# Page 2 | CCH Tagetik Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is CCH Tagetik the right Financial Reporting 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 # Page 2 - Reviews of CCH Tagetik ## Showing most helpful reviews Showing 26-50 of 105 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Financial Controller Maritime Used the software for: 2+ years ### "A learning curve that was worth the time" December 3, 2025 5.0 I have been using Tagetik since 2013 when it was implemented in the Company. We put out hands a lot inside the software and learned how to design it to our needs. It has been an ever growing learning curve but totally worth it. The system has improved our budgeting, reporting and closing activities significantly. Pros The software is adaptable to all businesses, it's flexible and most of all reliable. Additionally, in case of issues, the support team is very professional and helpful. Cons The road to the knowledge level we have now has been long and we had to learn the functionalities of the software on our own with limited support from the original project team. Some activites had to be left behind or cancelled. Review Source TR Trisha R. Consultant Financial Services Used the software for: 1-2 years ### "Flexible and Comprehensive Financial Management Solution with a Learning Curve" November 25, 2025 5.0 The overall experience with is rated highly by most users, especially for its flexibility, strong financial management tools, and ability to streamline complex budgeting, planning, and reporting tasks. Its intuitive interface and customizable features make it appealing for both technical and non-technical staff. Many users found onboarding and daily use straightforward, and appreciated the reliable customer support and continuous product improvement Pros Users like most for its user-friendly interface, powerful financial management features, and flexibility to customize reporting and planning processes. 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 Cons The aspects users like least about typically relate to system complexity, reporting challenges, and performance issues. Many mention that its advanced features can make it hard to learn, especially for new users, leading to a steep learning curve. Review Source VR Verified Reviewer Financial Controller Transportation/Trucking/Railroad Used the software for: 2+ years ### "CCH Tagetik" November 26, 2025 5.0 Pros It's a very flexible tool, capable to adapt to very particular and specific needs even in niche fields. It is incredibly useful for reporting efficiently and to check data quality. 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. Cons Despite being quite user friendly, as with all tools there is still a learning curve to it: should you not apply yourself diligently to learning how the system works, in case of issues you might end up with more problems than you started with... Review Source LP Lorenzo P. Application Manager Insurance Used the software for: 2+ years ### "poweful tool to use and mantain" February 23, 2026 5.0 positive, good partnership and collaboration with all the CCH \[sensitive content hidden\] consultancy team, specially the Italian team. Pros brings Consolidation, Planning, Forecasting, and Reporting into a single environment, reduces manual work, avoids reconciliation issues, and gives finance teams a single source. Tagetik allows administrators to model processes, workflows, and data structures without heavy coding, this makes it easier to adapt the system as business needs change. Cons configuration process and custominzing could be long and need resorces full time on it but it is a good investment for the future activites Switched from [SAP NetWeaver](https://www.capterra.com/p/65750/SAP-NetWeaver/) to have a more flexible and tailored solution Review Source BS Barbara S. Group Reporting Oil & Energy Used the software for: 2+ years ### "Excellent experience" February 9, 2026 5.0 Very good journey with continous possibilities to exchange experiences with other customers, as well as with Tagetik Pros User centricity and flexibility. Allora the management of several processes in parallel, even with very complex requirements. Cons Nothing in particular. Overall the experience was always very positive. There have not been any major issues. Alternatives considered [SAP S/4HANA Cloud](https://www.capterra.com/p/152293/SAP-S-4HANA/) Reason for choosing CCH Tagetik Flexibility and cost of operating the system Switched from [SAP BusinessObjects Business Intelligence](https://www.capterra.com/p/92075/SAP-BusinessObjects/) Running out of support and release outdated 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 , 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 elisa Z. Accountant Financial Services Used the software for: 6-12 months ### "Efficient Financial Close and Consolidation with CCH Tagetik" April 4, 2026 3.0 Pros What I appreciated most about is its ability to automate complex consolidation and financial close processes, which greatly reduces manual effort and the risk of errors. The built-in workflows and validation rules make the entire process structured, transparent, and audit-ready. I also value the flexibility of the platform, which allows it to adapt to different reporting requirements and business needs. Overall, it helps shift the focus from manual tasks to analysis and value-added activities. Cons One of the main drawbacks of is that it can have a relatively steep learning curve, especially for new users who are not familiar with financial consolidation tools. Some configurations and customizations may require technical support or specific expertise, which can slow down implementation or changes. Additionally, performance can occasionally be impacted when working with very large datasets or complex reporting structures. Review Source FK Fabian K. Senior Manager Controlling Systems Information Technology and Services Used the software for: 2+ years ### "Senior Manager Controlling-Systems" September 30, 2024 5.0 Tagetik ist ein umfangreiches Tool, welches komplexe Prozesse im Finanz- und Controllingbereich abbilden kann. Ich habe das Tools sowohl als IT-Consultant auf der Implementierungsseite, als auch in der Betreuung auf der Kundenseite (Konsolidierung) kennengelernt. Pros Viele Controlling-Geschäftsprozesse sind im Standard der Software abbildbar (insbesondere Konsolidierung und Planung). Durch den Analytical Workspace keine Begrenzung mehr hinsichtlich der Anzahl von Hierarchien und Dimensionen. Cons Tagetik ist ein eher komplexeres Tool, dass für Entwickler, aber auch End-User Schulungen