# CCH Tagetik Reviews **Vendor:** Wolters Kluwer **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.3/5.0 **Total Reviews:** 72 ## About CCH Tagetik The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow. ## CCH Tagetik Pros & Cons **What users like:** - Users find CCH Tagetik **easy to use** , streamlining daily tasks and enhancing decision-making through its unified platform. (6 reviews) - Users commend CCH Tagetik for its **enhanced efficiency** , streamlining financial processes and simplifying workflows with its user-friendly platform. (6 reviews) - Users appreciate the **robust and efficient platform** of CCH Tagetik, enhancing financial processes with ease and quick implementation. (6 reviews) - Users commend CCH Tagetik for its **powerful reporting features** , enhancing efficiency and simplifying data integration across platforms. (5 reviews) - Users value the **robust data management capabilities** of CCH Tagetik, enhancing efficiency and improving decision-making processes. (4 reviews) - Efficiency Improvement (4 reviews) - Automation (3 reviews) - Users value the **seamless integration for data analysis** in CCH Tagetik, enhancing efficiency across various business processes. (3 reviews) - Easy Integrations (3 reviews) - Easy Setup (3 reviews) **What users dislike:** - Users find the **learning curve challenging** , needing significant training to navigate CCH Tagetik's complex interface effectively. (4 reviews) - Users find CCH Tagetik presents a **learning difficulty** , requiring extensive training to navigate its complex interface effectively. (4 reviews) - Users find the **initial setup and interface complexity** of CCH Tagetik daunting, requiring substantial training and effort. (3 reviews) - Users find the **complex usability** of CCH Tagetik challenging, requiring extensive effort and training for effective implementation. (3 reviews) - Users find the **setup process of CCH Tagetik complex** , requiring extensive effort and training for efficient implementation. (2 reviews) - Users find the **difficult setup** of CCH Tagetik leads to a steep learning curve and a time-consuming implementation process. (2 reviews) - Users feel that **requested improvements** to CCH Tagetik do not sufficiently enhance the daily user experience. (2 reviews) - Update Issues (2 reviews) - Bugs (1 reviews) - Complex User Interface (1 reviews) ## CCH Tagetik Reviews ### 1. CCH Tagetik – Personal Feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Dawid N. | Group Accounting and Reporting Analyst (CCH Tagetik), Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2026 **What do you like best about CCH Tagetik?** What I like best about CCH Tagetik is its strong integration of financial processes in one platform, which makes planning, consolidation, and reporting much more efficient. I also appreciate its flexibility and the ability to adapt to different business needs, along with the continuous improvements that keep the solution evolving. **What do you dislike about CCH Tagetik?** One aspect I find less favorable about CCH Tagetik is that some processes can feel quite complex and not always intuitive, especially for new users. In addition, certain configurations and troubleshooting steps can be time-consuming, which can slow down efficiency at times. **What problems is CCH Tagetik solving and how is that benefiting you?** CCH Tagetik solves the challenge of having fragmented financial processes by bringing planning, consolidation, and reporting into one integrated platform. This benefits me by increasing efficiency, improving data consistency, and reducing manual work, allowing me to focus more on analysis rather than data preparation. ### 2. Streamlined Financial Planning with Robust Features, Steep Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Charles M. | Finance Analyst - Revenue Assurance **Reviewed Date:** November 27, 2025 **What do you like best about CCH Tagetik?** I love how CCH Tagetik consolidates budgeting, forecasting, and reporting into one cohesive platform, which streamlines the financial planning process significantly. By centralizing all necessary data, it not only reduces the manual labor involved but also improves accuracy and speeds up decision-making. The automation of data collection and consolidation within the platform saves a considerable amount of time and minimizes the potential for human error. These features together make it highly efficient and valuable for gaining deeper insights and making more informed business decisions. **What do you dislike about CCH Tagetik?** I dislike that the interface of CCH Tagetik can be complex at times, which makes the implementation process require significant effort and training. The setup feels time-consuming and quite technical, adding to the complexity of getting it up and running efficiently. **What problems is CCH Tagetik solving and how is that benefiting you?** I use CCH Tagetik to streamline budgeting, forecasting, and financial data consolidation, reducing manual errors and saving time, while gaining deeper insights for better business decisions. ### 3. Centralized Financial Intelligence, Needs Smoother Setup **Rating:** 4.0/5.0 stars **Reviewed by:** subashree n. **Reviewed Date:** November 27, 2025 **What do you like best about CCH Tagetik?** I really appreciate CCH Tagetik for its ability to seamlessly integrate data from various sources, creating a reliable source of truth and eliminating the challenge of data fragmentation. This unified platform approach ensures that I don't have to engage in unnecessary juggling between different data sources, simplifying my workflow significantly. Another standout feature of CCH Tagetik is its built-in Financial Intelligence, which I find particularly noteworthy. This feature automates complex accounting processes, empowering the finance team to manage these aspects themselves without the need for IT interventions. This not only enhances efficiency but also ensures that financial processes are more finance-owned, allowing for greater autonomy and control. Additionally, I utilize CCH Tagetik in conjunction with powerful BI tools like PowerBI and Tableau, which complements its capabilities and extends its functionality for comprehensive business intelligence and reporting. **What do you dislike about CCH Tagetik?