Midmarket - Upper | BPM Partners

Integrated Business Planning Platform

4.93

BPM Pulse Rating

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BPM Pulse 2025

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OVERVIEW

deFacto is a unified, AI-enabled Integrated Business Planning platform that enables mid-market to large enterprises to optimize overall business performance by synchronizing planning and decision-making across every functional area. The application library includes FP&A, HR, S&OP, Demand Planning, Tax, Supply Chain, CapEx, and Project Planning. deFacto extends full write-back and planning capabilities to Excel and Power BI. It automates the generation of Power BI reports and templates, leverages the full range of Microsoft tools including Azure, Fabric, and connects to any financial and/or operational data source. See detailed ratings and compare to JustPerform, Vena or other vendors >>>

INDUSTRY SUCCESS

Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications

SELECTED CLIENTS

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link

Jobs at this Vendor

None available.

Wolters Kluwer CCH Tagetik

May 22, 2018/in Featured Account Reconciliation, Agentic AI, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Advanced Technologies, AI Powered, Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, No Coding, Performance/Scalability, Pre-configured Solutions, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1000 - $1499, $2000 - $2499 Vendor /by BPM Partners

Agentic AI with a Finance Brain

4.71

BPM Pulse Rating

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BPM Pulse 2025

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OVERVIEW

The AI-powered CCH® Tagetik Intelligent Platform, available in standard or SAP HANA versions, is a unified platform that consists of intelligent solutions for Financial Close and Consolidation, Extended Planning, ESG and Regulatory, and Corporate Tax. Specific solutions include CCH Tagetik Budgeting, Planning, and Forecasting, Cash Flow Planning, Capital Expenses Planning, Workforce Planning, Integrated Business Planning, Integrated Business Planning for CPG, Production Cost Planning and Control, and Supply Chain Planning (with solutions for demand, trade promotions, supply, and production planning). CCH Tagetik Financial Close and Consolidation includes Account Reconciliation, Transaction Matching, and Intelligent Disclosure for Reporting & Disclosure. Intelligent capabilities include AI Automapping, AI Anomaly Detection, AI Transaction Matching, AI Driver-based Analysis, and Predictive Intelligence. At the heart of the Intelligent Platform is Ask AI, a super agent designed to address finance-specific needs. See detailed ratings and compare to OneStream, Oracle or other vendors >>>

Featured Vendor: EPM Summit 2026

INDUSTRY SUCCESS

Financial Services, Healthcare, Manufacturing, Professional Services

SELECTED CLIENTS

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link

Industry View

BARC The Financial Consolidation Survey 25 R

BPM Partners 2025 Vendor Snapshot for Wolters Kluwer CCH Tagetik R

BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2025-2026 Vendor Landscape Matrix $

BPM Partners Wolters Kluwer CCH Tagetik 2025-2026 Vendor Landscape Matrix: Special Edition R

Dresner Advisory 2025 Wisdom of Crowds EPM Study R

Gartner CCH Tagetik a Leader in 2024 Financial Planning Solutions Magic Quadrant R

Gartner CCH Tagetik a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant R

Gartner CCH Tagetik Recognized in 2022 Market Guide for Cloud Extended Planning and Analysis Solutions R

Gartner Peer Insights: 2023 Financial Planning Software R

IDC CCH Tagetik a Leader in 2025 MarketScape: Worldwide ESG Reporting and Compliance

Nucleus Research CCH Tagetik a Leader in 2025 CPM Value Matrix R

Nucleus Research CCH Tagetik A Hot Company to Watch in 2023

Related Whitepapers & eBooks

State of the Union on Extended Planning

CCH Tagetik Supply Chain Planning Datasheet

Leveraging Performance Management to Improve Profitability in Banks

Collaboration in Financial Consolidation and Disclosure Processes

One Size Does Not Fit All

Key Steps to IFRS Readiness

Performance Management: The Next Generation

Related Webcasts & Events

2025 Pulse of Performance Management: Wolters Kluwer (CCH Tagetik) Reviewed as Core Vendor R

5 Trends in Enterprise Planning: Driving Profitable Growth in 2023 (no longer available)

How the Pandemic Presents an Opportunity for Finance Transformation

Latest News

Wolters Kluwer Named ‘Premier Leader’ in BPM Partners’ Vendor Landscape Matrix for Third Consecutive Year

Wolters Kluwer Recognized by Gartner in 2025 ESG Management and Reporting Market Guide

Wolters Kluwer Ranked in the Top 5 Globally for Excellence in AI

Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform

Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities

CCH Tagetik on SAP HANA for Powerful Analytics

Jobs at this Vendor

Open Jobs: CCH Tagetik

Jobs/Careers Information

Syntellis Performance Solutions

May 22, 2018/in Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Demand Planning, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, S&OP, Solution Library, Transfer Pricing, Workforce Planning Cloud, Mobile Next Generation Ready Advanced Technologies, AI Powered, Complementary Use Cases, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility, Vertical Focus Enterprise, Large, Midmarket - Upper $1000 - $1499, $1500 - $1999, $2000 - $2499, $2500 - $2999, $3000 and over Vendor /by BPM Partners

Elevating Performance.

0.00

BPM Pulse Rating

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OVERVIEW

Syntellis, now part of Strata Decision Technology, delivers intelligent planning and performance solutions that help society’s foundational institutions guide decisions and identify new opportunities for financial and organizational success. Syntellis’ suite of products integrates operational and strategic data across industry-specific performance management solutions and uses data science to deliver real-time, actionable insights. Syntellis IQ is a data science engine that utilizes AI/ML to synthesize billions of data points to surface key insights in market and customer data so organizations can improve their financial position, operations, and strategic outcomes. Syntellis Performance Solutions’ Axiom Software delivers a unified platform that includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Axiom Software also provides tailored industry suites for healthcare, banks and credit unions, and higher education. See detailed ratings and compare to Anaplan, Oracle or other vendors >>>

** BPM Partners has dropped coverage of this vendor and will no longer update this page **