CCH Tagetik vs Jedox comparison

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CCH Tagetik

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Executive SummaryUpdated on Dec 19, 2024

Jedox and CCH Tagetik are competing software solutions in the field of corporate performance management and financial planning. Jedox appears to have an edge in pricing, offering a more cost-effective solution, while CCH Tagetik's robust features and comprehensive capabilities suggest it provides higher value despite its more substantial investment.

Features: Jedox provides strong Excel integration, offering flexible reports and data management with ETL jobs that allow easy integration and API calls. It excels in dynamic reporting and excels in dashboards that adapt based on variables. Meanwhile, CCH Tagetik offers advanced analytics, predictive forecasting, and powerful financial intelligence. It includes superior consolidation, budgeting features, and comprehensive disclosure management capabilities within a single database. The user-friendly design reduces the learning curve for business users.

Room for Improvement: Jedox could improve in areas like advanced analytics and enhancing predictive forecasting capabilities. Enhanced support for comprehensive financial management could also be beneficial. CCH Tagetik may benefit from simplifying its deployment process, offering clearer design guidelines in its workflow feature, and optimizing user interfaces for better ease of use.

Ease of Deployment and Customer Service: Jedox's deployment is quick and efficient with straightforward integration and responsive customer support. CCH Tagetik provides extensive customer support, although its deployment may be complex due to the breadth of its features, nonetheless offering guidance to manage this complexity effectively.

Pricing and ROI: Jedox is recognized for its competitive pricing and quicker ROI due to straightforward deployment. CCH Tagetik, despite higher upfront costs, delivers strong long-term ROI attributed to its feature-rich platform, offering significant strategic value.

To learn more, read our detailed CCH Tagetik vs. Jedox Report (Updated: July 2025).

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CCH Tagetik vs. Jedox

July 2025

Helped 860,825 peers since 2012

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Categories and Ranking

CCH Tagetik

Ranking in Business Performance Management

10th

Average Rating

7.8

Reviews Sentiment

6.8

Number of Reviews

Ranking in other categories

Financial Close Software (7th)

Jedox

Ranking in Business Performance Management

11th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

No ranking in other categories

Mindshare comparison

As of July 2025, in the Business Performance Management category, the mindshare of CCH Tagetik is 7.7%, up from 5.5% compared to the previous year. The mindshare of Jedox is 5.5%, up from 4.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Business Performance Management

Featured Reviews

Julia Lupidii

Senior EPM Consultant at Solution BI France

User-friendly performance management with intuitive approach

I appreciate its user-friendliness, especially for business users who may not be very tech-savvy. In many organizations, there's a mix of IT professionals and business users with varying levels of technical expertise. One of the strengths of the solution includes a feature similar to SmartView, is that it allows users to work with Excel. Since Excel is a widely familiar tool, it reduces the learning curve and makes it more accessible to a broader audience within the organization. The workflow feature within the solution is particularly valuable. It simplifies complex processes into a step-by-step sequence, making it easy for users to follow along.

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Peter Berge

Jedox Consultant at Qbit Aps

An easy-to-deploy product with a lot of useful tools and features that provides complete freedom to create solutions

I have worked with the solution for many years. I have worked several 1000 hours in Jedox. I really like the tool and its opportunities. It's evolving, improving, and adding new features. If someone is looking to use the product, they must reach out to a partner or consultant. When a solution has all the opportunities, it's not really a plug-and-play tool. They have some options for it. It is another good thing about Jedox. We can create certain models people often use, like cash flows and currency conversion. It doesn't need much configuring. We can just purchase on a subscription basis and start using some parts of it. If you want to start looking into it, you should definitely contact someone who's made large solutions to see all the opportunities that the tool has. It is vast. Overall, I rate the tool a nine out of ten.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"The most valuable feature of CCH Tagetik is form creation."

"I appreciate its user-friendliness, especially for business users who may not be very tech-savvy."

"The ability for integration and automatic loading from the Oracle system into CCH Tagetik is very valuable."

"Has an APM, which deals with the details of data and has calculation functions included."

"I've primarily worked with CCH Tagetik as a consultant, handling implementations and not providing day-to-day user support. I initially appreciated the unified platform, the Ownership Structure Register, which benefits certain entities. The workflow feature is great, but it can become overly detailed and lacks clear guidance on design. The solution is good in terms of storage."

"We can configure and have complete freedom while creating solutions."

"The solution is quick with analysis and calculation. The tool offers high digitalization which helps us to run the controlling department with less number of people. If the software wasn't there, I would need two to three people extra to run the department."

"The customer porting is the most valuable feature."

"The EPM is the most valuable feature."

