Integrated business planning without data silos
Integrated business planning (IBP) connects strategic, operational, and financial planning in a shared enterprise model. Simplify and accelerate your alignment processes and forecasts and quickly assess the financial impact of operational changes—with a unified data foundation for Finance, Sales, HR, Operations, and ESG.
Jedox brings data, business logic, and planning processes together on one platform. Connect operational drivers with the profit and loss (P&L) statement, balance sheet, and cash flow, compare scenarios, and build a reliable foundation for cross-functional decisions. And because the Jedox platform is fully adaptable, models, rules, workflows, and reports can be tailored to your business model, organization, and evolving requirements.
Together with JedoxAI capabilities, you can take your IBP to the next level. AI-powered analyses identify patterns and relevant business drivers in your data, supporting more precise, explainable forecasts. Spot changes earlier and incorporate alternative developments into your planning in a more targeted way.
Connected planning. Unified management.
IBP delivers its full value when financial and operational planning happen together. But different data, assumptions, and planning cycles across Finance, Sales, HR, and Operations, require time-consuming alignment, making it hard to maintain a consistent view of business performance.
Jedox connects data, operational drivers, and financial planning on one shared platform. Role-based workflows, versioning, and approvals support collaboration across departments, while operational changes are directly linked to their financial impact. This results is a consistent planning foundation for connected planning and extended planning and analysis (xP&A), where every function brings its perspective to the table.
Model flexibly. Evolve with ease.
Every company has its own business model, structure, and processes—and all of them change over time. Integrated planning needs to represent complex relationships realistically without forcing organizations into rigid models and predefined processes.
With Jedox multidimensional modeling, products, markets, customers, legal entities, regions, and operational drivers can be linked flexibly with financial models. Business logic, hierarchies, calculations, and workflows can be tailored to your requirements and expanded as needed. This creates a digital representation of the business model that grows and reflects your organizational dependencies.
Compare scenarios. Anticipate change.
Volatile markets and shifting conditions quickly make static annual plans obsolete. Companies need to understand how new assumptions and operational changes affect their targets—and what options are available under different conditions.
Jedox supports driver-based planning, rolling forecasts, as well as “what-if” and scenario analyses based on connected financial and operational data. Teams can model changes in sales volumes, prices, workforce requirements, or capacity and analyze their impact on the P&L, balance sheet, cash flow, and other KPIs. Dependencies, opportunities, and risks visible early, so planning can be continuously adapted as conditions change.
Automate processes. Create capacity for higher-value work.
Integrated planning requires large volumes of data from different systems. When that data is collected, prepared, and transferred manually, processes slow down and error creep in. As a result, Finance and business functions spend valuable time on operational tasks instead of analysis and business partnering.
Jedox automates recurring steps from data integration and preparation through planning, forecasting, and reporting. Data from enterprise resource planning (ERP), customer relationship management (CRM), human capital management (HCM), and other sources is consolidated centrally and made available for downstream processes. Automated workflows and a shared data foundation reduce manual effort, freeing teams to analyze developments and actively steer the business.
Apply AI purposefully. Understand relationships better.
Artificial Intelligence (AI) can significantly support planning and Forecasting—but only when it takes actual business context into account. Isolated predictions fall short when key drivers, dependencies, and business logic are missing or results can’t be explained.
JedoxAI connects performance data and business logic with machine learning (ML), generative AI, and agentic AI. This enables teams to identify patterns and relevant drivers, create explainable forecasts, and analyze scenarios grounded in their specific business context. Driver analysis, revenue forecasting, demand planning, anomaly detection, and data preparation bring AI directly into existing planning processes, helping Finance turn complex data into actionable insight.
