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Wolters Kluwer CCH® Tagetik

Wolters Kluwer CCH® Tagetik


What is Wolters Kluwer CCH® Tagetik?

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.

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Recent Reviews

Tagetik the good CPM tool

8 out of 10
March 16, 2022
We are a consulting company and implement Wolters Kluwer CCH Tagetik for our customers. Mainly we implement the system, by setting up the …
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My experience with Tagetik

8 out of 10
January 14, 2022
We are a consulting company and implement the software for other organizations. We also support our customers. For sure we use Wolters …
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CCH Tagetik use in Shipping

9 out of 10
March 30, 2021
We use [CCH] Tagetik for our quarterly closing & consolidation process, as well as for reporting, budgeting and forecasting at company and …
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Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 48 features
  • Excel-based Reporting (44)
  • Management Reporting (42)
  • Management reporting (42)
  • Financial budgeting (39)

Reviewer Pros & Cons

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What is Wolters Kluwer CCH® Tagetik?

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.

Entry-level set up fee?

  • No setup fee


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Avg 8.4

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Avg 8.4

Report Output and Scheduling

Ability to schedule and manager report output.

Avg 8.3

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

Avg 7.8

Access Control and Security

Access control means being able to determine who has access to which data.

Avg 8.8

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

Avg 8.0

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Avg 8.5

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

Avg 8.2

Financial Reporting and Compliance

Financial statements and regulatory filings

Avg 8.5

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Avg 8.1


Ability to integrate with external applications.

Avg 8.4
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Product Details

What is Wolters Kluwer CCH® Tagetik?

Wolters Kluwer addresses the complex challenges that face the Office of the CFO with CCH® Tagetik performance management software solutions. CCH Tagetik is designed to enable digital transformation and drive strategy with financial processes and data in a unified platform — owned by Finance.

Companies can use CCH Tagetik solutions to save time, lower costs and reduce risk. Customers use CCH Tagetik to get a faster close, conduct more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is a comprehensive unified platform that connects finance and operations and streamlines consolidation & close, planning, profitability, reporting & analytics, disclosures and regulatory compliance. Embedded AI and machine learning (ML) provides out-of-box predictive planning and a foundation for the future. CCH Tagetik can be deployed as SaaS, private cloud, or on-premise. The flexibility to migrate from one to the other means that the solution can match a company's strategy, today or in the future. The vendor boasts over 1,300 customers globally as current users of CCH Tagetik.

Wolters Kluwer CCH® Tagetik Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Minority Ownership
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting
  • Supported: XBRL support for regulatory filing

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: KPIs
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting
  • Supported: Benchmarking with external data

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Pixel Perfect reports
  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Integration with R or other statistical packages
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization
  • Supported: Predictive Analytics
  • Supported: Support for Machine Learning models
  • Supported: Pattern Recognition and Data Mining
  • Supported: Integration with R or other statistical packages

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Table-Level Access Control (BI-layer)
  • Supported: Field-Level Access Control (BI-layer)
  • Supported: Single Sign-On (SSO)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Additional Features

  • Supported: Usability - With a brand new user interface (UI), CCH Tagetik delivers an enhanced user experience allowing for easier navigation.
  • Supported: Mobility - CCH Tagetik utilizes HTML 5 to allow users to interact with CCH Tagetik through any mobile device. With the introduction of CCH Tagetik Anywhere technology, users can take advantage of this functionality with NO additional work.
  • Supported: Velocity - CCH Tagetik has added in-memory technology to make the engine faster. In CCH Tagetik, the user has the option to process Allocations, ETL or MDX calculations in memory, significantly speeding up processing.
  • Supported: Flexibility - Tagetik's open architecture allows for integration with the Microsoft technology stack, connectivity with strong SAP environments, and Qlik.
  • Supported: CCH Tagetik combines its unified platform and SAP HANA’s in-memory technology to provide insights faster.

Wolters Kluwer CCH® Tagetik Screenshots

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Wolters Kluwer CCH® Tagetik Video

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Wolters Kluwer CCH® Tagetik Integrations

  • SAP HANA Cloud
  • Microsoft Office Suite
  • Qlik
  • SAP
  • Oracle
  • JDE
  • MS Dynamics
  • Workday
  • MS PowerBI
  • and integrates with all other source systems

Wolters Kluwer CCH® Tagetik Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesAll regions
Supported LanguagesEnglish, Spanish, Italian, French

Frequently Asked Questions

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.

Anaplan, SAP Analytics Cloud, and SAP BPC (Business Planning and Consolidation) are common alternatives for Wolters Kluwer CCH® Tagetik.

Reviewers rate Financial data consolidation highest, with a score of 9.9.

