--- title: "CCH Tagetik Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is CCH Tagetik the right Strategic Planning solution for you? Explore 108 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/62308/CCH-Tagetik/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- CCH Tagetik 4.4 (108) 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 September 29th, 2026 # Reviews of CCH Tagetik Ease of use 4.1 Customer Service 4.5 ## Pros and Cons in Reviews 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 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 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 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 108 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 AP Alberto P. Accounting and Reporting Banking Used the software for: 2+ years ### "Powerful tool, but ensure you have adequate training" January 5, 2026 5.0 Pros I am highly impressed with CCH Tagetik, particularly for its robust reporting capabilities. The platform streamlines complex processes, making data management efficient and reliable. One of the standout features is the collaborative disclosure functionality; it allows multiple teams to work seamlessly on the same documents, ensuring consistency and reducing the risk of errors during the final stages of reporting Cons It is worth noting that for a beginner, the application is not immediately intuitive. It requires adequate training to fully master and appreciate its extensive range of features. Once the initial learning curve is overcome, it proves to be a powerful, all-in-one solution. 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 Buta B. Business Analyst Construction 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 CCH Tagetik 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 Job H. Performance Management Consultant Management Consulting Used the software for: Less than 6 months ### "Extremely flexible" January 25, 2018 4.0 Pros Easy to use for the end user, great for consolidation, broad reporting functionalities and the combination of a single data source and validation processes ensure accuracy. Cons It has to be updated regularly to ensure performance standards since it can be slightly buggy at times, but Tagetik takes their responsibility to keep working on it. 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 AM Alessandro M. Senior Consolidation Specialist Broadcast Media Used the software for: 2+ years ### "A business partner you can count on. Especially on M&A operations." February 7, 2017 4.0 We use Tagetik for our statutory and management consolidated reporting processes. The recent stress test on this tool has been given by our latest M&A operations, in which we had to consolidated many companies with lots of intercompany relationships between them and within our Group perimeter. Tagetik let us manage this transition easily and in a short time lapse. With an appropriate configuration of the environment these new incorporations did not require additional resources (in terms of time and people). The absence of information duplicates and the use of an automated data entry platform allowed us to manage the communication with our new contributors in an efficient and effective way. In this process it is worth mentioning the contribution of the Tagetik consulting team that has supported us with prompt interventions on our main technical issues. Pros Easy to use and configure for the ongoing routines (a first implementation by a skilled consultant is required and suggested). - Familiar look-and-feel which replicates the tipical MS Excel interactions. - Easy to install on remote terminals (works also on mobile devices) for external contributors. - Data are managed in a consistent way. - Scalable architecture which lets you add new modules and manage large consolidation perimeters. - Possible automation for the most common consolidation routines (intercompany eliminations, consolidation adjustments, etc.). - Tangible returns in terms of time spent on reporting generation and time-to-market. Cons Depending on your business, the implementation of this platform could require a consistent effort in terms of architecture and data flow projecting. The assistance of a skilled consultant is largely suggested. This step is crucial in order to take the maximum benefits from this product. Review Source Andrea C. Head of Strategic Planning Used the software for: 2+ years ### "Our experience started in 2006 and in September 2007 we have had the first go-live. " May 19, 2017 4.0 Pros flexibility, scalability, reporting (very easy to manage with opportunity for each contributor to create report ad-hoc), unique data base for management data, statutory consolidation, budgeting&forecasting, possibility to have for each project the economic&financial data, possibility to do across differente view using hierarchies Cons sometimes is not too much flexible and maybe you have to adapte your needs to its structure, i'd like to have more opportunity to have different sensitivities without having different scenarios Review Source IS Ilse S. Financial Analyst Automotive Used the software for: 1-2 years ### "TGK Feedback IS" December 16, 2022 5.0 Problems or challenges have been solved with a fast response of TGK team Pros Tagetik is a system base and build with the enough trust that the information will be ok. Cons The training process is not very easy to handle Review Source AB Andreas B. Director Group Controlling Medical Devices Used the software for: 1-2 years ### "Easy to use tool with endless possibilities" May 4, 2023 5.0 We are preparing the group financial statements. We saved some time for the local entities as they can upload data directly from the ERP. The consolidation and reconciliation process is much smoother on the group level. Pros Very intuitive to use and has a modern interface Cons Changing something could become complicated as the tool is rather complex on the back end. Review Source AF Angelo F. Controlling & Reporting Banking Used the software