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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Kantata PSA

    Score9 out of 10
    Mid-Size Companies (51-1,000 employees)
    Kantata Cloud (formerly Mavenlink + Kimble) provides project management and collaboration software for small to mid-sized professional services companies. Features include resource management, project dependencies, time and expense tracking, file sharing, versatile user permissions, private messaging, planning and reporting.N/A

    Wolters Kluwer CCH® Tagetik

    Score8.5 out of 10
    N/ATagetik is a corporate performance management solution that unifies budgeting, financial planning, consolidation and management reporting. Tagetik is offered as SaaS, on a private cloud, or on-premise, and can migrate between deployments as needed.N/A
    Pricing
    Kantata PSAWolters Kluwer CCH® Tagetik
    Editions & Modules
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    No answers on this topic
    Offerings
    Pricing Offerings
    Kantata PSAWolters Kluwer CCH® Tagetik
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Kantata PSAWolters Kluwer CCH® Tagetik
    Considered Both Products
    Kantata (Kimble + Mavenlink)
    No answer on this topic
    Wolters Kluwer
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    17 Answers
    100%
    Would buy again
    18 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    15 Answers
    100%
    Delivers good value for the price
    18 Answers
    Happy with the feature set
    89%
    Happy with the feature set
    16 Answers
    100%
    Happy with the feature set
    18 Answers
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    11 Answers
    89%
    Lived up to sales and marketing promises
    8 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    91%
    Implementation went as expected
    10 Answers
    Features
    Kantata PSAWolters Kluwer CCH® Tagetik
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.1
    10 Ratings
    7% above category average
    Pixel Perfect reports00 Ratings8.07 Ratings
    Customizable dashboards00 Ratings8.58 Ratings
    Report Formatting Templates00 Ratings8.09 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    7.4
    24 Ratings
    5% below category average
    Drill-down analysis00 Ratings6.623 Ratings
    Formatting capabilities00 Ratings7.123 Ratings
    Integration with R or other statistical packages00 Ratings7.17 Ratings
    Report sharing and collaboration00 Ratings8.716 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.4
    15 Ratings
    17% above category average
    Publish to Web00 Ratings9.910 Ratings
    Publish to PDF00 Ratings9.913 Ratings
    Report Versioning00 Ratings7.712 Ratings
    Report Delivery Scheduling00 Ratings9.911 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.5
    8 Ratings
    15% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.07 Ratings
    Location Analytics / Geographic Visualization00 Ratings8.04 Ratings
    Predictive Analytics00 Ratings9.06 Ratings
    Pattern Recognition and Data Mining00 Ratings9.11 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.8
    23 Ratings
    16% above category average
    Multi-User Support (named login)00 Ratings9.923 Ratings
    Role-Based Security Model00 Ratings9.922 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings9.923 Ratings
    Report-Level Access Control00 Ratings9.94 Ratings
    Single Sign-On (SSO)00 Ratings9.216 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    6.1
    9 Ratings
    19% below category average
    Responsive Design for Web Access00 Ratings5.08 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.16 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.4
    49 Ratings
    4% above category average
    Long-term financial planning00 Ratings8.235 Ratings
    Financial budgeting00 Ratings8.143 Ratings
    Forecasting00 Ratings8.240 Ratings
    Scenario modeling00 Ratings8.634 Ratings
    Management reporting00 Ratings9.046 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.8
    46 Ratings
    12% above category average
    Financial data consolidation00 Ratings8.940 Ratings
    Journal entries and reports00 Ratings8.337 Ratings
    Multi-currency management00 Ratings8.334 Ratings
    Intercompany Eliminations00 Ratings9.337 Ratings
    Minority Ownership00 Ratings8.630 Ratings
    Local and consolidated reporting00 Ratings9.944 Ratings
    Detailed Audit Trails00 Ratings8.236 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.0
    50 Ratings
    10% above category average
    Financial Statement Reporting00 Ratings9.042 Ratings
    Management Reporting00 Ratings8.947 Ratings
    Excel-based Reporting00 Ratings8.150 Ratings
    Automated board and financial reporting00 Ratings9.035 Ratings
