# Page 3 | CCH Tagetik Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of CCH Tagetik ## Showing most helpful reviews Showing 51-75 of 105 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer CEO Internet Used the software for: 1-2 years ### "very useful software" December 29, 2022 5.0 you can enjoy it! this tool is the best, I highly recommend it. Pros I really like the automation feature which saves a lot of time and the user interface is easy to master Cons I had a very good experience with cch tagetik I will recommend it Review Source Luigi E. Manager Management Consulting Used the software for: 2+ years ### "null" May 23, 2017 4.0 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 SF Sabrina F. Controller Chemicals Used the software for: 2+ years ### "Tagetik is easy" January 12, 2017 5.0 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 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 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 CM Cristina M. Consolidatore Chemicals Used the software for: 2+ years ### "CCH Tagetik" May 13, 2021 4.0 Pros Facilià di implementazione e di manutenzione. Semplicità di utilizzo Cons Ad oggi dopo anni di utilizzo non abbiamo riscontrato nessun inconveniente Review Source BC Bob C. IT Manager Media Production 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 Andrea C. Strategic Planning Manager 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 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 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 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 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 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 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 Alwin B. EPM Principal (Lead) consultant for Tagetik, Sigma Conso and SAP BPC Management Consulting Used the software for: 2+ years ### "null" February 16, 2017 5.0 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 BB Buta B. Accountant Construction Used the software for: 2+ years ### "Very good flexible software." July 12, 2016 3.5 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. 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 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 MT Mattia T. Accountant Used the software for: 1-2 years ### "Simple, complete, powerful!" January 15, 2016 4.5 Pros I have followed step by step the implementation of Tagetik in our headquarter and I find it very simple and powerful. It guides simple users during the consolidation process and it is very powerful for power-users. You can use it with a lot of level of options. Tagetik is a fresh company: care of the customers and focused on the future! Cons As I know the software from the installation I don't have any bad note, but I find the internal (from the software) help documentations poor for some functionality. 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 SH Susan H. Controller Management Consulting Used the software for: 1-2 years ### "Tagetik as part of your team" April 26, 2016 5.0 Pros Overall flexibility of the product. It's powers seem endless and their desire to be a long term business partner. Cons I cannot think of a negative thing to say. I guess if I had to say something. I feel like they could check in with us to learn more about our needs to give us insight into how Tagetik could be solutions for those business problems. I often feel that I truly don't know it's full possible capabilities because there are so many. 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 Andrea C. Strategic Planning Manager Used the software for: ### "First of all wonderful and high-skylled people than a very good product" August 27, 2015 5.0 Experience with statutory consolidated balance sheet according to IAS-IFRIC Gaap. Economic and financial budgeting and forecasting. HSE, ERM and HR cockpit. 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.