CCH Tagetik

by Wolters Kluwer Financial Services

Who Uses CCH Tagetik?

Accounting and budgeting solution that helps businesses across all vertical markets and with over $300M in annual sales or 500+ employees streamline operations.

What Is CCH Tagetik?

Drive Innovation with CCH Tagetik
Enable digital transformation and drive strategy with all your financial processes and data in a unified platform owned by Finance
Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk.
Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source.

CCH Tagetik Details

Wolters Kluwer Financial Services

http://www.wolterskluwerfs.com

Founded 1986

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Compare CCH Tagetik with similar products

Starting price

US$50,000.00
US$499.00/month
N/A
US$65.00/month

Free Version

Free Version No
Free Version No
Free Version No
Free Version No

Free Trial

Free Trial Yes
Free Trial No
Free Trial No
Free Trial Yes

CCH Tagetik deployment and support

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Videos

CCH Tagetik Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

View full list of Accounting Software

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Ad hoc Reporting
  • Asset Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Chart of accounts
  • Collaboration Tools
  • Consolidation/Roll-Up
  • Customisable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Visualisation
  • Drag & Drop
  • Expense Management
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Planning Tools
  • Profit/Loss Statement
  • Projections
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Scenario Planning
  • Self-Service Reporting
  • Strategic Planning
  • Third Party Integrations
  • Version Control
  • Visual Analytics
  • Workflow Management

View full list of Business Budgeting Software

  • "What If" Scenarios
  • API
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Audit Trail
  • Budgeting/Forecasting
  • Cash Management
  • Charting
  • Consolidation/Roll-Up
  • Customisable Reports
  • Customisable Templates
  • Dashboard
  • Dashboard Creation
  • Data Visualisation
  • Drag & Drop
  • Financial Analysis
  • Financial Management
  • Forecasting
  • Goal Setting / Tracking
  • Key Performance Indicators
  • Monitoring
  • Multi-Currency
  • Multiple Data Sources
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Progress Tracking
  • Projections
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Scenario Planning
  • Scorecards
  • Single Sign On
  • Strategic Planning
  • Task Management
  • Third Party Integrations
  • Trend Analysis
  • Visual Analytics
  • Workflow Management

View full list of Business Performance Management Software

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Amortisation Schedule
  • Asset Management
  • Audit Management
  • Audit Trail
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Capitalisation Reporting
  • Cash Flow Management
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Contract/License Management
  • Critical Date Alerts
  • Currency Conversion
  • Customisable Reports
  • Customizable Fields
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Storage
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fixed Asset Management
  • For Equipment Leases
  • For Real Estate
  • Forecasting
  • General Ledger
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Payment Tracking
  • Portfolio Management
  • Purchase Order Management
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Tax Management
  • Third Party Integrations
  • Transaction History

View full list of Lease Accounting Software

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Customisable Reports
  • Customisable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualisation
  • ERP
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Planning Tools
  • Profit/Loss Statement
  • Projections
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Scenario Planning
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

View full list of Reporting Tools

CCH Tagetik Alternatives

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CCH Tagetik Reviews for UK Users

Read all reviews

Overall rating

4.3/5

Average score

Ease of Use 4
Customer Service 4.4
Features 4.4
Value for Money 4.1

Review software

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Sabrina F.
Controller
Chemicals, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 12/01/2017

"Tagetik is easy"

Comments: We choose tagetik some years ago for consolidation.
the year after we started a new project for budgeting
then planning...
every project was a success

Pros: It's a tip to a better way of working
saving time to perform better

Cons: Our consultant from the beginning is the same person, we know each other and we work as we are colleagues

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 12/01/2017
Buta B.
Business Analyst
Construction, 10,000+ Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 15/01/2017

"It does an awful lot"

Comments: I've used Tagetik for 3 years now and I find it to be a very flexible system, it's at times too complex because it offers so much. It is very reliable and the data structure is relatively easy to understand. It is also a pretty seamless integrating Tagetik with other software using one of the many standardized ETLs.

Pros: Can cater for pretty much any scenario with new features being added all the time.
Newer versions of the software are very impressive, some of the additions i.e. Tagetik data analytics look amazing.
They offer a lot of support through a Tagetik community and Tagetik Insiders. The social community is growing very fast.

Cons: Some parts of the system, in particular, the native Excel reporting is difficult to understand.
It is quite expensive.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 15/01/2017
Buta B.
Accountant
Construction
Used the Software for: 2+ years
  • Overall Rating
    3.5 /5
  • Ease of Use
    2.5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4.5 /5
  • Value for Money
    3.5 /5
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 12/07/2016

"Very good flexible software."

Pros: It's very flexible and is easy to integrate with other software programs and the interfacing process is seamless.

Cons: It's overly complex at times, some parts of the software are difficult to understand and administer because it can do so much.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 12/07/2016
Cristina M.
Consolidatore
Chemicals, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 13/05/2021

"CCH Tagetik"

Pros: Facilià di implementazione e di manutenzione. Semplicità di utilizzo

Cons: Ad oggi dopo anni di utilizzo non abbiamo riscontrato nessun inconveniente

  • Reviewer Source 
  • Reviewed on 13/05/2021
Arshak S.
Functional Application Manager Tagetik
Insurance, 1,001-5,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 06/01/2017

"Tagetik; My Experience"

Comments: The company I work for is a health Insurance company with around 2300 employees. We started to use Tagetik since 2015 and the reason to do so is to simplify our reporting process. By using Tagetik we are able to deliver our reports faster and with a much better quality.
For now, we are even planning to start using budgeting and planning, which is on the calendar for 2017.

Pros: 1. Easy to use; the learning curve is big.
2. Great customer support with updates about the status.
3. Good knowledge and support by Tagetik consultants and third party consultants
4. Fast software.

Cons: 1. Lay out a bit confusing; some menu options can be/should be placed clearer and on better places in the menu bar.
2. PDF Manuals are very basic. They should be written in a more practical way and with examples.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 06/01/2017