CCH Tagetik
Budgeting and forecasting software
Corporate performance management (CPM) software
Financial close software
Disclosure management software
Accounting & finance software
Financial reconciliation software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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Small
Medium
Large
- Banking and insurance
- Manufacturing
- Energy and utilities
What is CCH Tagetik
CCH Tagetik is a corporate performance management (CPM) platform used by finance teams for budgeting, forecasting, consolidation, financial close, and regulatory/management reporting. It supports model-driven planning and consolidation processes, workflow, and auditability across multiple entities and currencies. The product is commonly used by mid-market to large organizations that need integrated CPM capabilities with strong financial governance. It is offered as a cloud and on-premises solution and is positioned for finance-led use cases such as group reporting, close management, and disclosure packages.
Broad CPM process coverage
The platform covers planning, consolidation, close management, and reporting within one CPM environment. This reduces the need to stitch together separate tools for budgeting, consolidation, and disclosure workflows. Finance teams can standardize processes across business units while maintaining a common data model and governance.
Strong consolidation and close controls
CCH Tagetik includes capabilities oriented to group consolidation, intercompany processes, and close task management. It supports workflow, approvals, and audit trails that help document how numbers are produced and adjusted. These controls are often important for organizations with complex entity structures and recurring close cycles.
Finance-oriented reporting and disclosure
The product supports structured reporting packages used for management reporting and external disclosure preparation. It provides controlled data collection, versioning, and review workflows that align with finance sign-off processes. This can help reduce manual handoffs between consolidation outputs and narrative/packaged reporting deliverables.
Implementation can be resource-intensive
Deployments typically require significant design work for data models, consolidation rules, and workflow configuration. Organizations often rely on specialized partners or experienced internal administrators to implement and maintain the solution. This can increase time-to-value compared with lighter-weight planning tools.
Less business-user self-service
While finance teams can operate the platform effectively, broader business-user modeling and ad-hoc changes may depend on trained power users. Some organizations may find that rapid, decentralized model iteration is harder without strong governance and admin support. This can be a constraint for highly dynamic planning processes owned outside finance.
Integration and data prep effort
Connecting to multiple ERPs and operational systems typically requires integration design, mapping, and ongoing monitoring. Data quality and master-data alignment can become a recurring effort, especially in multi-entity environments. Organizations may need additional tooling or services for robust data pipelines and transformations.
Plan & Pricing
Pricing model: Custom / Contact sales Public pricing: No public list prices or standard subscription tiers found on the official Wolters Kluwer CCH Tagetik site. Purchase options (official site):
- Contact sales / Request a demo via the CCH® Tagetik product pages (Contact/Demo buttons present on solution pages).
- CCH® Tagetik Intelligent Platform is available as a private offer in AWS Marketplace (enables tailored pricing and negotiated contracts). Notes: Enterprise-focused CPM product; licensing and fees appear to be negotiated per-customer (no per-user/month or fixed-plan pricing published on official site).
Seller details
Wolters Kluwer N.V.
Alphen aan den Rijn, Netherlands
1836
Public
https://www.wolterskluwer.com/
https://x.com/Wolters_Kluwer
https://www.linkedin.com/company/wolters-kluwer/
