--- title: "CCH Tagetik Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is CCH Tagetik the right Financial Reporting solution for you? Explore 107 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" --- CCH Tagetik 4.4 (107) 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 August 3rd, 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 elisa z AccountantFinancial Services, 501 - 1,000 employeesUsed the software for: 6-12 months. “I also value the flexibility of the platform, which allows it to adapt to different reporting requirements and business needs.“ April 4, 2026 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 107 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 BV Bart V. global manager accounting Hospitality Used the software for: 2+ years ### "CCH Tagetik allows us to become the "best in class" finance department, supporting citizenM's growth" December 28, 2022 5.0 citizenM is a rapidly growing hotel company. As a finance department we need to facilitate and support this growth, a.o. by using agile, efficient, scalable, SaaS software. Our goal is to become the "best in class" finance department. We use CCH Tagetik for budgeting, reporting and consolidation already for a couple of years and it fits into the picture perfectly. And to speed up our (monthly / quarterly) close we recently implemented the transaction matching and account reconciliation modules. Pros citizenM is a fast growing, global hotel company. We deal with different currencies, GAAP standards, ownership percentages, mergers, et cetera. CCH Tagetik eases this complexity when it comes to budgeting, consolidation and reporting. Cons The solution could be customized according to the customers wishes, it offers lots of possibilities. This requires detailed knowledge of the system internally (or external consultants) when the configuration requires adjustments.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. Alternatives considered [BlackLine](https://www.capterra.com/p/114268/Finance-Controls-Automation/) Reason for choosing CCH Tagetik We use CCH Tagetik for budgeting, reporting and consolidation already for a couple of years. And to speed up our (monthly / quarterly) close we recently implemented the transaction matching and account reconciliation modules from CCH Tagetik. We also investigated other tools, for example Blackline. The main advantage of CCH Tagetik is it's connectivity, the possibilities to customize the tool, customer support is excellent. For us it was also an advantage to not have another tool since we were already using CCH Tagetik. 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 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 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 CCH Tagetik has been postive. It makes financial planning, reporting and analysis much easier and helps improving business efficiency Pros CCH tagetik 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 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 BB 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 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 CCH Tagetik 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 BB Buta B. Business Analyst Construction 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 BW Brooke W. Financial Reporting Manager Primary/Secondary Education Used the software for: 2+ years ### "Great Customer Service/Accuracy with Consolidation" June 13, 2017 4.0 Treat their customers right. Pros CCH Tagetik has amazing customer services. They are always willing to help whenever we have a question. We also switch to CCH Tagetik consolidation tool and this has eliminate a lot of human error and has strengthen our financials on accuracy. Cons The speed to retrieve data could be faster. Now, this could be our company needing to upgrade servers. Review Source MN Michał N. Group Controlling Director Computer Software Used the software for: 1-2 years ### "Flexible and powerful CPM" February 15, 2017 5.0 Tagetik is a scalable solution which can implement to cover all financial reporting processes but not only. It can be easily used to support operational reporting, what gives real benefit of having both financial and not financial data in one place. Consolidation functionalities as strong advantage of Tagetik. Pros \- flexibility of setup with IT involvement needed - integrated product for reporting/forecasting/budgeting/consolidation - integration with excel - easy to use - scalable - transparent processes and workflows Cons \- documentation available online could be improved/extended Review Source AC Andrea C. Controller Construction Used the software for: 2+ years ### "Whatever you want, it does" August 28, 2015 5.0 Pros Integrated product for consolidation, budgeting and forecasting. More opportunities to customize it adding other cockpit like HR, ERM and HSE. Consultants always available to hear your problems and fix your issues. Simple to use with Excel interface. Possibility to use cloud solution. Cons During over 7 years of experience with Tagetik I can say I haven't had any kind of issue that we don't fix. Furthermore Taegtik team is always available for their customers. Review Source LB Luca B. Head of Organization and IT department Used the software for: 2+ years ### "Tagetik is not just a software but much more" May 12, 2017 4.0 Pros Tagetik is an integrated solution for all your needs about performance management, Solvency II reporting, IFRS and much more. Cons For our company, the main least of Tagetik is the lack of a native integration with the software APM of the same Company. Review Source CF Claudio F. Data Specialist Used the software for: 2+ years ### "Tagetik platforms offers great potential for your business, if you learn to use them well" May 12, 2017 4.0 Pros Specifical and powerful functionalities for the insurance industry (SolvencyII, IFRS, Narrative, ecc.) Cons Little integration between the 2 Tagetik platforms APM and CPM. It should be remedied in the next future. Review Source HA Harshit A. Senior Executive Management Consulting Used the software for: Less than 6 months ### "Tagetik helps ease out operations, a big help!" November 9, 2016 4.0 Tagetik is well suited to rapidly evolving businesses due to the ease with which hierarchies can be manipulated. Managers/directors can open a standard form that will pull in only data that he or she has the rights for and then generate meaningful reports. Tagetik has the ability to pick data and match it based on common parameters in order to generate a report in a nice presentable format. Linking matrices is a whole lot easier, just give it some time initially for database creation but that will help in an efficient system later. Pros Tagetik allows administrators to create multiple hierarchies to customize numerous reporting requirements. It is a very flexible software which can be molded as per requirements. Cons Without being involved in the implementation process, it is difficult for an individual to speed up on using the system and generating reports. It will be very beneficial to have a liaison at Tagetik who can guide the businesses in the implementation process to make the users aware of some of the features that the software has but the businesses might not be aware of. Sometimes, while setting up the accounts, users are required to enter information that is not pertinent to their company but they still have to enter it. Review Source VR Verified Reviewer Responsabile Pianificazione e Budget Banking Used the software for: 1-2 years ### "Tagetik CPM solution for strategic planning" May 8, 2018 5.0 Pros Tagetik allows the users to customize a series of dimensions and calculation functions, define workflow, track user operations for audit purposes Cons sometimes the system does not allow you to change the settings easily, so it is better to define the requirements. even system performance can sometimes be optimized 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.