** I find the initial setup of CCH Tagetik to be quite complex, which presents a steep learning curve. Improving this aspect would help streamline the onboarding process for new users like me. **What problems is CCH Tagetik solving and how is that benefiting you?** I use CCH Tagetik to integrate data and create a single source of truth, solving data fragmentation issues. Its built-in Financial Intelligence automates complex accounting tasks, making finance processes more finance-owned rather than IT-driven. ### 4. User-Friendly and Efficient Financial Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Pankaj G. **Reviewed Date:** November 07, 2025 **What do you like best about CCH Tagetik?** I love how CCH Tagetik enhances efficiency in our budget forecasting and financial tasks. The overall experience with its features is outstanding. Every single feature is amazing, making it significantly effective in managing my tasks with ease. The software is exceptionally user-friendly, even for someone without much technical knowledge like me; I find it easy to navigate and understand, which greatly reduces the learning curve. The tools provided by CCH Tagetik make the financial processes straightforward, allowing even a layman to grasp the functionalities without much difficulty. I am impressed with how easy the initial setup was, as it was very user-friendly and did not require extensive training. Overall, I am extremely pleased with CCH Tagetik and would highly recommend it. **What do you dislike about CCH Tagetik?** Everything was good **What problems is CCH Tagetik solving and how is that benefiting you?** I use CCH Tagetik for budget forecasting and financial management, finding it efficient and user-friendly even without technical knowledge. ### 5. Tagetik: consolidating made fun! **Rating:** 4.0/5.0 stars **Reviewed by:** Hugo B. | Information analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 27, 2020 **What do you like best about CCH Tagetik?** The process of consolidating is made fun with Tagetik. Progress can be easily tracked. No need for boring, repetitive tasks. No need to learn difficult accounting principles. The ease with which you can combine input of several co-workers before you finalize. The courses available at the dutch offices of Tagetik are excellent! **What do you dislike about CCH Tagetik?** The learningcurve is quite steep, just reading the manual does not cut it. If you have a co-worker with Tagetik-experience, learn the tool by using it, not studying it. **What problems is CCH Tagetik solving and how is that benefiting you?** Not problems per se, unless you consider having to publish financial data a problem. Benefits: easy use, consistent output, trustworthy data. ### 6. Robust and Efficient Platform for Financial Consolidation **Rating:** 5.0/5.0 stars **Reviewed by:** Dilan S. | Leder Group Financial Controlling, Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2025 **What do you like best about CCH Tagetik?** The solution provides a robust and efficient platform for financial consolidation, with strong capabilities for automation and data quality **What do you dislike about CCH Tagetik?** The merging part is little comlicate, should be easy to use **What problems is CCH Tagetik solving and how is that benefiting you?** As I mension it the solution provides a robust and efficient platform for financial consolidation, with strong capabilities for automation and data quality. In addition, implementing the ESG module has given valuable insight into how non-financial reporting can be seamlessly integrated into the same system and process framework ### 7. Top EPM / CPM Software **Rating:** 5.0/5.0 stars **Reviewed by:** José Manuel P. | MD en soluciones EPM/GRC/ESG, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2025 **What do you like best about CCH Tagetik?** The emphasis here is on innovation and ensuring that only the best product is offered. **What do you dislike about CCH Tagetik?** When you're part of a large group, you may notice more bureaucracy than you initially anticipated. **Recommendations to others considering CCH Tagetik:** It serves as a solid alternative for "traditional" EPM and CPM processes such as Management Reporting, Planning and Profitability Management and Consolidation. Also very strong on Tax an ESG reporting **What problems is CCH Tagetik solving and how is that benefiting you?** I manage a Professional Services Business Unit, and thanks to Tagetik, our management team now has access to key data such as hours, invoicing, revenue, and collections. This allows us to strategically manage our day-to-day operations in ways that our ERP does not support. We are able to calculate profitability and analyze information across multiple dimensions, with the flexibility to view these dimensions in different ways. The process is fast and convenient, especially with the Excel Add-In. Planning has become straightforward, and there is minimal technical work required—mainly just for system integration. ### 8. Powerful Reporting Features That Elevate Productivity **Rating:** 4.5/5.0 stars **Reviewed by:** Adam J. | Tagetik Systems Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2025 **What do you like best about CCH Tagetik?** Powerful reporting features like dynamicity and overrides. Very quick to implement, we were up and running with useable reports within weeks rather than months. **What do you dislike about CCH Tagetik?** Not fully anglicized and not entirely intuitive to use, but easy enough to learn the key parts needed. **What problems is CCH Tagetik solving and how is that benefiting you?** Providing a structured, reliable, drillable, accessible and scalable data warehouse function. ### 9. The solution we needed to comply with multiple business needs at 36o° **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2026 **What do you like best about CCH Tagetik?** Unify multiple processes in one single platform; Optimizes decision processes thanks to flexible workflow system; customer and technical support **What do you dislike about CCH Tagetik?** User interface can be improved graphically; Compatibility of the newest update with previous third-party SW older version (es. Office) should be extended **What problems is CCH Tagetik solving and how is that benefiting you?