CCH Tagetik Pricing, Features, Reviews & Comparison of Alternatives

CCH Tagetik

Cloud-based & on-premise CPM solution for financial planning

4.31/5 (80 reviews)

CCH Tagetik overview

What is 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.
www.tagetik.com

Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

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

Supported languages

English, French, Italian, Spanish
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. Budgeting & Planning Demo - CCH TagetikCCH 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.

CCH Tagetik user reviews

Value for money
Features
Ease of use
Customer support
  4.1
  4.4
  4.0
  4.4
Sabrina Fraccaroli

Tagetik is easy

Used daily for 2+ years
Reviewed 2017-01-12
Review Source: GetApp

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Buta Biring

It does an awful lot

Used daily for 2+ years
Reviewed 2017-01-15
Review Source: GetApp

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Buta Biring

Very good flexible software.

Reviewed 2016-07-12
Review Source: Software Advice

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Simone Ricetti

CCH Tagetik - Planning and management control system

Used daily for 2+ years
Reviewed 2020-09-29
Review Source: Capterra

Pros
In a single environment we can have management data reconciled with accounting data and forecast data. It is possible to create customized environments.

Cons
customization is not so easy and takes time

Rating breakdown

Ease of use
Features

Likelihood to recommend: 7/10

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Arshak Shamoun, MSc

Tagetik; My Experience

Used daily for 6-12 months
Reviewed 2017-01-06
Review Source: GetApp

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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CCH Tagetik pricing

Pricing options
Subscription
View Pricing Plans

Contact Wolters Kluwer for pricing information or a quote

CCH Tagetik features

Customizable Reporting
Real Time Data
Workflow Management

API (333 other apps)
Accounting Integration (183 other apps)
Accounting Management (217 other apps)
Activity Dashboard (287 other apps)
Audit Trail (164 other apps)
Automatic Notifications (188 other apps)
Billing & Invoicing (217 other apps)
Compliance Management (230 other apps)
Data Import/Export (218 other apps)
Electronic Payments (193 other apps)
Expense Tracking (174 other apps)
Financial Analysis (160 other apps)
Invoice Management (260 other apps)
Invoice Processing (175 other apps)
Multi-Currency (182 other apps)
Reporting & Statistics (321 other apps)
Third Party Integration (259 other apps)

Videos and tutorials

Additional information for CCH Tagetik

Key features of CCH Tagetik

  • Create “what if” insights on cash flow, profitability etc
  • Data visualizations include dynamic charts, heat & geo-maps
  • Performance management designed for the office of finance
  • Strategic, cash flow, profitability & budget planning tools
  • Full-featured cash flow modelling & forecasting capabilities
  • Create, share, access & distribute real-time reports
  • Manage workflow actions and deadline tasks by assigned user
  • Generate rolling budget performance forecasts within clicks
  • Embedded business and financial intelligence features
  • Collaborative disclosure reporting such as board books etc
  • Build, create, share and publish analytic dashboards
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Benefits

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.