    XBRL support for regulatory filing00 Ratings9.920 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.2
    31 Ratings
    8% above category average
    Personalized dashboards00 Ratings8.426 Ratings
    Color-coded scorecards00 Ratings8.020 Ratings
    KPIs00 Ratings8.624 Ratings
    Cost and profitability analysis00 Ratings8.322 Ratings
    Key Performance Indicator setting00 Ratings8.022 Ratings
    Benchmarking with external data00 Ratings8.014 Ratings
    Integration
    Comparison of Integration features of Kantata PSA and Wolters Kluwer CCH® Tagetik
    Feature
    Kantata PSA
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.2
    47 Ratings
    13% above category average
    Flat file integration00 Ratings9.339 Ratings
    Excel data integration00 Ratings9.145 Ratings
    Direct links to 3rd-party data sources00 Ratings9.131 Ratings
    Best Alternatives
    Kantata PSAWolters Kluwer CCH® Tagetik
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    No answers on this topic
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.8 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Kantata PSAWolters Kluwer CCH® Tagetik
    Likelihood to Recommend
    9.1
    (50 ratings)
    9.0
    (50 ratings)
    Likelihood to Renew
    9.0
    (6 ratings)
    9.1
    (11 ratings)
    Usability
    8.0
    (8 ratings)
    8.7
    (18 ratings)
    Availability
    9.0
    (2 ratings)
    7.3
    (2 ratings)
    Performance
    7.0
    (3 ratings)
    9.1
    (2 ratings)
    Support Rating
    9.0
    (8 ratings)
    9.1
    (6 ratings)
    In-Person Training
    9.0
    (2 ratings)
    9.0
    (3 ratings)
    Online Training
    9.0
    (2 ratings)
    9.1
    (2 ratings)
    Implementation Rating
    9.0
    (5 ratings)
    5.5
    (3 ratings)
    Configurability
    8.2
    (1 ratings)
    9.1
    (2 ratings)
    Ease of integration
    8.2
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (2 ratings)
    9.1
    (2 ratings)
    Vendor post-sale
    9.0
    (2 ratings)
    7.3
    (2 ratings)
    Vendor pre-sale
    9.0
    (2 ratings)
    8.2
    (2 ratings)
    User Testimonials
    Kantata PSAWolters Kluwer CCH® Tagetik
    Likelihood to Recommend
    Kantata (Kimble + Mavenlink)
    It is appropriate and even exceeds expectations 90% of the time. It makes project tracking very easy and visually accessible for most cases. The only occasion where Mavenlink came slightly short was for a special project that required more interaction options among project members. I am certain there are ways to work around that issue, but we did not find them.
    Incentivized
    Read full review
    Wolters Kluwer
    Scenarios where CCH Tagetik is suitable is when a company have large amounts of data and want to transform, consolidate, store and produce reporting in different year, period etc with complex calculations and allocation. Tagetik is the tool for you in this case and it's very flexible in terms of creating your own business rule, calculation and reporting options with a user friendly interface. I have not thought about scenarios where it is not appropriate to use tagetik yet as the tool covers small and large business financial needs
    Read full review
    Pros
    Kantata (Kimble + Mavenlink)
    • With Mavenlink when starting to assign tasks to people, set deadlines and milestones, and add files to our projects we can look at it all from a variety of perspectives, including a task tracker view and a Gantt chart view
    • Through Mavenlink each project also includes an activity stream where we can view all project details as they come up, as well as an activity feed for all the projects it is linked to.
    Incentivized
    Read full review
    Wolters Kluwer
    • Processes are clearly described in CCH Tagetik ; users can easily find where they are and which action they have to make
    • Interaction with Excel is really fluid ; the Excel add-in is easy to deploy and to updgrade, in the hand of users. It is reliable provided the internet connection is fast.
    • Managing hierachies is obvious in CCH Tagetik. Hierarchies are fundamental for a good reporting ; CCH Tagetik has obviously a deep experience of this feature.
    • SaaS : our experience with CCH Tagetik is of only 1 year, but it technically performs well, the system is reponsive, no shut-down, and updates (every quarter) do not disturb production.
    • AIH seems to be able to manage very large quantity of data, and to provide advanced analysis functionalities. We did not have time to explore them.
    Incentivized
    Read full review
    Cons
    Kantata (Kimble + Mavenlink)
    • The Gantt chart does not allow for baselines to be stored
    • There is no means to upload an excel task tracker and build a plan using an upload