** IFRS/MVBS processes consolidation, planning and forecast, S2/P3 disciplines, and regulatory reporting scope. We took advantage of flexibility, built-in processes, and ETL functionalities which let every project to be configured and maintained in reduced time and this increased our company's value in a cost-effective manner. ### 10. Efficient and Collaborative Corporate Reporting Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Alberto P. | Sustainabilty and Financial Reporting Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about CCH Tagetik?** CCH Tagetik offers the ability to handle corporate reporting in an efficient and collaborative manner. **What do you dislike about CCH Tagetik?** In my view, the solution does not feel very user-friendly at first, but with sufficient training and experience, this initial challenge can be easily overcome. **What problems is CCH Tagetik solving and how is that benefiting you?** The software enables efficient responses to regulatory compliance requirements. ### 11. Tagetik: A Very Useful Tool for Daily Work **Rating:** 3.5/5.0 stars **Reviewed by:** Roberto S. | Application Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2026 **What do you like best about CCH Tagetik?** Tagetik is a very useful tool for users’ daily work. **What do you dislike about CCH Tagetik?** quite expensive, but its quite ok using standar ETL **What problems is CCH Tagetik solving and how is that benefiting you?** data flow and integration with core CFO system and data platform ### 12. Effortless Setup and User-Friendly Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Davide D. | Technical & Functional Analyst B.I. Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about CCH Tagetik?** It's an easy to use platform, quick and easy to set on the admin side. **What do you dislike about CCH Tagetik?** Sometimes to many bugs are released with new patches. **What problems is CCH Tagetik solving and how is that benefiting you?** Reporting is extremely useful both with CDM and Excel add-ins. Consolidation is good. ### 13. A powerful EPM platform to expedite your transformation journey **Rating:** 5.0/5.0 stars **Reviewed by:** Janaka A. | BI & Finance Transformation Lead, Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2025 **What do you like best about CCH Tagetik?** Ability to incorporate all sub business processes into a single workflow > ability to extract transform and load data from multiple systems > built in reporting capabilities, advanced user rights and security features, and several other build-in tools such as forecast model, allocations engine etc **What do you dislike about CCH Tagetik?** current reporting capabilities as we're using SP27 but I understand there's advanced visualisations in the newer versions, which we're looking to upgrade to **What problems is CCH Tagetik solving and how is that benefiting you?** our forecasting and budgeting process, also central overhead allocations. We have also implemented a cross-functional compensation process managed between HR and Finance ### 14. Easy-to-use and integrated platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Paper & Forest Products | Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about CCH Tagetik?** Tagetik is a perfectly integrated tool to gather data according to business needs. It is commonly known as leader in the Gartner Magic Quadrant and it is widespread all over the world: this implies that there is a push to evolve toward new Pre-Packaged Solutions according to new regulations. It is dynamic and if set correctly by TGK consultants / partners, it is extremely easy-to-be-used. **What do you dislike about CCH Tagetik?** Sometimes, it appears to me that some new features (windows, minor changes to the interface etc., denied requested to minor improvements) do not meet the daily user experience. **What problems is CCH Tagetik solving and how is that benefiting you?** It is perfectly integrated with the other business ERPs. ### 15. Tagetik Budget & Planning **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2024 **What do you like best about CCH Tagetik?** The software allows you to build up very complicated model populated by specific datasets. **What do you dislike about CCH Tagetik?** THe tool is very slow, takes several minutes just to save a form. **What problems is CCH Tagetik solving and how is that benefiting you?** Create a budgeting model ### 16. CCH targetik improves efficency **Rating:** 5.0/5.0 stars **Reviewed by:** Paulino B. | Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2023 **What do you like best about CCH Tagetik?** CCH Tagetik provides fast and intuitive ad hoc analysis making data analysis. It also simply integrates with all functions ensuring operations. **What do you dislike about CCH Tagetik?** CCH Tagetik improve is by providing customization options to cater to users with specific reporting and data analysis requirements. The implementation process requires an understanding and representation of needs to ensure usage. **What problems is CCH Tagetik solving and how is that benefiting you?** The development of a calculation engine for financial KPIs by CCH Tagetik has been a game changer for our business. It has simplified our calculations allowing us to analyze performance indicators quickly. CCH Tagetik has revolutionized the way we analyze and track our KPIs giving us an advantage. ### 17. CCH performance indicators **Rating:** 5.0/5.0 stars **Reviewed by:** Tony L. | CEO, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about CCH Tagetik?** CCH Tagetik is user friendly software that makes ad hoc analysis super easy. The best part is that you dont need any skills to work with the program.its enjoyable.It’s great feature is its versatility allowing for customizations to suit our budgeting needs. **What do you dislike about CCH Tagetik?** CCH Tagetik is user friendly as it is making navigation and good use.The implementation process is time consuming. Requires communication with the support team. **What problems is CCH Tagetik solving and how is that benefiting you?** CCH Tagetik monitors the problem of developing a calculation engine, for financial key performance indicators (KPIs). This solution improves our business by providing an accurate way to calculate and analyze KPIs. ### 18. Tagetik in Shipping **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2023 **What do you like best about CCH Tagetik?