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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 particular business-related wants, it is practical they avoid deciding on a one-size-fits-all, ideal software system. Just the same, it is difficult to try to chance on such an app even among sought-after software solutions. The better thing to do would be to write down the different essential aspects that merit deliberation including crucial features, plans, skill levels of the users, business size, etc. The second step is, you must double down on the research fully. Go over some CCH Tagetik evaluations and look over the other software solutions in your list more closely. Such well-rounded product investigation makes sure you stay away from unfit applications and subscribe to the one that provides all the benefits your business 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 could also be a good idea to investigate other subcategories of Accounting Software gathered in our database of SaaS software reviews.

Each organization has different needs and needs a software that can be personalized for their size, type of employees and buyers, and the particular industry they are in. For these reasons, no system can offer perfect functionality off-the-shelf. When you try to find a software app, first be sure what you require it for. Read some CCH Tagetik Accounting Software reviews and ask yourself do you want basic functionality or do you require sophisticated features? Are there any industry-specific tools that you are seeking? Obtain the answers to these queries to assist your search. There are plenty of elements that you need to reflect on and these include your finances, particular business needs, your company size, integration requirements etc. Take your time, use a few free trials, and finally zero in on the system that presents all that you require to improve your firm effectiveness and productivity.

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 make a decision to buy a Accounting Software it’s important not only to see how experts score it in their reviews, but also to discover whether the real clients and enterprises that purchased these solutions are indeed satisfied with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and CCH Tagetik reviews across a broad array of social media sites. The data is then displayed in a simple to understand form indicating how many people had positive and negative experience with CCH Tagetik. With that information at hand you should be ready to make an informed buying decision 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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