    • The schedule does not allow for planning of holidays
    • The status report functionality needs to be improved
    Incentivized
    Read full review
    Wolters Kluwer
    • Online help and manual is a bonus but could be improved e.g. the clarity of English explanations.
    • Improved Excel compatibility e.g. formula driven reporting and dash boarding.
    • Mobile phone connectivity e.g. launching a consolidation from a Wolters Kluwer CCH® Tagetik app.
    Incentivized
    Read full review
    Likelihood to Renew
    Kantata (Kimble + Mavenlink)
    Although the company I currently work for does not use the product I have recommended that we do switch to Mavenlink. We will be opening some new sites internationally this year and I can see that Mavenlink would be a great product for us to use
    Read full review
    Wolters Kluwer
    Because in my oppinion Wolters Kluwer CCH Tagetik is one of the most usable tools for consolidation, planning (controlling) and reporting. Its usability is quite easy and innovative. I like the data entry method for the customers with its workflow and tasks, quite easy way to implement a co pilot. And i like the reporting tool, with a lot of customization opportunities.
    Read full review
    Usability
    Kantata (Kimble + Mavenlink)
    I think Kantata is one of the most robust and best project management tools out there for an organization like ours. However, some of our staff feel like it isn't as user-friendly as it could be. From a Director point of view or a Project Manager point of view, Kantata is exceptional. From the point of view of a task-doer, it could be more visually appealing. Also, the mobile version isn't great.
    Incentivized
    Read full review
    Wolters Kluwer
    Surprisingly, this platform is a powerhouse ERP system. However, given time, when more and more organization is able to identify how powerful this tool can be, CCH Tagetik is able to stand as a competitive advantage to many of the Financial industry of today. Although, it needs time to understand the logic behind how CCH Tagetik is formed and setup, once it is known to the user, it is an easy day to day operations with minimal maintenance.
    Incentivized
    Read full review
    Reliability and Availability
    Kantata (Kimble + Mavenlink)
    Mavenlink gives advance notice for system upgrades, and they're not during our business day. Mavenlink has always been available when we needed it.
    Read full review
    Wolters Kluwer
    CCH Tagetik has alwyas been there in case we need help. In almost 20 years of commercial relationship, I have no evidence of times in which they were not available to answer a question or to solve an issue linked to their products, timely and efficiently.
    Incentivized
    Read full review
    Performance
    Kantata (Kimble + Mavenlink)
    Very good integration with Google apps. Some complexity is called however in the synchronization between Google Tasks and Maven links tasks. This can sometimes lead to duplicate records in Google Tasks. It has been dissolvable that becomes cumbersome if not properly curated.
    Read full review
    Wolters Kluwer
    As you can see, speed depends on the applications but also on the hardware that runs them. As far as CCH Tagetik improved, we saw the benefit of a cloud-based solution which could solve many speed performance issues.
    Incentivized
    Read full review
    Support Rating
    Kantata (Kimble + Mavenlink)
    Kantata support is fantastic! Any issues that arise are always handled quickly and efficiently. Granted, we haven't had many issues to report. Typically, my team tends to only reach out to support if they need assistance remembering how to do something or asking about an improvement. We had Kantata build an integration when we first started using the software, and the support team worked hard to listen and improve the integration.
    Incentivized
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    Wolters Kluwer
    I got very quick respons. After very little mail iterations, they decided to have online meeting to look together with me to the issue. They tried to solve it during the meeting. I had the impression that the customer care person really knew the system and was able to ask help from other colleagues when needed
    Incentivized
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    In-Person Training
    Kantata (Kimble + Mavenlink)
    We prepared questions in advance, and our trainer was an expert in what Mavenlink was and wasn't able to do. We were able to have multiple people trained at once.
    Read full review
    Wolters Kluwer
    At the official deployment of the original product Controlling and Accounting teams went to Lucca and were walked through the product, Excel usage, Design, ETL run
