# CCH Tagetik Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CCH Tagetik the right Strategic Planning solution for you? Explore 105 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/62308/CCH-Tagetik/reviews --- CCH Tagetik 4.4 (105) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 14th, 2026 # Reviews of CCH Tagetik Ease of use 4.1 Customer Service 4.5 ## Pros and Cons in Reviews elisa z AccountantFinancial Services, 501 - 1,000 employeesUsed the software for: 6-12 months. “What I appreciated most about CCH Tagetik is its ability to automate complex consolidation and financial close processes, which greatly reduces manual effort and the risk of errors.“ April 4, 2026 SK Shreyas K Financial Reporting AnalystLaw Practice, 201 - 500 employeesUsed the software for: Less than 6 months. “There is a steep learning curve for new users as it is not very intuitive UI.“ May 7, 2025 Tr Trisha r ConsultantFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Many appreciate that the system integrates well with other software, allows fast onboarding of new users, and makes financial consolidation and budgeting efficient and straightforward even for those without technical expertise“ November 25, 2025 BV Bart V global manager accountingHospitality, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “We experienced some challenges during the implementation of the transaction matching module related to the connectivity (API vs. FTP).“ December 28, 2022 Tr Trisha r ConsultantFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “The overall experience with CCH Tagetik is rated highly by most users, especially for its flexibility, strong financial management tools, and ability to streamline complex budgeting, planning, and reporting tasks.“ November 25, 2025 AJ Adam J group finance managerFinancial Services, 201 - 500 employeesUsed the software for: More than 2 years. “Help screens are useful overall but English is poor.“ January 5, 2023 Lara Giunia A Financial ControllerTransportation/Trucking/Railroad, 11 - 50 employeesUsed the software for: More than 2 years. “It is also quite useful in terms of collaborating with colleagues working in different regions and / or timetables as all reporting is accessible across the board by all user with the specified access.“ November 26, 2025 VS Viral S Sr. IT DirectorFood & Beverages, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “some performance issues during our implementation.“ August 12, 2021 ## Showing most helpful reviews Showing 1-25 of 105 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Arshak S. Functional Application Manager Tagetik Insurance Used the software for: 6-12 months ### "Tagetik; My Experience" January 6, 2017 4.0 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. Review Source ML Maximilian L. Group Controller Newspapers Used the software for: 2+ years ### "Why Tagetik can elevate your business" December 15, 2022 5.0 Excellent experience with a great implementation partner. Pros The fact that the administration and the developement can both be done by the business enhances the understanding of the power users a lot. Cons The performance of big processes (e.g. mid-term planning) can be on the slower side. Alternatives considered [SAP S/4HANA Cloud](https://www.capterra.com/p/152293/SAP-S-4HANA/)[Jedox](https://www.capterra.com/p/130198/Jedox-Budgeting/) Reason for choosing CCH Tagetik We already had a Tagetik implementation in place (Legal consolidation) and the pricing was superior. Review Source VR Verified Reviewer Digital Marketing Executive Insurance Used the software for: 6-12 months ### "Excellent for budgeting and planning" November 26, 2020 3.0 Pros Really great for budgeting and planning work and for generating financial reports for all areas of our business. Cons There's quite a lot to get your head around when first using it. A bit of a learning curve! Review Source AF Alessandro F. APplication manager Insurance Used the software for: 2+ years ### "Great Job!" February 19, 2026 5.0 Great experience, I think the product enhance the company value under lots of aspects . Pros Financial reporting functionalities, cost and vendor's support. Also attention to security aspects . Cons UI and user experience are not always the best in the market but I thinks they can be improved . Review Source VR Varsha R. Accounts payable Financial Services Used the software for: 6-12 months ### "a reliable tool" November 13, 2025 5.0 Overall my experience with has been postive. It makes financial planning, reporting and analysis much easier and helps improving business efficiency Pros is user friendly and provides strong financial reporting and consolidation features. It helps in automating manual tasks and improves accuracy in budgeting and forecasting Cons The initial setrup and learning process can be a bit complex and sometimes the system runs slowly when handling large data. Review Source DD Davide D. Product Specialist Paper & Forest Products Used the software for: 1-2 years ### "A Platform for all Users" October 14, 2025 5.0 Pros Easy-to-Use Updated regularly Intuitive Good expertise from Tagetik Consultants Regulatory Frameworks available. Cons Sometimes there are too many bugs released with patch that should be stable. That is the crucial Cons. Review Source Buta B. Used the software for: 2+ years ### "It does an awful lot" January 15, 2017 4.0 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. Review Source Stefano B. Responsabile Servizio Controllo di Gestione Banking Used the software for: 1-2 years ### "Tagetik CPM for managment closing and planning" March 28, 2017 4.0 Pros I enjoyed the variety of options that offers Tagetik for building applications with different purposes: from accounting reconciliation to allocation of costs up to planning and budgeting. The