CCH Tagetik (Wolters Kluwer)

Name: CCH Tagetik (Wolters Kluwer)
Brand: CCH Tagetik (Wolters Kluwer)

One system, all plans: Your entire corporate management intelligently unified with CCH Tagetik.

CCH Tagetik by Wolters Kluwer is a leading, AI-powered Corporate Performance Management platform.

BenchTrust Score:58/100

Independent B2B performance index (0–100 points). It is calculated mathematically and without subjective influence from four verified pillars: company stability, aggregated feedback from publicly available online sources, documented compliance certifications, and operational transparency. Comparable with other software providers.

BenchTrust Index weighting: Company stability 25 points · Customer reviews 30 points · Compliance & security 25 points · Transparency 20 points. Without reviews a neutral average is used; a few reviews move it only slightly

Review data basis: G2 (71)

BenchTrust takes the average rating and review count from the review platforms listed. BenchTrust does not itself verify whether individual reviews come from actual customers; according to the platforms, they apply their own verification procedures.

Overview

CCH Tagetik is a leading global enterprise software platform for Corporate Performance Management (CPM), specifically designed to meet the needs of the Office of the CFO. As part of Wolters Kluwer Corporate Performance Solutions, the platform has been supporting companies in the digital transformation of their financial processes since its founding in 1986. The company is headquartered in Lucca, Italy. The solution unifies all key financial processes into a single, integrated platform. This includes budgeting, planning, and forecasting (FP&A), financial close and consolidation for group reporting, as well as strategic and operational performance management. By leveraging artificial intelligence, CCH Tagetik enables precise, predictive analytics and real-time scenario planning that accelerate decision-making. A special focus is placed on regulatory compliance. The platform offers specialized modules for ESG and sustainability performance management, as well as global corporate tax management (tax provisioning). CCH Tagetik can be flexibly deployed in the cloud and is characterized by high user-friendliness and seamless integration with existing ERP systems. Supporting multiple languages, including German, English, French, and Italian, the platform is ideally suited for globally operating corporations and demanding mid-sized companies.

Core features

Budgeting, planning, and forecasting across the entire financial planning cycle (from budget creation to forecasting, risk management, and long-term planning)Core

Integrated business planning that combines strategic, financial, supply chain, and operational planning in a cross-functional solution

AI-based forecasting and real-time automation to support planning and scenario analysis

Market-leading FP&A, supply chain planning, and workforce planning in an integrated platform

Finance Transformation Platform that connects finance and operations, streamlining consolidation, close, planning, profitability, reporting, and regulatory compliance

Financial close and consolidation features for group reporting

Corporate tax management, including group tax provisioning and reporting, integrated with financial consolidation figures

Regulatory reporting for finance, as well as ESG and sustainability performance management

Intelligent disclosure and narrative reporting to support external reporting processes

Cloud deployment option for the Finance Transformation Platform

Compliance & security

No verified certifications (such as ISO 27001 or SOC 2) are currently listed for this provider. Information about compliance with standards such as GoBD or GDPR may still be available.

Ask the AI assistant on this page for current compliance and security details. It researches live information from publicly available sources.

Contact the provider

www.tagetik.com

Supported languages

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💬 Customer feedback summary

80% mention this

Comprehensive CPM/EPM functionality (consolidation, planning, reporting)

60% mention this

Integration into existing system landscapes (ERP, data sources)

55% mention this

Flexibility and configurability of the platform

40% mention this

Performance with large data volumes / complexity of models

Summary of customer feedback

Customer reviews of CCH Tagetik paint an overall positive picture of a highly capable, functionally deep CPM/EPM solution that excels particularly in group consolidation, integrated planning, and reporting. Frequently highlighted are the broad functional coverage and good integration capabilities into heterogeneous system landscapes; weaknesses mentioned tend to be the complexity of the solution, the initial implementation effort, and, in isolated cases, performance issues with very large and complex models. CCH Tagetik is particularly suitable for medium to large companies and corporations with sophisticated finance and controlling processes looking for a centralized platform for consolidation, planning, and reporting, and who are willing to invest in a structured implementation project.

AI-generated summary

📰 News & community feedback

🚀 Product updates & press releases

Wolters Kluwer has further expanded the CCH Tagetik platform through targeted functional updates and strategic partnerships to increase efficiency in the CFO office. The focus is on integrating Artificial Intelligence and expanding compliance solutions, such as ESG reporting, to meet global disclosure requirements. Through continuous global expansion and closer cooperation with system integrators, the target group of large international enterprises is addressed even more effectively.

•Integration of Generative AI like Ask Tagetik for intuitive data querying and automated report generation.
•Expansion of the ESG solution to support regulatory requirements such as the CSRD.
•Improved modules for global tax planning and integrated financial consolidation.
•Expansion of strategic partnerships to facilitate system integration in heterogeneous IT landscapes.

Source: Publicly available product updates or press releases from CCH Tagetik (Wolters Kluwer).

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