    Read full review
    Online Training
    Kantata (Kimble + Mavenlink)
    The training was very well-organized. We were able to send questions in advance so the instructor knew what to cover, and the brought up related topics to maximize the usefulness of what they were teaching us.
    Read full review
    Wolters Kluwer
    several times since the deployment of the product in 2013 we got on-line training on new functions or on very specific questions/issues (e.g. ETL customisation), followed by the usage of the Learning Hub since 2025
    Read full review
    Implementation Rating
    Kantata (Kimble + Mavenlink)
    Dedicate as much internal time to the implementation effort as possible, even if you're using a 3rd party or Mavenlink services. Your team knows your processes the best
    Read full review
    Wolters Kluwer
    we did it in a coaching model. This allowed us to have 2 key advantages: we got to know the system very well and managed to save on the implementation cost. This worked well, was maybe a bit slower since we had to do this in our spare time. Nevertheless I strongly recommand
    Incentivized
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    Alternatives Considered
    Kantata (Kimble + Mavenlink)
    We have since switched over to JIRA and let me tell you, it was probably the best decision we have made as a company. We chose Mavenlink based on promises from the sales team about future roadmap work that really never happened. We thought Mavenlink would easily integrate with our billing software but we couldn't have been more wrong. We ended up never utilizing Mavenlink invoices as they don't even allow you to fully customize your invoices that go out to clients!
    Incentivized
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    Wolters Kluwer
    I found the Excel piece of IBM Cognos TM1 to be easier to use than CCH Tagetik. It was much easier to customize the data being pulled and the feel of the reports because of that. Other than that, CCH Tagetik has been more user friendly than IBM Cognos TM1. Navigating within the application is much easier. IBM Cognos TM1 had a lot of issues with certain modules that could not be open concurrently; this would often lead to phantom data being entered in the system. I have not had these issues with CCH Tagetik.
    Incentivized
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    Scalability
    Kantata (Kimble + Mavenlink)
    It's very easy to add users and contractors into Mavenlink. There's also an option that let's you manage access for teams in multiple locations.
    Read full review
    Wolters Kluwer
    A good and performing scalability both on a geographical and a legal entity scale. The link with MS Office suite allows an easy deployment of the application, especially for contributors.
    Incentivized
    Read full review
    Return on Investment
    Kantata (Kimble + Mavenlink)
    • Manvenlink is perfect for showing expenses and income over time and across people.
    • Manvenlink is adaptable for the integration and automation of the processes of each of our projects in order to optimize resources and improve operational performance.
    • Mavenlink allows us to determine if our projects are profitable or not, as well as save significant time by automating components such as recurring tasks and having templates, among other things.
    • Manvenlink is advantageous for our operations due to its simple portfolio management of our projects: manage several projects at once and receive a complete perspective of the development of each one at a glance.
    • Manvenlink kindly provides us with robust discussion threads, access restrictions, and built-in document management, allowing us to contextualize communications.
    Incentivized
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    Wolters Kluwer
    • Gave us a tool that can absolutely grow with us to help multi phase implementations.
    • A significant time savings in terms of the amount of time we used to spend running reports vs. the time we spend now. Unbelievable improvement.
    • Gives us the option to use CCH Tagetik to solve business problems that perhaps we didn't have when we implemented CCH Tagetik. It gives us options without the possibility of implementing a whole other software package.
    Read full review
    ScreenShots

    Kantata PSA Screenshots

    Screenshot of real-time project status tracking.Screenshot of visualizations that help track resources with confidence.Screenshot of at a glance capacity and staffing monitoring.Screenshot of financials and project margin monitoring.Screenshot of revenue tracking, to scale a business with confidence.

    Wolters Kluwer CCH® Tagetik Screenshots

    Screenshot of Homepage