"The Excel interface is designed to retrieve data from the database and send it back, which is a significant advantage."

"The main strength of Jedox lies in mastering the navigation, especially the Excel add-in."

"The ETL itself was pretty useful and it's integrated in the tenant itself. So the Olap service technology was impressive to me. In order to extract that and load it in the tube in the same tenant or the same tool that was something magnificent because I actually missed this in SEB. SEB requires another tool, and you have to integrate all the tools together. But for Jedox, it was in the one tool."

"The data entry point is most valuable. The way we can customize our report or do data entry is very good."

More Jedox pros

Cons

"The tool's major drawback is the ETL process, which is not up to par with other solutions."

"There is room for improvement, especially on the settings side of the solution."

"Analytics function is weak. Other products have sum(irate) function and forecasting help function, but Tagetik does not have this clarity."

"There is a need for improvement in the ability to generate all reports from one click, like both P&L and balance sheets, to be available together in Excel."

"We faced difficulties while uploading data."

"Visualization is something they need to improve. We have already told them about this, and they should be working on it."

"There is not much training for Jedox."

"From a development perspective, there's room for improvement in the area called the designer, where you actually build your reports to make it easier to manage the process."

"I don't find it particularly user-friendly."

"Jedox should improve the design and server issues."

"Online pixel-perfect reporting is an aspect that has room for improvement."

"The solution should enable a modern look and feel in the front end."

"More emphasis is needed on the availability of the learning aspect of the solution. Because unless you take up their course that enables you to be an expert in creating the report, you must seek help."

More Jedox cons

Pricing and Cost Advice

"The solution's pricing is affordable."

"The solution is quite expensive."

"If you are using SAP, then you will have to take an SAP Connector license. The license across the tool is paying for the people who are using it as an admin or as a normal user. They can work out those costs in a manner that can help. This can also be a point of improvement where they can work out the costing, and the developers have a specific licensing cost. The normal users, who are going to do probably data entry or just going to view the dashboard, can have a separate license cost."

"Excellent value for money."

"We paid a one-time fee, which included product purchase, licensing, and first-time implementation. We are paying for the maintenance regularly."

"The solution's pricing is specific to your requirements."

"The product’s pricing will not be suitable for setting up a small solution."

"Jedox was a bit cheaper compared to Calumo."

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Top Industries

By visitors reading reviews

Manufacturing Company

12%

Financial Services Firm

Computer Software Company

Healthcare Company

Computer Software Company

17%

Retailer

12%

Comms Service Provider

Financial Services Firm

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about CCH Tagetik?

I've primarily worked with CCH Tagetik as a consultant, handling implementations and not providing day-to-day user support. I initially appreciated the unified platform, the Ownership Structure Reg...

What is your experience regarding pricing and costs for CCH Tagetik?

I am not informed about pricing, but CCH Tagetik was chosen over HFM due to more comprehensive functionalities related to IFRS 17. For larger companies, pricing might be less important compared to ...

What needs improvement with CCH Tagetik?

There is a need for improvement in the ability to generate all reports from one click, like both P&L and balance sheets, to be available together in Excel. It would also be helpful if the syste...

What do you like most about Jedox?

The ease of reporting is one of Jedox's most valuable features.

What needs improvement with Jedox?

There is not much training for Jedox. There was no training available in the beginning at all. I had to reach out to them so they would give us something. I think they're getting better, though. Th...

What is your primary use case for Jedox?

We use the solution on the cloud, and Jedox hosts it. I'm the admin at my company, and we do corporate planning and management, including all the budgeting and forecasting. We also do a lot of repo...

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Product Reports

Business Performance Management

June 2025

Download CCH Tagetik product report

Download Jedox product report

June 2025

Also Known As

Tagetik

Jedox EPM

Overview

CCH Tagetik goes beyond basic CPM. By aligning financial and operational data in a unified platform, our software ensures you're working with a single version of the truth. The result is faster financial processes and a complete view of your entire organization.

Wolters Kluwer

Integrated Corporate Performance Management software provides reliable data, insights, and guidance to everyone in your company. Jedox delivers it all: Self-service budgeting, planning, and forecasting combined with intuitive analytics and BI dashboards in one integrated software platform. Users across the enterprise in any department from Finance to Sales, HR, and Procurement create integrated plans and reports based on the same data model and business logic. Integrate financial planning and analysis with operational plans and reporting to optimize processes, boost data quality, and slash planning cycles throughout the organization.

Sample Customers

Daimler, Randstad, Rabobank, Metro Group

BP, Fiat, Carrefour, Continental, Allianz, Bacardi, McDonald’s, Netafim, Swiss Post, Telstra, Suzuki, Vodafone, University of Western Australia, Unilever