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Technology & Integrations

Transform data into powerful business insights

Your labyrinth of mission-critical systems can be complex and require manual input. It gets more complicated when you add individual products for each financial management process.

Our unified CCH Tagetik software solution has built-in tools - such as CCH Tagetik Excel add in or CCH Tagetik SAP - which connect to underlying systems or applications to simplify operations and processes. You spend less time managing systems and more time having them work for you.

Tagetik's technology and integrations

Technology and Integrations demos

2 min Demo: Working with Excel 2 min Demo: Working with Excel
CCH Tagetik allows your users to leverage their considerable Excel skills to interact with CCH Tagetik forms and functionality. However, they are protected from many of the negatives of working in Excel. By restricting users to editing only specified areas and by pulling the data directly from the database, you no longer have the problem of broken links or inaccurate numbers. You can continue to user formulas, but with CCH Tagetik you can add comments and attachments allowing for an enhanced Excel experience for all users.


2 min Demo: Board Reporting in Power Point 2 min Demo: Board Reporting in Power Point
Watch this video to learn how to automate your monthly, quarterly or annual board reporting decks leveraging the collaborative capabilities of CCH Tagetik Collaborative Office. Distribute each section of your executive presentations, up to date and consistently formatted reporting books.


2 min Demo: Using Comments to Communicate 2 min Demo: Using Comments to Communicate
CCH Tagetik is known for its powerful built-in financial intelligence which is designed to be intuitive for the end user. This 2 minute demonstration shows how using the familiar comments capability in Excel can become a powerful communication tool in the budget and planning process.




Connectors for SAP, Microsoft and Qlik

Extract greater value from enterprise systems using CCH Tagetik’s Connectors for SAP, Microsoft, and Qlik

Seamless process integration

Seamless process integration across ERP, CRM, SharePoint and numerous data formats

Microsoft Office integration

Empower users with native Microsoft Office integration and familiar tools like Excel, Word and PowerPoint

Better information, faster!

Better information, faster! In memory processing to accelerate cycle times

Maximize existing IT investments

Maximize existing IT investments through straightforward integration with other systems

Reduce the Total Cost of Ownership

Reduce the Total Cost of Ownership (TCO) through a single, open and unified system - on the Cloud or on-prem

CCH Tagetik's technology key capabilities include

Advanced Modeling Analytics

You cannot predict the future, but there's CCH Tagetik to model business scenarios and assess the risk and potential outcomes of changes to operations, markets and business assumptions. Pro-actively evaluate what-if scenarios based on budget, plans - historical or current- and generate actionable insights.

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In-Memory Technology

No delays, no wait time. With an increasing volume of data churning through finance, from budgets to consolidation to regulatory reports, CCH Tagetik is optimized to manage complex calculations and large data sets using in-memory processing for immediate access to financial information.

Microsoft Office Integration

The best of both worlds: CCH Tagetik’s rich financial intelligence and CPM process automation, accessible through the Microsoft tools you are already familiar with: Microsoft Excel, Word, PowerPoint – even SharePoint. Budgets, Financial Statements and Annual Reports have never been so easy!

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Single, Unified Database

One software solution, one data repository, one calculation engine, one definitive and auditable source of the truth: CCH Tagetik. Unify disparate systems, processes and technology and modernize to CCH Tagetik’s comprehensive and unified corporate performance management software solution.

Cloud Deployment

Simplicity of the cloud, with all the security and scalability assurances you need. CCH Tagetik Cloud delivers the same process-driven corporate performance management capabilities, with the same collaboration, communication and governance controls of our on-premise software. Agile, flexible, fully-featured – that’s CCH Tagetik Cloud.

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On Premises Deployment

Prefer on-premise? No problem – CCH Tagetik’s CPM software solution is proven in the most complex and highly regulated IT environments and seamlessly integrates with your existing systems, programs, applications and databases. If you decide to move to the Cloud, CCH Tagetik can move with you.

Microsoft Integration

Microsoft Integration 

If you’re a finance fellow, you’re likely familiar with Microsoft technologies. This integration simplifies your daily activities in the Office of Finance while maximizes your Microsoft investments, at lower cost, so you derive greater value.

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SAP HANA Integration

CCH Tagetik on SAP HANA provides the ultimate in CPM performance, the ability to easily harness big data for analytics and the platform for future AI and predictive analytics.

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sap integration
Qlik integration

Qlik Integration

Create your interactive dashboard reports easily and gain power in data visualization. Turn your data into insights across your business quickly.  CCH Tagetik and Qlik integration enables you to ‘see the whole story’.

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Customer Quotes

On Demand Webinar


The power of unified and modernized CPM mixed with the speed of in-memory technology, CCH Tagetik and SAP HANA’s integration present an opportunity for the Office of Finance like never before. Watch the webinar and listen our panel of industry experts from CCH Tagetik, SAP and PwC discuss the opportunities this partnership presents for the Office of Finance. Christoph Siemons, head of planning and forecasting at Vaillant Group, will describe his experience working hands on with CCH Tagetik inside a SAP HANA environment.

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