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CCH Tagetik vs Workiva Wdesk comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

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
8th
Ranking in Financial Close Software
4th
Average Rating
7.8
Reviews Sentiment
6.8
Number of Reviews
7
Ranking in other categories
No ranking in other categories
Workiva Wdesk
Ranking in Business Performance Management
11th
Ranking in Financial Close Software
6th
Average Rating
7.0
Reviews Sentiment
7.0
Number of Reviews
7
Ranking in other categories
GRC (9th)
 

Mindshare comparison

As of April 2026, in the Business Performance Management category, the mindshare of CCH Tagetik is 4.9%, down from 7.4% compared to the previous year. The mindshare of Workiva Wdesk is 3.5%, up from 3.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Mindshare Distribution
ProductMindshare (%)
CCH Tagetik4.9%
Workiva Wdesk3.5%
Other91.6%
Business Performance Management
 

Featured Reviews

KK
CTO at Grupa Wirtualna Polska
Automatic data integration and validation streamline financial reporting
I am an external consultant for an insurance company where CCH Tagetik was implemented instead of Oracle HFM about two years ago. I support preparing data for CCH Tagetik by preparing files, loading data via IPL, and supporting integration from Oracle or any other general ledger that entities use…
reviewer2510292 - PeerSpot reviewer
Corporate ESG Analyst at a university with 1,001-5,000 employees
Has cross-functional connectivity but improvement is needed in script encoding
The tool's deployment is quick. Once the program is set up, you're ready to collect data and connect it to your report. The deployment team's size depends on the size of the company and how many different data providers you're utilizing. Some companies have one person doing everything, while others have a huge team. We're on the latter end of it, with many people involved. One great thing about the platform is that everything is consolidated in one place, providing a single resource for everyone. This is a benefit. The maintenance of the solution depends on the experience of the person managing the company's program. The company might have a contractor handling the back end and software management if they're low-level and only analyzing the data. However, if you have someone experienced with software and script encoding, that person might be the analyst and managing the program. Generally, most people are just analysts and not managing the software. There's an opportunity for improvement in user management of their software, and I hope they address this gap before the year ends.

Quotes from Members

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

Pros

"Has an APM, which deals with the details of data and has calculation functions included."
"APM, which deals with the details of data and has calculation functions included, is very powerful, and accounting and financial departments members like it."
"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."
"The most valuable feature of CCH Tagetik is form creation."
"It's user friendly, and it doesn't require code programming, with only the parameters needing to be entered."
"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."
"It makes the compliance process more efficient and more effective."
"It helps you to maintain a backup of your data, including the connectivity with the tables, which provides a user-friendly way to handle and access your files."
"The cross-functionality between connectivity, whether through API connections between different software platforms or the connection of data collection to the actual written ESG report, is highly valuable. The connectivity of all these aspects significantly aids in data assurance, which I consider a bonus."
"The collaboration within the platform is valuable."
"Workiva Wdesk has a flow diagram that is standardized, making it easy for people to file documents on ECDAs, which are in HTML format."
"Workiva Wdesk is pretty good in terms of getting the data from the system, automating the reporting schedules...It has a very good integration with ERP tools."
"The most valuable feature is its ability to easily upload and update financial results, creating a dynamic data sheet."
 

Cons

"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."
"Stability issues: Yes there are."
"Analytics function is weak. Other products have sum(irate) function and forecasting help function, but Tagetik does not have this clarity."
"We faced difficulties while uploading data."
"There is room for improvement, especially on the settings side of the solution."
"Because of the on-the-fly functionalities, we do see that especially with larger databases, the response times of the reports are under pressure."
"Analytics function is weak. Other products have sum(irate) function and forecasting help function, but Tagetik does not have this clarity."
"The tool's major drawback is the ETL process, which is not up to par with other solutions."
"The speed must be improved."
"One area where Workiva Wdesk could improve is by ensuring that its cloud-based system is fully compatible with the most current versions of PowerPoint and Excel."
"Regarding the solution, reporting has certain areas that can be considered for improvement."
"At this point, I don't see a compelling reason to invest in Workiva. It may be necessary for compliance and controlling the version of SCC, but not everyone needs its high-end capabilities."
"The most critical issue is the need to shift between uppercase and lowercase."
"The tool's script encoding needs to be updated to make it more user-friendly and less of a manual process when changes are made to a company's program. Those changes happen frequently due to mandatory or voluntary reporting requirements, leading to lost linkage connections that must be manually reset each time a change is made. This aspect is not functional now, and I see it as an opportunity for improvement."
"With this product, it's more about the integrated data model where you can have a one-to-many/many-to-one relationship between your policies and processes, risks, and controls. They need to showcase how you can put those pieces together."
 

Pricing and Cost Advice

"The solution is quite expensive."
"The solution's pricing is affordable."
"Our clients in Asia think that the solution is too expensive."
report
Use our free recommendation engine to learn which Business Performance Management solutions are best for your needs.
885,444 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
Manufacturing Company
14%
Financial Services Firm
10%
Healthcare Company
8%
Computer Software Company
8%
Financial Services Firm
16%
Manufacturing Company
8%
Computer Software Company
7%
Insurance Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business4
Large Enterprise4
By reviewers
Company SizeCount
Small Business1
Midsize Enterprise1
Large Enterprise5
 

Questions from the Community

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 is your primary use case for CCH Tagetik?
I am an external consultant for an insurance company where CCH Tagetik was implemented instead of Oracle HFM about two years ago. I support preparing data for CCH Tagetik by preparing files, loadin...
What needs improvement with Workiva Wdesk?
The tool's script encoding needs to be updated to make it more user-friendly and less of a manual process when changes are made to a company's program. Those changes happen frequently due to mandat...
What advice do you have for others considering Workiva Wdesk?
I've been working with the tool's script encoding departments and top management to address gaps in their script encoding. They are working towards closing these gaps to ensure we can continue usin...
 

Also Known As

Tagetik
Wdesk
 

Overview

 

Sample Customers

Daimler, Randstad, Rabobank, Metro Group
Noodles Company, eBay, Winnebago, American Assets Trust, AmericanEnterprise, Calpian, Capstone Infrastructure, Cascades, Circor International, Coeur Mining, Davey, Dr Pepper Snapple
Find out what your peers are saying about CCH Tagetik vs. Workiva Wdesk and other solutions. Updated: March 2026.
885,444 professionals have used our research since 2012.