EPM Software

See the complete picture – anytime

  • Connect all your business data—fast, secure, and IT-free
  • Familiar, Excel-like experience—right in your browser
  • Real time planning, on demand
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Join +2,900 companies using the Jedox platform
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If you can imagine it, you can build it.

With the Jedox EPM Software anyone can be a solution designer. Build 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.

Jedox EPM Platform

Empower decision making with the Jedox EPM platform

All the data that matters in a single platform. Jedox connects seamlessly to your most important business systems and analytics tools—CRM, ERP, BI and more. Through prebuilt connectors, the OData Hub, and the Jedox Integrator, FP&A teams can unify data from across the enterprise without IT bottlenecks. Every connection adheres to Jedox’s security model and governance standards, ensuring performance, transparency, and control.

Timely insights for greater resilience

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Spreadsheets and other manual data collection methods are too slow to allow quick reactions to budget deviations. Through expert integration across virtually any systems, Jedox simplifies planning for even the most complex business environments, so teams can adjust plans and pivot quickly for greater resilience.

Reports that drive clarity and meet standards

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Whether for detailed analytics or high-level summaries, Jedox automated reporting tools beautifully illustrate actual, planned, and forecast data integrated from across the organization, in virtually any format. Teams can work directly in Excel, Power BI, or on the web to efficiently illuminate data that drives clarity and meets business standards.

Collaborate to drive decisions, not collect data

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Replacing seemingly endless email trails of spreadsheets, Jedox collects actuals through direct input, via workflow, or through automated integration – all into a centralized platform. This ensures real-time, simultaneous access to the most current data and its effect on overall performance, fostering collaboration at its best.

Over 2,900 global teams use Jedox for a reason

Within a three-month time period, from signature to go-live, we transformed the way the financials for the company are structured and presented.
Charlie Gaddis
Chief Financial Officer
Libra Industries
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Henkell Freixenet reduces work hours by 80% annually
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From 1,000+ spreadsheets to a unified platform
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Mantrac reduces time spent on repetitive data integration tasks by 75%
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Just a few more steps to seeing Jedox in action

Get a quick demo of our intuitive, Excel-like performance management software

  • Share some details: Tell us about your team’s needs so we can tailor the demo just for you.

  • See Jedox work live: Watch how Jedox helps teams plan, budget, and forecast in a fraction of the time.

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eBook

The ultimate guide for integrated business planning

Adaptable planning across the organization

FAQ

Frequently asked questions

Financial analysts use Jedox to automate recurring data processes such as nightly refreshes, scheduled imports, and multi-system pipelines. With AI-driven orchestration, going forward Jedox will trigger, monitor, and validate data flows automatically. Alerts, lineage tracking, and real-time updates ensure models and reports always reflect the latest insights.
FP&A experts connect and consolidate all relevant business data in Jedox using prebuilt connectors, the OData Hub, and the Jedox Integrator. They clean, transform, and enrich data without IT support.

Finance teams rely on Jedox’s enterprise-grade connectors to extract, load, and write back data across core systems. Salesforce planning, Power BI visuals with write-back, Qlik embedded planning, and SAP ERP/BW/S/4HANA extractions all run through governed, secure, and high-performance integration pipelines powered by Jedox Integrator.

Analysts use the Jedox Integrator’s drag-and-drop interface to map, transform, and load data with no programming required. AI-assisted suggestions automate field mapping, detect missing data, and flag inconsistencies. This enables analysts to move rapidly from raw source input to analysis-ready structures.
JedoxAI enriches and validates data before it reaches planning models. Built-in rules ensure every value fits business logic. Real-time processing, audit trails, governance controls, and role-based security all work together to guarantee accuracy, consistency, and compliance across every integration.

Integrated data flows directly into the Jedox Modeler and in-memory OLAP engine. This enables real-time updates across planning cubes, dashboards, and reports. Any data change is instantly reflected in forecasting, budgeting, and scenario models with no need for manual imports or spreadsheet consolidation.

Planners unify all internal and external sources into one governed data foundation in Jedox. The platform eliminates disconnected spreadsheets and merges data from ERP, CRM, HR, supply chain, and BI systems. Every integration is governed, secured, logged, and centrally managed—creating a reliable, audit-ready single source of truth for planning.

Jedox scales effortlessly from a few data sources to enterprise-wide deployments. FP&A experts configure workflows once and apply them across departments. Whether integrating 2 systems or 20, the platform’s in-memory OLAP engine, Azure infrastructure, and connector framework ensure consistent performance at scale.

With Jedox, dashboards are always connected to live data. Automated refresh cycles and real-time pipelines ensure that every BI report, canvas dashboard, and consolidated view reflects the latest integrated data. Analysts don’t export, reimport, or manually update anything—the integrations handle it automatically.

Jedox provides role-based access, audit logs, lineage tracking, and centralized integration governance. Every data touchpoint—source, transformation, schedule, or user input—is logged and traceable. This ensures full compliance with internal policies and external regulations while enabling secure, Finance-owned integration.
Request your live demo with a Jedox expert today