Financial 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 financial budgets instantly based on new developments

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Join +2,900 companies using the Jedox platform
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Look forward to your next financial forecasting cycle

Move on from manual forecasting with a forecasting and budgeting software. Jedox creates a single source of truth (SSOT) that contains all the financial and non-financial 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.

Plan in days instead of weeks

Plan more efficiently, more often, and more accurately. Set targets, agree on financial 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 financial forecasting

Automatically collect and unify financial and non-financial data to boost efficiency and eliminate errors. Automated financial 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. Experience integrated planning across business domains, such as finance, sales, and human resources.

Always one step ahead with 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.

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

Use cases

Find out what else you can do with
Jedox FP&A software

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.

FAQ

Frequently asked questions

Your choice of budgeting and forecasting software should depend on your organization’s unique needs, and there’s no one answer for everyone. Jedox, for example, is a leading choice for mid-sized and enterprise businesses that want to replace disconnected spreadsheets with faster, more accurate, and collaborative planning that combines Excel-friendly workflows, automated data integration, scenario planning, rolling forecasts, and AI-assisted insights in one platform.

A dedicated platform becomes valuable when manual consolidation, version control, repeated data entry, or lengthy approval cycles make planning difficult to manage. By centralizing data and workflows, organizations can improve accuracy, reduce manual effort, and respond more quickly to change.

Jedox automates data collection, calculations, workflows, and consolidation. Finance teams can spend less time preparing data and more time reviewing assumptions, analyzing results, and supporting business decisions.

Jedox supports rolling forecasts that are updated regularly as actual results and business conditions change. This gives decision-makers a more current view of performance and enables faster adjustments than a fixed annual forecast.

Teams can change key assumptions and compare different scenarios, such as base, best-case, and worst-case plans. This helps leaders evaluate risks, test potential outcomes, and make more informed decisions.

Financial and operational drivers can be included in planning models, including sales volumes, workforce levels, customer demand, market trends, and other business-specific factors. This creates forecasts that better reflect how the business actually operates.

Jedox supports targets set by management, as well as detailed input from departments. Both approaches can be combined to improve alignment, increase accountability, and create more realistic plans.

Jedox brings financial and operational planning into a centralized platform where Finance, Sales, HR, and other teams can work with shared assumptions while retaining ownership of their own planning areas.

With the Jedox Excel Add-in, users can plan, analyze, and report in a familiar Excel environment while working with centralized, governed data and models. This reduces version-control issues without taking away the flexibility Finance teams value.

JedoxAI analyzes connected financial and operational data to identify patterns and generate forecasts, automatically evaluating multiple algorithms to select the most accurate one for each situation. This gives Finance teams faster, more precise forecasts and greater confidence when planning ahead.

Schedule a customized demo today