Budgeting and Forecasting Software

Optimize budgeting and forecasting across your business

  • Shorten your planning cycles with automated data integration
  • Move from manual to automated forecasting for increased accuracy
  • Adjust budgets instantly based on new developments
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JOIN 2,800+ COMPANIES USING JEDOX
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Leave inefficient planning behind

Planning, budgeting, and forecasting are often disconnected from the rest of the business. Organizations across industries typically need 30 days or longer and at least three cycles to get their annual budgets approved.* Manual forecasting is not only tedious and time-consuming – the results are often unreliable and quickly outdated in today’s fast-changing market.

Experience an adaptable solution that mirrors unique business needs, all while accelerating and improving your planning process. Jedox creates a single source of truth that contains all the data that matters and builds a solid foundation for planning, budgeting, and forecasting. As a result, data is consistent, transparent, and accessible, boosting cross-organizational collaboration. Automated workflows empower teams to plan faster than ever.

*Jedox & ACCA Survey of Financial Professionals

Plan in days instead of weeks

Plan more efficiently, more often, and more accurately. Set targets, agree on budgets, and create mid- and long-term plans supported by automated workflows, audit trails, and a powerful in-memory database.

Easy to use Excel-friendly interface

The user-friendly Excel interface is accessible for any professional, regardless of technical proficiency. Leverage existing Excel knowledge and code-free planning to deliver value quickly – no extensive training needed.

React quickly to changes with automated forecasts

Automatically collect and unify data to boost efficiency and eliminate errors. Automated forecasts continuously monitor performance versus plans. Deliver improved forecast revenue, demand, cash flows, and customer churn and accelerate what-if analysis.

Plans and budgets always transparent and up to date

All relevant data flows into a unified solution that is always up to date with all actual, planned, and forecast data. Integrated planning across business domains, such as finance, sales, and human resources.

Advanced technology and Artificial Intelligence (AI)

The powerful analytics engine analyzes data from virtually any source. Jedox AIssisted™ Planning leverages AI and machine learning to uncover actionable insights that go undiscovered with other software.

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See Jedox in action

What it’s like to work with Jedox

Organizations of all sizes trust Jedox to simplify planning, budgeting, and forecasting. Get inspired by these use cases and learn how to plan for opportunities, react quickly to changes, and hit the mark.

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Accent Group accelerates budgeting process by 98%

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Henkell Freixenet reduces work hours by 80% annually

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Mantrac reduces time spent on repetitive data integration tasks by 75%

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C&A reduces planning time by 66% and boosts scenario planning

20 top rankings and 41 leading positions across six Peer Groups

Jedox has achieved excellent results in The BARC Planning Survey 23, the world’s largest and most comprehensive survey of planning software users.

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What is Jedox?

Experience the power of a great plan with Jedox

Jedox is the world’s most adaptable planning and performance management platform for finance, sales, HR, ESG, and beyond. With Jedox, teams drive cross-organizational plans that mirror the unique contours of their business so they can react quickly to changes, plan for opportunities, and uncover what they didn’t know was possible.

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Q&A

Questions and Answers

Planning, budgeting, and forecasting are the three key pillars of enterprise performance management (EPM). The purpose of planning, budgeting, and forecasting is to translate strategy into execution via long-term or mid-term plans as well as short-term budgets and forecasts.

Planning
Finance teams use planning to determine how the organization’s goals will be achieved. In addition, it ensures that the overall planning and the subplans of all individual business areas are consistent and free of contradictions. A top-down planning approach defines the strategic goals of the business and high-level activities required to achieve them.

Budgeting
Budgeting is the process of translating planning into financial data. A budget is a goal-oriented plan formulated in terms of numbers. Within the plan, a certain time period with a certain degree of commitment is predefined. A budget allocates resources aligned to meet strategic goals and targets.

Forecasting
A forecast tracks the expected performance of the business so that timely decisions can be made to respond to shortfalls or maximize opportunities. Forecasting goes beyond standard forecasts because finance uses both financial and nonfinancial information as well as scenario planning.

Planning, budgeting, and forecasting processes are typically managed by financial controllers or the financial planning and analysis (FP&A) function in the office of finance. Orchestrated by finance, these activities involve multiple functions, such as sales, HR, and supply chain, to ensure that strategic objectives are met and financial targets are reached.

The purpose of FP&A solutions such as Jedox is to simplify planning and performance management and boost collaboration across the organization. Typical capabilities include the mapping of the P&L, balance sheet, and cash flow statements as well as linking adjacent processes, such as sales and cost planning as well as workforce planning.

As the most adaptable planning and performance management platform in the world, Jedox is an ideal solution. The platform enables seamless integration of operational processes and their financial implications within a single source of truth. For finance teams, this means faster access to relevant information, less complexity, more consistency, and holistic plans that drive profitable growth.

Whether Salesforce, SAP, or Power BI: On the journey to digitization, organizations increasingly rely on specialized software solutions. This often results in data silos and several disconnected systems. Jedox taps directly into these data sources and seamlessly integrates them for truly collaborative, unified planning and performance management. Learn more about seamless integration possibilities.

Jedox is designed to grow with businesses as they change and expand. It supports changing business structures when new units are integrated. Explore how Warema streamlined collaboration for 200 users across multiple business units and modeled the Jedox platform to fit their individual business needs.

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