[Home](https://www.selecthub.com/) \> [EPM](https://www.selecthub.com/category/enterprise-performance-management/) \> [EPM Software](https://www.selecthub.com/c/epm-software/) \> Tagetik Categories: * [EPM Software](https://www.selecthub.com/c/epm-software/) * [Accounts Payable Software](https://www.selecthub.com/c/accounts-payable-software/) * [Accounts Receivable Software](https://www.selecthub.com/c/accounts-receivable-software/) * [Bookkeeping Software](https://www.selecthub.com/c/bookkeeping-software/) * [CPM Software](https://www.selecthub.com/c/cpm-software/) * [Financial Management Systems](https://www.selecthub.com/c/financial-management-systems/) * [Financial Reporting Software](https://www.selecthub.com/c/financial-reporting-software/) * [FP&A Software](https://www.selecthub.com/c/fp-and-a-software/) * [...](#) ## What Is Tagetik? **Industry Specialties:** Manufacturing, construction and engineering, fashion and apparel insurance, healthcare and more Tagetik is a broad all-in-one financial ERP with various modules such as budgeting, planning and forecasting, financial reporting, disclosure management, compliance regulatory reporting and more. It runs on a unified apparatus that fuses finances and operations while facilitating consolidations and closes, scheduling, analytics and documentation, disclosures and compliance. Its deployments include cloud and on-premise. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fepm-software%2Ftagetik%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548) User Sentiment i ![User satisfaction level icon: excellent]() Based on 289 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #6 Tagetik is ranked #6 on the top 10 EPM Software leaderboard based on a comprehensive analysis performed by SelectHub research analysts. Compare the leaders with our In-Depth Report. [Get the Report Now ](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=epm-software&product%5Fslug=tagetik&page%5Ftype=product&slug=tagetik&product%5Fname=Tagetik&category=EPM+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fepm-software%2Ftagetik%2F) ## Tagetik Pricing Based on our most recent analysis, Tagetik pricing starts at $50,000 (Annually). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fepm-software%2Ftagetik%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548&price=5) Price $ $ $ $ $ i Starting From $50,000 Pricing Model Annually Free Trial Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Tagetik&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8/resources/normal/logo.png?1693317548)) ## Training Resources Tagetik is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for Tagetik: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## Tagetik Benefits and Insights Why use Tagetik? ### Key differentiators & advantages of Tagetik * **Improved Forecasting:** Implement real-time simulations and automation in the budgeting, planning and forecasting module to provide users with the flexibility to plan any way they want at any time. This tool helps users react swifter and make faster, well-informed decisions. * **Maintain Compliance:** Obtain generally accepted accounting principles (GAAP), international financial reporting standards (IFRS) and extensible business reporting language (XBRL) reports to ensure bookkeeping operations meet these and other compliances. The prompt financial functions, validation rules and full audit logs guarantee users have every piece of information necessary and complete process visibility. * **Single Source of Truth:** Access a centralized location of data in the financial reporting accessory. It moves information into documents such as monthly financial statements, board books, annual reports and more automatically so users can spend more time on high-priority accounting tasks. * **Ensure Accuracy:** Check data entry at every turn with the disclosure management attribute. Since disclosures appear automatically with the most up-to-date information, this reduces manual data inputting and human errors, ensuring better accuracy and a better snapshot of company information. * **Seamless Collaboration:** Facilitate reporting for the financial, management, statutory and regulatory departments with effective collaboration and control extensions so it's easier to get in touch with the report writers in case revisions or updates are needed. Users also gain full control and visibility over workflows and audit trails to ensure no stones are unturned and everything is tallied for recordkeeping and compliance purposes. * **In-Depth Dashboards:** Handle bulk amounts of granular insights and effortlessly convert numbers into practical models, simulations and predictive analytics with the advanced analytics and dashboard appliance. Predictive analytics can help companies better plan for the future while understanding its current status and health. ### Industry Expertise Since 1986, Tagetik has been a solution to contemporize and clarify CFO procedures locally and globally. It has held a reputation for providing clients with the most trustworthy, manageable and expandable software since 2005\. In 2017, Wolters Kluwer — an information services leader that offers solutions that serve the finance, risk and compliance, health, tax and accounting and legal industries — acquired Tagetik. This acquisition ensures that Tagetik still provides the best programs for CFO offices. ## Tagetik Reviews Based on our most recent