CCH Tagetik vs Planful comparison

Wolters Kluwer and Planful are both solutions in the Business Performance Management category. Wolters Kluwer is ranked #10 with an average rating of 7.5, while Planful is ranked #15. Wolters Kluwer holds a 7.7% mindshare in BPM, compared to Planful’s 2.8% mindshare. Additionally, 87% of Wolters Kluwer users are willing to recommend the solution, compared to 100% of Planful users who would recommend it.

CCH Tagetik

Read 7 CCH Tagetik reviews

1,081 Views
726 Comparison Views

87% willing to recommend

Planful

Read 2 Planful reviews

682 Views
344 Comparison Views

100% willing to recommend

CCH Tagetik

Planful

Comparison Buyer's Guide

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Executive SummaryUpdated on Dec 19, 2024

Planful and CCH Tagetik are designed to streamline financial planning and analysis. Planful has an edge in customer satisfaction concerning pricing and support, while CCH Tagetik is preferred for its extensive features, making it suitable for those prioritizing functionality.

Features: Planful includes comprehensive budgeting, forecasting tools, and a strong focus on collaboration. CCH Tagetik offers robust consolidation capabilities, advanced analytics, and automation features. Planful provides user-friendly solutions, whereas CCH Tagetik delivers in-depth functionalities for complex financial processes.

Ease of Deployment and Customer Service: Planful is known for its swift cloud-based deployment and responsive support, making it suitable for small to mid-sized enterprises. CCH Tagetik's deployment is more involved due to its feature-rich solutions but is complemented by reliable customer support for complex operations.

Pricing and ROI: Planful presents a cost-effective solution with a reasonable setup cost, achieving ROI quickly due to straightforward deployment. CCH Tagetik requires a higher initial investment but provides significant long-term ROI with its comprehensive capabilities, ideal for larger organizations with complex financial needs.

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

Buyer's Guide

CCH Tagetik vs. Planful

May 2025

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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

Ranking in Financial Close Software

7th

Average Rating

7.8

Reviews Sentiment

6.8

Number of Reviews

Ranking in other categories

No ranking in other categories

Planful

Ranking in Business Performance Management

15th

Ranking in Financial Close Software

19th

Average Rating

8.0

Reviews Sentiment

6.9

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 Planful is 2.8%, down from 3.4% 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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reviewer1110591

Financial Planning & Analysis - Finance Manager at a engineering company with 501-1,000 employees

It has helped us speed up the turnaround time on our consolidation, and we haven't had anything come up that the program has not been able to solve

The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools. The application that we use today for our BI tools is Tableau. That's how people absorb information. We don't really use the functionality or dashboards within Planful because of the robustness of Tableau. That's our single source of data. If Planful was better or more comparable in terms of features and functionality, we could probably leverage that in Planful.

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

"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."

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

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

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

"It has helped us speed up the turnaround time on our consolidation. We don't have to do reporting in Excel anymore, which has cut down on the errors and the efficiency of our close time."

Cons

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

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

"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."

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

"The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools."

Pricing and Cost Advice

"The solution is quite expensive."

"The solution's pricing is affordable."

"Right now, everything is on a three-year term contract, and that is our main cost."

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Top Industries

By visitors reading reviews

Manufacturing Company

12%

Financial Services Firm

10%

Computer Software Company

Healthcare Company

Computer Software Company

19%

Financial Services Firm

11%

Manufacturing Company

Real Estate/Law Firm

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

No data available

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...

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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 ...

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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...

See all answers

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Comparisons

Oracle HFM vs CCH Tagetik

Compared 19% of the time

Anaplan vs CCH Tagetik

Compared 16% of the time

SAP Business Planning and Consolidation vs CCH Tagetik

Compared 9% of the time

Oracle Hyperion vs CCH Tagetik

Compared 8% of the time

Workiva Wdesk vs CCH Tagetik

Compared 8% of the time

More CCH Tagetik Competitors

Adaptive Insights vs Planful

Compared 24% of the time

Anaplan vs Planful

Compared 23% of the time

Jedox vs Planful

Compared 22% of the time

Pigment vs Planful

Compared 18% of the time

Board vs Planful

Compared 11% of the time

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Product Reports

Buyer's Guide

Business Performance Management

June 2025

Download CCH Tagetik product report

Buyer's Guide

Business Performance Management

June 2025

Download Planful product report

Also Known As

Tagetik

Host Analytics

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

You need a financial planning solution that meets the structured demands of standardized financial planning and reporting requirements and regulations. Structured Planning with Planful automates labor-intensive planning activities in a complete cloud-based platform – giving your finance team control, consistency, and confidence in corporate financial plans.

Planful

Sample Customers

Daimler, Randstad, Rabobank, Metro Group

Tandem Diabetes Care, Reed Exhibitions, SkyGolf, Zep Inc., Thule, Stylesight, Schumacher Group, Parsons Electric, Nextag, Groupon

Buyer's Guide

CCH Tagetik vs. Planful

May 2025

Free Report: CCH Tagetik vs. Planful

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