CCH Tagetik
by Wolters Kluwer (CCH Tagetik) · Financial Close & Consolidation
AI-powered unified platform for financial close, consolidation, planning and disclosure.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
SAPMicrosoftQlik- Deployment
- Cloud, On-premise
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 1986
- Headquarters
- Lucca, Italy
Overview
CCH Tagetik is a corporate performance management (CPM) platform sold by Wolters Kluwer that brings financial close and consolidation, planning and budgeting, reporting and disclosure, corporate tax, and ESG reporting together on a single data model it calls the Analytic Information Hub. The company began in 1986 as a consultancy in Lucca, Italy, launched the Tagetik software brand in 2005, and became part of Wolters Kluwer's Corporate Performance & ESG business when Wolters Kluwer completed its acquisition of Tagetik in 2017. Wolters Kluwer reports more than 2,000 finance teams using the platform across 60+ countries, and it has been named a Leader in Gartner's Magic Quadrant for both Financial Planning and Financial Close and Consolidation Solutions.
On the financial close side, CCH Tagetik automates intercompany eliminations, multi-currency and multi-entity consolidation, equity and minority-interest adjustments, and supports IFRS, US GAAP and local statutory reporting with a full audit trail. Account Reconciliation adds a structured reconcile-review-resolve workflow with progress dashboards for balance-sheet accounts. On the planning side, the same underlying data feeds driver-based budgeting, rolling forecasts, scenario modeling, and extended planning modules for supply chain, demand, capital expenses and cash flow, with an embedded 'Expert AI' layer used for predictive forecasting, anomaly detection and variance explanation.
CCH Tagetik is offered on the cloud (hosted on AWS, with a published 99.9% uptime SLA) or on-premise, with the vendor stating both deployments offer the same functionality. It ships a version certified 'powered by SAP HANA' for real-time drill-through into SAP data, plus native Microsoft Office/SharePoint integration and a Qlik partnership for visualization. Pricing is quote-based and negotiated per customer; there is no published price list, and its Microsoft Azure Marketplace listing routes to a custom private offer.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Financial Close & Consolidation
Core consolidation cockpit for closing the books across multi-entity, multi-currency organizations.
- Automated intercompany eliminations
- Multi-currency and multi-entity consolidation
- Equity method and minority-interest adjustments calculated automatically
- Unlimited entity hierarchies
- IFRS, US GAAP and local statutory compliance
- Process-driven close workflows with task tracking
- Complete audit trail and data governance
Account Reconciliation & Transaction Matching
Structured reconcile-review-resolve workflow for balance sheet accounts and intercompany transactions.
- Automated account reconciliation workflow
- Intercompany and transaction matching
- System-certified vs. manually reconciled item tracking
- Reconciliation progress and audit-report dashboards
- Configurable approval and sign-off steps
Financial Planning, Budgeting & Forecasting
Connected planning that unifies budgets, forecasts and actuals on one data foundation.
- Driver-based and multi-entity budgeting
- Rolling and continuous forecasting
- Scenario modeling and what-if analysis
- AI-assisted predictive forecasting (Expert AI)
- Integrated business planning across finance, supply chain and operations
- Demand, supply chain and production cost planning modules
- Capital expenses and cash flow planning
Reporting, Disclosure & Profitability
Turns consolidated data into statutory, integrated and management reporting.
- Financial reporting and management dashboards
- Integrated (financial + non-financial) reporting
- Intelligent Disclosure narrative reporting with native Word/PowerPoint integration
- iXBRL tagging for regulatory filings (powered by CoreFiling)
- Profitability analysis by product, customer and channel
Platform, AI & Technology
The Analytic Information Hub and Expert AI layer underpinning every process.
- Analytic Information Hub centralizing granular financial and non-financial data
- Expert AI for anomaly detection, variance explanation and trial balance mapping
- Version certified 'powered by SAP HANA' with real-time drill-through
- Cloud (AWS) or on-premise deployment with the same functionality
- Native Microsoft Office/SharePoint integration
- Qlik integration for visualization
Common use cases
- Consolidating financials across dozens of legal entities with automated intercompany eliminations and multi-currency translation
- Speeding up monthly account reconciliation with automated matching and audit-ready reporting
- Running continuous, driver-based budgeting and rolling forecasts across finance and operations
- Producing IFRS/US GAAP compliant consolidated statements with a full audit trail
- Preparing ESG and integrated annual reports alongside financial statements on one data foundation
- Generating iXBRL-tagged filings for European regulatory disclosure
- Connecting SAP data directly into group consolidation via the SAP HANA-certified edition
Strengths & considerations
Strengths
- Single unified platform spanning close, consolidation, planning, reporting, disclosure, tax and ESG on one data model, rather than reconciling separate point solutions
- SAP-certified 'powered by SAP HANA' edition with real-time data access and drill-through into SAP systems
- Native Microsoft Word/PowerPoint integration for narrative disclosure management (Intelligent Disclosure)
- Choice of cloud or on-premise deployment with the vendor stating identical functionality either way
- Backed by Wolters Kluwer and recognized as a Gartner Magic Quadrant Leader in both Financial Planning and Financial Close & Consolidation Solutions
ERP integrations
Runs on SAP HANA in-memory technology for real-time data access and drill-through into SAP S/4HANA and SAP ERP
Native Microsoft Office and SharePoint integration; Intelligent Disclosure connects directly into Word and PowerPoint documents
Co-innovation partnership for visualizing CCH Tagetik data in Qlik
Pricing
No published price list. Priced and negotiated per customer through a CCH sales representative; the Microsoft Azure Marketplace listing routes to a custom-priced private offer rather than a fixed rate. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Cloud (AWS), with a published 99.9% uptime SLA and 24x7 monitoring, or on-premise with the same functionality
- Compliance
- ISO 27001, ISO 22301, ISO 9001, ISO 45001, SOC 1, SOC 2 (ISAE 3000 Type II)
About the vendor
- Founded
- 1986
- Headquarters
- Lucca, Italy
- Ownership
- Subsidiary of Wolters Kluwer (Euronext Amsterdam: WKL), part of its Corporate Performance & ESG business since Wolters Kluwer completed its acquisition of Tagetik in 2017
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CCH Tagetik — frequently asked questions
Does CCH Tagetik integrate with SAP?
Yes. CCH Tagetik offers a version certified 'powered by SAP HANA' that runs on SAP HANA in-memory technology, giving real-time data access and drill-through into SAP S/4HANA and SAP ERP systems.
Can CCH Tagetik be deployed on-premise?
Yes. CCH Tagetik is available on the cloud or on-premise, with the vendor stating both deployments deliver the same functionality. The cloud edition runs on AWS with a published 99.9% uptime SLA and 24x7 monitoring.
How is CCH Tagetik priced?
Pricing is quote-based and negotiated per customer through a CCH sales representative. There is no published price list, and its Microsoft Azure Marketplace listing routes to a custom-priced private offer rather than a fixed rate.
What compliance certifications does CCH Tagetik's cloud platform hold?
The cloud platform holds ISO 27001, ISO 22301, ISO 9001 and ISO 45001 certifications, along with SOC 1 and SOC 2 (ISAE 3000 Type II) attestations, per Wolters Kluwer's published certifications page.
Who owns CCH Tagetik?
CCH Tagetik, originally founded as Tagetik in 1986 in Lucca, Italy, has been part of Wolters Kluwer's Corporate Performance & ESG business since Wolters Kluwer completed its acquisition of Tagetik in 2017.
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