Rethinking financial planning software with the 2025 Gartner® Critical Capabilities report
Choosing financial planning and analysis (FP&A) software isn’t just a technology decision; it’s a strategic one. And in 2026, it’s about something bigger: namely, how well your platform helps Finance lead the business.
Today’s Finance teams are expected to move faster, deliver deeper insights, and connect plans across the business. That puts more pressure than ever on choosing a solution that can scale with your organization’s needs.
To navigate the growing number of options, we believe the 2025 Gartner® Critical Capabilities for Financial Planning Software report is one of the most valuable resources available. We’re pleased to offer complimentary access to the report here!
What is the Gartner Critical Capabilities report, and why does it matter?
While many organizations start with the Gartner Magic Quadrant™, we believe that the Critical Capabilities report takes the next step. We think it provides a detailed, product-level evaluation of financial planning software, helping you understand not just who the vendors are, but how their solutions perform.
The report is designed to help FP&A leaders:
- Evaluate vendors based on key capabilities
- Align solutions with specific business requirements
- Evaluate performance across real-world use cases
This deeper level of analysis makes it a valuable resource for FP&A leaders who need to move beyond high-level positioning and evaluate what each platform can actually deliver.
Why we believe Jedox is recognized in FP&A solutions
We believe that Jedox is a top-tier FP&A software provider. Recognized as a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software, Jedox has been acknowledged for its completeness of vision and ability to execute.
And in the 2025 Gartner Critical Capabilities for Financial Planning Software, Jedox was recognized for:
- The Use Case “Optimize Planning Efficiency” with a score of 3.96/5
- The Use Case “Improve Operational Visibility” with a score of 3.88/5
Jedox is designed to help Finance move beyond reporting and become a true digital business partner. Built on a unified, cloud-native platform, Jedox enables organizations to model, plan, and manage performance across the entire business, connecting financial and operational data in one place.
At the core of the platform is adaptable integrated business planning (IBP). Jedox creates a virtual replica of your business, allowing teams to simulate scenarios, understand drivers, and make faster, more informed decisions across functions.
JedoxAI enhances this foundation with intelligent automation and natural language interaction. By combining machine learning (ML), generative AI (GenAI), and business context, JedoxAI supports forecasting, analysis, and reporting. This reduces manual effort while delivering explainable, decision-ready insights.
The platform’s flexible data integration connects ERP, CRM, HR, and other systems into a single, consistent view of performance. This unified data foundation enables up-to-date insights, scalable planning, and seamless collaboration across departments, without silos or disconnected tools.
With a strong focus on customer centricity, Jedox provides the right experience for every user, from Finance modelers to business stakeholders. Familiar, Excel-like interfaces, self-service capabilities, and role-based dashboards make it easy to adopt and use across the organization.
By combining adaptable planning, intelligent automation, and a unified data model, Jedox helps organizations reduce complexity, increase efficiency, and focus on what matters most: driving better decisions and business outcomes.
Make an informed decision with expert insights from Gartner
Choosing the right FP&A software is a critical step toward improving planning accuracy, increasing efficiency, and enabling better business decisions.
The 2025 Gartner® Critical Capabilities for Financial Planning Software report provides the detailed insights you need to evaluate vendors and select the solution that best fits your organization. Get complimentary access to the report and start your evaluation today!
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Gartner, “Magic Quadrant for Financial Planning Software,” Regina Crowder, Sid Sahoo, and Mike Lashinsky. 1 December 2025.
Gartner, “Critical Capabilities for Financial Planning Software,” Regina Crowder, Sid Sahoo, and Mike Lashinsky. 2 December 2025.
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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.