** I like that Tagetik is flexible, quick and reliable **What do you dislike about CCH Tagetik?** We couldnt implement in Tagetik a quicker way to simulate scenarios when we implemented the system because it needed data entry in several reports, running macros or workflows, etc to refresh the data base and so on, to finally get some result after 30 min of running. **What problems is CCH Tagetik solving and how is that benefiting you?** Quartery closing, consolidation, budgeting, forecasting all got cleaner and quicker and the outputs are reliable ### 19. Single source of truth for Group Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2023 **What do you like best about CCH Tagetik?** CCH Tagetik a true finance platform, in which you integrate the key processes to come towards your group reporting. It ingegrates Consolidation, FP&A with any compliance reporting required **What do you dislike about CCH Tagetik?** Not much, any problem we can solve with the tool. Only if you want to more dash-board like reporting you need additional tools on top like Power-BI **What problems is CCH Tagetik solving and how is that benefiting you?** It is improving the quality and auiditability of our Group Reporting process. ### 20. Fast and effective closing porcess **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about CCH Tagetik?** ERP integration, Workflow management, scalability, user friendly, reliability **What do you dislike about CCH Tagetik?** not too fast and intuitive ad hoc analysis, slow opening excel forms **What problems is CCH Tagetik solving and how is that benefiting you?** Segregation of duties, data log, update closing data on real time through ERP integration, standardized report, auotmated controls, integrated disclosure managment, ### 21. The best CPM tool on market **Rating:** 5.0/5.0 stars **Reviewed by:** Alessandro P. | Head SAP BPC, Enterprise (> 1000 emp.) **Reviewed Date:** June 19, 2023 **What do you like best about CCH Tagetik?** - Easy of use for final users - User interface with Business Process Notation - Ease of maintenance for CFO office **What do you dislike about CCH Tagetik?** Knowledge base contains all sort of relevant information but it's not immediate to navigate and search **What problems is CCH Tagetik solving and how is that benefiting you?** Reduce cycle time for closing events Improved data quality and reliability ### 22. Enhances financial decision-making **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Alternative Dispute Resolution | Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2023 **What do you like best about CCH Tagetik?** It provides businesses a single place to collect, store, and analyze all of their financial data. This data can then be used to create budgets, forecasts, and reports. **What do you dislike about CCH Tagetik?** lacks built-in compatibility with every financial system. **What problems is CCH Tagetik solving and how is that benefiting you?** CCH Tagetik enhanced financial decision-making, optimized financial performance, Lowered expenses and ensured regulatory compliance. ### 23. Product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2023 **What do you like best about CCH Tagetik?** Ease of Implementation, Customer Support **What do you dislike about CCH Tagetik?** Frequency of Use, Number of Features, Ease of Integration **What problems is CCH Tagetik solving and how is that benefiting you?** Easy to do forecast ### 24. A very good software for your CPM Processes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2017 **What do you like best about CCH Tagetik?** The software is very easy to use and really helpful with our internal processes of Budgeting Planning Closing and Managerial Consolidation **What do you dislike about CCH Tagetik?** The software is less good when you need some function that is not a default set. In this case it is more difficult to achieve your expected results. **What problems is CCH Tagetik solving and how is that benefiting you?** We use Tagetik for our processes of Budgeting Planning Closing and Managerial Consolidation. We have now a more efficient, reliable and smart Reporting Process with tagetik. ### 25. First time user reviews CCH Tagetik **Rating:** 4.0/5.0 stars **Reviewed by:** Angsophea E. | Junior EPM Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2022 **What do you like best about CCH Tagetik?** The reporting functions most of all, the excel addin and integration with power Bi made the options for viewing, editing, maintaining and creating pretty self serve. **What do you dislike about CCH Tagetik?** Dislike the loading times, sometime took too long > 10 mins for some calculation or allocation steps but maybe due to complex calculations. Another thing is sometime when uploading the upload file, it did not display warnings of data that was not in the masterdata. **What problems is CCH Tagetik solving and how is that benefiting you?** CCH Tagetik is solving the financial closing process and storing all the data, performing forecasting all in one platform. Before we used to do it on excel but everything is almost automated on Tagetik. ### 26. Great consolidation software with outstanding support team **Rating:** 5.0/5.0 stars **Reviewed by:** Daniela A. | IT Consolidation specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2022 **What do you like best about CCH Tagetik?** Great consolidation engine. Excellent support team. Ease of use. **What do you dislike about CCH Tagetik?** Excel add-on is sometimes a little bit slow **What problems is CCH Tagetik solving and how is that benefiting you?** Financial close and consolidation. Planning and budgeting. ### 27. Comprehensive IFRS17 Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Klemen V. | Actuary, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2021 **What do you like best about CCH Tagetik?** Configuration of ledger, having two separate ledgers that ease maintanance and futrure development. **What do you dislike about CCH Tagetik?