Integrated financial planning without unnecessary complexity
The Jedox Integrated Financial Planning (IFP) Solution connects strategic and operational financial planning in one consistent solution built for modern Finance teams. Bring together the profit and loss statement (P&L), balance sheet, cash flow, cost center management, and other key drivers on a shared data foundation, so changes ripple across the entire financial plan rather than staying trapped in isolated sub-plans or Excel files.
Built on best practices and the adaptable Jedox Platform, this Solution combines proven models, business logic, workflows, and reports with the flexibility to add customer-specific content as your organization’s needs evolve.
Reliably connect P&L, balance sheet, and cash flow
When revenue, costs, or investments shift, the impact rarely stays in one part of the financial plan. Planning the P&L, balance sheet, and cash flow in separate systems created coordination overhead and makes the full financial impact hard to trace.
Jedox connects P&L, balance sheet, cash flow, and cost center planning in an integrated financial model. Cash flow mapping, cost allocations, and currency conversion reflect financial interdependencies automatically. This allows you to see how changing assumptions affect earnings, financial position, and liquidity from a single, consistent foundation.
Manage planning processes efficiently
Reduce the manual effort behind recurring planning and forecasting. Manage plan versions centrally, prepopulate forecasts with existing data, and control responsibilities, approvals, and access rights through workflows—all in one place.
Clear process steps and defined responsibilities keep even complex planning cycles transparent and traceable. Finance spends less time coordinating statuses and handling admin, and more time on analysis and decision support.
Integrate financial and business data centrally
Planning-relevant data is often scattered across Excel files and enterprise systems. Manual consolidation takes time and makes it harder to maintain a consistent foundation for planning, forecasting, and analysis.
Jedox integrates actual, budget, and forecast data, along with other relevant business data, in a central planning environment. Connect Excel and CSV files alongside data from enterprise resource planning (ERP), customer relationship management (CRM), human capital management (HCM), and other source systems. Everyone works from the same data foundation, freeing Finance to focus on analysis instead of data preparation.
Incorporate changes into planning at an early stage
Markets, costs, and business drivers change, and so does the basis for your planning. Static annual plans struggle to keep up, making it hard for Finance to assess potential impacts early and respond in time.
With Jedox, you can update forecasts, compare plan versions, and model scenarios based on changed assumptions. Rolling forecasts, multi-year planning, and “what-if” analyses help you spot opportunities and risks earlier and adapt your financial planning as conditions evolve.
Identify insights and make well-informed decisions
Financial data alone doesn’t show where action is required. Finance and management need to spot variances, trends, and key developments quickly, without wading through sprawling reports and mismatched data versions.
Jedox makes plan, actual, and forecast data directly comparable in interactive Dashboards and preconfigured analysis reports. KPI Dashboards, variance analyses, and year-over-year and version comparisons give Finance and management clear visibility into financial performance and the drivers behind it, which leads to faster access to the insight needed for confident decision-making.
Reach your Integrated Financial Planning goals
Frequently asked questions
Gartner, “Magic Quadrant for Financial Planning Software,” Regina Crowder, Sid Sahoo, and Mike Lashinsky. 1 December 2025. GARTNER and Magic Quadrant are trademarks of Gartner, Inc., and/or its affiliates.
