Platform

Jedox puts usability first—so users can work the way they’re used to, with the flexibility modern planning demands. Our native Excel Add-in allows planners to enter data, run forecasts, and analyze variances without ever leaving their spreadsheets. In addition, Jedox offers Microsoft 365 Add-ins for Word and PowerPoint, enabling users to refresh presentations and narrative reports instantly with up-to-date data—without manual updates or copy-paste work.

For browser-based workflows, Jedox offers governed web spreadsheets with robust workflow controls. And on the go, the mobile app enables real-time inputs, approvals, and reviews. Whether at a desk or in a meeting, users stay connected and productive—without having to copy files, rebuild spreadsheets, or switch between disconnected tools.

Model your business with speed and precision—no scripting required. Jedox lets Finance own the planning engine with visual tools for rule-building, driver logic, and scenario modeling. The in-memory calculation engine enables lightning-fast performance and real-time updates, even across multiple interconnected data models. Build top-down, bottom-up, or hybrid workflows with full transparency and version control. From budget allocations to cross-functional planning models, everything remains centralized, flexible, and auditable.

Jedox integrates your entire data ecosystem—from SAP, Microsoft, and Snowflake to cloud apps like Salesforce, databases, files, and REST APIs—enabling seamless data flow in and out of your planning environment. Built-in ETL and certified connectors bring actuals, forecasts, and master data together in one governed environment. Powerful transformation tools reshape data from any structure into the format your planning models require—harmonizing fields, aligning hierarchies, and standardizing disparate sources.

For advanced logic, Jedox supports scripted transformations using Groovy or JavaScript. Automate loads, schedule updates, monitor job health, and trace every step to keep data consistent, transparent, and auditable—providing a single source of truth across actuals, plans, forecasts, and operational drivers.

Jedox is built for trust. From fine-grained access controls to audit-ready versioning, the platform ensures planning is not only fast—but secure, validated, and compliant. Role-based permissions define access. Structured workflows ensure accuracy. And full traceability keeps you audit-ready—whether you’re working under regulatory pressure or internal policy.

JedoxAI turns planning data into foresight. Embedded across the platform, it supports forecasting and process automation—helping Finance teams act faster and plan with more confidence. From predicting revenue trends to optimizing driver assumptions, JedoxAI augments human expertise with machine intelligence. Always explainable, auditable, and aligned with your business logic, it ensures smarter decisions without sacrificing control.

The Jedox Marketplace is a strategic accelerator for enterprise-wide planning transformation. It gives organizations instant access to expertly designed planning models, industry frameworks, and certified connectors that significantly reduce implementation effort and time-to-value.

From workforce planning and sales forecasting to CapEx, S&OP, and vertical-specific blueprints, Marketplace solutions allow teams to launch high-impact use cases in days, not months. Every asset is built on best-practice logic, fully customizable, and seamlessly integrated with the Jedox Platform—empowering Finance to scale faster, standardize processes, and drive consistent planning excellence across the entire business.