** Code debugging could be easier. Debugger would be handy. **Recommendations to others considering CCH Tagetik:** IFRS17 disclosures are comprehensive. Tagetik Allows you to produce required journal entries. You can produce disclosures out of Tagetik internal tables or from general ledger. You may find that combination of these two may be most effective and faster to implement. **What problems is CCH Tagetik solving and how is that benefiting you?** IFRS17 statutory reporting. Usually CFs would be imported (some were calculated), expenses may be allocated, than IFRS17 metrics is calculated, CSM is amortised and journal entries are produced. Finally, required disclosures are produced. ### 28. One stop shop for Finance and MIS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2021 **What do you like best about CCH Tagetik?** The planning and consolidation modules are really helpful **What do you dislike about CCH Tagetik?** It doesnot fetch data or integrates with the system **Recommendations to others considering CCH Tagetik:** A must try tool that solve many problems for finance and account dept **What problems is CCH Tagetik solving and how is that benefiting you?** The monthly/quarterly/yearly financial close process and MIS is convenient ### 29. Awesome flexibility and Data Collection functionality **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2020 **What do you like best about CCH Tagetik?** The speed of the ETL Functionality for data collection and the Power BI connection with cpmVision. **What do you dislike about CCH Tagetik?** You need of course financial expertise to use this program. This is not a dislike but an encouragement to receive training. **What problems is CCH Tagetik solving and how is that benefiting you?** Data Collection, Collaboration with Power BI, Reporting and fast closing ### 30. Robust Software with a little room for improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Ian K. | Manager - Financial Consolidation and Reporting, Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2020 **What do you like best about CCH Tagetik?** Cloud based software, thus can work in different countries **What do you dislike about CCH Tagetik?** Structure of the software, not user friendly **What problems is CCH Tagetik solving and how is that benefiting you?** Multi Currency, Multi Entity Consolidation ### 31. Can handle just about all our financial reporting needs **Rating:** 4.5/5.0 stars **Reviewed by:** Jesse K. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2019 **What do you like best about CCH Tagetik?** Data entry procedures. The integration with MS Office suite applications made data entry activities easy like filling an Excel spreadsheet, with the only difference that any detail is stored in a consistent database which can be easily analyzed. If you know your Excel, you will have no trouble writing reports on this platform. All information fed to Targetik comes to a single database and you can see who uses it and how, which makes for a better data protection. Personally, I like the forecasting function best, because in today’s economy, a timely heads-up can be a lifesaver for one’s business. **What do you dislike about CCH Tagetik?** Working in the program is a pleasure for me. You do not need to have special skills here or have many years of experience. It is enough to have knowledge on the work of programs such as Word and Excel. And that's all! Now you can compile full reports for your work. The work goes pretty quickly. **Recommendations to others considering CCH Tagetik:** Flexibility and ease of use with the application - that's what you need. And better reports are always needed in companies. Therefore, I recommend this application to those who wish to translate this to a new level and improve the productivity measure. **What problems is CCH Tagetik solving and how is that benefiting you?** The consolidation processes can be easily controlled thanks to a work flow utility which shows the main steps of the process and the state of completion validated by any single user. Data quality and auditability. Data are stored in a solid a consistent DB structure which contains also all the details suitable for any system audit need. ### 32. We get financial **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Capital Markets | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2019 **What do you like best about CCH Tagetik?** Tagetik allow user to calculate best financial services, in every way they can they help the user. The license cost is pretty high but they offer a help desk solution 24 / 7. **What do you dislike about CCH Tagetik?** Software pretty slow, but for how much it's big there is no big disappointment **Recommendations to others considering CCH Tagetik:** Best software for financial **What problems is CCH Tagetik solving and how is that benefiting you?** Best support on consildation data. ### 33. Proper implementation is a key, avoid customization as usual **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** January 25, 2019 **What do you like best about CCH Tagetik?** Possible to forecast and segregate different types of demand (revenue, samples, consignment, etc) **What do you dislike about CCH Tagetik?** overriding can become handful if you have a lot **Recommendations to others considering CCH Tagetik:** yes, would recommend this software. it has many modules and options, take your time to identify what your needs are **What problems is CCH Tagetik solving and how is that benefiting you?** My company uses this software to forecast finished goods only in different markets. As mentioned, we have a demand for many types of inventory and Vanguard does a good job segregating them out. ### 34. Tagetik: your needs, its solution **Rating:** 4.5/5.0 stars **Reviewed by:** Andrea C. | Strategic Planning Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2015 **What do you like best about CCH Tagetik?** •Really fast consolidation routine •Data Drill-down •Easy to use for reporting •Flexibility and scalabity **What do you dislike about CCH Tagetik?