Mobile App

Plan, approve, and act anywhere

  • Access the latest data, reports, and scenarios—anywhere
  • Update plans, budgets, and forecasts directly from your phone
  • Keep executives and contributors aligned with secure mobile workflows
  • Real-time insights and approvals across teams and regions
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jedox platform jedox mobile app

Stay on top of your numbers—wherever you are

The Jedox Mobile App gives you instant access to the reports, dashboards, and views you rely on every day. Whether reviewing KPIs before a meeting or checking performance on the go, you always work with the latest, governed data. Canvas dashboards and web reports display beautifully on mobile, ensuring fast navigation and a clear view of your business. With pinned and recently viewed items, you can jump into your most important insights within seconds—no searching, no delays.

  • Mobile access to reports, dashboards, views, and Canvas
  • Real-time data synced with your Jedox environment
  • Pinned & recently viewed items for quick access
  • Optimized visualization for fast, intuitive navigation
 Get it on Apple AppStore  Get it on Google Playstore

Update & approve on the go

The mobile app doesn’t just show insights—it keeps your planning cycle moving. Update budgets, adjust assumptions, and enter forecast data directly from your phone. Approvers can review submissions, request changes, or sign off instantly, eliminating bottlenecks and helping teams respond faster. The Planning Assistant supports guided inputs with spreading, allocations, and driver-based adjustments—all mobile-ready. Wherever you are, you’re never out of the loop.

  • Enter and update plan, budget, and forecast data anywhere
  • Review and approve tasks directly from your phone
  • Support for spreading, allocations, and driver-based inputs
  • Keep cycles moving with instant update capability
jedox platform jedox mobile fast decisions
jedox platform jedox mobile

Perfect for FP&A leaders, executives & field teams

For leaders who make fast decisions, the Jedox Mobile App provides the clarity and context needed to stay aligned. Executives can review performance dashboards before stakeholder meetings; regional managers can validate numbers from the field; cost center owners can submit updates without opening a laptop. The result: faster cycles, fewer delays, and a more collaborative planning culture across the business.

  • Executive-ready dashboards on any device
  • Ideal for cost center owners and regional managers
  • Scenario visibility for faster decision-making
  • No laptop needed—plan wherever work happens

Secure, governed & enterprise-ready

The Jedox Mobile App delivers the same security, governance, and compliance standards you expect on the Jedox Platform. Single sign-on ensures seamless, secure access, while role-based permissions guarantee that every user sees only the data they’re authorized to view. All inputs remain validated, tracked, and audit-ready. Whether your teams operate locally or globally, mobile planning is always secure and compliant.

  • Secure access with SSO and role-based permissions
  • Full governance for mobile inputs and approvals
  • Audit-ready traceability across all changes
  • Enterprise-grade security for global teams

What it’s like to work with Jedox

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

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One unified sales platform delivers insight to 2,500 users
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smart Europe uses Jedox for flexible corporate management
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From 1,000+ Excel sheets to automated efforts
FAQ

Frequently asked questions

FP&A leaders use the Jedox Mobile App to review dashboards, KPIs, and reports directly on their phone or tablet. Canvas views and web reports are optimized for mobile, giving leaders instant access to the latest governed data before meetings or while traveling.
Planners can adjust assumptions, enter forecast values, and update budgets directly from their mobile device. The app supports guided inputs—including spreading and driver-based adjustments—so updates remain structured and aligned with the central planning model.
Executives receive mobile access to workflow approvals, enabling them to review submissions, add comments, request changes, or sign off instantly. This prevents delays and keeps planning cycles moving even when decision-makers are away from their laptops.
The Mobile App uses single sign-on and role-based permissions to ensure users only see data they’re authorized to access. All mobile inputs follow the same validation rules, workflows, and audit trails as the web and Excel interfaces.
Regional managers and field teams use the Mobile App to review performance dashboards, validate local numbers, or submit updates while on the move. This keeps distributed teams aligned and ensures forecasts stay current across regions.
Request your live demo with a Jedox expert today