# Page 4 | CCH Tagetik Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

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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/)

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Last updated April 14th, 2026

# Page 4 - Reviews of CCH Tagetik

## Showing most helpful reviews

Showing 76-100 of 105 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

JT

John T.  
Dir. Financial Planning and Analysis  
Civic & Social Organization  
Used the software for: 2+ years

### "Fantastic product, fantastic company"

September 18, 2015

4.5

Pros

Software is easy to use with Excel front end. Company is supportive and knowledgeable.

Cons

Not much. A few years ago there were some translation issues, but not much now that they have a bigger presence in the US

Review Source

VR

Verified Reviewer  
Client Support Representative  
Transportation/Trucking/Railroad  
Used the software for: Less than 6 months

### "Social media for business"

November 27, 2018

4.0

CCH Tagetik is new for me, but so far it works well for small groups working to plan an event.

Pros

This is like social media for business. It has many features for communicating and scheduling.

Cons

The website does freeze and crash on occasion.

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

MR

Meghan R.  
Business Performance Manager  
Real Estate  
Used the software for: 1-2 years

### "All around a decent product"

October 14, 2015

3.0

Pros

The ability to warehouse, pull, and update large volumes of data.

Cons

The inability to easily create or modify reports plus the trouble successfully running complex reports with more than one analysis build in.

Review Source

AR

Andrea R.  
Controller  
Construction  
Used the software for: 2+ years

### "Reporting stability, good support, attention to customer needs"

February 20, 2017

4.0

We are using Tagetik for three differenr issues; Reporting, Production costs, Financial consolidation. I'm writing only about the firs two issues given that we ahve set up the programs in three different environment, whic is the main problem regrding Tagetik in our company. If we could start over I would like to integrated our software. A part of this we are happy with Tagetik for its flexibility, stability and support to our function,

Pros

Stability

Cons

Flexibility

Review Source

KD

Kanul D.  
Analyst  
Management Consulting  
Used the software for: Less than 6 months

### "Targetik is a must have in today's business environment"

November 9, 2016

5.0

Targetik is a simple solution to complex problems we face. Processes such as financial planning, budgeting, reporting and consolidation can be handled in a very efficient manner, thanks to the customized features which can be added as per needs of the business with the help of Targetik consultants. It helps in the decentralization of data and maintenance at a global level. The data can be entered in MS Suite type interface which makes it easy to use and implement while handling complex procedures.

Pros

The data is stored in a solid a consistent DB structure which contains all the details required for conducting an audit. A work-flow utility is used to control the consolidation process which indicates the status of data for any particular user which makes it easy to track data as well as enforce security. It is flexible and handles large data sets and also generates data reports at a fast pace.

Cons

The user manual can be improved to include a detail description of topics which will improve functionality. Some of the functions and error messages are displayed in Italian which can be corrected.

Review Source

AB

Alessandro B.  
IT Director  
  
Used the software for: 2+ years

### "I use Tagetik for financial reporting and consolidation, budget and demand planning."

May 17, 2017

3.0

Pros

Tagetik Consolidation is a robust financial consolidation solution. Concerning the others areas of my experience, it is a less strong solution but it is possible to customize to address complex requirements.

Cons

Not all of the modules are robust, in some cases to much customizations are required during implementation.

Review Source

SR

Simone R.  
Controller  
Banking  
Used the software for: 2+ years

### "CCH Tagetik - Planning and management control system "

September 29, 2020

4.0

Pros

In a single environment we can have management data reconciled with accounting data and forecast data. It is possible to create customized environments.

Cons

customization is not so easy and takes time

Review Source

IC

Ignazio C.  
employee  
  
Used the software for: 6-12 months

### " I've been learning for a year"

May 17, 2017

4.0

Pros

The simplification of databases, the stratification of data, the possibility of not having to copy the same data many times

Cons

Sometimes it is unclear, improved reporting tools, data model is complex and of no immediate comprehension

Review Source

SP

Simone P.  
EMEA CIO  
  
Used the software for: 2+ years

### "Good product, Tagetik offer different features & functionality and it's easy to maintain "

May 10, 2017

4.0

Pros

All our company with unique chart of account Simulation of differents budget and scenarios Financial planning

Cons

With our release (4.3.2) is no possible to print the book on PDF With our release (4.3.2) weve no dashbord Report flexibility (we're limited by matrix)

Review Source

RC

Rudrajyoti C.  
Manager  
Management Consulting  
Used the software for: Less than 6 months

### "Targetik is smart and effective tool for financial reporting"

November 9, 2016

5.0

One of the best features of this software is that it can be developed in a lesser amount of time to handle large volumes of data and thereby provide solutions to complicated processes in lesser time. It is easily integrated with MS Office Suite and thus a step-by-step data entry procedure can be setup easily. This data is stored in a consistent database which can be analyzed and then the program can be used to implement what-if analysis to draw results for the previous closing period. Changes can be made easily and thus any alterations in the P&L and Balance Sheet are visible dynamically. The possible limitation of the tool may include a significant time required to get familiarized with the system and thus speeding up the process initially is difficult. An improved customer service will be much appreciated in which Tagetik provides customized support to businesses based on their environment. Targetik is a good tool for large companies with many small subsidiaries. The environments can be programmed suited to the needs of the business which makes it a versatile tool for ERP solutions and for consolidated financial reporting.

