The financial planning software category
Financial planning software is evolving fast. Today’s platforms go beyond budgeting and forecasting to help Finance teams connect strategy, operations, and outcomes in one place. Gartner defines financial planning software (FPS) as “the key tool that enables data-driven financial resource allocation, investment and spending decisions by supporting effective planning, budgeting and forecasting processes.”
We feel the 2025 Gartner® Critical Capabilities for Financial Planning Software report provides a detailed analysis that assists FP&A leaders in aligning software capabilities with their organizations’ unique requirements.
Why we believe companies choose Jedox
Excel‑like web experience and Excel Add-in
Make adoption easy by working in the Excel environment you know but connected to a single source of truth with the scalability and security of Jedox.
Plan for any scenario with JedoxAI
Use the most adaptable planning and performance management platform with JedoxAI-supported forecasting, budgeting, and analysis to instantly meet your business needs in a disrupted world.
Seamless data integration of your systems
Harmonize bi-directional data flows from any system to build a living model of your organization. Get no-code integration for most use cases and low-code capabilities for more advanced projects with the Jedox Integrator.
Fast results, highest project success
Accelerate time to value with quick implementation and a unified platform. Self-service capabilities, AI-powered automation, and a role-based user experience enable rapid adoption and fast results.
Jedox understand the market’s needs
Jedox supports the Finance team and digital transformation initiatives in even the most complex business environment.
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Gartner, “Critical Capabilities for Financial Planning Software,” Regina Crowder, Sid Sahoo, and Mike Lashinsky. 2 December 2025.
Gartner, Magic Quadrant for Financial Planning Software, Regina Crowder, Sid Sahoo, Mike Lashinsky, 1 December 2025.
Gartner and Magic Quadrant are trademarks of Gartner, Inc., and/or its affiliates.
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Jedox.
Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.