued buying new modules (IFRS16, CbCR) to help us...

    Overall we are happy about Tagetik and we continued buying new modules (IFRS16, CbCR) to help us with the new regulations. We support having the system and make it grow with new items.

    Pros

    After the Tagetik implementation was closed and we could launch out first budgeting year with it, we saw a radical change in the way we work, how fast we get the data, how easy the users work with it, how clean and reliable it was. The quarterly closings and consolidations have become so much neater and faster.

    Cons

    The original project was a lot more complex on the revenue generating side, the cash flows, the intercompany declarations, which we had to give up doing directly in Tagetik and instead loading them through Excel modeling done outside the system. Clearly budgeting and forecasting from a flow point of view takes longer because it's not a "update a number, push the button, system is updated" anymore.

    Viral
    Overall rating
    • Industry: Food & Beverages
    • Company size: 1,001–5,000 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Great product, highly customizable to your needs

    Reviewed on 2021/08/12

    Overall good product, expensive, good customer support and account managers.
    user friendly,...

    Overall good product, expensive, good customer support and account managers.
    user friendly, customizable, easy to onboard new users.

    Pros

    It is blank vanilla product that lets us customize it to fit our needs.
    It has lot of built in / out of the box functionality for financial planning and reporting needs.
    The implementation is quick and easy with SaaS.

    Cons

    The nicheness of the product means, it's costly and hard to find consultant/developers.
    Too much customizing also complexes the data flow and processes.
    some performance issues during our implementation. not in production so far.

    Showing 5 reviews of 95 Read all reviews

    CCH Tagetik FAQs

    Below are some frequently asked questions for CCH Tagetik.

    CCH Tagetik offers the following pricing plans:

    • Starting from: US$50,000.00
    • Free Trial: Available

    Contact Wolters Kluwer for pricing information or a quote

    CCH Tagetik has the following typical customers:

    51–200, 201–500, 501–1,000, 1,001–5,000

    CCH Tagetik supports the following languages:

    English, French, Italian, Spanish

    CCH Tagetik supports the following devices:

    CCH Tagetik integrates with the following applications:

    Microsoft 365, Microsoft Excel, Microsoft Power BI, Qlik Sense, SAP HANA Cloud

    CCH Tagetik offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)

    Related categories

    See all software categories found for CCH Tagetik.