Review Source

SC

Stefano C.  
  
  
Used the software for:

### "An unexpected positive surprise!"

March 30, 2017

4.0

We had to implement a new platform for the collection and validation of the Solvency II technical provisions. Despite the relatively new topic and the very limited timeframe at our disposal (less than 6 months), thanks to the Tagetik team support and the overall flexibilty of the product, the goal has been successfully reached in due time. Actually the new platform is used by more than 65 companies of the Group and the overall user's satisfaction is on average 4 out of 5.

Review Source

EM

Elisa M.  
  
  
Used the software for:

### "My experience with Tagetik CPM for banking budget"

March 23, 2017

4.0

We were looking for a new software to replace existing in house application and Tagetik is our choice. Now we have the chance to drive the planning process more quickly and with the consinstency of a certificate system.

Review Source

SR

Srajan R.  
SE  
Management Consulting  
Used the software for: Less than 6 months

### "Review of Tagetik"

November 9, 2016

5.0

I love the attitude of people working at Tagetik to understand your needs and develop specific working solutions in a very short period of time.

Pros

Simple to use. Very intuitive.

Review Source

BB

Buta B.  
  
  
Used the software for:

### "It provides a solution for any process"

September 17, 2015

4.0

Processes can be greatly automated thereby increasing efficiency and reducing the error rate. Some parts of the product however are needlessly over complicated.

Review Source

GP

Gabriele P.  
CEO  
  
Used the software for:

### "A complete CPM platform, mature, increasing continuosly and constantly focused"

March 30, 2015

5.0

IMHO, Tagetik represent the actual "state of the art" of a CPM Solution. Up to date, easy to use but not banal, rich of functionalities, strongly focused on finance processes and, above all, deeply oriented on collaboration across the organization. From the 4.3.2 release, the user interface and experience are strongly improved in an exciting skin

Review Source

TL

Tobias L.  
  
  
Used the software for:

### "Our new "finance" portal"

October 29, 2015

5.0

Tagetik makes it eays to collaborate now. Quick Access to all my Task and always up2date whats next. Every Change or Simulation in planning, forecasting or budgeting now gives us immediate insight into the changes in the P&L AND Balance sheet! Con; Reporting is very flexible with Tagetik and therefore extensively in the preparation

Review Source

JT

John T.  
Dir. Financial Planning and Analysis  
  
Used the software for:

### "A great company to work with"

September 17, 2015

5.0

Tagetik has been the best experience that I have ever had with a software company. Every one from sales to development to the owners have listened to our needs and made sure that we were satisfied with the product and outcome. My only complaint would be now that they are growing, they will not be my secret.

Review Source

AC

Andrea C.  
  
  
Used the software for:

### "User friendly interface and fast reporting generation."

March 17, 2017

4.0

We have been using Tagetik since 2004. From then until today we have experienced a shortening of our consolidation cycles despite a growth in our consolidation perimeter. Tagetik has proven to be a scalable application with a solid database and a performing tool for the generation of our financial report.

Review Source

AP

Aldo P.  
  
  
Used the software for:

### "Improve the life of the Financial consolidation team"

April 21, 2017

5.0

...Every month the same problems, the same inefficiencies, the complaining team, support advisors .... With Tagetik a new life, a tool born and suitable for doing what is required, simple and effective. Cost reduction and efficiency are the main goals of the project Thanks CCH

Review Source

CA

Cinzia A.  
  
  
Used the software for:

### "Tagetik : the user friendly software"

March 16, 2017

4.0

My experience with Tagetik started last year with a cost allocation project and in few months I can use the tool for my needs; the support and functionality are very good and it's very user friendly expecially the Excel add-in. We have a great experience with Tagetik experts also.

Review Source

rP

roberto P.  
  
  
Used the software for:

### "KPI engine for business"

February 10, 2017

4.0

the Tagetik APM solution has covered the requirements of building a parametric calculation engine of kpi required by the business to measure commercial performance. Great design results, for completeness of functionality and speed of solution implementation

Review Source

AM

Ayushi M.  
  
  
Used the software for:

### "User-friendly, innovative accounting solution"

February 3, 2017

4.0

I have been using Tagetik since the past two months and extremely satisfied with the software. It provides an excel-based front end which makes analysis and comparison easy. It provides flexibility like a cloud accounting system.

Review Source

mB

martino B.  
  
  
Used the software for:

### "Flexible and robust business solution"

March 30, 2017

4.0

\- An extensive reporting solution including both standard and custom reports; - Connection capabilities with other systems - Flexible and integrated business solution - Robust diagnostic controls and consolidation procedure

Review Source

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