Get the report: Explore smarter FP&A software selection
Choosing the right financial planning software is a key opportunity for Finance teams to elevate their impact across the business. In fact, Gartner® recently ranked financial planning software as “the fifth most valued tool in the finance technology stack.”¹ With the right foundation, organizations can unlock smarter planning, better collaboration, and greater agility.
This Gartner report offers a step-by-step approach to defining financial planning software requirements that support both Finance objectives and broader business needs. It encourages a forward-looking mindset—moving beyond legacy data modeling and emphasizing internal leadership over vendor-driven design.
At Jedox, we believe that looking to vendors named as Leaders in the Gartner® Magic Quadrant™ for Financial Planning Software—like Jedox was—can help organizations streamline their evaluation process. In the Gartner® Magic Quadrant™ for Financial Planning Software, every vendor is recognized for their ability to execute and completeness of vision. For teams building out their requirements, we feel this makes for a strong starting point when creating a shortlist.
Ultimately, by involving the right stakeholders early and focusing on the real-world needs of end users, FP&A leaders can create the conditions for long-term success. Whether you’re beginning your evaluation or refining your approach, this guide will help you set priorities and build a strong path forward.
Enjoy complimentary access to the full report and take the first step with confidence.
¹ Gartner, How to Begin Defining Financial Planning Software Requirements, Matthew Mowrey, 8 January 2025
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