Tagetik

What Tagetik does

Tagetik operates as CCH Tagetik, a unified Corporate Performance Management (CPM) software platform wholly owned by Wolters Kluwer N.V. (Euronext Amsterdam: WKL) under its Corporate Performance & ESG division. Founded in 1986, the company was acquired by Wolters Kluwer in 2013 and is headquartered in Stamford, Connecticut, with 501-1,000 employees and operational presence spanning the Americas, EMEA, and Asia Pacific. CCH Tagetik serves large enterprises across banking, insurance, manufacturing, CPG, transportation, and consumer goods, providing software for financial close, consolidation, regulatory reporting, planning, budgeting, ESG/sustainability, and corporate tax. The platform integrates 30+ specialized modules — including Financial Close & Consolidation, IFRS 17, Solvency II, EBA FinRep, ESG & CSRD, Global Minimum Tax, Integrated Business Planning, and Supply Chain Planning — onto a single data foundation.

The platform's technology stack centers on the CCH Tagetik Intelligent Platform with Expert AI embedded across every process. AI capabilities include Agentic AI (an autonomous 'super agent' for multi-step finance tasks), Ask AI (natural language querying), Intelligent Analytics (real-time structured-data analysis), Predictive Forecasting (ML-driven projections), and Intelligent Disclosure (automated narrative content for regulatory filings). The platform supports both cloud and on-premise deployment, integrates natively with SAP HANA, SAP BOFC, Microsoft Azure, Qlik, and IBM Cloud, and holds IBM Cloud for Financial Services Validated and AirCyber Gold certifications for regulated industries.

CCH Tagetik operates an enterprise field sales motion targeting CFOs and finance leaders at large, complex organizations with a quote-based pricing model. Revenue is generated through SaaS subscriptions to the platform and modules plus professional services (implementation, consulting, training via the CCH Tagetik Academy). The company serves 2,000+ customers across 60+ countries, with named logos including BNP Paribas, Generali, Toyota, Agfa, Vinci, Pernod Ricard, SNCF, New Balance, UBE Corporation, and Stella International Holdings. Distribution is direct sales augmented by a global partner network (PwC, VantagePoint, IMA India for thought leadership; implementation partners for deployment). The platform has been recognized for nine consecutive years as a BARC Market Leader in FPM, as a five-time Gartner Magic Quadrant Leader for Financial Planning Software, and as a three-time Gartner Magic Quadrant Leader for Financial Close & Consolidation Solutions.

Name

Tagetik

Legal name

Wolters Kluwer N.V.

Website

https://tagetik.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

501–1,000 employees

Short description

CCH Tagetik is a Wolters Kluwer-owned enterprise Corporate Performance Management software platform serving 2,000+ large organizations across 60+ countries with financial close, consolidation, planning, ESG, and tax modules powered by embedded Expert AI.

Ownership category

akta.pro rank

Product category

Corporate Performance Management Software

NAICS

Software Publishers (51321)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Continuous Controls Monitoring (CCM) (HDADAHAE)

Keywords

• Corporate performance management
• Financial consolidation software
• Budgeting planning forecasting
• ESG sustainability reporting
• AI-powered finance

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Platform Subscription: SaaS-based subscription model for the CCH Tagetik Intelligent Platform covering financial close, consolidation, planning, and ESG reporting modules
2. Professional Services: Implementation, consulting, and training services including CCH Tagetik Academy for onboarding and advanced capabilities

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

CCH Tagetik provides a unified Corporate Performance Management (CPM) software platform that integrates financial close, consolidation, planning, forecasting, ESG and sustainability reporting, and corporate tax on a single trusted foundation with embedded Expert AI across every finance process. The platform is sold as enterprise software to large organizations such as BNP Paribas, Generali, Toyota, Vinci, Pernod Ricard, New Balance, Agfa, and SNCF, available as cloud or on-premise deployment with native integrations to SAP, Microsoft, Qlik, and IBM Cloud.

