# CCH Tagetik vs Workday Adaptive Planning Comparison --- ## AI Generated Summary - **G2 reviewers report** that Workday Adaptive Planning excels in user-friendliness, making it a preferred choice for day-to-day financial management. Users appreciate its ability to streamline budgeting and forecasting processes, with one reviewer noting the platform's "exceptional flexibility" and "real-time reporting capabilities." - **Users say** that CCH Tagetik shines in its robust financial consolidation features, which are praised for their automation and data quality. Reviewers highlight the platform's powerful reporting capabilities, stating that it allows for quick implementation and dynamic reporting, making it a strong contender for organizations needing efficient financial oversight. - **According to verified reviews** , Workday Adaptive Planning has a slight edge in ease of use, with users noting that the initial setup was "100% easy and perfect." This user-friendly approach helps teams manage resources effectively and enhances overall productivity. - **Reviewers mention** that CCH Tagetik's integration capabilities are a standout feature, with many users appreciating how it consolidates budgeting, forecasting, and reporting into one cohesive platform. This centralization significantly reduces manual labor, making financial planning more efficient. - **G2 reviewers highlight** that while Workday Adaptive Planning has a solid overall satisfaction score, CCH Tagetik outperforms it in areas like quality of support and product direction. Users have noted that CCH Tagetik provides strong support and a clear vision for future enhancements, which can be crucial for long-term planning. - **Users report** that both platforms have their strengths, but Workday Adaptive Planning is particularly noted for its flexibility in financial planning scenarios. However, CCH Tagetik's comprehensive reporting features and quick implementation times make it a compelling choice for enterprises looking for a robust solution. | | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.3 out of 5 | | **Total Reviews** | 72 | 327 | | **Largest Market Segment** | Enterprise (58.8% of reviews) | Mid-Market (56.6% of reviews) | | **Entry Level Price** | Contact Us 400 Please contact for details | No pricing available | --- ## Top Pros & Cons ### CCH Tagetik Pros: - Ease of Use (6 reviews) - Efficiency (6 reviews) Cons: - Learning Curve (4 reviews) - Learning Difficulty (4 reviews) ### Workday Adaptive Planning Pros: - Ease of Use (11 reviews) - Efficiency (9 reviews) Cons: - Steep Learning Curve (5 reviews) - Complexity (4 reviews) --- ## Ratings Comparison | Rating | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Meets Requirements** | 8.5 (63 reviews) | 8.4 (276 reviews) | | **Ease of Use** | 7.9 (64 reviews) | 8.1 (282 reviews) | | **Ease of Setup** | 7.5 (47 reviews) | 7.4 (170 reviews) | | **Ease of Admin** | 7.6 (45 reviews) | 8.0 (154 reviews) | | **Quality of Support** | 8.8 (63 reviews) | 8.1 (250 reviews) | | **Has the product been a good partner in doing business?** | 8.7 (46 reviews) | 8.5 (152 reviews) | | **Product Direction (% positive)** | 9.4 (63 reviews) | 8.8 (272 reviews) | --- ## Pricing ### CCH Tagetik #### Entry-Level Pricing Plan: Financial Close & Consolidation Price: Contact Us 400 Please contact for details Description: CCH Tagetik’s Financial Close & Consolidation solution is an AI-augmented, unified platform designed to accelerate and streamline the end-to-end financial close and consolidation process. Key Features: - Account Reconciliation - Financial Consolidation - Financial Reporting [Browse all 3 editions](https://www.g2.com/products/cch-tagetik/pricing) #### Free Trial No ### Workday Adaptive Planning #### Entry-Level Pricing No pricing available #### Free Trial Yes --- ## Features Comparison By Category ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **CCH Tagetik** | 8.2/10 | 16 | | **Workday Adaptive Planning** | 8.1/10 | 25 | #### Budget Creation | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Data Import** | 9.0 (14 reviews) | 8.4 (21 reviews) | | **Budget Hierarchies** | 8.8 (13 reviews) | 8.3 (20 