CCH Tagetik vs. Finrely Comparison


CCH Tagetik Wolters Kluwer	Finrely	+	+
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About Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is the unified platform that connects finance and operations and streamlines your consolidation & close, planning, reporting & analytics, disclosures and compliance.	About Finrely is a SaaS financial reporting and FP&A platform for founders, finance teams, fractional CFOs, and accounting firms. It connects read-only to QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe to produce P&L, balance sheet, cash flow, dashboards, and board packs. Users can drill into source accounts and analytic dimensions, review data-quality scores, build budgets and driver-based forecasts, compare actuals with plans, and assess prior forecast accuracy. Pro and Advisor plans support multi-entity management consolidation, eliminations, multi-currency translation, scenarios, and co-branded exports. AI features summarize changes, risks, and opportunities and answer questions using connected financial data. Reports can be exported to PDF, XLSX, and CSV.
Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Large companies in all vertical markets, including banking, insurance, manufacturing, retail, telco, media, construction, power and utilities, healthcare, automotive, law, and more.	Audience Founders, finance leads, fractional CFOs, accountants, and accounting or corporate-services firms managing financial reporting and planning for one or more businesses
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing $79/month Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies. Free Version Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Wolters Kluwer Founded: 1836 United States www.tagetik.com	Company Information Finrely United Arab Emirates finrely.com
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Categories Budgeting Supported Business Performance Management Supported Disclosure Management Supported Financial Close Supported Financial Consolidation Supported Financial Planning and Analysis (FP&A) Supported Financial Reporting Supported Lease Accounting Supported Machine Learning Supported Predictive Analytics Supported Reporting Supported	Categories Financial Planning and Analysis (FP&A) Supported Financial Reporting Supported
Financial Reporting Features "What If" Scenarios Supported Audit Trail Supported Balance Sheet Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Show More Features Budgeting Features "What If" Scenarios Supported Asset Planning Supported Balance Sheet Supported Capital Asset Planning Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Project Budgeting Supported Run Rate Tracking Supported Version Control Supported Business Performance Management Features Ad hoc Analysis Supported Ad Hoc Reports Supported Budgeting & Forecasting Supported Consolidation / Roll-Up Supported Dashboard Supported Key Performance Indicators Supported Predictive Analytics Supported Qualitative Analysis Supported Quantitative Analysis Supported Scorecarding Supported Strategic Planning Supported Lease Accounting Features Amortization Schedule Supported Asset Management Supported Billing & Invoicing Not Supported Budgeting & Forecasting Supported Capitalization Reporting Supported Critical Date Alerts Not Supported Expense Tracking Not Supported For Equipment Leases Supported For Real Estate Supported Payment Tracking Supported Portfolio Management Supported Tax Management Supported Machine Learning Features Deep Learning Not Supported ML Algorithm Library Not Supported Model Training Not Supported Natural Language Processing (NLP) Not Supported Predictive Modeling Supported Statistical / Mathematical Tools Not Supported Templates Not Supported Visualization Supported Predictive Analytics Features AI / Machine Learning Supported Benchmarking Supported Data Blending Not Supported Data Mining Not Supported Demand Forecasting Supported For Education Not Supported For Healthcare Not Supported Modeling & Simulation Not Supported Sentiment Analysis Not Supported Reporting Features Customizable Dashboard Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Supported Marketing Reports Supported OLAP Supported Report Export Supported Sales Reports Supported Scheduled / Automated Reports Supported
Integrations Azure Marketplace Supported BI Book Supported Kinective Bridge Supported Microsoft 365 Supported Microsoft Azure Supported Microsoft Excel Supported Odoo Not Supported QuickBooks Online Not Supported SAP Cloud Platform Supported SAP HANA Supported Stripe Not Supported Xero Not Supported Zoho Books Not Supported Show More Integrations View All 8 Integrations	Integrations Azure Marketplace Not Supported BI Book Not Supported Kinective Bridge Not Supported Microsoft 365 Not Supported Microsoft Azure Not Supported Microsoft Excel Not Supported Odoo Supported QuickBooks Online Supported SAP Cloud Platform Not Supported SAP HANA Not Supported Stripe Supported Xero Supported Zoho Books Supported Show More Integrations View All 5 Integrations
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