---
title: "CCH Tagetik Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of CCH Tagetik. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if CCH Tagetik is a good fit for you!"
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page_type: "reviews"
language: "en"
---

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CCH Tagetik Reviews

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# CCH Tagetik User Reviews

## Reviews summary

- Overall rating: 4.4/5
- Total reviews: 108

### Secondary ratings

- Ease of use: 4.1/5
- Customer support: 4.5/5
- Value for money: 4.2/5
- Functionality: 4.4/5

### Rating distribution

- 5 stars: 54 reviews (50%)
- 4 stars: 49 reviews (45%)
- 3 stars: 5 reviews (5%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Most mentioned pros

- What I like most is having a single, unified platform that handles budgeting, forecasting, financial close, and reporting.
- CCH Tagetik brings Consolidation, Planning, Forecasting, and Reporting into a single environment, reduces manual work, avoids reconciliation issues, and gives finance teams a single source.
- Tagetik allows administrators to model processes, workflows, and data structures without heavy coding, this makes it easier to adapt the system as business needs change.

### Most mentioned cons

- The initial setrup and learning process can be a bit complex and sometimes the system runs slowly when handling large data.
- Many mention that its advanced features can make it hard to learn, especially for new users, leading to a steep learning curve.
- Sometimes there are too many bugs released with patch that should be stable.

## CCH Tagetik customer reviews

Showing reviews 1-25 of 108 (page 1).

### Great consolidation software with outstanding support team

- Overall rating: 5/5
- Reviewer: Daniela A.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2022
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Reliability, ease of use, great support team

#### Cons

The excel add-on is a bit slow sometimes

---

### poweful tool to use and mantain

- Overall rating: 5/5
- Reviewer: Lorenzo P.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 10000+ employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2026
- Review source details: This review was submitted organically. No incentive was offered

positive, good partnership and collaboration with all the CCH [sensitive content hidden] consultancy team, specially the Italian team.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

CCH Tagetik brings Consolidation, Planning, Forecasting, and Reporting into a single environment, reduces manual work, avoids reconciliation issues, and gives finance teams a single source. Tagetik allows administrators to model processes, workflows, and data structures without heavy coding, this makes it easier to adapt the system as business needs change.

#### Cons

configuration process and custominzing could be long and need resorces full time on it but it is a good investment for the future activites

#### Reasons for switching to CCH Tagetik

to have a more flexible and tailored solution

---

### CCH Tagetik - Planning and management control system

- Overall rating: 4/5
- Reviewer: Simone R.
- Verified reviewer: Yes
- Industry: Banking
- Company size: 1001-5000 employees
- Product usage: Used unspecified for more than 2 years
- Reviewed: September 2020
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 3/5
- Functionality: 5/5

#### 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

---

### Efficient Financial Close and Consolidation with CCH Tagetik

- Overall rating: 3/5
- Reviewer: elisa z.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 501-1000 employees
- Product usage: Used monthly for less than 12 months
- Reviewed: April 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 2/5
- Customer support: 2/5
- Functionality: 3/5

#### Pros

What I appreciated most about CCH Tagetik is its ability to automate complex consolidation and financial close processes, which greatly reduces manual effort and the risk of errors. The built-in workflows and validation rules make the entire process structured, transparent, and audit-ready. I also value the flexibility of the platform, which allows it to adapt to different reporting requirements and business needs. Overall, it helps shift the focus from manual tasks to analysis and value-added activities.

#### Cons

One of the main drawbacks of CCH Tagetik is that it can have a relatively steep learning curve, especially for new users who are not familiar with financial consolidation tools. Some configurations and customizations may require technical support or specific expertise, which can slow down implementation or changes. Additionally, performance can occasionally be impacted when working with very large datasets or complex reporting structures.

