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About Tagetik

Tagetik is a comprehensive accounting platform that helps professionals optimize financial performance management. It is generally used by finance control professionals in mid-sized and large enterprises, regardless of the industry. Users mainly trust this service for lowering Total Cost of Ownership (TCO).

Capabilities of this software include budgeting and planning, modeling and forecasting, consolidation, management reporting, disclosure management, analytics, and reporting. When it comes to deployment, it can be either on-premise or cloud-based.

Tagetik offers sheet-based enterprise budgeting software that gives its users full flexibility and workflow consistency. It streamlines the process financial planning and provides better data quality, more reliable data, and more transparency. Also, financial and operational planners can collaborate on reviewing and making management reports, which significantly simplifies the process.


  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration


  • Build, create, share, and publish analytic dashboards

  • Collaborative disclosure reporting such as board books, etc.

  • Create “what if” insights on cash flow, profitability,etc.

  • Create, share, access, and distribute real-time reports

  • Data visualizations include dynamic charts, heat, and geo-maps

  • Embedded business and financial intelligence features

  • Full-featured cash flow modeling and forecasting capabilities

  • Generate rolling budget performance forecasts within clicks

  • Manage workflow actions and deadline tasks by assigned user

  • Performance management designed for the office of finance


    Who are the main user groups of this service?
  • Main users of Tagetik are companies with over $300M in annual sales or 500+ employees in all vertical markets.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with Microsoft Office and SAP.

  • What is this service generally used for?
  • This service is generally used for budgeting and financial performance management.

  • Does this service offer an API?
  • No.

  • What platforms does this service support?
  • Tagetik can be deployed on-premise or in the cloud.

  • Does this service integrate with any other apps?
  • Integrations: Microsoft Office 365, Microsoft Power BI, Qlik Sense, SAP HANA Cloud Platform.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Email Support, Phone Support.

Vendor Information

Based in:


Who uses Tagetik
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Regional Restrictions:
No restrictions.
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