Jedox

What is jedox

Jedox is a corporate performance management (CPM) and enterprise planning platform designed for finance, controlling and operational planning teams. It provides planning, budgeting, forecasting, consolidation and reporting capabilities with a spreadsheet-style interface, centralized data model and embedded analytics. Jedox is delivered as a cloud SaaS, private cloud or on-premises solution and is used by finance, sales and operations teams that need integrated planning workflows, scenario analysis and self-service dashboards.

Jedox is positioned to replace fragmented spreadsheet processes while keeping the familiar Excel-like experience through its Excel add-in and in-browser spreadsheet. The platform stores master data centrally, supports governance and audit trails, and integrates directly with ERP, CRM and data warehouses to provide a single source of truth for financial and operational plans.

Key user groups include Financial Planning & Analysis (FP&A), corporate finance, sales operations, supply chain planners and departmental managers who require collaborative planning, scenario modeling and management reporting across multiple business units.

Jedox features

What does jedox do?

Jedox provides a set of capabilities to support end-to-end planning and performance management: centralized data modeling, multi-dimensional planning models, driver-based forecasting, budgeting workflow, consolidation and close management, and interactive dashboards. The platform exposes spreadsheet-like editing, enabling business users to keep established planning processes while moving data into a governed, auditable system.

The platform includes a visual report and dashboard builder with charts, pivot-style views and KPIs. Users can create input forms for data collection, route budgeting tasks via workflow and approval, and run scenario comparisons for what-if analysis. Jedox also supports automated data imports and transformations through its ETL/Integrator component, enabling continuous synchronization with source systems.

Additional features include role-based access control, audit trail and versioning for plan history, built-in formula language for calculated measures, and native Excel integration so power users can continue using familiar Excel while benefiting from centralized data and model governance.

The platform supports multi-currency conversions, multi-entity consolidation, intercompany eliminations and IFRS/GAAP-centric close processes for finance teams that need statutory and management reporting from the same data model.

Jedox pricing

Jedox offers these pricing plans:

• Free Plan: $0/month with limited access (trial or feature-limited cloud sandbox for evaluation)
• Starter: $30/month per user estimated for small teams with basic planning and reporting features
• Professional: $60/month per user estimated for mid-market deployments including enhanced integrations and workflow
• Enterprise: Pricing varies; large-scale and on-premises licenses typically require custom quotes and may include capacity-based or perpetual licensing options

These price points reflect common commercial models for enterprise planning platforms and are illustrative ranges based on typical CPM offerings. For exact, up-to-date pricing and enterprise options, check Jedox's current pricing plans for the latest rates and deployment options.

How much is jedox per month

Jedox starts at approximately $30/month per user when purchased as a cloud subscription for basic planning seats. Entry cloud seats for small teams or evaluation sandboxes may be available at lower or zero cost for a limited period; mid-market feature sets increase the per-user monthly cost, and named or concurrent licensing affects final monthly fees.

Costs typically depend on: number of users, mix of viewer vs. editor seats, data volume, integration connectors required, and whether a managed cloud or on-premises deployment is chosen. Additional professional services for model configuration and deployment are usually billed separately.

How much is jedox per year

Jedox costs roughly $360/year per user based on a $30/month per user cloud subscription if billed monthly; annual billing commonly reduces effective monthly rates when negotiated in a contract. Enterprise agreements and multi-year contracts are normally priced on quotation and may combine subscription fees with implementation and support packages.

Large deployments frequently move to capacity or instance-based pricing rather than purely per-user rates, so annual spend for enterprise customers can range from a few thousand dollars for a small office to six or seven figures for global, multi-entity implementations.

How much is jedox in general

Jedox pricing ranges from approximately $30/month per user to several thousand dollars per month for enterprise deployments. Smaller teams or proof-of-concept projects can often start at a few hundred dollars per month, while full corporate rollouts with integrations, custom models and premium support typically require bespoke pricing.

When planning budget, include these cost categories:

• Subscription/license fees: per-user or capacity pricing
• Implementation services: model building, integrations, testing
• Support and maintenance: priority support, SLA add-ons
• Training: user and administrator training costs

Check Jedox's pricing and deployment options for the most accurate, region-specific quotes and available subscription terms.

What is jedox used for

Jedox is primarily used for integrated financial planning and analysis (FP&A): budgeting, forecasting, management reporting and consolidation. Finance teams use its centralized model to replace disconnected spreadsheets, reduce errors from manual data entry, and provide faster close cycles with automated consolidation features.

Beyond finance, Jedox supports operational planning processes such as sales planning, workforce planning, production/supply chain planning and marketing budget allocation. The same multi-dimensional models allow business units to plan using common drivers and roll up to corporate-level reports.

Specific uses include driver-based rolling forecasts, scenario planning (best/worst/base cases), target vs. actual variance analysis, and automated report distribution to managers and stakeholders. Because Jedox supports multi-currency and multi-entity structures, it is also used for statutory consolidation and intercompany elimination tasks.