---

### The one and only CPM tool

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Machinery
- Company size: 10000+ employees
- Product usage: Used daily for more than 2 years
- Reviewed: June 2023
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy of use for final users, ease of maintenace for CFO office

#### Cons

Difficult navigation/retrieval of information within knowledge base

#### Reasons for switching to CCH Tagetik

End of life of SAP BPC, no viable replacements available from SAP

---

### Flexible and Comprehensive Financial Management Solution with a Learning Curve

- Overall rating: 5/5
- Reviewer: Trisha r.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: November 2025
- Review source details: This review was submitted organically. No incentive was offered

The overall experience with CCH Tagetik is rated highly by most users, especially for its flexibility, strong financial management tools, and ability to streamline complex budgeting, planning, and reporting tasks. Its intuitive interface and customizable features make it appealing for both technical and non-technical staff. Many users found onboarding and daily use straightforward, and appreciated the reliable customer support and continuous product improvement

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Users like CCH Tagetik most for its user-friendly interface, powerful financial management features, and flexibility to customize reporting and planning processes. Many appreciate that the system integrates well with other software, allows fast onboarding of new users, and makes financial consolidation and budgeting efficient and straightforward even for those without technical expertise

#### Cons

The aspects users like least about CCH Tagetik typically relate to system complexity, reporting challenges, and performance issues. Many mention that its advanced features can make it hard to learn, especially for new users, leading to a steep learning curve.

---

### A learning curve that was worth the time

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Maritime
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2025
- Review source details: This review was submitted organically. No incentive was offered

I have been using Tagetik since 2013 when it was implemented in the Company. We put out hands a lot inside the software and learned how to design it to our needs. It has been an ever growing learning curve but totally worth it. The system has improved our budgeting, reporting and closing activities significantly.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The software is adaptable to all businesses, it's flexible and most of all reliable. Additionally, in case of issues, the support team is very professional and helpful.

#### Cons

The road to the knowledge level we have now has been long and we had to learn the functionalities of the software on our own with limited support from the original project team. Some activites had to be left behind or cancelled.

---

### CCH Tagetik

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Transportation/ Trucking/ Railroad
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: November 2025
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It's a very flexible tool, capable to adapt to very particular and specific needs even in niche fields. It is incredibly useful for reporting efficiently and to check data quality. It is also quite useful in terms of collaborating with colleagues working in different regions and / or timetables as all reporting is accessible across the board by all user with the specified access.

#### Cons

Despite being quite user friendly, as with all tools there is still a learning curve to it: should you not apply yourself diligently to learning how the system works, in case of issues you might end up with more problems than you started with...

---

### Excellent experience

- Overall rating: 5/5
- Reviewer: Barbara S.
- Verified reviewer: Yes
- Industry: Oil & Energy
- Company size: 10000+ employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2026
- Review source details: This review was submitted organically. No incentive was offered

Very good journey with continous possibilities to exchange experiences with other customers, as well as with Tagetik

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

User centricity and flexibility. Allora the management of several processes in parallel, even with very complex requirements.

#### Cons

Nothing in particular. Overall the experience was always very positive. There have not been any major issues.

#### Reasons for choosing CCH Tagetik

Flexibility and cost of operating the system

#### Reasons for switching to CCH Tagetik

Running out of support and release outdated

---

### Powerful tool, but ensure you have adequate training

- Overall rating: 5/5
- Reviewer: Alberto P.
- Verified reviewer: Yes
- Industry: Banking
- Company size: 1001-5000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: January 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I am highly impressed with CCH Tagetik, particularly for its robust reporting capabilities. The platform streamlines complex processes, making data management efficient and reliable. One of the standout features is the collaborative disclosure functionality; it allows multiple teams to work seamlessly on the same documents, ensuring consistency and reducing the risk of errors during the final stages of reporting

#### Cons

It is worth noting that for a beginner, the application is not immediately intuitive. It requires adequate training to fully master and appreciate its extensive range of features. Once the initial learning curve is overcome, it proves to be a powerful, all-in-one solution.

---

### A Platform for all Users

- Overall rating: 5/5
- Reviewer: Davide D.
- Verified reviewer: Yes
- Industry: Paper & Forest Products
- Company size: 1001-5000 employees
- Product usage: Used daily for less than 2 years
- Reviewed: October 2025
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy-to-Use Updated regularly Intuitive Good expertise from Tagetik Consultants Regulatory Frameworks available.

