EPM Software

Empower decision making with the Jedox EPM platform

  • Real time planning, on demand
  • Gaining insights with AI based on a SSOT
  • See the complete picture, quickly
Jedox Product Snippet – Integrated operational planning
Join 2900+ companies using Jedox, a Leader in the 2024 Gartner® Magic Quadrant for Financial Planning Software
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If you can imagine it, you can build it.

With Jedox anyone can be a solution designer. Built your application with minimal IT support and benefit from agile deployment and fast time-to-value. For even more speed, you can take advantage of pre-built Jedox Models for integrated enterprise planning.

Plan, analyze, report on ONE integrated EPM platform

Integrated enterprise performance management software provides reliable data, insights and guidance to everyone in your company. Jedox delivers it all: Self-service budgeting, planning and forecasting combined with intuitive analytics and BI dashboards in one platform.

ExcelPLUS – Remove the risks from your spreadsheets

Excel is still the most widely used tool for planning, analytics and reporting. This is no surprise as spreadsheets do offer great flexibility but at great cost due to the limited automation, security and control. Jedox removes the risks from Excel-based business processes while building on your existing Excel know-how. Convert your spreadsheets to an enterprise-class solution with Jedox.

Configure and customize your EPM solution

Your business processes are unique to your industry, company size and organization. The powerful Jedox modeling engine enables you to build tailored enterprise performance management solutions. Create flexible applications for highly complex organizations, large data and user scenarios, and multi-step workflows and reporting processes.

Collaborate and gain insights – anywhere, anytime

Delight your users and increase productivity through the Jedox Mobile application and integrated collaboration features. These innovative technologies create a richer experience and strong engagement for users while boosting efficiency and accuracy. Harness the power of collaboration to drive future success – anytime, anywhere.

Augmented Insights & Foresight with AIssisted™ Planning

The embedded Jedox AI engine assists finance and the business functions with smart decision-support and automation. Learn how you can make Financial Planning and Analysis smarter and go further through the power of Jedox AIssisted™ Data Preparation, AIssisted™ Forecasting and AIssisted™ Performance Management.

FAQ

Frequently
asked
questions

Jedox FP&A software stands out due to its seamless integration with existing systems, flexible customization, and its ability to unify budgeting, analysis, forecasting, and reporting into a single source of truth (SSOT). It also creates a digital business twin, a dynamic replica of your business model that enables scenario modeling and key driver analysis for more accurate, data-driven decision-making. With AI-powered tools and real-time collaboration, Jedox helps Finance teams plan smarter and adapt faster.

Jedox offers flexible pricing based on user roles, modules, and deployment needs. Pricing is tailored to your organization’s size and complexity. Contact us for a personalized quote that aligns with your business requirements.

Yes, Jedox is designed to support businesses of all sizes, from mid-sized organizations to large enterprises, and serves a wide range of industries. We currently have 2900+ customers in over 30 industries. Its scalable and customizable platform meets the unique needs of various sectors and financial and operational complexities.

Yes, Jedox offers free personalized demos which allow you to explore the platform’s features, see your use cases in action, and ensure it’s the right fit for your organization.

No, Jedox is built for Finance professionals with an intuitive, Excel-like interface that ensures a familiar experience. AI-supported forecasting, drag-and-drop reporting, and interactive dashboards make budgeting and planning more efficient. With minimal training, your team can automate tasks, gain deeper insights, and focus on strategic decision-making—without relying on technical support. Plus, our comprehensive training and support resources ensure a smooth onboarding process.

Jedox enables seamless collaboration with its centralized platform and Jedox Workflow, which streamlines budgeting, forecasting, and reporting. Teams can assign tasks, set due dates, and track progress with color-coded stages. Automated notifications keep users informed of task updates, reviews, and approvals, while the “My Workflow Activities” report provides a clear view of assignments. Customizable review processes and role-based access controls ensure secure, efficient, and transparent teamwork across departments.

Jedox leverages AI-powered predictive forecasting to analyze historical data, identify trends, and generate accurate projections. Scenario modeling enables teams to simulate unlimited driver-based situations, making informed decisions even in dynamic conditions.

Jedox is built with enterprise-grade security and adheres to global compliance standards, including ISO 9001, ISO 27001, ISO 27017, SOC 2 Type 2, CSA Star Level 1, and CSA Star Level 2—with annual audits conducted by independent third-party organizations. Robust encryption, role-based access controls, and GDPR compliance safeguard data, ensuring that only authorized personnel can access critical information.

Implementation are generally measured in weeks, depending on your organization’s size and complexity. Jedox offers comprehensive educational resources, including training videos, Jedox Academy, and an extensive knowledge base. Our customer success team is always available to provide support during and after implementation.

