CCH Tagetik vs FutureView Systems

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.

FutureView Systems provides corporate performance management software for budgeting, planning, forecasting and financial analysis. Its cloud-based web platform centralizes ERP, general-ledger, CRM and other system data for planning, while automating data structuring and repetitive finance tasks. Teams can create detailed budgets and forecasts, unlimited what-if scenarios and custom planning templates. Budget owners collaborate with version control and role-based access restrictions.

The Finance Excel Add-in provides access to transactional-level details from integrated systems. FutureView Foundation connects directly to NetSuite and QuickBooks Online without requiring IT or developer assistance; Foundation data can also be viewed in Excel, Tableau, Power BI or an FP&A platform. FutureView Platform adds Jedox OLAP, detailed reports, forecasts and annual budgets. The web delivery requires no on-premise hardware. Customer data is hosted on Amazon Web Services, with stated controls including MFA, encryption at rest and in transit, access logging and 24/7 monitoring. Pricing is available on request; additional user access licenses may be needed for Foundation.