Tagetik Pricing, Features, Reviews & Comparison of Alternatives

Tagetik Reviews

Tagetik

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

4.42/5 (51 reviews)
6,050     4,211

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, 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.

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

Tagetik Reviews (51)

Most positive review

 Tagetik is easy

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

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Reviewed 12th of January by Sabrina Fraccaroli

Most critical review

 It does an awful lot

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

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Reviewed 15th of January by Buta Biring

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Tagetik Pricing

Pricing model: Subscription

Contact Tagetik for pricing information or a quote

Key Features of Tagetik

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

Tagetik Screenshots (7)

Tagetik screenshot: Tagetik homepage showing main areas of navigationTagetik screenshot: Tagetik showing Cloud for budgetingTagetik screenshot: Tagetik showing Consolidation CockpitTagetik screenshot: Tagetik showing Create Board Books with PowerPointTagetik screenshot: Tagetik showing integrated currency and exchange rate calculationsTagetik screenshot: Tagetik showing reporting and example budget summaryTagetik screenshot: Tagetik showing the general dashboard overview

Specifications

Intended Users
Large Enterprises, Mid Size Business
Devices Supported
Mac, Web-based
Supported Countries
Asia, Australia, Canada, China, Europe, Germany, India, Japan, United Kingdom, United States
Supported Languages
English, French, Italian, Spanish
Support Options
Knowledge Base, Online Support, Phone Support, Video Tutorials

Alternatives to Tagetik

Benefits

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.

Videos

Elisa Mevio

My experience with Tagetik CPM for banking budget

23/03/2017

We were looking for a new software to replace existing in house application and Tagetik is our choice. Now we have the chance to drive the planning process more quickly and with the consinstency of a certificate system.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Stefano Benetti

Tagetik CPM budget

22/03/2017

We have built with Tagetik a management-accounting reconciliation system using the native functions of closing and allocation. Then we have built a budget application, starting from legal entity and allocating on single business units.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Bjorn Sylvest

Try Tagetik and you will easily make the selection

21/03/2017

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

Easy to use and administrator

Cons

Too easy to get carried away to do cabbages :)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Bjørn Born Sylvest Sylvest

Tagetik CPM

21/03/2017

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

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Tagetik

Go a head

Source: Capterra
Helpful?   Yes   No
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Andrea Chiusi

User friendly interface and fast reporting generation.

17/03/2017

We have been using Tagetik since 2004. From then until today we have experienced a shortening of our consolidation cycles despite a growth in our consolidation perimeter. Tagetik has proven to be a scalable application with a solid database and a performing tool for the generation of our financial report.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Cinzia Abordi

Tagetik : the user friendly software

16/03/2017

My experience with Tagetik started last year with a cost allocation project and in few months I can use the tool for my needs; the support and functionality are very good and it's very user friendly expecially the Excel add-in. We have a great experience with Tagetik experts also.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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CESARE SCHIAREA

TAGETIK: a flexible, modular, scalable and integrated Platform,

25/02/2017

Tagetik for us is, Tagetik APM (our DWH) and Tagetik CPM Tagetik can help you in order to manage all kind of data (business and risk, analytic and synthetic). No need for several instruments and skills. it is one platform for multiple reporting, with collaborative reporting system and integrated with DWH data. With tagetik I got a lot of benefits: Massive quantity of data automatically collected New processes designed Automatic Data Quality controls defined and implemented Complete auditability for processes and data modifications (i.e. Expert Judgment) Tagetik 5.0 potentially enhancing with important modules to cover other business needs (planning, budgeting,¿). Integrable with Business Intelligence analysis tools. Low IT effort required.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
lorenzo fachin

great experience

20/02/2017

Wonderful product, final users oriented, very easy to use, great support from consultants, really interessant way of life of Tagetik family

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Andrea Re

Reporting stability, good support, attention to customer needs

20/02/2017

We are using Tagetik for three differenr issues; Reporting, Production costs, Financial consolidation. I'm writing only about the firs two issues given that we ahve set up the programs in three different environment, whic is the main problem regrding Tagetik in our company. If we could start over I would like to integrated our software. A part of this we are happy with Tagetik for its flexibility, stability and support to our function,

Pros

Stability

Cons

Flexibility

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10

Recommendations to others considering Tagetik

In general, befor you decide tu installa a new software the most important aspect it is understand perfectly the aim of the installation.

Source: Capterra
Helpful?   Yes   No
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Michał Nitka

Flexible and powerful CPM

15/02/2017

Tagetik is a scalable solution which can implement to cover all financial reporting processes but not only. It can be easily used to support operational reporting, what gives real benefit of having both financial and not financial data in one place. Consolidation functionalities as strong advantage of Tagetik.

Pros

- flexibility of setup with IT involvement needed - integrated product for reporting/forecasting/budgeting/consolidation - integration with excel - easy to use - scalable - transparent processes and workflows

Cons

- documentation available online could be improved/extended

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Tagetik

Invest time in proper set up of data model at the beginning. Client should be highly involved in implementation - this benefit later and gives posibility to build reports fast.

Source: Software Advice
Helpful?   Yes   No
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