** •Improve financial budgeting cockpit •Improve some IC reconciliation report •Improve something regarding Equity reserves in consolidation routine •Improve exchange rate management DB **Recommendations to others considering CCH Tagetik:** We selected Tagetik because it had a very positive approach on our specific needs. To support our business requirements Astaldi needed to introduce a new paradigm in the management of our performance management and financial governance challenges. Astaldi needed to streamline the global financial processes (including monthly closure, consolidation, reporting, budgeting, financial planning, and executive dashboards). We needed to decentralize specific financial processes at a worldwide level, and unify multiple business applications within a single unified software solution. **What problems is CCH Tagetik solving and how is that benefiting you?** Tagetik is absolutely well suited for all scenarios of statutory consolidation, economic budgeting and forecasting. It can have a lot of data regarding the single project and not only for legal entity and this is a MUST today. It's easy to use, and you don't need any action from the IT department for reporting set up. It could be improved in regards to financial budgeting and forecasting. Tagetik is used for statutory consolidated balance sheets, economic and financial budgeting and forecasting by projects, and HR-ERM-HSE cockpit. It's used across the whole organization with about 300 different users located worldwide. We use Excel. Its Excel interface for statutory reporting is used internally and for our external duties through banks, rating agencies and others entities (our group is listed on the Milan Stock Exchange). Our group uses Tagetik to perform its business plan - every company in our group uses it to present its business plan. Since Tagetik is web-based we have the opportunity to collect data 7 days a week 24 hours per day. We experienced a reduction of TCO of about 25%. ### 35. A unexpected surprise **Rating:** 4.5/5.0 stars **Reviewed by:** Stefano C. | Head of Solvency II Life Technical Provisions Coordination and Calculation Unit, Enterprise (> 1000 emp.) **Reviewed Date:** March 30, 2017 **What do you like best about CCH Tagetik?** The system is really user friendly and facilitates the collaboration between different users. The cockpit allows the monitoring of the status of the process in an immediate way and the reporting capabilities are solid. What impressed me most? The relative short time it has taken us to get familiar with Tagetik and to set up our Solvency II platform from scratch. Finally an additional plus is given by the Tagetik team which supports us always in a proactive and efficient way. **What do you dislike about CCH Tagetik?** The system is sufficiently versatile but, given the specificities of our activities which include coordination and validation of quantitative and qualitative data collected from more than 65 entities of the Group, some customizations were needed (for instance with reference to the direct link between the main cockpit and the CDM tasks as well as some utility tools to allow the multiple copy of CDM documents). However we understand that some of the customization we requested were not available in the software version currently at our disposal, but have been implemented as a standard features in the new Tagetik 5 version. **Recommendations to others considering CCH Tagetik:** Tagetik is a versatile and users' friendly software. The proactive and efficient support of the Tagetik team is an additional and fundamental pros to be considered. **What problems is CCH Tagetik solving and how is that benefiting you?** As a key control function, we are in charge of the coordination and validation of the Solvency II Technical Liabilities collected from more than 65 Group entities all over the world. To achieve these goals, we have implemented a Tagetik based platform (LAMP) which allows the quantitative and qualitative data collection. In addition, thanks to the Tagetik interconnection capabilities, to comply with the Solvency II regulatory requirements, LAMP fosters the flow of data from and to different Group streams. ### 36. Tagetik: My Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Arshak S. | Functional Application Manager Tagetik, Enterprise (> 1000 emp.) **Reviewed Date:** July 10, 2016 **What do you like best about CCH Tagetik?** The possibilites and adaptability of Tagetik, but also the high level of service provided by the Tagetik Consultants. The integration of Tagetik with Microsoft Office (Word and Excel) makes it easy to make reports, because most of the time you only need your Word and Excel knowledge, which you probably already have. So the amount of traning you need to make the reports is almos nothing. You only need to learn about the functionalities provided by the Tagetik Word and Excel add-ins, which is very easy to learn, understand and work with. Furthermore, the practical video's provided by Tagetik on their community are very useful and provide many tips and tricks on how to conduct specific tast in an efficient manner. I like this, since it helps me to do some dailiy tasks very fast. **What do you dislike about CCH Tagetik?** It takes a little bit of time to understand how Tagetik works with regards to its web version, since it has a lot of menu options. Besides of that, sometimes the location of the menu options is a bit confusing and less logical. Tagetik Excel add-in: it is very difficult to work with styles in the add-in. Creating styles and using them is a bit difficult and is not very clear explained in the PDF manuals. This is a topic which could be very useful if more attention is put on it. **Recommendations to others considering CCH Tagetik:** I recommend Tagetik due to the following things: 1. flexibility: Tagetik is flexible in terms of reporting data in the way you want it. It makes it easier to finish your reports in a more professional way. 2. support: The Tagetik support, and more the Tagetik consultants, are very helpful and the support given is very fast. For me it took at maximum 2 days to be helped for a non important problem. Also, the Tagetik support from Lucca is also very fast and professional. 3. Reliable: The software is technically reliable and easy to maintain. As an administrator I love to work with Tagetik ,since most of the problem are easy to solve. **What problems is CCH Tagetik solving and how is that benefiting you?