CCH Tagetik is a unified BI and accounting software that helps to optimize financial and operational planning. The solution also shortens the consolidation and closing process and allows users to analyze results, model, as well as compare the financial impact of different business scenarios.

CCH Tagetik offers additional features which include adjusting strategic plans, updating rolling forecasts and producing formatted and auditable financial statements as well as management reports. The solution allows users to collaborate on business reviews and automates disclosure and board reporting.

CCH Tagetik is deployable on the cloud, on-premises or in a hybrid approach, with the flexibility to transition from one to the other. CCH Tagetik has integrations with various platforms including the full Microsoft Office and BI suite, Qlik and SAP HANA.

Companies use the software across all industry segments, including banking & financial services, manufacturing, insurance, software/technology firms, CPG, telecommunications, construction, and healthcare, and is most applicable to large enterprises.



83 Reviews of CCH Tagetik

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 83 reviews

November 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Social media for business

CCH Tagetik is new for me, but so far it works well for small groups working to plan an event.

Pros

This is like social media for business. It has many features for communicating and scheduling.

Cons

The website does freeze and crash on occasion.

May 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: GetApp


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

Tagetik CPM solution for strategic planning

Pros

Tagetik allows the users to customize a series of dimensions and calculation functions, define workflow, track user operations for audit purposes

Cons

sometimes the system does not allow you to change the settings easily, so it is better to define the requirements. even system performance can sometimes be optimized

April 2018

Adrianna from 777 Bets

Company Size: 201-500 employees

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Do not be afraid to try, it will not let you down

Pros

Tagetik is absolutely suitable for all scenarios of your work, economics and budgeting. It can have a lot of data on one project, not just for a legal entity, and this is important today. It's easy to use, and you do not need to contact the IT department to create reports. We have built planning/budgeting applications and reconciliation between accounting and DWH data. It is also used by our accounting department for the publishing of the annual report for the single legal entities within the group.

Cons

The documentation of the service is not comparable with the quality and characteristics of the application. Menus and manuals are sometimes too technical, it's a bit difficult for a typical user to understand everything right away.

January 2018

Job from Finext

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

4 of 5

Functionality

5 of 5

January 2018

Extremely flexible

Pros

Easy to use for the end user, great for consolidation, broad reporting functionalities and the combination of a single data source and validation processes ensure accuracy.

Cons

It has to be updated regularly to ensure performance standards since it can be slightly buggy at times, but Tagetik takes their responsibility to keep working on it.

June 2017

Brooke from Nelnet

Company Size: 1,001-5,000 employees


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

June 2017

Great Customer Service/Accuracy with Consolidation

Treat their customers right.

Pros

CCH Tagetik has amazing customer services. They are always willing to help whenever we have a question. We also switch to CCH Tagetik consolidation tool and this has eliminate a lot of human error and has strengthen our financials on accuracy.

Cons

The speed to retrieve data could be faster. Now, this could be our company needing to upgrade servers.

June 2017

Anonymous

Verified Reviewer

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

Great Customer Service

Pros

The customer support team is amazing to work with. Always willing to answer questions. The accuracy CCH Tagetik has provided our company with our Consolidation process.

Cons

The speed of retrieving the data. Do have to note, this might be due to our servers capacity and needing new servers.

June 2017

Bobbi from Nelnet

Company Size: 1,001-5,000 employees

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

Adds value to financial reporting and analysis

Pros

CCH Tagetik allowed our team to automate our consolidation process which saves me hours each month and takes the user error out of the process

June 2017

Anonymous

Verified Reviewer

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

Flexible and Comprehensive CPM Solution

Pros

The software platform provides everything we were looking for in a solution and more. Service and support has been outstanding and we now have a solution that is more efficient and provides better data sooner.

Cons

I wish some of the documentation were more comprehensive. tge pricing structure is a bit odd and complicated. I'd like to see it streamlined.