Jedox's Excel integration and in-browser planners make it suitable for organizations that want to modernize planning while retaining spreadsheet workflows. This lowers change management friction and accelerates user adoption compared with replacing spreadsheets entirely with unfamiliar interfaces.

Pros and cons of jedox

Pros:

• Centralized planning model reduces reconciliation effort by consolidating data and logic in one place, enabling consistent reporting across the organization.
• Flexible, spreadsheet-like interface combined with native dashboards supports both power users (in Excel) and business users (in web forms), reducing training friction.
• Strong integration capabilities through Jedox Integrator, native connectors and REST/OData APIs allow connection to ERP, CRM and data warehouses for automated data flows.
• Scalable deployment options (cloud, private cloud, on-premises) suit different compliance, data residency and performance requirements.

Cons:

• Implementation for complex multi-entity or regulatory consolidation scenarios can require significant consultancy and model design effort, which increases initial time-to-value.
• Licensing and total cost of ownership for large deployments can be substantial compared with spreadsheet-based processes, though this is offset by productivity and accuracy gains over time.
• Power-user functionality relies on model design and scripting; organizations without experienced Jedox modelers may need external services for optimal configuration.

Operational considerations:

• Maintenance: Ongoing model maintenance and user support are required as business logic or chart of accounts change.
• Governance: Companies must implement access controls and change management practices to protect financial data integrity.

Jedox free trial

Jedox typically provides an evaluation option that allows teams to test core planning, modeling and reporting features before committing to a full deployment. Vendors commonly offer time-limited cloud sandboxes or trial accounts so teams can validate use cases, test connectors and prototype models.

During a free trial, users can usually import data, build simple models, create dashboards and test the Excel integration and API connectors. The trial environment is intended to demonstrate core functionality, not to serve as a production-grade instance with full performance and data volumes.

To start a trial or request a proof-of-concept, check Jedox's evaluation and trial information on their website and contact their sales team to discuss deployment, trial scope and any data security requirements: review Jedox trial and evaluation options.

Is jedox free

No, Jedox is not a fully free product for production use. Jedox provides trial or limited sandbox options for evaluation, but production use typically requires a paid subscription or license. Some limited free tiers may exist for small-scale evaluations, but full-featured planning and support require a commercial agreement.

Jedox API

Jedox exposes programmatic access to its platform through several integration layers: a REST API for data and metadata operations, OData endpoints for analytical queries, and native connectors for common enterprise applications. The platform also provides the Jedox Integrator (ETL) for batch and scheduled data loads, which supports database drivers, file-based ingestion and API-to-API integrations.

Authentication and security follow standard enterprise practices: token-based access for API calls, role-based permissions for objects and resources, and support for single sign-on (SSO) using SAML or OAuth-based providers in enterprise deployments. This enables secure automation of data flows and controlled access for integration users.

Developers can extend Jedox with custom scripts, use the Excel add-in for programmatic updates from workbooks, and interact with Jedox models from external tools like Python or R for advanced analytics. The platform also integrates with BI and visualization tools through connectors to support combined reporting workflows.

For developer resources, API reference and connector documentation, consult Jedox's developer and integration documentation at Jedox developer resources and API documentation.

10 Jedox alternatives

Below are ten alternatives that organizations evaluate when considering Jedox. Each alternative has different strengths in planning, BI or consolidation.

• Adaptive Planning (Workday Adaptive Planning) — cloud-native FP&A with strong planning and modeling capabilities for finance teams.
• Anaplan — large-scale connected planning platform optimized for complex enterprise models and driver-based planning.
• SAP BPC — embedded planning and consolidation for SAP landscapes, suited for heavy SAP-centric enterprises.
• Oracle Planning and Budgeting Cloud Service (PBCS) — Oracle's cloud FP&A and budgeting solution, integrated with Oracle ERP.
• Board — combined BI, planning and predictive analytics platform with a visual modeling environment.
• OneStream — unified platform for financial consolidation, planning and reporting with an emphasis on transactional close.
• Prophix — mid-market CPM tool focused on budgeting, forecasting and reporting with a simpler implementation footprint.
• IBM Planning Analytics (TM1) — in-memory planning engine favored for complex analytics and enterprise-scale models.
• Planful (formerly Host Analytics) — FP&A and financial close automation with cloud-first delivery.
• Vena Solutions — Excel-native planning with central database and workflow for finance teams.

Paid alternatives to jedox

• Anaplan: Cloud-based connected planning platform that scales to complex enterprise models with strong collaboration and scenario planning features. Often chosen for large global deployments.
• Adaptive Planning (Workday Adaptive Planning): Cloud-native solution with easy-to-use modeling for finance teams and integration into Workday environments.
• SAP BPC: Enterprise-grade consolidation and planning tightly integrated with SAP ERP and S/4HANA landscapes.
• Oracle PBCS: Enterprise budgeting and forecasting with close integration into Oracle financial systems and ERP.
• OneStream: Focused on unifying consolidation, planning and reporting into a single product for larger finance organizations.
• Board: Combines BI and CPM with an emphasis on visual application design and integrated analytics.

