CCH Tagetik

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.
  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, China, Germany, United Kingdom and 3 others, India, Japan, United States

    Supported Languages

    English, French, Italian, Spanish

    Images

    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’s Cash Flow Planning & Analysis immediately displays the results on your financial statements. You can then choose the scenario that optimizes your cash position.
    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 Financial Reporting software brings your company’s story to life. Accelerate financial and management reporting with the CCH Tagetik Collaborative Office for reporting.
    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.
    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 screenshot: 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 screenshot: 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 screenshot: 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 screenshot: 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 screenshot: 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 screenshot: 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.

    Features

    Total features of CCH Tagetik: 42

    • "What If" Scenarios
    • Ad hoc Analysis
    • Ad hoc Reporting
    • Amortization Schedule
    • Asset Management
    • Audit Trail
    • Budgeting/Forecasting
    • Capitalization Reporting
    • Cash Management
    • Charting
    • Consolidation/Roll-Up
    • Customizable Reports
    • Dashboard
    • Dashboard Creation
    • Data Visualization
    • Expense Tracking
    • Financial Management
    • For Equipment Leases
    • For Real Estate
    • Forecasting
    • General Ledger
    • Income & Balance Sheet
    • Key Performance Indicators
    • Multi-Company
    • Multi-Currency
    • Multi-Department/Project
    • Payment Tracking
    • Performance Management
    • Planning Tools
    • Portfolio Management
    • Predictive Analytics
    • Profit/Loss Statement
    • Qualitative Analysis
    • Quantitative Analysis
    • Real Time Data
    • Real Time Reporting
    • Reporting/Analytics
    • Scorecards
    • Strategic Planning
    • Tax Management
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,3 /5
    (80)
    Value for Money
    4,1/5
    Features
    4,4/5
    Ease of Use
    4/5
    Customer Support
    4,4/5

    Already have CCH Tagetik?

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

    Write a Review!
    Showing 5 reviews of 80
    Sabrina F.
    Overall rating
    • Industry: Chemicals
    • Company size: 1 001-5 000 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 is easy

    Reviewed on 2017/01/12

    We choose tagetik some years ago for consolidation.
    the year after we started a new project for...

    We choose tagetik some years ago for consolidation.
    the year after we started a new project for budgeting
    then planning...
    every project was a success

    Pros

    It's a tip to a better way of working
    saving time to perform better

    Cons

    Our consultant from the beginning is the same person, we know each other and we work as we are colleagues

    Buta B.
    Overall rating
    • Industry: Construction
    • Company size: 10 000+ Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    It does an awful lot

    Reviewed on 2017/01/15

    I've used Tagetik for 3 years now and I find it to be a very flexible system, it's at times too...

    I've used Tagetik for 3 years now and I find it to be a very flexible system, it's at times too complex because it offers so much. It is very reliable and the data structure is relatively easy to understand. It is also a pretty seamless integrating Tagetik with other software using one of the many standardized ETLs.

    Pros

    Can cater for pretty much any scenario with new features being added all the time.
    Newer versions of the software are very impressive, some of the additions i.e. Tagetik data analytics look amazing.
    They offer a lot of support through a Tagetik community and Tagetik Insiders. The social community is growing very fast.

    Cons

    Some parts of the system, in particular, the native Excel reporting is difficult to understand.
    It is quite expensive.

    Buta B.
    Overall rating
    • Industry: Construction
    • Review Source

    Overall rating

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

    Very good flexible software.

    Reviewed on 2016/07/12

    Pros

    It's very flexible and is easy to integrate with other software programs and the interfacing process is seamless.

    Cons

    It's overly complex at times, some parts of the software are difficult to understand and administer because it can do so much.

    Arshak S.
    Overall rating
    • Industry: Insurance
    • Company size: 1 001-5 000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Tagetik; My Experience

    Reviewed on 2017/01/06

    The company I work for is a health Insurance company with around 2300 employees.

    We started to use...

    The company I work for is a health Insurance company with around 2300 employees.

    We started to use Tagetik since 2015 and the reason to do so is to simplify our reporting process. By using Tagetik we are able to deliver our reports faster and with a much better quality.
    For now, we are even planning to start using budgeting and planning, which is on the calendar for 2017.

    Pros

    1. Easy to use; the learning curve is big.
    2. Great customer support with updates about the status.
    3. Good knowledge and support by Tagetik consultants and third party consultants
    4. Fast software.

    Cons

    1. Lay out a bit confusing; some menu options can be/should be placed clearer and on better places in the menu bar.
    2. PDF Manuals are very basic. They should be written in a more practical way and with examples.

    Bjørn born sylvest S.
    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

    Showing 5 reviews of 80 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

    We do not have any information about CCH Tagetik features

    CCH Tagetik has the following typical customers:

    51-200, 201-500, 501-1 000, 1 001+

    CCH Tagetik supports the following languages:

    English, French, Italian, Spanish

    CCH Tagetik supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    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, Knowledge Base, Phone Support, 24/7 (Live rep)

    Related categories

    See all software categories found for CCH Tagetik.