reviews) | | **Versioning** | 8.7 (13 reviews) | 9.1 (20 reviews) | | **Formulas** | 8.7 (14 reviews) | 7.9 (21 reviews) | | **What-If** | 7.4 (13 reviews) | 7.8 (22 reviews) | | **Budget Periods** | 8.3 (14 reviews) | 8.8 (21 reviews) | #### Budget Management | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Consolidation** | 8.9 (14 reviews) | 8.1 (21 reviews) | | **Adjustments** | 8.2 (11 reviews) | 7.9 (21 reviews) | | **Workflows** | 8.8 (12 reviews) | 7.4 (19 reviews) | #### Forecasting | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Historical Data** | 8.8 (12 reviews) | 8.1 (19 reviews) | | **Reforecast** | 8.2 (11 reviews) | 8.3 (20 reviews) | | **Forecast Types** | 8.3 (11 reviews) | 8.2 (19 reviews) | | **Rolling Forecasts** | 7.9 (12 reviews) | 8.3 (19 reviews) | | **AI** | 4.7 (5 reviews) | 6.2 (18 reviews) | #### Analytics | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Variance Analysis** | 8.3 (12 reviews) | 7.6 (19 reviews) | | **Forecasts Comparison** | 8.9 (12 reviews) | 8.5 (19 reviews) | | **Forward Looking** | 7.0 (11 reviews) | 8.2 (19 reviews) | #### Agentic AI - Budgeting and Forecasting | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Financial Close | Product | Score | Reviews | |---|---|---| | **CCH Tagetik** | 9.0/10 | 18 | | **Workday Adaptive Planning** | N/A | N/A | #### Reconciliation | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Consolidation** | 9.1 (13 reviews) ✓ Verified | Not enough data | | **Management** | 9.0 (13 reviews) ✓ Verified | Not enough data | | **Accounting** | 8.9 (11 reviews) ✓ Verified | Not enough data | #### Reporting | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Report Types** | 8.8 (14 reviews) ✓ Verified | Not enough data | | **Standard** | 9.0 (15 reviews) ✓ Verified | Not enough data | | **Custom** | 9.3 (15 reviews) ✓ Verified | Not enough data | #### Closing Process | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Audit** | 9.2 (15 reviews) ✓ Verified | Not enough data | | **Journal Entries** | 8.9 (16 reviews) ✓ Verified | Not enough data | | **Distribution** | 8.6 (16 reviews) ✓ Verified | Not enough data | #### AI - Financial Close | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Compliance** | Not enough data | Not enough data | | **Reconciliation** | Not enough data | Not enough data | | **Data Collection** | Not enough data | Not enough data | | **Analysis** | Not enough data | Not enough data | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **CCH Tagetik** | 9.0/10 | 14 | | **Workday Adaptive Planning** | 8.0/10 | 181 | #### Financial Planning | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Extended Planning** | 9.7 (5 reviews) ✓ Verified | 7.9 (73 reviews) ✓ Verified | | **Reporting** | 9.5 (11 reviews) ✓ Verified | 8.1 (89 reviews) ✓ Verified | | **Integration** | 9.5 (10 reviews) ✓ Verified | 7.3 (90 reviews) ✓ Verified | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Financial Insight | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Budgeting** | 9.6 (9 reviews) ✓ Verified | 8.8 (163 reviews) ✓ Verified | | **Forecasting** | 9.1 (9 reviews) ✓ Verified | 8.5 (165 reviews) ✓ Verified | | **Planning** | 9.4 (9 reviews) ✓ Verified | 8.6 (167 reviews) ✓ Verified | #### Data | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Data Visualization** | 8.1 (9 reviews) ✓ Verified | 7.5 (116 reviews) ✓ Verified | | **Data Analysis** | 8.3 (8 reviews) ✓ Verified | 7.9 (131 reviews) ✓ Verified | | **Custom Reporting** | 9.2 (10 reviews) ✓ Verified | 7.9 (150 reviews) ✓ Verified | | **Reporting Templates** | 8.8 (11 reviews) ✓ Verified | 7.6 (129 reviews) ✓ Verified | #### Status Communication | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Collaboration** | 8.5 (8 reviews) ✓ Verified | 8.1 (137 reviews) ✓ Verified | | **Version Control** | 9.0 (8 reviews) ✓ Verified | 8.6 (147 reviews) ✓ Verified | | **Real-Time Data Updates** | 8.3 (6 reviews) ✓ Verified | 8.3 (140 reviews) ✓ Verified | | **Scorecards** | 8.6 (6 reviews) | 7.4 (88 reviews) ✓ Verified | ### Environmental, Social, and Governance (ESG) Reporting | Product | Score | Reviews | |---|---|---| | **CCH Tagetik** | N/A | N/A | | **Workday