** Financial Reporting, budgeting and forecasting. It makes the whole proces easier and more reliable. We also use it for the Financial Consolidation, which imporives the quality of our business, both internal and external. Also, the flexibility of Tagetik makes it easy to outsource other (small) application used in our company. By this you can control many financial processes within one single application. ### 37. Complete CPM Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Larry B. | Senior Accounting Manager, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2017 **What do you like best about CCH Tagetik?** Tagetik has provided everything we were looking for in a planning and financial close solution and more. Services team was top notch. They did a great job taking requirements, recommending best practices and turning them into a complete solution. **What do you dislike about CCH Tagetik?** some of the end user documentation is lacking. **What problems is CCH Tagetik solving and how is that benefiting you?** Financial close and planning processes were fragmented. All data and processes are in one place. Completely eliminated 6 access databases. ### 38. Tagetik financial reporting and consolidation, budget and demand planning. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Paper & Forest Products | Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2017 **What do you like best about CCH Tagetik?** Tagetik Consolidation is a robust financial consolidation solution. Concerning the others areas of my experience, it is a less strong solution but it is possible to customize to address complex requirements. **What do you dislike about CCH Tagetik?** Not all of the modules are robust, in some cases too much customizations are required during implementation. **What problems is CCH Tagetik solving and how is that benefiting you?** We address the follwing areas: Tagetik financial reporting and consolidation, budget, demand planning. Financial consolidation and monthly closing activities are under control, the management can have an accurate monthly reporting. Commercial and production butget are inserted and can be used for reporting during the referred year. The combination of budget and demand planning data help to plan and control results afterwards ### 39. Tagetik: It can solve alot of problems **Rating:** 3.0/5.0 stars **Reviewed by:** Buta B. | Business Analyst, Construction, Enterprise (> 1000 emp.) **Reviewed Date:** September 17, 2015 **What do you like best about CCH Tagetik?** I like it's flexibity, the product can easily cater for any number of processes and it's can provide simple solutions to complicated processes. I also really like the current ETL processes, it really is so easy to link Tagetik to other systems. **What do you dislike about CCH Tagetik?** The product can offer too much, there are parts of the system like reporting building that I find needlessly complicated. **Recommendations to others considering CCH Tagetik:** Definately look into it because the product has something to offer every user. **What problems is CCH Tagetik solving and how is that benefiting you?** Tagetik was used to replace existing reporting requirements, we used to do monthly and annual reporting using spreadsheets and manually consolidating but this was really complicated and slow and the process was frought with error. Tagetik solve a big problem for us. ### 40. Flexible reporting and easy running approach for consolidation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2017 **What do you like best about CCH Tagetik?** The possibility to completely configure the environment on the basis of your needs and the reporting requested and the simple logic that moves the implementation **What do you dislike about CCH Tagetik?** The number of the patch and the release. I think they are too many and sometimes they take a lot of time. **Recommendations to others considering CCH Tagetik:** I have implemented a lot of projects and this product was always succefully on the way **What problems is CCH Tagetik solving and how is that benefiting you?** I have implemented a process of Recasting completely in Tagetik from the declarations, the data collection and the processing ### 41. High flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** Jacopo A. | Life Actuary - Group Actuarial Function, Enterprise (> 1000 emp.) **Reviewed Date:** March 30, 2017 **What do you like best about CCH Tagetik?** -The flexiblity of the system -the support of the team -the speed of the reporting -the possibility to have customized excel report -the easy and smart way of reporting **What do you dislike about CCH Tagetik?** In view on a continued growth it would be appreciable a higher elasticiity whit regards to customization request **What problems is CCH Tagetik solving and how is that benefiting you?** I think that the collection of data in customized online execel template is beneficial for our business ### 42. Tagetik: A reliable software for the future of your business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2017 **What do you like best about CCH Tagetik?** About this software I like its complete integration for the consolidation areas from the automate eliminations to multiple reporting standards. **What do you dislike about CCH Tagetik?** Reporting tools can be improved through interactive tools based on existing elements of the relational model. **What problems is CCH Tagetik solving and how is that benefiting you?** We have a complete model of weekly and monthly closing, for the Headquarter and the Group. We consolidate many business units of ours consolidation areas and so we can develop our business analisys through reporting standards ### 43. Great Customer Service/Accuracy with Consolidation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2017 **What do you like best about CCH Tagetik?** They are wonderful to work with and very responsive with support. The accuracy of our financials have improved greatly with the consolidation tool. **What do you dislike about CCH Tagetik?** The speed is sometimes slow,but that could be because of our company's servers. **Recommendations to others considering CCH Tagetik:** Affordable product with great services **What problems is CCH Tagetik solving and how is that benefiting you?** Provides no human error on closing our books. ### 44. Development of a parametric calculation engine for commercial and financial KPIs **Rating:** 4.5/5.0 stars **Reviewed by:** Roberto P. | Head of Country Italy Data Office, Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2017 **What do you like best about CCH Tagetik?