CCH Tagetik vs Unit4 FP&A

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.

Unit4 FP&A combines budgeting, forecasting and reporting in a cloud platform for mid-market and enterprise organizations in people-centric industries. It supports scenario planning, actual-versus-budget review and multi-entity budgeting, with automated consolidation across countries and currencies. Workforce planning links headcount and compensation costs to financial forecasts. The product also lists IFRS 16 lease accounting, ESG reporting, self-service dashboards, approval workflows, obligation tracking, renewal alerts, native e-signature and repository search. Ava provides contextual guidance and explains variances in plain language. Listed integrations include Power BI, Salesforce, Microsoft Dynamics, Bankinplay ONE, Theobald Software, Trintech and Avalara; the API-first platform also lists public APIs for ERPx, Financials and FP&A. Unit4 says customer data is encrypted in transit and at rest, with an individual secure database for each customer, and lists several security certifications. The product is cloud-based and available on the web and through an API. Pricing is on request, with no public plan tiers or usage limits stated.