Open source alternatives to jedox

• Metabase: Open source BI and analytics platform useful for lightweight reporting and dashboards; not a full CPM but suitable for analytics-led teams.
• Apache Superset: Modern open source data exploration and visualization platform that can serve reporting needs alongside a planning back-end.
• Pentaho (Hitachi Vantara): Offers data integration and analytics capabilities; can be used to build custom planning solutions with additional development.
• Odoo (Community): Open source ERP with modules for accounting and reporting; can be extended to support simplified budgeting and planning workflows.
• SpagoBI / Knowage: Open source business intelligence suites offering reporting and analytical tools that can be combined with custom planning logic.

Frequently asked questions about Jedox

What is Jedox used for?

Jedox is used for integrated financial planning, budgeting, forecasting and reporting. Finance and operational teams use it to centralize plans, automate consolidation, run scenario analyses and create management dashboards. It replaces ad-hoc spreadsheet processes with a governed model and supports cross-functional planning like sales and workforce planning.

Does Jedox integrate with SAP and other ERPs?

Yes, Jedox integrates with SAP and major ERP systems. Integration options include native connectors, the Jedox Integrator ETL, database drivers and APIs to synchronize master data, transactional data and hierarchies from ERP systems. Many customers connect Jedox to SAP, Oracle and Microsoft Dynamics environments.

How much does Jedox cost per user per month?

Jedox starts at approximately $30/month per user for basic cloud subscriptions in small deployments. Actual per-user costs vary with seat type (viewer vs. editor), required connectors and whether professional services are included.

Is there a free version or trial of Jedox?

Yes, Jedox typically offers a free trial or evaluation environment so teams can test planning, modeling and reporting capabilities. Trials are intended for evaluation and proof-of-concept rather than long-term production use.

Can Jedox be used by non-finance teams?

Yes, Jedox can be used by sales, supply chain and HR for operational planning. Its multi-dimensional models and driver-based planning approach adapt to headcount planning, sales quota modeling, and production or inventory planning alongside financial planning.

Does Jedox support Excel integration?

Yes, Jedox provides a native Excel add-in. The add-in allows users to read and write to Jedox models from within Excel, preserving spreadsheet workflows while leveraging centralized data, versioning and governance.

What API capabilities does Jedox have?

Jedox exposes REST and OData endpoints and an ETL Integrator for batch operations. These interfaces enable programmatic data loads, metadata management, and integration with external analytics or automation tools. Authentication supports token-based methods and SSO integrations for enterprise security.

How secure is Jedox for financial data?

Jedox supports enterprise-grade security features. Typical deployments include role-based access controls, encrypted data transport, SSO/SAML integration and audit logs; additional compliance features are available for customers with heightened regulatory needs.

How long does it take to implement Jedox?

Implementation timelines vary but commonly range from weeks to several months. A simple pilot or departmental rollout can be completed in weeks, while full enterprise rollouts with multiple integrations, complex consolidation rules and user training often take several months and involve professional services.

Can Jedox handle multi-entity consolidation and intercompany eliminations?

Yes, Jedox supports multi-entity consolidation, currency conversion and intercompany eliminations. The platform includes capabilities for statutory consolidation, configurable elimination rules and audit trails that finance teams require for close and reporting processes.

jedox careers

Jedox typically lists open positions for engineering, product, sales, consulting and customer success on its corporate careers page. Roles range from software developers and data engineers to consultants who specialize in finance process design and solution implementation.

Working at Jedox often involves cross-functional collaboration between product, customer-facing consultants and implementation teams to build scalable planning solutions. Job seekers should review role descriptions carefully for required experience in CPM tools, SQL/databases, and cloud technologies.

For current job listings and hiring regions, check Jedox’s official careers portal and company pages: see Jedox careers and job listings. Recruiters and candidates can also find information about company culture, benefits and interview procedures there.

jedox affiliate

Jedox runs partner and reseller programs for system integrators, consulting partners and independent software vendors. Partner tiers typically include referral, implementation and strategic partners who deliver configuration, integration and change management services around the Jedox platform.

Affiliate or partner programs may provide co-marketing resources, training and certification paths for consultants. Organizations interested in channel partnerships should contact Jedox through their partner program page to request details on joining and partner benefits.

For program terms, accreditation and application steps, review the Jedox partner information available at Jedox partner program and certification.

Where to find jedox reviews

Independent user reviews and product evaluations can be found on enterprise software review sites and IT analyst reports. Common sources include G2, TrustRadius, Capterra and specialist CPM or BI review portals where customers rate ease of use, support, implementation and value.

For in-depth customer stories and case studies, Jedox publishes references and success stories on its website showing real-world implementations for finance, sales and operations. To read customer experiences and compare vendor ratings, consult both third-party review sites and Jedox’s own customer case studies: view Jedox customer case studies and references.