May 2017

Lorenzo from Group CFO hub

Company Size: 51-200 employees


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

Manager

Wow

Pros

Wonderful project. Very Easy to use. Final business users requested. Fun and really fast consolidation process

May 2017

Andrea from Astaldi Spa

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

May 2017

Our experience started in 2006 and in September 2007 we have had the first go-live.

Pros

flexibility, scalability, reporting (very easy to manage with opportunity for each contributor to create report ad-hoc), unique data base for management data, statutory consolidation, budgeting&forecasting, possibility to have for each project the economic&financial data, possibility to do across differente view using hierarchies

Cons

sometimes is not too much flexible and maybe you have to adapte your needs to its structure, i'd like to have more opportunity to have different sensitivities without having different scenarios

May 2017

Angelo from Poste Italiane

Company Size: 10,000+ employees


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2017

Smart and easy to use

Tagetik help me and my company to manage different distributed processes, like closing, budgeting, forecasting and KPI.

Pros

I like the way I can make autonomously report using excel interface, that is in my opinion very simple and user friendly. Also the process cockpit is very helpful to manage processes.

Cons

I don't like the sql query tool included in the excel reporting interface. I prefer traditional sql server tool.

May 2017

luigi from COOP CONSORZIO NORD OVEST

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

2 of 5

Customer support

3 of 5

Functionality

3 of 5

May 2017

Is a good product highly appreciated by users

Pros


It is a good product and is highly appreciated by users for ease of use and for its excel integration

Cons

I think it's about improving SAP integration and reducing licensing costs.
It's a very costly software solution.

May 2017

Alessandro from Lucart Spa

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

May 2017

I use Tagetik for financial reporting and consolidation, budget and demand planning.

Pros

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.

Cons

Not all of the modules are robust, in some cases to much customizations are required during implementation.

May 2017

Ignazio from Poste Italiane

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2017

I've been learning for a year

Pros

The simplification of databases, the stratification of data, the possibility of not having to copy the same data many times

Cons


Sometimes it is unclear, improved reporting tools, data model is complex and of no immediate comprehension

May 2017

Giosue from Poste italiane

Company Size: 10,000+ employees


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

Tagetik a powerful tool for your CPM Processes

Pros

The software is very easy to use and really helpful with our internal processes of Budgeting Planning Closing and Managerial Consolidation.

Cons

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. This occurs just a few times.

May 2017

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

May 2017

Tagetik

Pros

The software is very easy to use and really helpful with our internal processes of Budgeting Planning Closing and Managerial Consolidation

Cons

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. In reality this occurs a few time.

May 2017

Simone from Poste Italiane

Company Size: 10,000+ employees


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

May 2017

a reliable software for your daily business

Pros

About this software I like its complete integration for the consolidation areas from the automate eliminations to multiple reporting standards

Cons

Reporting tools can be improved through interactive tools based on existing elements of the relational model.

May 2017

Giorgio from Esprinet S.p.A.

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

May 2017

The initial understanding is rather difficult, but in general positive Experience

Pros

Versatility and the ability to create and manage reporting reporting automatically. Possibility to have a clear point about overall performance and Ease in uploading and managing data.

Cons

Wrapped up is the process of implementing new reports, and the sections in which the various activities are divided are not always very intuitive. Sotware also often has operating issues related to PC operating system upgrades, it makes the ducumes and the word and excel pages heavy to which it is linked, causing malfunctions.

May 2017

Mario from Esprinet S.p.A.

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

4 of 5

May 2017

The general experience is very positive. After a settling period, we are now 99% independent. Numero

Pros

The great functionality and the ability to make the consolidation and reporting process contemporary and collaborative. The Financial Reporting feature (last mile).

Cons

There are some specific complexities that are difficult to understand, some technicalities a bit cumbersome. Ease of use to improve

May 2017

Claudio from Credemvita SpA

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

5 of 5

May 2017

Tagetik platforms offers great potential for your business, if you learn to use them well

Pros

Specifical and powerful functionalities for the insurance industry (SolvencyII, IFRS, Narrative, ecc.)

Cons

Little integration between the 2 Tagetik platforms APM and CPM. It should be remedied in the next future.