# CCH Tagetik Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 March 13th, 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 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 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 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 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 VR Varsha R Accounts payableFinancial Services, 11 - 50 employeesUsed the software for: 6-12 months. “It helps in automating manual tasks and improves accuracy in budgeting and forecasting“ November 13, 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 105 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 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 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 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 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 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 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 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 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 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 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 CS CESARE S. Used the software for: ### "TAGETIK: a flexible, modular, scalable and integrated Platform, " February 25, 2017 4.0 Tagetik for us is, Tagetik APM (our DWH) and Tagetik CPM Tagetik can help you in order to manage all kind of data (business and risk, analytic and synthetic). No need for several instruments and skills. it is one platform for multiple reporting, with collaborative reporting system and integrated with DWH data. With tagetik I got a lot of benefits: Massive quantity of data automatically collected New processes designed Automatic Data Quality controls defined and implemented Complete auditability for processes and data modifications (i.e. Expert Judgment) Tagetik 5.0 potentially enhancing with important modules to cover other business needs (planning, budgeting). Integrable with Business Intelligence analysis tools. Low IT effort required. 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