Accelerate Your Planning, Budgeting and Forecasting

Is your planning, budgeting and forecasting slow, inefficient, and disconnected from the rest of the business?

You are not alone. Businesses across numerous industries typically need 30 days or longer and at least three cycles to approve annual budgets*. This creates a lot of overhead for finance and other business functions. Additionally, monthly or quarterly forecasting is done manually and results are often unreliable and quickly outdated due to fast-changing markets and complexity.

Speed and agility, however, are essential for business success in the age of digital transformation. Organizations need to be able to make fast, data-driven decisions. Inflexible planning, budgeting and forecasting processes negatively impact the ability to grow and respond to market changes.

How to Transform Your Budgeting and Forecasting

Business of all sizes and industries cite three key reasons that contribute to unsatisfactory planning, budgeting and forecasting results:

  • Cumbersome spreadsheet-based processes and workflows

  • Limited data quality and integration of ERP, CRM and other systems

  • Lack of flexibility and ease-of-use for finance and business users

80 %

Of organizations are still reliant on Excel for budgeting, planning & forecasting*

75 %

Reported that non-integrated systems present a challenge*

24 %

Are not getting forecasts right the first time*

*2018 Jedox & ACCA Survey of Financial Professionals

Jedox Planning, Budgeting and Forecasting software creates a seamless digital foundation for self-service Financial Planning and Analysis (FP&A). Improve efficiency across your organization with process automation and collaboration.

Planning, Budgeting and Forecasting Software

Design your integrated planning, budgeting and forecasting solution with Jedox’s unique Excel spreadsheet interface. Get started quickly with pre-built finance solutions and enjoy unrivaled modeling flexibility for enterprise-wide performance management.

  • Embrace Excel Spreadsheets

  • Pre-built Best-Practice Solutions

  • Flexible Financial Modeling

  • Real-time Analytics & Reporting

  • AI & Predictive Forecasting

  • Seamless Integration

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“The Jedox planning solution has saved both Corporate Finance and local offices significant manhours of manual number-crunching.”

Carl-Christian Eckert, Corporate Controller, Dätwyler Cabling Solutions

“Jedox is very versatile and flexible. It has allowed us to make major improvements in our budgeting and reporting processes saving a lot of time and giving us a more accurate view of the Bar’s overall performance.”

Querry Raoblina, Reporting, Planning and Systems Manager, District of Columbia Bar
Fujitsu Logo

“Forecasting with Jedox allows us to perform scenarios and manage our services and products far more efficiently than before“

Jens Peter Seick, Senior VP, Fujitsu Product Development Group

What is Planning, Budgeting & Forecasting (PB&F)?

Planning, budgeting and forecasting are three key pillars of Enterprise Performance Management (EPM). The purpose of planning, budgeting and forecasting is to translate strategy into execution via long-term or mid-term plans as well as short-term budgets and forecasts.

Planning

A top-down plan defines the strategic goals of the business and high-level activities required to achieve them.

Budgeting

A budget allocates resources aligned to the strategic goals and targets.

Forecasting

A forecast tracks the expected performance of the business, so that timely decisions can be made to respond to shortfalls against targets or maximize opportunities.

Planning, budgeting and forecasting processes are typically managed by financial controllers or the financial planning & analysis (FP&A) function in the office of the CFO. Orchestrated by finance, PB&F involves multiple operational business functions such as sales, HR and supply chain to ensure that strategic objectives are met and financial targets are reached.