for: 2+ years ### "Smart and easy to use" May 17, 2017 5.0 Tagetik help me and my company to manage different distributed processes, like closing, budgeting, forecasting and KPI. Pros I like the way I can make autonomously report using excel interface, that is in my opinion very simple and user friendly. Also the process cockpit is very helpful to manage processes. Cons I don't like the sql query tool included in the excel reporting interface. I prefer traditional sql server tool. Review Source BC Bob C. Used the software for: 2+ years ### "Does exactly what it says on the tin" March 26, 2015 5.0 Pros Awesome product, supplier easy to work with (a big bonus). Probably the best joint decision Finance and Technology have ever made regarding choice of core systems. Simple to use. Highly intuitive and puts control firmly into the Office of Finance removing the reliance on technology to deliver reports. Saved a huge amount of time on our month end processes. Cons Deep dive into the database and the fieldnames are in Italian, but then the company is based in Lucca, so this is to be expected. Review Source SP Simone P. Group Controller Telecommunications Used the software for: 2+ years ### "a reliable software for your daily business" May 16, 2017 5.0 Pros About this software I like its complete integration for the consolidation areas from the automate eliminations to multiple reporting standards Cons Reporting tools can be improved through interactive tools based on existing elements of the relational model. Review Source RV Roberto V. Business Analyst Used the software for: 2+ years ### "The purpose of the project was challenging but the results were met" May 8, 2017 4.0 Pros The software can provide a great flexibility for all the company's needs and covers all our business processes Cons During the implementation too many complex customizations were implemented and few technical manuals were given. Review Source SB Stefano B. Controller Banking Used the software for: 1-2 years ### "Tagetik CPM - my experience with budgeting and accounting reconciliation" March 24, 2017 4.0 We have worked to build an application to be able to do: - strategic planning - definition of commercial budget - gathering information workflow - reconciliation of data management and Accounting Tagetik give us the opportunity to combine all these requirements Pros Large amount of native or custom function available Cons not so easy to use for beginners, It requires a lot of practical application to get all the benefits Review Source BS Bjorn S. BI Project Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Unified Corporat Management Solution" March 31, 2015 5.0 Pros Keeps track of the latest CPM functionalities and embed them in the system. Great workflow, BI real-time, Integration to third part tools, scalable, easy to use and understand for end users. Transparent processes and functionalities for the user to administrate and maintain the system. Cons Too easy to expand the use of! More than 6 financial and non-financial processes are now transformed in to Tagetik applications. Review Source TL Tim L. Used the software for: ### "Good but always a surprise" December 1, 2016 4.0 We use Tagetik for the consolidation / budgeting as well as for the Notes and other reporting purposes (CDM Tool). For the normal purposes, I think it is a good to very good possibility to ease the consolidation purpose. My colleagues from Controlling are also satisfied with the functionalities of the reporting / budgeting tools. Nevertheless, it is not really user-friendly as it needs a lot of fine-tuning in places you might not see in the first sight. We are using it for over a year now and still we find new things that surprise us every day. I experienced a very strange habit in Tagetik that sometimes things just don\`t work but next time you try it (without changing anything in the settings) it suddenly works. That makes it a daily surprise. Overall I have to admit that I already worked with both better and worse consolidation tools. The advantage of Tagetik, at least for our company, was that it can link to all the different general ledger systems that we use (which are plenty in regard to the size of our group). Review Source MC Mario C. IT Manager Logistics and Supply Chain Used the software for: 2+ years ### "A beautiful route with Tagetik" November 3, 2015 4.5 Pros I really like the simplicity of use of the software as well as the friendly relationship and professionalism that is formed with the vendor Cons The thing I like least is the part related to the definition of multiphase processes, but this is one small exception Review Source PW Patrick W. Vice President Banking Used the software for: 6-12 months ### "Feature Rich and Highly Flexible..." June 16, 2015 4.0 Pros They seem hungry and willing to please their customers. Having been to 2 of their North American User conferences, you are not treated like a number or income stream like one of the big shops. Also, their product isn't lacking any features compared to other vendors (I should know, I checked out about 20 of them). Cons The time differences between the US (Eastcoast) and Italy (where most of the staff are located) create some issues - but not much. I was surprised how late their staff would stay to work with us during the implementation. Review Source BC Bob C. Used the software for: ### "Putting control of finance reporting where it belongs - with finance" December 22, 2016 5.0 When we decided the time had come to though away hundreds of spreadsheets and impliment a proper CPM solution we went through all the normal vendor selection processes. The result was selection of Tagetik. It's ease of use, yet incredible power were what drove our decision. The fact that complex reporting, budgetting, forecasting can now all be controlled by the finance team themselves and not have to be reliant on "tech expertise" has made a masive difference to how we do things. We have not looked back 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.