application give you the solidity of strong audit compliance. Cons As I saw with most software, you requires a rather intensive use to have "know how" on the instrument and the many potential offers Review Source Bobbi M. Financial Analyst - Team Lead Information Technology and Services Used the software for: 1-2 years ### "Adds value to financial reporting and analysis" June 13, 2017 4.0 Pros allowed our team to automate our consolidation process which saves me hours each month and takes the user error out of the process Review Source Susan H. Used the software for: 1-2 years ### "One stop shot" November 21, 2016 5.0 We now use Tagetik for all of our financial reporting including international currency consolidation. We also use it for our annual budgeting process Pros Very customizable and flexible in the design of Tagetik for your business Cons Can be somewhat difficult to learn at the beginning, but just like anything else, it just takes time. Review Source EB Eugene B. FP&A Manager Automotive Used the software for: 2+ years ### "Impressive system to handle close, consolidations, and planning" April 28, 2022 5.0 We use for financial close, consolidations, financial reporting, other management reporting, and budgeting/planning/forecasting. Some of our planning uses include revenue modeling, wage modeling, asset planning, cash flow forecasting, and allocations. CCH Tagetik can do so much and is easy to use, so our users and administrators are always eager to do more with it. Pros The system is extremely easy to use for technical and non-technical personnel. The system also has a wide range of out of the box features to get started right away, while also being extremely flexible in case you want to scale the product with your business. Cons The product is generally extremely intuitive for the portions that a customer would use or be familiar with. That being said, new developments should be promoted more, in order for customers to keep up with the system and take advantage of the changes. Reason for choosing CCH Tagetik We were attracted to the fact that the system is a financial system first and foremost, so the components and features are designed with that in mind. Additionally, it is a very well balanced system that can handle consolidations beautifully while also providing flexibility with our planning. Review Source AM Alessandro M. Senior Consolidation Specialist Marketing and Advertising Used the software for: 2+ years ### "The one-stop solution for your financial reporting needs." September 21, 2015 4.5 Pros Tagetik has succeded to develop a Corporate Performance Management system which can fullfill the reporting needs (including legal compliance requests) of a great number of companies. Doesn't matter if you are a small firm or a large company, if you are an industrial company or a service provider. Tagetik offers a scalable solution which can easily implemented on your existing transactional applications, creating a consistent set of data which can be used for different proposals such as the draft of the financial statements, or a reporting package for internal use, or even a CSR report. Moreover the integration with the MS Office suite application (such as Word, Excel and Powerpoint) establish a familiar interface, thus empowering the day-by-day activity of data entry, report creation and data analysis. Last but not least, one of the key factors that make Tagetik your choice for your financial reporting activities resides in its consultants, who are focused on delivering a solution which fits perfectly to your requests. When you buy Tagetik you don't only buy a software. You buy a valuable service for your business. Cons Like any business software, Tagetik needs to be updated in order to increase its performance and to meet the hardware and software standards always evolving. If you are looking for a "one-shot investment" which could solve all your problems for the next 10 years look elsewhere. Even if it means that you are still running Office 97 on a Windows XP machine. And even if I'm not sure you are going to find what you are looking for. Review Source Bjørn Born Sylvest S. BI CPM specialist Chemicals Used the software for: 2+ years ### "Tagetik CPM " March 21, 2017 5.0 6 years of history with our Tagetik journey Four upgrade almost without any pain. Easy to maintain and administrator. Super end user friendly - finance people loves it's excel Pros 6 years of history with our Tagetik journey Four upgrade almost without any pain. Easy to maintain and administrator. Super end user friendly - finance people loves it's excel Cons Easy to get carried away to do too many changes Review Source Buta B. Used the software for: 2+ years ### "Tagetik is maybe a little too good." July 19, 2016 4.0 Tagetik is a wonderfully flexible product which we use for contract forecasting, year end statutory accounts and monthly management accounts production. Pros It's very flexible, the software can cater for almost any process quirk you can throw at it. The interfacing process between other software solutions is pretty seamless and the data structure is relatively simple to understand. Cons Because the software can cater for so many different solutions it has an awful lot of inbuilt complexity and it's very tricky to navigate the program at times (especially for administrators) and the report building process is very complex. Review Source CZ Chiara Z. Used the software for: 1-2 years ### "Smart and effective" July 16, 2016 4.0 The reporting with use of Tagetik has become faster and more effective. You can organize the report fitting the users needs. The consolidation process works well. A good thing is that the consolidator can follow step by step the data-entry process of the subsidiaries. Pros Tagetik is a simple to use and flexible