Adaptive Planning** | 7.3/10 | 12 | #### Data Collection | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Data Types** | Not enough data | 7.6 (11 reviews) | | **Data Sources** | Not enough data | 8.2 (11 reviews) | | **Third Party** | Not enough data | 6.9 (8 reviews) | #### Reporting | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Ratings** | Not enough data | 7.7 (10 reviews) | | **Investment** | Not enough data | 6.7 (8 reviews) | | **Public** | Not enough data | 7.1 (8 reviews) | #### Integration | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Governance, Risk & Compliance** | Not enough data | 7.7 (8 reviews) | | **Finance** | Not enough data | 7.2 (12 reviews) | | **Environmental, Quality and Safety Management** | Not enough data | 7.5 (8 reviews) | #### Risk Management - Environmental, Social, and Governance (ESG) Reporting | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Communications** | Not enough data | Not enough data | | **Risk Identification** | Not enough data | Not enough data | | **Risk Assessment** | Not enough data | Not enough data | | **Strategic Planning** | Not enough data | Not enough data | #### Reporting - Environmental, Social, and Governance (ESG) Reporting | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Benchmarking & Competitive Analysis** | Not enough data | Not enough data | | **Actionable Insights** | Not enough data | Not enough data | | **AI-Enabled ESG Reporting** | Not enough data | Not enough data | | **Performance Tracking** | Not enough data | Not enough data | | **Compliance Reporting** | Not enough data | Not enough data | #### Agentic AI - Environmental, Social, and Governance (ESG) Reporting | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Workforce Planning | Product | Score | Reviews | |---|---|---| | **CCH Tagetik** | N/A | N/A | | **Workday Adaptive Planning** | 8.1/10 | 14 | #### Resource Planning - Workforce Planning | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Reconciliation** | Not enough data | 7.5 (10 reviews) | | **Headcount Planning** | Not enough data | 9.2 (13 reviews) | | **Reporting** | Not enough data | 8.9 (11 reviews) | | **Expense Planning** | Not enough data | 9.0 (12 reviews) | #### Human Resources - Workforce Planning | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Integrations & APIs** | Not enough data | 8.3 (11 reviews) | | **Compensation Bands** | Not enough data | 7.9 (11 reviews) | | **Org Chart** | Not enough data | 7.0 (10 reviews) | | **Recruitment Workflows** | Not enough data | 7.3 (11 reviews) | ### Financial Reconciliation | Product | Score | Reviews | |---|---|---| | **CCH Tagetik** | N/A | N/A | | **Workday Adaptive Planning** | N/A | N/A | #### Reconciliation - Financial Reconciliation | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Automation** | Not enough data | Not enough data | | **Bank Statements** | Not enough data | Not enough data | | **Exceptions** | Not enough data | Not enough data | | **Algorithms** | Not enough data | Not enough data | #### Audit - Financial Reconciliation | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Accuracy** | Not enough data | Not enough data | | **Compliance** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **Audit Trail** | Not enough data | Not enough data | #### Integrations - Financial Reconciliation | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Accounting** | Not enough data | Not enough data | | **Inventory** | Not enough data | Not enough data | | **ERP** | Not enough data | Not enough data | | **Banking** | Not enough data | Not enough data | #### User Permissions and Security - Financial Reconciliation | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Access** | Not enough data | Not enough data | | **Authentication** | Not enough data | Not enough data | | **Encryption** | Not enough data | Not enough data | | **Regulations** | Not enough data | Not enough data | #### Agentic AI - Financial Reconciliation | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Sales Planning | Product | Score | Reviews | |---|---|---| | **CCH Tagetik** | N/A | N/A | | **Workday Adaptive Planning** | N/A | N/A | #### Sales Performance Features - Sales Planning | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Account Scoring** | Not enough data | Not enough data | | **Revenue Planning** | Not enough data | Not enough data | | **Account Segmentation** | Not enough data | Not enough data | | **Sales Performance** | Not enough data | Not enough data | | **Sales Forecasting** | Not enough data | Not enough data | | **Integrations** | Not enough data | Not enough data | | **Scenario Modeling** | Not enough data | Not enough data | #### Territory Management - Sales Planning | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Territory Management** | Not enough data | Not enough data | | **Territory Planning** | Not enough data | Not enough data | #### Quota & Capacity Management - Sales Planning | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Quota Management** | Not enough data | Not enough data | | **Capacity Management** | Not enough data | Not enough data | | **Quota Planning** | Not enough data | Not enough data | #### Agentic AI - Sales Planning | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **CCH Tagetik** | N/A | N/A | | **Workday Adaptive Planning** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (2):** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Unique to CCH Tagetik (3):** [Financial Close Software](https://www.g2.com/categories/financial-close), [Financial Reconciliation Software](https://www.g2.com/categories/financial-reconciliation), [Disclosure Management Software](https://www.g2.com/categories/disclosure-management) **Unique to Workday Adaptive Planning (3):** [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting), [Sales Planning Software](https://www.g2.com/categories/sales-planning), [Workforce Planning Software](https://www.g2.com/categories/workforce-planning) --- ## Reviewer Demographics ### By Company Size | Segment | CCH Tagetik | Workday Adaptive Planning | |---|---|---| | **Small-Business** | 11.8% | 11.0% | | **Mid-Market** | 29.4% | 56.6% | | **Enterprise** | 58.8% | 32.4% | ### By Industry #### CCH Tagetik - **Insurance:** 17.6% - **Banking:** 17.6% - **Paper & Forest Products:** 7.4% - **Retail:** 5.9% - **Financial Services:** 4.4% - **Construction:** 4.4% - **Utilities:** 4.4% - **Accounting:** 4.4% - **Maritime:** 2.9% - **Transportation/Trucking/Railroad:** 2.9% - **Other:** 27.9% #### Workday Adaptive Planning - **Computer Software:** 15.2% - **Information Technology and Services:** 9.4% - **Financial Services:** 7.4% - **Hospital & Health Care:** 5.2% - **Accounting:** 4.9% - **Non-Profit Organization Management:** 4.9% - **Higher Education:** 3.2% - **Retail:** 3.2% - **Marketing and Advertising:** 2.3% - **Health, Wellness and Fitness:** 1.9% - **Other:** 42.4% --- ## Alternatives ### Alternatives to CCH Tagetik - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (160 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2148 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (501 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Lucanet](https://www.g2.com/products/lucanet/reviews) — 4.7/5 stars (59 reviews) - [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews) — 4.3/5 stars (111 reviews) - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — 4.5/5 stars (1068 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews) ### Alternatives to Workday Adaptive Planning - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (107 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) — 4.4/5 stars (257 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews) - [Jedox](https://www.g2.com/products/jedox/reviews) — 4.3/5 stars (188 reviews) - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (160 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (501 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (357 reviews) --- ## Top Discussions ### CCH Tagetik No discussions available for this product. ### Workday Adaptive Planning - Title: [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) — 1 comment, 1 upvote > **Top comment:** "Not to my knowledge, we use teleopti for workforce planning" --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/cch-tagetik-vs-workday-adaptive-planning)