Product overview

CCH Tagetik is a unified corporate performance management (CPM) software platform offered by Wolters Kluwer under its Corporate Performance & ESG division. The platform follows a platform-plus-modules architecture centered on the CCH Tagetik Intelligent Platform with Expert AI embedded across every process. The core platform integrates financial close & consolidation, extended planning & budgeting, ESG & regulatory reporting, and corporate tax into a single trusted foundation. The product portfolio includes specialized modules for Financial Close & Consolidation (Account Reconciliation, Financial Consolidation, Financial Reporting, Integrated Reporting, Profitability Analysis, iXBRL), ESG & Regulatory (ESG & Sustainability, IFRS 17, IFRS 16/ASC 842, Solvency II, EBA FinRep), Corporate Tax (Global Minimum Tax, Operational Transfer Pricing, Tax Provision & Reporting), and Extended Planning (Budgeting/Planning/Forecasting, Cash Flow Planning, Integrated Business Planning, Capital Expenses Planning, Workforce Planning, Supply Chain Planning, Demand Planning, Inventory Optimization, Supply Planning, Production Planning, Sales & Operations Planning). AI capabilities are delivered through Expert AI with components including Ask AI (natural language queries), Intelligent Analytics, Predictive Forecasting, Agentic AI, and Intelligent Disclosure. The platform serves industries including Banking & Financial Services, Insurance, Manufacturing, and CPG, and is available as cloud or on-premise deployment.

Differentiator

Problem solved

Functional benefit

Products and services

• CCH Tagetik Intelligent Platform Unified performance management platform that brings financial close, consolidation, planning, and reporting together on a single foundation with Expert AI embedded across every process; available as cloud or on-premise deployment.
• Financial Close & Consolidation Closing financial books faster and consolidating data with confidence across every entity; delivers audit-ready results with real-time visibility into close status.
• Budgeting, Planning & Forecasting Extended planning module for continuous budgeting, scenario modeling, and financial forecasting with real-time collaboration for FP&A teams.
• ESG & Sustainability Performance Management ESG reporting and sustainability performance management module tracking and reporting environmental, social, and governance metrics including CSRD compliance.
• Integrated Business Planning Connects financial and operational planning processes for comprehensive business planning across the enterprise, including sales and operations planning (S&OP).
• Supply Chain Planning Supply chain planning solution covering demand forecasting, supply optimization, inventory management, production planning, and S&OP for manufacturing operations.
• Insurance Contracts: IFRS 17 Specialized insurance contract accounting solution under IFRS 17 standard, handling measurement, recognition, and disclosure requirements for insurers.
• Solvency II Regulatory Reporting Regulatory reporting solution for insurance companies operating in the European Union under the Solvency II framework.
• EBA Regulatory Reporting Comprehensive European Banking Authority regulatory reporting solution covering EBA Consolidated FinRep and multiple reporting frameworks required by European banking regulators.
• Global Minimum Tax (Pillar Two) Corporate tax solution addressing OECD Pillar Two global minimum tax requirements including GloBE rules and qualified domestic minimum top-up taxes for multinational organizations.
• Tax Provision & Reporting Tax provision and reporting solution integrating finance and tax data for accurate tax expense calculation and disclosure across multinational organizations.
• Agentic AI (Expert AI Super Agent) Autonomous AI agent technology that takes multi-step actions to automate manual finance tasks with limited human intervention, delivering agentic AI across the CCH Tagetik Intelligent Platform.
• Ask AI and Intelligent Analytics Ask AI provides natural language query capability for real-time financial data analysis; Intelligent Analytics delivers real-time data analysis for planning, close, consolidation, and reporting processes.
• Banking & Financial Services Industry Solution Industry-specific solution for banking and financial services organizations covering regulatory reporting, financial close, consolidation, and compliance with IGAAP, Ind AS, and U.S. GAAP.
• Insurance Industry Solution Insurance industry solution addressing IFRS 17, Solvency II, and other insurance-specific regulatory and performance management requirements.
• Manufacturing Industry Solution Manufacturing industry solution with supply chain planning, production cost planning, capital expense planning, and operational performance management capabilities.
• CPG Industry Solution Consumer packaged goods industry solution for demand planning, trade promotion optimization, supply planning, and revenue growth management.

