Management Reporting Software

All of the business at a glance – at any time.

Automated, efficient management reporting
Fast, customized ad hoc reports
Automatic provision of up-to-date data from a variety of sources

Get your demoGet your demo

Join +2,900 companies using the Jedox platform

Accelerate your planning cycle!*

Create reports for your decision makers with just a few clicks – always using real-time data from ERP/CRM systems and other data sources.

Use the ready-to-use management reporting templates from the Jedox platform or create customized reports, forecasts, or scenarios. Jedox consolidates your data in a single source of truth to ensure data consistency and integrates it into clear reports to help you make confident, data-driven decisions. Visualize your data in seconds, identify trends, and support your management with insights from your most important KPIs.

* With Jedox, C&A managed to shorten the planning cycle by 66% and boost the quality of its scenario planning.

Get your demoGet your demo

Simplify complexity

This is where everything comes together, from financial and operative planning, financial consolidation, to ESG reporting and best practices. Jedox management reporting creates a big picture to help your organization be prepared for the unexpected, to accelerate decision-making and to plan strategically – for any business purpose, any environment, and any situation.

Efficient management reporting

With Jedox Canvas, you can easily select and drag-and-drop content from various reports, workbooks, and views for presentation on a clear dashboard. The Excel look-and-feel allows for a quick time-to-value without extensive technical knowledge or training.

Use change as an opportunity to become adaptable

Get answers to your management’s questions with just a few clicks, fine-tune reports and quickly create dashboards and ad hoc analyses. Jedox AIssisted™ Planning also comes with artificial intelligence and machine learning capabilities to uncover actionable insights.

Fast time-to-value

Implementing Jedox is quick and easy. Jedox offers a wide range of options for the integration of common ERP and CRM solutions as well as all existing systems. Overcome data silos and create a single source of truth, keeping all of your data up-to-date automatically. Any changes you make can be implemented quickly and easily, allowing you to remain adaptable.

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.

Experience the Jedox difference

Leverage Jedox expertise and partner network to start your digital transformation today

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

One unified sales platform delivers insight to 2,500 users

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

From 1,000+ spreadsheets to a unified platform

smart Europe uses Jedox for flexible corporate management

3x more frequent forecasting, 10x faster scenario analysis, and accelerated budgeting processes

Mitsui increases forecast accuracy with AI and Predictive Analytics

We hope to take it from not just being Finance, but also Sales, Operations, and Manufacturing. So, we’re going to incorporate the whole company into our Jedox solution.

Matt Dunn
FP&A Manager
Churchill China

FAQ

Frequently asked questions

What is management reporting software?

Management reporting software combines financial and operational data into reports and dashboards. It helps decision-makers monitor performance, understand key trends, and make faster, more informed business decisions using current, reliable data.

How does Jedox automate management reporting?

Jedox automatically collects and updates data from connected systems. Finance teams can reuse reporting templates, dashboards, and workflows instead of manually consolidating information each reporting cycle, reducing repetitive work and improving reporting consistency.

Can Jedox connect management reports to ERP and CRM systems?

Jedox connects virtually any business system, including ERP, CRM, BI, and HCM, through one of the most comprehensive integration capabilities available in enterprise planning software. This means management reports consolidate financial and operational data from across the organization automatically, without manual exports, reconciliation, or version conflicts between systems.

Can Finance teams create ad hoc reports without IT support?

Finance users can create and adjust reports, analyses, and dashboards with drag-and-drop tools, self-service reporting capabilities, and an Excel-like interface. This makes it easier to answer management questions without relying on IT support.

Does Jedox work with Excel?

With the Jedox Excel Add-in, users can create, analyze, and present reports in a familiar Excel environment while working with centralized, governed data. This preserves the flexibility of Excel while reducing version-control issues and manual updates.

How does Jedox improve the accuracy of management reports?

Jedox consolidates data from all connected systems in a single, governed model that serves as the organization’s trusted source for reporting. Because every report draws from the same underlying data, inconsistencies between versions, entities, or departments are eliminated at the source rather than corrected after the fact. This makes reports not only more accurate, but also easier to audit and defend in front of management or the board.

How long does it take to implement Jedox management reporting?

Implementation is generally measured in weeks, although the exact timeline depends on an organization’s size, data sources, reporting requirements, and system complexity.