The most common users of Wolters Kluwer CCH® Tagetik are from Enterprises (1,001+ employees).
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Reviews and Ratings


Attribute Ratings


(1-25 of 45)
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Score 10 out of 10
Vetted Review
Verified User
  • Consolidation of investment
  • Segment reporting
  • Integrated planning
  • Driver based planning
  • Forecasting
  • Predictive forecasting
  • Knowledge base searchability
  • Knowledge base navigation
  • Hardware sizing
Score 9 out of 10
Vetted Review
Verified User
  • Budgeting
  • Consolidation
  • Reporting
  • The solution is continuously improved, feedback is taken seriously
  • Scalability
  • The solution could be customized according to the customer's wishes, it offers lots of possibilities. This requires detailed knowledge of the system internally (or external consultants) when configuration adjustments are necessary.
  • We experienced some challenges during the implementation of the transaction matching module related to the connectivity (API vs. FTP). The support from Tagetik on this has been excellent.
Score 8 out of 10
Vetted Review
Verified User
  • Reporting. Tagetik reporting can be done in two ways, excel or power BI. We have always been using and creating excel adhoc report which after learning how the design matrix works, makes designing a form fast and intuitive. If building an adhoc is Abit difficult, then using smart view made it as easy as using excel formulas like how you use tables and powerpivot. If you have experience with Power BI, that's also an option in creating a dynnaic and asthetically pleasing looking report that you can look at on any device (mobile, laptop, ipad).
  • Allocation of Data. Tagetik provide alot of way for allocating data in both financial workspace and analytical. I find my favourite way was creating an allocation in AIH, through the use of Special Method using postgre SQL for my own flexibility. If not, there's an operation for allocation as well, where we just need to configure the parameter required for allocation.
  • Integrity checks. Tagetik does this part well in a sense of ensuring Data that does not belong somewhere stays out. ALOT OF TIME, this saves us time on analyzing when data are missing or misuse in forms, processes, QDL or through an ETL.
  • Warnings on Non existing details. Sometimes tagetik does not show warnings for uploads with detail that does not exist in Tagetik masterdata. Like account/destination mapping does not exist, got accepted into the upload but is stopped by integrity check to the reporting layer but did not show warnings, so the report showed some mismatch on what we expected because it seemed to accepted all the data.
  • Execution time. Sometimes a process or allocation step have long time execution running of more than 10 mins (this happened particularly for our rolling forecast)
  • Sometimes I had issue with excel plugin of tagetik stuck at login screen but this may either be excel problem or tagetik, I am not sure.
Score 9 out of 10
Vetted Review
Verified User
  • Report customisation.
  • Drill down.
  • Excel compatibility.
  • Consolidation and close.
  • 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.
Score 10 out of 10
Vetted Review
Verified User
  • Data acquisition and validation
  • Consolidation, reporting and disclosures like the annual reports
  • Budgeting, planning & forecasting
  • Ease of use
  • Easy to maintain by finance users
  • Scorecards
Score 8 out of 10
Vetted Review
Verified User
  • Great overlay
  • Automatics
  • Easy reporting
  • Sometimes its not that intuitive
  • In HTML5 there are missing some features that where implemented in flex
  • Excel downloads are locked
VinothKumar M | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Data accuracy.
  • Fully automated.
  • Data integrations.
  • Excel add-in gives a feel like working with Excel.
  • IRR Interest Portion for loan calculations.
  • In the new update after the flex was removed for the MDX Calculation, structure details are not available.
Score 9 out of 10
Vetted Review
Verified User
  • The drilldown report function makes it easy for end users to drill into their numbers when they have queries.
  • The workflows are great to support users provide the right information at the right point in time.
  • A small point, but being able to add deadline dates to the process has helped, especially with different time zones/holidays to be accommodated, month end can move about a bit. With these dates it avoids any confusion, as people do not always note down dates that are sent via email.
  • Appreciate it is an ever moving target, but some areas of the user manual are still showing screenshots just for flex, and it would be good to have them updated to HTML5, Deployment as an example.
  • When looking at forms in HTML5 as a user, it would be good to have a search function if possible, rather than having to open multiple folders if you are not sure where a report is. Though I appreciate the function is there in Excel.
  • It would be good if some of the error messages were understandable, as they are often either cryptic, or stack trace details. For some simple things, like trying to select another another element too quickly whilst something is still processing, it would be good to have something saying that, rather than "unable to invoke method click in com.vaadin.shared.ui.button.ButtonServerRpc".
Score 8 out of 10
Vetted Review
Verified User
  • Consolidating: creating a solid report from all the different inputs.
  • Reporting: the data comes out exactly as we want it, how we want it.
  • Input: the different users can just send us their data in xslx-format, CCH Tagetik does not require a great number of users all using the tool.
  • The support and education possibilities are of great quality.
  • The learning curve is quite steep.
  • Sometimes the Italian terms are a bit hard to understand.
Score 9 out of 10
Vetted Review
Verified User
  • Integration with Excel.
  • Good customer service desk.
  • Very well documented.
  • Easy to use as an administration with little IT skills.
  • The user-friendliness of the HTML5 interface (might be a general thing with HTML5).
  • More information in the tool itself.
  • Better help functionality.
Score 9 out of 10
Vetted Review
Verified User
  • Reports can be setup using multiple Hierarchy for various requirements.