analysis, Tagetik reviews indicate a 'excellent' User Satisfaction Rating of 90% based on 289 user reviews from 3 recognized software review sites. ![User satisfaction level icon: excellent]() 289 reviews 90% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of Tagetik reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Streamlined Financial Close:** Tagetik's automation features, such as its consolidation engine and intercompany reconciliation tools, help expedite the financial close process, saving valuable time and resources for accounting teams. * **Enhanced Data Accuracy:** The platform's data validation rules and audit trails minimize errors and ensure data integrity, leading to more reliable financial reporting. * **Improved Collaboration:** Tagetik's centralized platform facilitates communication and collaboration among finance and accounting teams, breaking down silos and promoting a more cohesive work environment. * **Regulatory Compliance:** Tagetik helps organizations comply with complex financial regulations, such as IFRS and GAAP, by providing pre-built reporting templates and disclosure checklists. #### Cons * **Steep Learning Curve:** Tagetik's robust functionality comes at the cost of complexity, often requiring extensive training and onboarding for users to become proficient. The interface can feel overwhelming for new users due to the multitude of features and options available. * **Customization Challenges:** While Tagetik offers a high degree of customization, implementing and managing these customizations can be resource-intensive and may require specialized technical expertise. This can lead to increased implementation time and costs for organizations with unique requirements. * **Performance Issues:** Some users report experiencing performance slowdowns, particularly when working with large datasets or complex reports. This can impact productivity and user satisfaction, especially during critical financial closing periods. #### Researcher's Summary: Tagetik, a financial performance management software, has garnered positive feedback for its robust functionality and flexibility. Users appreciate its ability to handle complex financial processes, such as consolidations, budgeting, and forecasting, with ease. Its strength lies in its ability to adapt to unique business requirements, allowing for customization and integration with existing systems. For instance, one user highlighted how Tagetik seamlessly integrated with their ERP system, streamlining data flow and reducing manual effort. This adaptability sets it apart from competitors that offer more rigid solutions. However, some users noted that Tagetik's extensive features can lead to a steeper learning curve. The initial setup and configuration may require more time and effort compared to simpler software options. Additionally, while Tagetik offers comprehensive customer support, some users expressed a desire for more readily available resources and documentation. Despite these challenges, users generally agree that Tagetik's capabilities outweigh its complexities, making it a valuable tool for organizations with intricate financial needs. Tagetik is best suited for mid-sized to large enterprises with complex financial operations and a need for advanced reporting and analytics. Its scalability and adaptability make it an ideal choice for organizations seeking a comprehensive solution to manage their financial performance effectively. While the initial learning curve may require investment, the long-term benefits of improved efficiency, accuracy, and insights make Tagetik a worthwhile consideration for businesses looking to elevate their financial management processes. ## Key Features * **Rolling Forecasts:** Develop in-depth rolling forecasts with this function in the budgeting, planning and forecasting module. Users may integrate data from tactical plans, budgets and actuals and make modifications to costs and revenue targets, generating a better estimate for fiscal year outcomes. * **Consolidation Cockpit:** Access a specific dashboard that enables users to supervise every consolidation step and study results in the consolidation apparatus. The cockpit also exhibits particular data methods that should be performed with consideration to a specific consolidation situation. * **Communications:** Collaborate with users across departments via comments, instant messaging or email concurrently with managers tracking project progress through dashboards in the collaboration component. * **Disclosure Management:** Merge with Microsoft Office, ERPs, CRMs and other existing programs with this tool. Users may also coordinate text to numbers with instant narrative adjustments, reduce version overlap with support from other users, receive a centralized location of data and accelerate disclosure with pre-set templates. * **Compliance Regulatory Reporting:** Obtain every necessary thing to expedite the regulatory reporting process while dwindling reporting sequences. Users can efficiently comply with pre-packaged solutions, diminish hazards with standard calculations and files and modify changes. * **Smart Reporting and Analytics:** Implement documents and data queries that are equipped with financial intelligence analytical tools. * **On-the-Fly Analysis:** Adjust report frameworks and breakdown interior and exterior data to study outcomes rapidly. ## Limitations With any software, it's important to be aware