instrument. I didn't follow the implementation from the beginning but I've learned quickly the majority of functionalities. I learned to use Tagetik mostly from my collegues and by using it. It's not a stressing process. This application permit the users to improve their accounting and analysis skills thanks to its features. Tagetik is a smart company, creates network among customers and employees. Cons The online guide is poor of contents. It could be good for a beginner but it lacks of specific topics. In particular for CDM's section. Review Source GC Giosue C. Group Controller Utilities Used the software for: 2+ years ### "Tagetik a powerful tool for your CPM Processes" May 16, 2017 5.0 Pros The software is very easy to use and really helpful with our internal processes of Budgeting Planning Closing and Managerial Consolidation. Cons The software is less good when you need some function that is not a default set. In this case, it is more difficult to achieve your expected results. This occurs just a few times. Review Source CS Chiara S. Consolidation Project Manager Used the software for: 2+ years ### "I have managed many projects of statutory and managerial consolidation financial statements" May 10, 2017 4.0 Pros There is always a solution tailored on the customer needs built together. Technical support is efficient and available in every moment. Cons Sometimes some logics in the processes seem to be more complicated than they are. More simplification can be useful. Review Source DP Dario P. Reporting Manager Transportation/Trucking/Railroad Used the software for: 2+ years ### "Tagetik, my reporting tool" March 25, 2017 4.0 The software offers a wide range of analytical tools, and is very straightforward for reporting purposes. It is very useful for reconciliations and tidying up the accounts. Pros Flexibility, quick, reliable and user-friendly Cons implementation and set-up costs are substantial Review Source GG Giorgio G. Consolidation Specialist Used the software for: 6-12 months ### " The initial understanding is rather difficult, but in general positive Experience" May 15, 2017 4.0 Pros Versatility and the ability to create and manage reporting reporting automatically. Possibility to have a clear point about overall performance and Ease in uploading and managing data. Cons Wrapped up is the process of implementing new reports, and the sections in which the various activities are divided are not always very intuitive. Sotware also often has operating issues related to PC operating system upgrades, it makes the ducumes and the word and excel pages heavy to which it is linked, causing malfunctions. Review Source CZ Chiara Z. Used the software for: ### "Smart Tool" February 10, 2017 4.0 Tagetik is being used by the Administrative department. It addresses the Group consolidation process and the data transfer to the management control reporting. The reporting with use of Tagetik has become faster and more effective. You can organize the report fitting the users needs. The consolidation process works well. A good thing is that the consolidator can follow step by step the data entry process of the subsidiaries. Review Source Buta B. Used the software for: ### "It provides a solution for any process" April 13, 2016 4.0 We use the software for year end financial reporting, monthly management reporting and monthly project forecasting. Each of these processes is very different from the other and it's amazing the way we can refine the design of Tagetik to contend with the many process irregularities we have within our organization. Review Source MG Mario G. Financial reporting & Consolidation Used the software for: 2+ years ### "The general experience is very positive. After a settling period, we are now 99% independent. Numero" May 15, 2017 4.0 Pros The great functionality and the ability to make the consolidation and reporting process contemporary and collaborative. The Financial Reporting feature (last mile). Cons There are some specific complexities that are difficult to understand, some technicalities a bit cumbersome. Ease of use to improve Review Source GPB GIAN PAOLO B. IT Bilanci e Segnalazioni Used the software for: 2+ years ### "Good experience about IT solution" May 9, 2017 4.0 Pros The possibility to have all the data available for consolidation and Vigilance Reports on a unique environment . Direct assistance person to person. Cons Continuos increase of consolidation duration time and not satisfactory assistance with support Jira Review Source lI luigi I. IT Project Manager - AFC Used the software for: 2+ years ### "Is a good product highly appreciated by users" May 17, 2017 3.0 Pros It is a good product and is highly appreciated by users for ease of use and for its excel integration Cons I think it's about improving SAP integration and reducing licensing costs. It's a very costly software solution. Review Source CS CESARE S. Used the software for: ### "TAGETIK: a flexible, modular, scalable and integrated Platform, " February 25, 2017 4.0 Tagetik for us is, Tagetik APM (our DWH) and Tagetik CPM Tagetik can help you in order to manage all kind of data (business and risk, analytic and synthetic). No need for several instruments and skills. it is one platform for multiple reporting, with collaborative reporting system and integrated with DWH data. With tagetik I got a lot of benefits: Massive quantity of data automatically collected New processes designed Automatic Data Quality controls defined and implemented Complete auditability for processes and data modifications (i.e. Expert Judgment) Tagetik 5.0 potentially enhancing with important modules to cover other business needs (planning, budgeting). Integrable with Business Intelligence analysis tools. Low IT effort required. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.