  • Reclassification be pre determine before the final report output.
  • Workflow system to ease the lineage of how each report is formed and generated.
  • It can be served as a one true source system.
  • The steps of setting up the loading of data is slightly painful.
  • The steps and error message while connecting the process workflow has to provide a hint on which area needed to be fixed (because it could be anywhere or anything).
  • The combination of 2 segments for the excel upload on what's needed to eliminate is yet to resolved. Which made the entire list very long.
Score 10 out of 10
Vetted Review
Verified User
  • CCH Tagetik is a reporting-based solution, which helps greatly both for performing analysis and for showing data to Top Management.
  • It is adaptable all the way through, from the workflow set-up all the way to the final reporting.
  • It is flexible so that analysis can be performed both at an overview level and at a granular level.
  • While the new interface is more intuitive, it's still easy to get lost - luckily the manuals are easily accessible!
  • When something goes wrong, sometime error messages are a bit too vague for the basic user (like myself) to understand what the problem is and how to fix the issue.
Score 9 out of 10
Vetted Review
Verified User
  • Quarterly closing &consolidation - accurate and fast. The ETL can be adjusted to our changing needs
  • Reporting - excel interface that is flexible to design
  • Budgeting and Forecasting - easy data entry, user independence
  • Use of multiple scenarios
  • Real time reporting - so far, complicated to set up in the company
  • Group Cash Flow - still to be implemented
  • HTML interface - slow passage
Score 10 out of 10
Vetted Review
  • User Friendly - users finds it very easy to use. For example the add-in in excel.
  • All the data [is] centralized - the Head of Finance can access to the information quickly.
  • Address a lot [of] issues related to the finance.
  • Ad hoc analysis.
  • More examples of cases.
Alessandro Mantini | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Data entry procedures. The integration with MS Office suite applications made data entry activities easy like filling an Excel spreadsheet, with the only difference that any detail is stored in a consistent database which can be easily analysed.
  • Reporting utilities. For the same reason the reporting tool makes data report and analysis easy and faster than before.
  • The consolidation processes can be easily controlled thanks to a work flow utility which shows the main steps of the process and the state of completion validated by any single user.
  • Data quality and auditability. Data are stored in a solid a consistent DB structure which contains also all the details suitable for any system audit need.
  • ETL tools can be easily customized, thus allowing a fast incorporation of new companies into the consolidation perimeter with a specific ETL routine.
  • A specific feature of CCH Tagetik let you create multiple scenarios in which you can vary for the same period the consolidation perimeter. This is very useful if you are looking for implementing what-if analysis tool or you need to make restatements to your previous closing.
  • Collaborative Office tool to manage and draft the MS Word document end extract the iXBRL file in line with ESMA reccomandations.
  • The communication between users on the same platform could be improved by means of a private chat system. It seems that they have worked on it and included in the last version.
Score 7 out of 10
Vetted Review
Verified User
  • 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.
  • Techical tools : ETLs are well structured, logical and understandable, but their interface is quite out-dated. Compared to pure ETLs like Alteryx, we long for a graphical interface. The HTML5 query interface (SQL) is too slow and too rough : hints on data model or field names would be appreciated.
  • From a personal point-of-view, I would prefer a more compact web-interface, with smaller policies and other colours. OneStream or IBM analytics seem better on this aspect. It is subjective.
  • Our business can be audited many years later. CCH Tagetik provides no particular improvement to restore data-sets that where used in the past (fact tables and dimensions), whilst avoiding to keep the old dimension values in the current application.
  • Technical performances fall dramatically when trying to include too many dimensions in a report (even when using filters) ; it is difficult to export your data in flat files with the standard reporting tool. Switch to technical tools (SQL scripts, etc) are required for a reasonable time response.
Score 8 out of 10
Vetted Review
Verified User
  • Accounting-based solutions.
  • Strong support and implementation team.
  • Strong experience in implementing financial/ accounting based solutions.
  • Strong experience in IFRS 17.
  • Complete experience in implementing IFRS 17 (but I do understand that IFRS 17 only comes into effect in 2023 - so everyone is still learning/ implementing).
  • It would be great to have CCH Tagetik office/ implementation team based in Kuala Lumpur, Malaysia.
  • It would be great if CCH Tagetik implementation team has resources with actuarial background.
Mauro Del Quondam | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Easy configuration.
  • Workflows and approval task.
  • The possibility to report in an easy way, self-built forms from users.
  • A complete switch to an html5 interface.
  • Business analytics.
  • API for integration with ERP solutions.
Score 10 out of 10
Vetted Review
Verified User
  • Excel interface capability makes it easier for user adoption
  • Web interface and workflow provide both simplicity and control
  • Multi-currency support
  • Raw data import process could be simpler and faster
  • Easier transition from Excel-based templates to Web-based
  • Needs a complete HTML5 Admin console
Stefano Benetti | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • integration with many databases
  • flexibility of ETL system
  • very strong audit tools
  • reduce the number of options: sometimes you can do the same thing in too many ways
  • reporting and dashboarding: in truth you can easily use third party software (if you have them), but I think there is ample room for improvement in the native reporting
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