Tagetik 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., Linux, Mac
CCH Tagetik
36 Ratings
Score 8.6 out of 101
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CCH Tagetik Reviews

CCH Tagetik
36 Ratings
<a href='' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.6 out of 101

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Feature Scorecard Summary

Long-term financial planning (21)
Financial budgeting (21)
Forecasting (22)
Scenario modeling (18)
Management reporting (25)
Financial data consolidation (21)
Journal entries and reports (16)
Multi-currency management (14)
Intercompany Eliminations (19)
Minority Ownership (16)
Local and consolidated reporting (22)
Detailed Audit Trails (17)
Financial Statement Reporting (21)
Management Reporting (25)
Excel-based Reporting (25)
Automated board and financial reporting (19)
XBRL support for regulatory filing (9)
Personalized dashboards (15)
Color-coded scorecards (12)
KPIs (14)
Cost and profitability analysis (12)
Key Performance Indicator setting (14)
Benchmarking with external data (10)
Flat file integration (22)
Excel data integration (23)
Direct links to 3rd-party data sources (16)

About CCH Tagetik

Tagetik is a unified software platform designed to improve an organization’s financial processes including budgeting & planning, forecasting, strategic planning, financial consolidation, and financial reporting & disclosure management. Tagetik can be deployed as SaaS, private cloud, or on-premise. The vendor says that its flexibility to seamlessly migrate from one to the other means that they can match a company's strategy today or into the future. According to the vendor, over 850 Tagetik customers around the globe have increased organizational efficiencies, reduced risk, and saved money with Tagetik.

CCH Tagetik Features

Budgeting, Planning, and Forecasting Features
Has featureLong-term financial planning
Has featureFinancial budgeting
Has featureForecasting
Has featureScenario modeling
Has featureManagement reporting
Consolidation and Close Features
Has featureFinancial data consolidation
Has featureJournal entries and reports
Has featureMulti-currency management
Has featureIntercompany Eliminations
Has featureMinority Ownership
Has featureLocal and consolidated reporting
Has featureDetailed Audit Trails
FInancial Reporting and Compliance Features
Has featureFinancial Statement Reporting
Has featureManagement Reporting
Has featureExcel-based Reporting
Has featureAutomated board and financial reporting
Has featureXBRL support for regulatory filing
Analytics Features
Has featurePersonalized dashboards
Has featureColor-coded scorecards
Has featureKPIs
Has featureCost and profitability analysis
Has featureKey Performance Indicator setting
Has featureBenchmarking with external data
Integration Features
Has featureFlat file integration
Has featureExcel data integration
Has featureDirect links to 3rd-party data sources
BI Standard Reporting Features
Does not have featurePixel Perfect reports
Does not have featureCustomizable dashboards
Does not have featureReport Formatting Templates
Ad-hoc Reporting Features
Does not have featureDrill-down analysis
Does not have featureFormatting capabilities
Does not have featurePredictive modeling
Does not have featureIntegration with R or other statistical packages
Does not have featureReport sharing and collaboration
Report Output and Scheduling Features
Does not have featurePublish to Web
Does not have featurePublish to PDF
Does not have featureReport Versioning
Does not have featureReport Delivery Scheduling
Data Discovery and Visualization Features
Does not have featurePre-built visualization formats (heatmaps, scatter plots etc.)
Does not have featureLocation Analytics / Geographic Visualization
Does not have featurePredictive Analytics
Does not have featureSupport for Machine Learning models
Does not have featurePattern Recognition and Data Mining
Does not have featureIntegration with R or other statistical packages
Access Control and Security Features
Does not have featureMulti-User Support (named login)
Does not have featureRole-Based Security Model
Does not have featureMultiple Access Permission Levels (Create, Read, Delete)
Does not have featureReport-Level Access Control
Does not have featureTable-Level Access Control (BI-layer)
Does not have featureField-Level Access Control (BI-layer)
Does not have featureSingle Sign-On (SSO)
Mobile Capabilities Features
Does not have featureResponsive Design for Web Access
Does not have featureDedicated iOS Application
Does not have featureDedicated Android Application
Does not have featureDashboard / Report / Visualization Interactivity on Mobile
Additional Features
Has featureUsability - With a brand new user interface (UI), Tagetik delivers an enhanced user experience allowing for easier navigation.
Has featureMobility - Tagetik utilizes HTML 5 to allow users to interact with Tagetik through any mobile device. With the introduction of Tagetik Anywhere technology, users can take advantage of this functionality with NO additional work.
Has featureVelocity - Tagetik has added in-memory technology to make the engine even faster. In Tagetik, the user has the option to process Allocations, ETL or MDX calculations in memory, significantly speeding up processing.
Has featureFlexibility - Tagetik's open architecture allows for integration with the Microsoft technology stack, connectivity with strong SAP environments, and a new connector for Qlik.

CCH Tagetik Integrations

SAP HANA, Microsoft Office Suite, Qlik

CCH Tagetik Competitors

Adaptive Insights, a Workday company, Prophix, Anaplan, IBM Cognos, Board, Axiom EPM, Longview, Vena Solutions, Adaptive Insights, Oracle Hyperion, Host Analytics, OneStream


Does not have featureFree Trial Available?No
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No

CCH Tagetik Support Options

 Free VersionPaid Version
Social Media
Video Tutorials / Webinar

CCH Tagetik Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Linux, Mac
Mobile Application:Apple iOS, Android, Windows Phone
Supported Countries:All regions
Supported Languages: English, Spanish, Italian, French