of its shortcomings before buying and implementing. While it comes with excellent functionality, this program is no exception. These are the known limitations of the system based on user feedback: * It has a steep learning curve. ## Suite Support _mail\_outline_Email: For email support, users may log into the CCH Tagetik Support page. _phone_Phone: Users may dial 1-203-391-7520 for phone support or queries. _school_Training: For training, users may access analyst reports, ebooks and white papers, product demos, webinars and more on the resources page. _local\_offer_Tickets: For ticket support, users may fill out the form on the contact the support page or log into the CCH Tagetik Support page. ## Compare EPM Software These are the top products most often compared. Generating Scorecard... Compare to Tagetik You can choose 4 products to compare [ Oracle EPM ](https://www.selecthub.com/p/epm-software/oracle-epm/) [ Anaplan ](https://www.selecthub.com/p/epm-software/anaplan/) [ Adaptive Planning ](https://www.selecthub.com/p/epm-software/adaptive-planning/) [ Prophix ](https://www.selecthub.com/p/epm-software/prophix/) [ OneStream ](https://www.selecthub.com/p/epm-software/onestream/) [ Jedox ](https://www.selecthub.com/p/epm-software/jedox/) [ Planful ](https://www.selecthub.com/p/fp-and-a-software/planful/) [ SAP Analytics Cloud ](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [ Kepion ](https://www.selecthub.com/p/epm-software/kepion/) Generating Scorecard... Compare to Tagetik ## Head-to-Head Comparison ![Tagetik Software Tool]() vs * [Adaptive Planning](https://www.selecthub.com/epm-software/adaptive-planning-vs-tagetik/) * [Anaplan](https://www.selecthub.com/epm-software/anaplan-vs-tagetik/) * [Essbase](https://www.selecthub.com/epm-software/essbase-vs-tagetik/) * [IBM Planning Analytics](https://www.selecthub.com/epm-software/ibm-planning-analytics-vs-tagetik/) * [Jedox](https://www.selecthub.com/epm-software/jedox-vs-tagetik/) * [Jirav](https://www.selecthub.com/epm-software/jirav-vs-tagetik/) * [OneStream](https://www.selecthub.com/epm-software/onestream-vs-tagetik/) * [Oracle EPM](https://www.selecthub.com/epm-software/oracle-epm-vs-tagetik/) * [Prophix](https://www.selecthub.com/epm-software/prophix-vs-tagetik/) * [Quantrix](https://www.selecthub.com/epm-software/quantrix-vs-tagetik/) * [SAP Profitability and Performance Management](https://www.selecthub.com/epm-software/sap-papm-vs-tagetik/) ## Awards SelectHub research analysts have evaluated Tagetik and concluded it earns best-in-class honors for Capital Expenditure Planning and Cash Management. Tagetik stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![User Favorite Award]() ![Capital Expenditure Planning Award]() ![Cash Management Award]() ## Similar Products Here are the most similar products to Tagetik. [ Kepion ](https://www.selecthub.com/p/epm-software/kepion/) [ Adaptive Planning ](https://www.selecthub.com/p/epm-software/adaptive-planning/) [ Prophix ](https://www.selecthub.com/p/epm-software/prophix/) [ Jirav ](https://www.selecthub.com/p/epm-software/jirav/) [ Anaplan ](https://www.selecthub.com/p/epm-software/anaplan/) [ idu-Concept ](https://www.selecthub.com/p/epm-software/idu-concept/) [ Rocket CorVu ](https://www.selecthub.com/p/epm-software/rocket-corvu/) [ Infor dEPM ](https://www.selecthub.com/p/epm-software/infor-depm/) [ StratPlan ](https://www.selecthub.com/p/epm-software/stratplan/) [ IBM Planning Analytics ](https://www.selecthub.com/p/epm-software/ibm-planning-analytics/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [Choose your main industry ](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [Choose your company size ](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "EPM", "item": "https://www.selecthub.com/category/enterprise-performance-management/" }, { "@type": "ListItem", "position": 3, "name": "EPM Software", "item": "https://www.selecthub.com/c/epm-software/" }, { "@type": "ListItem", "position": 4, "name": "Tagetik" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "Tagetik", "description": "Tagetik is a broad all-in-one financial ERP with various modules such as budgeting, planning and forecasting, financial reporting, disclosure management, compliance regulatory reporting and more.It runs on a unified apparatus that fuses finances and operations while facilitating consolidations and closes, scheduling, analytics and documentation, disclosures and compliance. Its deployments include cloud and on-premise.", "review": { "@type": "Review","reviewRating": { "@type": "Rating", "ratingValue": 91, "bestRating": 100 }, "author": { "@type": "Person", "name": "Khaleel Hayes", "reviewBody": "Tagetik, a financial performance management software, has garnered positive feedback for its robust functionality and flexibility. Users appreciate its ability to handle complex financial processes, such as consolidations, budgeting, and forecasting, with ease. Its strength lies in its ability to adapt to unique business requirements, allowing for customization and integration with existing systems. For instance, one user highlighted how Tagetik seamlessly integrated with their ERP system, streamlining data flow and reducing manual effort. This adaptability sets it apart from competitors that offer more rigid solutions. However, some users noted that Tagetik's extensive features can lead to a steeper learning curve. 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