#### Cons

Sometimes there are too many bugs released with patch that should be stable. That is the crucial Cons.

---

### A business partner you can count on. Especially on M&A operations.

- Overall rating: 4/5
- Reviewer: Alessandro M.
- Industry: Broadcast Media
- Company size: 1001-5000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2017
- Review source details: This review was submitted organically. No incentive was offered

We use Tagetik for our statutory and management consolidated reporting processes. The recent stress test on this tool has been given by our latest M&A operations, in which we had to consolidated many companies with lots of intercompany relationships between them and within our Group perimeter. Tagetik let us manage this transition easily and in a short time lapse. With an appropriate configuration of the environment these new incorporations did not require additional resources (in terms of time and people). The absence of information duplicates and the use of an automated data entry platform allowed us to manage the communication with our new contributors in an efficient and effective way. In this process it is worth mentioning the contribution of the Tagetik consulting team that has supported us with prompt interventions on our main technical issues.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Easy to use and configure for the ongoing routines (a first implementation by a skilled consultant is required and suggested). - Familiar look-and-feel which replicates the tipical MS Excel interactions. - Easy to install on remote terminals (works also on mobile devices) for external contributors. - Data are managed in a consistent way. - Scalable architecture which lets you add new modules and manage large consolidation perimeters. - Possible automation for the most common consolidation routines (intercompany eliminations, consolidation adjustments, etc.). - Tangible returns in terms of time spent on reporting generation and time-to-market.

#### Cons

Depending on your business, the implementation of this platform could require a consistent effort in terms of architecture and data flow projecting. The assistance of a skilled consultant is largely suggested. This step is crucial in order to take the maximum benefits from this product.

---

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

- Overall rating: 4/5
- Reviewer: Andrea C.
- Verified reviewer: Yes
- Product usage: Used daily for more than 2 years
- Reviewed: May 2017
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### 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

---

### TGK Feedback IS

- Overall rating: 5/5
- Reviewer: Ilse S.
- Verified reviewer: Yes
- Industry: Automotive
- Company size: 1001-5000 employees
- Product usage: Used daily for less than 2 years
- Reviewed: December 2022
- Review source details: This review was submitted organically. No incentive was offered

Problems or challenges have been solved with a fast response of TGK team

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Tagetik is a system base and build with the enough trust that the information will be ok.

#### Cons

The training process is not very easy to handle

---

### Easy to use tool with endless possibilities

- Overall rating: 5/5
- Reviewer: Andreas B.
- Verified reviewer: Yes
- Industry: Medical Devices
- Company size: 1001-5000 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: May 2023
- Review source details: This review was submitted organically. No incentive was offered

We are preparing the group financial statements. We saved some time for the local entities as they can upload data directly from the ERP. The consolidation and reconciliation process is much smoother on the group level.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Very intuitive to use and has a modern interface

#### Cons

Changing something could become complicated as the tool is rather complex on the back end.

---

### Smart and easy to use

- Overall rating: 5/5
- Reviewer: Angelo F.
- Industry: Banking
- Company size: 10000+ employees
- Product usage: Used daily for more than 2 years
- Reviewed: May 2017
- Review source details: This review was submitted organically. No incentive was offered

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

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 4/5
- Functionality: 4/5

#### 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.

---

### Does exactly what it says on the tin

- Overall rating: 5/5
- Reviewer: Bob C.
- Verified reviewer: Yes
- Industry: Media Production
- Product usage: Used unspecified for more than 2 years
- Reviewed: March 2015
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Awesome product, supplier easy to work with (a big bonus). Probably the best joint decision Finance and Technology have ever made regarding choice of core systems. Simple to use. Highly intuitive and puts control firmly into the Office of Finance removing the reliance on technology to deliver reports. Saved a huge amount of time on our month end processes.

#### Cons

Deep dive into the database and the fieldnames are in Italian, but then the company is based in Lucca, so this is to be expected.