Organizations that implement Jedox often see measurable ROI through reduced manual effort, improved forecast accuracy, faster decision-making processes, and overall effectiveness of the organization. Feel free to explore our customer success stories to demonstrate the potential benefits.

Yes, Jedox seamlessly integrates with a wide range of ERP, CRM, BI, HCM, and supply chain systems, ensuring smooth data flow across your existing infrastructure. The Jedox Integrator, a powerful ETL tool, allows both technical and non-technical users to connect cloud and on-premises data sources, automate data workflows, and eliminate manual data migration. With pre-built API connectors for SAP ERP, SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, Salesforce, Tableau, Power BI, and more, Jedox ensures a streamlined integration process that enhances efficiency and data accuracy.

Use cases

Find out what else you can do with Jedox

Budgeting and Forecasting

Achieve your financial goals through agile budgeting and forecasting. Advanced planning tools enable your team to make faster and more precise decisions on drivers and KPIs that drive your organization’s future value.

Management Reporting

Our FP&A software transforms raw data into actionable insights, fostering informed decisions that drive growth and profitability. Empower your management team with real-time data and customizable reports.

Financial Reporting

Deliver clear, accurate, and timely financial information for confident financial reporting that supports strategic decision-making. Our financial reporting tools will simplify your reporting process, so your team can concentrate on achieving business success.

Financial Analysis

Our analytical tools simplify complex financial data, helping your organization make data-driven decisions. They allow your team to analyze financial performance, find trends, and identify improvement opportunities, driving growth and innovation.

Financial Modeling

Use financial modeling to simulate different situations and make smart strategic decisions. This helps your organization plan, adjust, and succeed in ever-changing business environments. Create advanced models that offer clear and confident financial predictions.

P&L (Profit and Loss)

Your P&L statement is a strategic tool for maximizing profits and a cornerstone of your success. Achieve even more transparency and trust in your financial performance with our FP&A software.

Balance Sheet

Your balance sheet has the power to determine your company’s financial future, so you need to be able to trust in its accuracy. Use our FP&A software to build a strong financial foundation that empowers your team to make confident decisions.

Cash Flow Planning

Optimize your cash flow management, ensuring your company’s financial stability and freeing up resources for innovation and growth. Jedox FP&A software is your trusted partner in cash flow management.

Revenue and Sales Planning

Maximize your revenue potential with data-driven insights. Our FP&A software helps you uncover and leverage drivers for more regular and accurate revenue planning and empowers your organization to achieve its full revenue potential.

CapEx (Capital Expenditures)

Invest in your company’s future by gaining a clear overview of your capital expenditures, depreciation, and amortization. Use Jedox to manage capital expenditures strategically, ensuring every investment contributes to your company’s success.

OpEx (Operating Expenses)

Take more control of your operating cost center and HR expenses to find more sources of savings and efficiency. Empower your team to optimize operating expenses and support a culture of cost-consciousness and profitability.

Scenario Planning

Prepare for your next step with scenario planning. Jedox supports collaborative scenario planning that prepares your organization across all your financial statements, giving you the agility to adapt and succeed at the speed of the market.

Predictive Forecasting

Predictive insights have the power to see what you can’t see and turn uncertainties into opportunities that help you navigate the future with a confident plan. Use the insights from predictive forecasting to drive proactive strategies ahead of the curve.

Rolling Forecast

Stay agile in times of changing market dynamics: Rolling forecasts can empower you to seize opportunities proactively. Jedox makes rolling forecasting a breeze, enabling your team to make timely decisions.

Zero-Based Budgeting

Reimagine your budgeting process with a fresh start. Trust in our zero-based budgeting solutions to uncover savings and foster continuous innovation and cost efficiency in your organization.

Top-down and Bottom-up Planning

With top-down and bottom-up planning you will achieve alignment and collaboration across your organization. Trust in Jedox to facilitate top-down and bottom-up planning, ensuring that every team member contributes to the organization’s success.

Ad hoc Reporting

Fast, clear, and precise. Ad hoc reporting and analytics provide a live view into all your data sets across all entities, products, customers, etc. from the web or Excel – for immediate insights into every aspect of your finances.

Financial Consolidation

Create a powerful financial consolidation process where you can trust in the accuracy of your financial statements. Our FP&A software simplifies complex tasks so you can concentrate on consolidating data efficiently and with precision.

Cost Allocation

Streamline and automate cost allocations and inter-company eliminations with precision, making sure your financial accuracy generates trust with colleagues and shareholders.

Schedule a customized demo today