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CCH Tagetik Review

CCH Tagetik
Our score: 8.2 User satisfaction: 87%

What is CCH Tagetik?

CCH Tagetik is a corporate performance management software for budgeting, planning, consolidation and reporting. It suits business of various size and verticals. The solution has an integrated financial intelligence to help you gain more insights on and visibility of your company’s health.

Its core modules are budgeting & planning, management reporting, modeling & forecasting, disclosure management, consolidation & close and analytic information hub. The UI is simple and neat empowering executives with business performance tools they can use at their fingertips. Users will find the interface with Excel-familiarity, while they’ll enjoy discovering the different ways to slice and dice data for performance analysis.

CCH Tagetik is used by about 1,000 customers and 75,000 users in more than 35 countries. These customers use the financial performance platform to automate complex business processes that affect financial results and drive business decisions. The increasing demands on the Office of Finance and the strategic role of the CFO drive the company’s mission to deliver high-quality corporate performance management systems.

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Overview of CCH Tagetik Benefits

CCH Tagetik is adaptive to different planning approaches, whether you’re building a process from scratch or adopting the system to an existing one. If you have existing data scattered across old Excel spreadsheets, you can easily integrate the system and start tinkering with your data for drill-down analysis.

Tagetik combines cloud-based and on-premise software solutions to form a tightly integrated, intuitive financial management platform. You can generate real-time financial insights using a host of dashboard-based chart visualizations and customizable reporting options. Plus, you can make use of embedded business intelligence including double-entry accounting logic, time dependent hierarchies, and currency translation.

Give finance units data control and full visibility from planning and organizing workflows to reporting, analysis, and forecasting. Plus, Tagetik integrates seamlessly with existing systems including BI and analytics, CRM, ERP, and relational databases, and partners with Qlik, SAP, and Microsoft.

You can create “what if” insight models based on real-time data to get immediate insights on cashflow, profitablility, and performance. Plus, you can combine the ease of online access with Microsoft Excel and automate your budgeting processes irrespective of methodology.

The benefits of CCH Tagetik include shorter cycles, greater insight, lower TCO, and smarter decision-making. You can use this software to work more efficiently and productively and with less risk. Plus, you can eliminate manual repetitive activities and use your time to execute effective business strategies that give you results and profit.

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Overview of CCH Tagetik Features

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

CCH Tagetik Position In Our Categories

Because companies have unique business wants, it is sensible that they abstain from getting a one-size-fits-all, “perfect” software system. Nevertheless, it is futile to try to discover such an app even among sought-after software systems. The clever thing to do can be to narrow down the varied major functions which require deliberation including critical features, budget, skill aptitude of the employees, organizational size, etc. The second step is, you must conduct the product research comprehensively. Go over some of these CCH Tagetik reviews and look into each of the software options in your list more closely. Such comprehensive product investigation makes sure you circumvent mismatched apps and pay for the system which has all the aspects your company requires.

Position of CCH Tagetik in our main categories:

TOP 200

CCH Tagetik is one of the top 200 Accounting Software products

If you are interested in CCH Tagetik it may also be sensible to check out other subcategories of Accounting Software listed in our base of SaaS software reviews.

Since each company has particular business needs, it is advisable for them to abstain from seeking a one-size-fits-all ideal software solution. Needless to say, it would be pointless to try to find such a platform even among widely used software applications. The smart thing to do would be to catalog the various important elements that need consideration such as required features, budget, skill levels of workers, company size etc. Then, you should do your groundwork thoroughly. Read some CCH Tagetik Accounting Software reviews and check out each of the other solutions in your shortlist in detail. Such comprehensive research can make sure you reject ill-fitting platforms and choose the app that presents all the elements you need for business success.

How Much Does CCH Tagetik Cost?

CCH Tagetik Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are CCH Tagetik pricing details?

CCH Tagetik Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

CCH Tagetik’s enterprise pricing is available only upon request. Please contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 45
Negative Social Media Mentions 7

We are aware that when you choose to buy a Accounting Software it’s vital not only to find out how experts evaluate it in their reviews, but also to discover whether the actual clients and businesses that use this software are actually content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and CCH Tagetik reviews across a vast range of social media sites. The data is then featured in an easy to understand way showing how many people had positive and negative experience with CCH Tagetik. With that information available you should be equipped to make an informed business choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for CCH Tagetik?