und Trainings voraussetzt. Switched from [Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) Die Automatisierung der Konzern-Konsolidierung Review Source SK Shreyas K. Financial Reporting Analyst Law Practice Used the software for: Less than 6 months ### "A Powerful All-in-One Solution for Financial Reporting and Planning" May 7, 2025 5.0 Overall I am satisfied with this product. It offers a streamlined business process for budgeting and forecasting that helps in integration with other products and with automations. Pros Tagetik offers an integrated and unified platform that handles financial budgeting, forecasting, planning, and reporting in one place. It has configurable reporting and analytics that can be easily set up by the users. Cons There is a steep learning curve for new users as it is not very intuitive UI. Also, there is a performance lag when handling very large datasets. Review Source VR Verified Reviewer Head SAP BPC Machinery Used the software for: 2+ years ### "The one and only CPM tool" June 19, 2023 5.0 Pros Easy of use for final users, ease of maintenace for CFO office Cons Difficult navigation/retrieval of information within knowledge base Alternatives considered [Oracle Hyperion Planning](https://www.capterra.com/p/233326/Oracle-Hyperion-Planning/)[IBM Cognos Analytics](https://www.capterra.com/p/240583/IBM-Cognos-Analytics/) Switched from [SAP Business Planning and Consolidation](https://www.capterra.com/p/171122/SAP-BPC/) End of life of SAP BPC, no viable replacements available from SAP 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 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. 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 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 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 VS Viral S. Sr. IT Director Food & Beverages Used the software for: 2+ years ### "Great product, highly customizable to your needs" August 12, 2021 5.0 Overall good product, expensive, good customer support and account managers. user friendly, customizable, easy to onboard new users. Pros It is blank vanilla product that lets us customize it to fit our needs. It has lot of built in / out of the box functionality for financial planning and reporting needs. The implementation is quick and easy with SaaS. Cons The nicheness of the product means, it's costly and hard to find consultant/developers. Too much customizing also complexes the data flow and processes. some performance issues during our implementation. not in production so far. Reason for choosing CCH Tagetik Discount, flexibility in customization, other reviews/references. Review Source Daniela A. IT consolidation specialist Insurance Used the software for: 2+ years ### "Great consolidation software with outstanding support team" December 2, 2022 5.0 Pros Reliability, ease of use, great support team Cons The excel add-on is a bit slow sometimes 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 AJ Adam J. group finance manager Financial Services Used the software for: 2+ years ### "Web based group reporting" January 5, 2023 5.0 Great report writing features, dependable, fast and good support. Pros Ease of use and powerful features. Excel integration is good. Cons Help screens are useful overall but English is poor. Review Source VR Verified Reviewer Group consolidation manager Construction Used the software for: 2+ years ### "Tagetik features for closing" June 20, 2023 5.0 Tagetik has deeply changed closing process, from a system that enables all the company of the group contribute to reporting to a fast and reliable solution full integrated bot with ERP system and disclosure documents. Pros Fast integration with SAP 4 Hana, easy to use and implement, flexible and scalable solution. Cons Not easy use of ad hoc analysis to build flexible reports only for specific and not repeatable purposes 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 VR Verified Reviewer Group Controlling Package/Freight Delivery Used the software for: 2+ years ### "Tagetik" 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. In reality this occurs a few time. Review Source VR Verified Reviewer Reporting Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Robust Software with a little room for improvement" June 15, 2020 4.0 As a pioneer in adoption Tagetik in NA, we have been satisfied. There is some room for improvement though, and we are very vocal about it. Pros Cloud based software that has a minimal downtime Cons Structure is not user super friendly. Lot of things are coded in Italian which makes it a bit challenging. Review Source MP Matteo P. Product Manager Financial Services Used the software for: 2+ years ### "Very useful and very hard" March 24, 2023 4.0 Pros The fact that it's very useful to manage your budget expecially in the money transfer from a user to another, even when you transfer more than 1000K€ Cons The fact that you need a special consultant to learn how to use it: an operating manual would be too long Review Source VR Verified Reviewer Application Development Analyst Facilities Services Used the software for: 1-2 years ### "Good Product" November 11, 2022 5.0 positiva Pros L'utente con cui lavoro risulta soddisfatto del prodotto e delle sue funzionalità Cons per il momento non ho riscontrato dei problemi 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 VR Verified Reviewer Junior EPM Consultant Information Technology and Services Used the software for: Less than 6 months ### "First time EPM user reviews CCH Tagetik " November 27, 2022 4.0 Pros The reporting features, are intuitive and simple to use, drag and drop to create report and complicated filterings can be maintained easily by using it dynamically. User interface is asthetically pleasing, making the closing process easier to navigate, follow through and fast. Cons The execution running time can sometimes be slow for certain processes. Maybe it could be due to complex calculations or maybe there are external factors in play behind the software (other user performing the same thing at the same time) Review Source VR Verified Reviewer Used the software for: 6-12 months ### "Flexible and Comprehensive CPM Solution" June 11, 2017 5.0 Pros The software platform provides everything we were looking for in a solution and more. Service and support has been outstanding and we now have a solution that is more efficient and provides better data sooner. Cons I wish some of the documentation were more comprehensive. tge pricing structure is a bit odd and complicated. I'd like to see it streamlined. 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.