Quantifiable outcome

• CCH Tagetik customers report high satisfaction with planning, consolidation, and governance functionality
• +1 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability8 records

Feature8 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• PwCcoreStrategic or Co-development PartnerPwC partnered with CCH Tagetik to deliver webinars on bringing AI-enabled Finance into reality. The collaboration focuses on helping finance leaders understand and implement AI capabilities within their finance functions.
• VantagePointcoreStrategic or Co-development PartnerVantagePoint collaborated with CCH Tagetik to present webinars on AI within Finance, providing thought leadership content on AI trends in finance landscape.
• IMA IndiaminorStrategic or Co-development PartnerIMA India collaborated with Wolters Kluwer's CCH Tagetik to conduct the 2025 CCH Tagetik India Survey, gathering insights from 100 top enterprises and 34 CFOs across BFSI, energy, automotive, retail, and tech sectors on Enterprise Performance Management priorities.
• SAPcoreTechnology or IntegrationSAP integration capabilities for CCH Tagetik, including SAP HANA and SAP BOFC integration. The platform supports seamless data flow with SAP systems for financial reporting and consolidation.
• MicrosoftcoreTechnology or IntegrationMicrosoft technology integration including Azure cloud deployment and Microsoft ecosystem connectivity for CCH Tagetik platform.
• IBMcoreTechnology or IntegrationCCH Tagetik achieved IBM Cloud for Financial Services Validated designation, affirming its security and compliance standards for financial services deployments on IBM Cloud.
• CCH Tagetik PartnerscoreChannel Partner/ Reseller/ DistributorGlobal partner network including implementation partners, resellers, and consultants who help deploy and support CCH Tagetik solutions across different regions and industries.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• OneStream Software: Pure-play CPM/EPM vendor offering financial close, consolidation, planning, and reporting on a single unified platform for enterprise finance teams. Directly competes with CCH Tagetik across financial close, consolidation, and extended planning, often winning on modern cloud-native UX and faster implementation.
• Planful: Cloud-native financial planning, budgeting, and close platform (formerly Host Analytics) targeting mid-market and enterprise finance teams. Overlaps with CCH Tagetik in financial planning, close, and consolidation, and is frequently cited alongside CCH Tagetik in analyst rankings.
• Workiva: Cloud platform for SEC reporting, ESG/CSRD disclosures, audit, and connected financial reporting. Competes with CCH Tagetik specifically in regulatory and ESG/Sustainability reporting use cases and is increasingly extending into close and consolidation workflows.
• Prophix Software: Corporate performance management vendor offering budgeting, planning, forecasting, financial close, consolidation, and reporting. Directly competes with CCH Tagetik, particularly in the mid-market and EMEA segments where Prophix has strong channel presence.
• Anaplan: Cloud-native connected planning platform acquired by Thoma Bravo. Competes with CCH Tagetik in budgeting, planning, and forecasting use cases, particularly for sales/operations planning and integrated business planning in large enterprises.
• Vena Solutions: Native Excel-integrated CPM platform for budgeting, planning, forecasting, and reporting. Competes with CCH Tagetik's budgeting and planning modules, especially with finance teams that prefer an Excel-native experience and faster deployment cycles.

Broad incumbents

• Oracle EPM Cloud (Hyperion): Oracle's enterprise performance management suite covering planning, financial close, consolidation, profitability, and tax reporting, tightly integrated with Oracle ERP Cloud. Competes broadly with CCH Tagetik, especially in large enterprises standardizing on Oracle ERP stacks.
• SAP Analytics Cloud / SAP BPC: SAP's EPM offering (formerly SAP BPC, now part of SAP Analytics Cloud) covering planning, consolidation, and analytics for SAP ERP customers. Competes directly with CCH Tagetik in financial close and consolidation for SAP-centric enterprises, and replaces legacy tools like SAP BOFC that CCH Tagetik has historically displaced.
• IBM Planning Analytics (TM1): IBM's enterprise planning and analytics platform (successor to TM1) for budgeting, forecasting, and financial analysis. Overlaps with CCH Tagetik's planning and forecasting modules and is a common incumbent in large enterprises that already run on IBM infrastructure where CCH Tagetik has achieved IBM Cloud for Financial Services validation.

Emerging players

• BlackLine: Cloud platform for financial close automation, account reconciliation, and intercompany accounting. Overlaps with CCH Tagetik's account reconciliation and close modules; increasingly moving upmarket into full close management as an emerging end-to-end alternative.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/tagetik
• YouTubeyoutube.com/user/TagetikCorporate
• Facebookfacebook.com/tagetik
• LinkedInlinkedin.com/company/tagetik

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tagetik