Tagetik integrates with the following business systems and applications:

  • Microsoft Excel
  • Microsoft Office 365
  • Microsoft Power BI
  • Qlik Sense
  • SAP HANA Cloud Platform

CCH Tagetik User Reviews

CCH Tagetik average rating:

Average score
4.5/5 (3 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

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The most favorable review

Garth

PROS: We are thankful for Tagetik for helping our company have a better perspective of our financial situation. It provides us with various types of reports that make it easier for end-users to understand what's going on and what goals to hit in the following months. It may be quite expensive to avail Tagetik, but at the end of the day, everything that it does is all worth the price.

CONS: I wish that the platform can be upgraded more frequently because, in terms of speed, there are instances where it slows down while I’m in the middle of doing something important.

Reviewed 5 years ago

Read full review >

The least favorable review

Lynn

PROS: Our staff loves working with Tagetik because it makes our work more fun and exciting. I love the way it consolidates data, reports, planning, budgets, and so much more all rolled into one platform. There are specific accounting and data entry tasks that are quite boring to handle. Still, Tagetik finds a way to make these things more exciting, so employees are more productive at the same time. Also, if you want to learn more about the product, you can take their online courses, and you’ll be an expert in just a few days.

CONS: The platform comes with a learning guide that would serve as a reference for all users. However, we found out that most of our employees had a hard time grasping the information. We had no choice but to hire someone to help us learn the app. The best way to master Tagetik is through hands-on experience and not just theoretical.

Reviewed 4 years ago

Read full review >

More reviews from 3 actual users:

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Data consolidation is made easier and faster by using this platform.

Read full review >
Lynn
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 23.10.2021 Company Size: More than 100 Employees Industry: N/A

PROS: Our staff loves working with Tagetik because it makes our work more fun and exciting. I love the way it consolidates data, reports, planning, budgets, and so much more all rolled into one platform. There are specific accounting and data entry tasks that are quite boring to handle. Still, Tagetik finds a way to make these things more exciting, so employees are more productive at the same time. Also, if you want to learn more about the product, you can take their online courses, and you’ll be an expert in just a few days.

CONS: The platform comes with a learning guide that would serve as a reference for all users. However, we found out that most of our employees had a hard time grasping the information. We had no choice but to hire someone to help us learn the app. The best way to master Tagetik is through hands-on experience and not just theoretical.

What do you think about this review?

Great Poor

No need to worry about our reports and financial data because Tagetik has got our back all the time.

Read full review >
Cortez
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 25.01.2021 Company Size: More than 100 Employees Industry: N/A

PROS: Tagetik has the capability of simplifying multiple tasks that we usually do at the office such as basic data entry, accounting and reporting analysis. It’s not complicated to use and easily adaptable because it can easily be integrated with other applications such as Microsoft. This app allows us to work remotely and store data safely. I do a lot of reports, and I am glad that I don’t have to spend long hours creating them. I can create my template and use them regularly; it saves me time and effort, which I genuinely appreciate. Also, I do not have to worry about securing our data. Tagetik can keep it safe and hack-free. What I like best about this app is its ability to provide meaningful trends and foresight that are essential in our decision making.

CONS: There is nothing I dislike about Tagetik. I love using it every day because it’s not complicated. I don’t have to be an expert in this software to create and download reports for meetings and business presentations. I have limited knowledge of cloud-based platforms, and I rely on excel and word documents only. Still, I can utilize Tagetik without experiencing any significant issues. I can accomplish so many things every day, and I believe that I owe it to Tagetik.

What do you think about this review?

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Show More User Reviews (3)

Financial reports are accurate and presented well to all employees.

Read full review >
Garth
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 09.04.2020 Company Size: 1-10 Employees Industry: Capital Markets

PROS: We are thankful for Tagetik for helping our company have a better perspective of our financial situation. It provides us with various types of reports that make it easier for end-users to understand what's going on and what goals to hit in the following months. It may be quite expensive to avail Tagetik, but at the end of the day, everything that it does is all worth the price.

CONS: I wish that the platform can be upgraded more frequently because, in terms of speed, there are instances where it slows down while I’m in the middle of doing something important.

What do you think about this review?

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CCH Tagetik Comparisons

CCH Tagetik user reviews

Data consolidation is made easier and faster by using this platform.

Read full review >
Lynn
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 23.10.2021 Company Size: More than 100 Employees Industry: N/A

No need to worry about our reports and financial data because Tagetik has got our back all the time.

Read full review >
Cortez
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 25.01.2021 Company Size: More than 100 Employees Industry: N/A

Financial reports are accurate and presented well to all employees.

Read full review >
Garth
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 09.04.2020 Company Size: 1-10 Employees Industry: Capital Markets
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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