---

### a reliable software for your daily business

- Overall rating: 5/5
- Reviewer: Simone P.
- Industry: Telecommunications
- Company size: 10000+ employees
- Product usage: Used daily for more than 2 years
- Reviewed: May 2017
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 5/5

#### 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.

---

### The purpose of the project was challenging but the results were met

- Overall rating: 4/5
- Reviewer: Roberto V.
- Product usage: Used daily for more than 2 years
- Reviewed: May 2017
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

The software can provide a great flexibility for all the company's needs and covers all our business processes

#### Cons

During the implementation too many complex customizations were implemented and few technical manuals were given.

---

### Tagetik CPM - my experience with budgeting and accounting reconciliation

- Overall rating: 4/5
- Reviewer: Stefano B.
- Industry: Banking
- Company size: 1001-5000 employees
- Product usage: Used daily for less than 2 years
- Reviewed: March 2017
- Review source details: This review was submitted organically. No incentive was offered

We have worked to build an application to be able to do: - strategic planning - definition of commercial budget - gathering information workflow - reconciliation of data management and Accounting Tagetik give us the opportunity to combine all these requirements

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

Large amount of native or custom function available

#### Cons

not so easy to use for beginners, It requires a lot of practical application to get all the benefits

---

### Unified Corporat Management Solution

- Overall rating: 5/5
- Reviewer: Bjorn S.
- Industry: Electrical/ Electronic Manufacturing
- Product usage: Used unspecified for more than 2 years
- Reviewed: March 2015
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Functionality: 5/5

#### Pros

Keeps track of the latest CPM functionalities and embed them in the system. Great workflow, BI real-time, Integration to third part tools, scalable, easy to use and understand for end users. Transparent processes and functionalities for the user to administrate and maintain the system.

#### Cons

Too easy to expand the use of! More than 6 financial and non-financial processes are now transformed in to Tagetik applications.

---

### Simple, complete, powerful!

- Overall rating: 4.5/5
- Reviewer: Mattia T.
- Product usage: Used unspecified for less than 2 years
- Reviewed: January 2016
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4.5/5
- Functionality: 5/5

#### Pros

I have followed step by step the implementation of Tagetik in our headquarter and I find it very simple and powerful. It guides simple users during the consolidation process and it is very powerful for power-users. You can use it with a lot of level of options. Tagetik is a fresh company: care of the customers and focused on the future!

#### Cons

As I know the software from the installation I don't have any bad note, but I find the internal (from the software) help documentations poor for some functionality.

---

### Tagetik as part of your team

- Overall rating: 5/5
- Reviewer: Susan H.
- Industry: Management Consulting
- Product usage: Used unspecified for less than 2 years
- Reviewed: April 2016
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4.5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Overall flexibility of the product. It's powers seem endless and their desire to be a long term business partner.

#### Cons

I cannot think of a negative thing to say. I guess if I had to say something. I feel like they could check in with us to learn more about our needs to give us insight into how Tagetik could be solutions for those business problems. I often feel that I truly don't know it's full possible capabilities because there are so many.

---

### First of all wonderful and high-skylled people than a very good product

- Overall rating: 5/5
- Reviewer: Andrea C.
- Verified reviewer: Yes
- Product usage: Used unspecified for unspecified
- Reviewed: August 2015
- Review source details: This review was submitted organically. No incentive was offered

Experience with statutory consolidated balance sheet according to IAS-IFRIC Gaap. Economic and financial budgeting and forecasting. HSE, ERM and HR cockpit.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5

---

### Fantastic product, fantastic company

- Overall rating: 4.5/5
- Reviewer: John T.
- Industry: Civic & Social Organization
- Product usage: Used unspecified for more than 2 years
- Reviewed: September 2015
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Customer support: 5/5
- Functionality: 4.5/5

#### Pros

Software is easy to use with Excel front end. Company is supportive and knowledgeable.

#### Cons

Not much. A few years ago there were some translation issues, but not much now that they have a bigger presence in the US

## More reviews

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CCH Tagetik Reviews, Pros and Cons - 2026 Software Advice