cpmVision vs Standard CCH Tagetik Power BI Connector

cpmVision is the perfect solution for your corporate Power BI strategy, with a lower Total Cost of Ownership and far more capabilities than the standard CCH Tagetik connector.

While the standard connector offers basic access to CCH Tagetik data. cpmVision delivers a secure, scalable and performant integration, fully supporting the financial intelligence, hierarchies, security, and metadata from day one.

This means faster implementation, reduced reliance on IT, and a trusted data foundation for dynamic, enterprise-grade reporting in Power BI, making cpmVision the smarter and future-proof choice for any organization looking for a Power BI Strategy.

With cpmVision, you bring all the knowledge and expertise you need in-house to set up your finance strategy in Power BI the right way from the start. We support you with security, governance, reporting, and extensibility. We help numerous companies worldwide successfully implement their finance strategy in Power BI.

Do you want your management & analytical reports ready in 8 to 10 weeks? Get in touch now!

cpmVision: A Financial Reporting Powerhouse with AI

Since 2020, cpmVision has established its own secure connection to CCH Tagetik, using OAuth2 authentication to ensure maximum security. Beyond reliable access to financial data in Power BI, cpmVision adds powerful collaboration features that go far beyond standard reporting.

One of the most valued capabilities is the AI infused commenting function, which allows users to add context directly to reports and dashboards. Financial professionals can share insights, clarify assumptions, and capture decision-making notes right alongside the numbers. This makes reports not only more interactive, but also a living record of discussions and actions.

Discover how cpmVision combines secure data integration, advanced reporting, and collaborative commenting to truly enhance financial performance management.

Check the cpmVision AI video's here.

Standard connector: A Basic Bridge

The standard CCH Tagetik Power BI connector provides a basic link to your financial data, suitable for straightforward reporting and smaller datasets. However, it quickly reaches its limits when organizations require more advanced analysis, scalability, or collaboration.

cpmVision goes far beyond this. Built for enterprise reporting, it not only handles complex financial models and large datasets with ease, but also introduces powerful features like in-report commenting. This enables finance teams to explain variances, capture context, and share insights directly within Power BI, something the standard connector simply cannot deliver.

With cpmVision, financial reporting becomes secure, scalable, and truly collaborative.

Financial Finesse

cpmVision is fluent in the language of finance. It seamlessly integrates your financial hierarchies, segments, and FSTs (Financial Statement Templates) within Power BI, ensuring your analysis is built on a solid foundation.

Speed Demon Performance

Large datasets can cripple traditional reporting tools. cpmVision utilizes a pre-built, optimized data model specifically designed for financial data. This translates to lightning-fast loading times and smooth performance, letting you focus on insights instead of waiting.

Scalability Superhero

Whether your data volume grows exponentially or you onboard new users, cpmVision can handle it. Its scalable architecture ensures smooth performance even with massive datasets and a growing user base.

ESG Reporting Champion

cpmVision empowers you to report on ESG data alongside your financial data, providing a holistic view of your organization's performance. This is crucial for businesses that prioritize sustainability and stakeholder reporting.

Superb Expertise and reporting templates

cpmVision has a unique blend of finance and BI experts with years of experience in both fields. Moreover, cpmVision has developed some very sophisticated reporting templates that have been challenged by CFO’s worldwide, which give you the perfect head start.

AI-Powered Insights

cpmVision integrates seamlessly with Microsoft's AI assistant, CoPilot, within Power BI. This unlocks a new level of financial analysis, allowing you to leverage AI for tasks like data exploration, trend forecasting, and anomaly detection, all directly within your reports.