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CCH Tagetik

wolterskluwer.com

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Spec score 7.9 #5 of 28 in Capital Planning Software

What it is

CCH Tagetik brings financial close, planning, and reporting together in a platform for the Office of the CFO. Its capabilities include budgeting, forecasting, scenario modeling, workforce planning, variance analysis, forecast-versus-actuals work, and financial consolidation. The platform also covers ESG and regulatory reporting, corporate tax, account reconciliation, profitability analysis, and supply chain planning. It is offered for cloud or on-premise deployment, with connectors for SAP, Microsoft, and Qlik and integrations with ERP, CRM, SharePoint, MS Office, and numerous data formats. The SAP HANA version is described as SAP-powered certified, with real-time data access and drill-through. The vendor lists cloud certifications and reports, plus 24x7x365 availability monitoring and alerting and 99.9% uptime achieved. Standard support is included in the annual maintenance fee; additional options cost extra. Founded in 1986 in Lucca, Italy, Tagetik launched its brand in 2005 and was acquired by Wolters Kluwer in 2017. Pricing is on request.

Spec sheet

What it does
CCH Tagetik brings financial close, planning, and reporting together on one platform with Expert AI embedded across processes.Read 11 Oct 2026 · wolterskluwer.com
Deployment
CCH Tagetik is offered for cloud or on-premise deployment.Read 11 Oct 2026 · wolterskluwer.com
Integrations
The vendor lists connectors for SAP, Microsoft, and Qlik, plus integration with ERP, CRM, SharePoint, MS Office, and numerous data formats.Read 11 Oct 2026 · wolterskluwer.com
Support
Standard support is included in the annual maintenance fee and includes different services for on-premise and cloud customers; additional support options cost extra.Read 11 Oct 2026 · wolterskluwer.com
Founded
1986Read 23 Sep 2026 · wolterskluwer.com
Additional cloud standards
The governance page lists ISO/IEC 27017:2021 and ISO/IEC 27018:2025 certifications for its SaaS application.Read 11 Oct 2026 · wolterskluwer.com
Budgeting
YesRead 22 Sep 2026 · wolterskluwer.com
Cloud security
The vendor states that CCH Tagetik Cloud has ISO 27001, ISO 22301, ISO 9001, ISO 45001, and SOC 1 and SOC 2 ISAE 3000 Type II certifications or reports.Read 11 Oct 2026 · wolterskluwer.com
Cloud service level
The deployment page lists 24x7x365 availability monitoring and alerting and states 99.9% uptime achieved.Read 11 Oct 2026 · wolterskluwer.com
Company background
Tagetik was founded in 1986 in Lucca, Italy, launched its brand in 2005, and was acquired by Wolters Kluwer in 2017.Read 11 Oct 2026 · wolterskluwer.com
Customer reach
The product page says CCH Tagetik is used by more than 2,000 finance teams across over 60 countries.Read 11 Oct 2026 · wolterskluwer.com
Financial close
Its financial close and consolidation capabilities are described as supporting audit-ready results across entities.Read 11 Oct 2026 · wolterskluwer.com
Financial consolidation
YesRead 22 Sep 2026 · wolterskluwer.com
Forecasting
YesRead 22 Sep 2026 · wolterskluwer.com
Other applications
The platform also covers ESG and regulatory reporting, corporate tax, account reconciliation, profitability analysis, and supply chain planning.Read 11 Oct 2026 · wolterskluwer.com
Planning
Financial planning and budgeting supports scenario modeling and forecasting.Read 11 Oct 2026 · wolterskluwer.com
SAP HANA
The SAP HANA version is described as SAP-powered certified and offering real-time data access and drill-through.Read 11 Oct 2026 · wolterskluwer.com
Scenario modeling
YesRead 22 Sep 2026 · wolterskluwer.com
Target users
The vendor describes CCH Tagetik as an enterprise-scale performance management solution for the Office of the CFO.Read 11 Oct 2026 · wolterskluwer.com
Variance analysis
YesRead 22 Sep 2026 · wolterskluwer.com
Workforce planning
YesRead 22 Sep 2026 · wolterskluwer.com

Plans and prices

CCH Tagetik Priced on request Pricing not listed; request a demo or quote Read 11 Oct 2026 · wolterskluwer.com

Every CCH Tagetik plan and price →

Strong points and limits

Strong points

  • Combines financial close, planning, and reporting.
  • Includes budgeting, forecasting, and scenario modeling.
  • Supports cloud and on-premise deployment.
  • Connectors include SAP, Microsoft, and Qlik.
  • Standard support is included in annual maintenance.

Limits

  • Pricing is available on request.
  • Additional support options cost extra.
  • Deployment options require choosing cloud or on-premise.

Who it suits

CCH Tagetik is aimed at enterprise finance teams and Office of the CFO users who need planning, consolidation, reporting, or related applications. It may suit organizations choosing between cloud and on-premise deployment.

Verdict

CCH Tagetik covers a broad set of finance and adjacent applications, with both cloud and on-premise deployment. Buyers need to request pricing and account for extra-cost support options.

Where Specifiction places it

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