** sw agility, speed of implementation and availability of the company's team. The project was implemented in a short time and in accordance with business needs **What do you dislike about CCH Tagetik?** The sw documentation is not comparable to the quality of the functionalities and performances of the application **Recommendations to others considering CCH Tagetik:** The company's teamwork is highly competent and careful to customer needs; i recommend previously taking the time to express and represent well the needs. This speeds up the implementation phases and minimize recycles **What problems is CCH Tagetik solving and how is that benefiting you?** Supervision of the data and governance of the whole production chain of KPIs. Relevant improvement in time to market ### 45. Tagetik platforms offers great potential for your business, if you learn to use them well **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2017 **What do you like best about CCH Tagetik?** Specifical and powerful functionalities for the insurance industry (SolvencyII, IFRS, Narrative, ecc.) **What do you dislike about CCH Tagetik?** Little integration between the 2 Tagetik platforms APM and CPM. It should be remedied in the next future. **What problems is CCH Tagetik solving and how is that benefiting you?** Tagetik gave us the possibuility to manage the complexity of Solvency II Regulation, providing specifical data gathering and reporting capabilities ### 46. try Tagetik and you will choose it **Rating:** 5.0/5.0 stars **Reviewed by:** Bjørn Born S. | BI Specialist & Project Manager, Chemicals, Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2015 **What do you like best about CCH Tagetik?** Easy to use, delivers functionalities that supports the business. **What do you dislike about CCH Tagetik?** Hard to find any. After using Tagetik for more than three years. **Recommendations to others considering CCH Tagetik:** Don't hesitate to try it will not let you down! **What problems is CCH Tagetik solving and how is that benefiting you?** Consolation, planning and reporting. Plus data collection ### 47. A bit complicated initial use and training, but in general, the experience is positive. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2017 **What do you like best about CCH Tagetik?** integrated reporting, automatic updates, and interaction with other applications. **What do you dislike about CCH Tagetik?** contrasts with automatic updates of the Windows operating system **What problems is CCH Tagetik solving and how is that benefiting you?** Tagetik allows the organization to compile the reports required by Borsa Italiana within legal deadlines, facilitating and speeding up the process of closing information. ### 48. Through its powerful modeling tools we now can easily add calculation and reporting features. **Rating:** 4.5/5.0 stars **Reviewed by:** Haenen Y. | quadro informatico, Enterprise (> 1000 emp.) **Reviewed Date:** March 24, 2017 **What do you like best about CCH Tagetik?** With Tagetik we are fully re-building our "aged" custom solutions without writing a single line of code.. **What do you dislike about CCH Tagetik?** A little bit difficult to get the whole picture at the beginning.. **What problems is CCH Tagetik solving and how is that benefiting you?** Financial Planning and Reporting ### 49. Tagetik in Shipping **Rating:** 4.0/5.0 stars **Reviewed by:** Cristina R. | Financial Controller, Maritime, Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2017 **What do you like best about CCH Tagetik?** the adaptability, flexibility and user friendliness **What do you dislike about CCH Tagetik?** complicated implementation process due to a complex business model used by the company **What problems is CCH Tagetik solving and how is that benefiting you?** analysis, budgeting, forecasting, consolidation - speed and reliability increase ### 50. Incredibly robust tool for financial consolidation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** April 12, 2017 **What do you like best about CCH Tagetik?** Excellent support from Tagetik staff Integrates well with other software used in office (in particular MS Office) **What do you dislike about CCH Tagetik?** With a high number of concurrent users, software / platform can be a bit slow **What problems is CCH Tagetik solving and how is that benefiting you?** Collection and consolidation of financial information for an international insurance group as part of an integrated Solvency II / Financial reporting solution ## CCH Tagetik Discussions - [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for) - [View CCH Tagetik pricing details and edition comparison](https://www.g2.com/products/cch-tagetik/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-07+03%3A45%3A01+-0500&secure%5Bsession_id%5D=ed979063-d5b5-4489-8845-7cd12ad680a1&secure%5Btoken%5D=cb51cd617e6d082134d2f9f6fc5dd201fd1462a90d8befc06236526ec4b2281f&format=llm_user) ## CCH Tagetik Integrations - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [SAP ECC](https://www.g2.com/products/sap-ecc/reviews) ## CCH Tagetik Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Reconciliation** - Consolidation - Management - Accounting **Financial Planning** - Extended Planning - Reporting - Integration **Reconciliation - Financial Reconciliation** - Automation - Bank Statements - Exceptions - Algorithms **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting** - Report Types - Standard - Custom **Audit - Financial Reconciliation** - Accuracy - Compliance - Reporting - Audit Trail **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Closing Process** - Audit - Journal Entries - Distribution **Integrations - Financial Reconciliation** - Accounting - Inventory - ERP - Banking **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **User Permissions and Security - Financial Reconciliation** - Access - Authentication - Encryption - Regulations **Agentic AI - Financial Reconciliation** - Autonomous Task Execution **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis ## Top CCH Tagetik Alternatives - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) - 4.6/5.0 (148 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,128 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (393 reviews)