Jedox
by Jedox GmbH · FP&A & Budgeting
Excel-native FP&A and integrated business planning platform with AI-assisted forecasting.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
SAP
Microsoft Dynamics 365 Finance
NetSuiteMicrosoft Dynamics 365 Business CentralSalesforce- Deployment
- Cloud, On-premise
- Company size
- SMB, Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 2002
- Headquarters
- Freiburg im Breisgau, Germany
Overview
Jedox is a financial planning and analysis (FP&A) and integrated business planning platform built by Jedox GmbH, a German software company founded in 2002 and headquartered in Freiburg im Breisgau. The platform centers on a native Microsoft Excel add-in with live write-back, paired with a web interface, mobile app, and Word/PowerPoint add-ins, so finance teams can plan, budget and forecast using spreadsheet-like modeling on top of a governed, multidimensional data model.
The platform covers budgeting and forecasting, financial consolidation, management reporting, scenario and integrated business planning, sales performance management, workforce planning, and ESG reporting. Data is brought in through the Jedox Integrator, an ETL layer with prebuilt connectors for ERP, CRM, database and file sources, REST APIs, and scripting for custom transformations. JedoxAI adds AI-assisted forecasting, anomaly detection and, per the vendor public roadmap, a set of natural-language planning and reporting agents built on dedicated, customer-isolated Microsoft Azure OpenAI models.
Jedox reports more than 2,900 customer organizations across roughly 140 countries, and was named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software. Insight Partners acquired a majority stake in Jedox in 2021 as part of a $100M+ growth investment; the company also lists Iris Capital, Wecken and Cie., and eCapital Entrepreneurial Partners AG among its investors.
Screenshots & demo
Screenshots sourced from Jedox GmbH.
Features & capabilities
Planning & Modeling
The multidimensional cube engine finance teams build budgets and forecasts on.
- Multidimensional cube modeling with scenario and version management
- Visual, no-code rule-building for business logic
- In-memory calculation engine for real-time recalculation
- Top-down, bottom-up and hybrid planning workflows
- Multi-cube consolidation across interconnected models
- Model Designer / Create New Model workspace
User Experience
How planners and viewers actually work in Jedox day to day.
- Native Excel add-in with live access and write-back
- Web-based spreadsheets with workflow controls and role-based governance
- Microsoft Word and PowerPoint add-ins for instant data refresh
- Mobile app for report viewing and plan/forecast approvals
- Canvas-based custom applications for tailored interfaces
Data Integration (Jedox Integrator)
ETL layer that connects Jedox to ERP, CRM, database and file sources.
- Prebuilt connectors for SAP ERP, SAP BW/BW on HANA and SAP S/4HANA
- Prebuilt connectors for Microsoft Dynamics 365 Finance (via Dataverse), Dynamics 365/Nav, Oracle NetSuite, Infor and Salesforce
- Database connectors: SQL Server, Oracle Database, DB2, MySQL, PostgreSQL, MongoDB, MariaDB, SQLite
- Snowflake and Azure data platform connectivity
- REST and SOAP web services, LDAP, FTP, WebDAV
- Scheduled data loads with job monitoring and lineage tracking
- Groovy/JavaScript scripting for custom transformations
Governance & Compliance
Controls around who can plan, approve and see what.
- Role-based permissions and secure provisioning
- Structured data validations and input workflows
- Audit trails and version control
- Approval workflow automation
- ISO 9001, ISO 27001, ISO 27017, SOC 1 Type 2 and SOC 2 Type 2 certified infrastructure
- GDPR-aligned data handling
JedoxAI
AI layer for forecasting and, per vendor roadmap, conversational planning agents.
- AI-assisted revenue and cash-flow forecasting via Planning Wizards
- Anomaly detection on plan and actuals data
- Dedicated, customer-isolated Microsoft Azure OpenAI models (data not shared with OpenAI or third parties)
- Reporting, Planning, Modeling and Knowledge agents (vendor-announced agentic roadmap)
Jedox Marketplace
Pre-built planning model templates to shorten implementation.
- Workforce planning template
- Sales forecasting template
- CapEx planning template
- Sales and operations planning (S&OP) template
Common use cases
- Replacing spreadsheet-based budgeting and forecasting with a governed, centralized planning model
- Consolidating financial data pulled from SAP, Dynamics 365, NetSuite or Infor into one planning environment
- Building integrated business planning that links financial, sales, and workforce plans
- Producing management reports and dashboards that business users can build without heavy IT involvement
- AI-assisted revenue and cash-flow forecasting with anomaly detection on plan variance
- Running ESG reporting alongside financial planning
- Automating contract or approval workflows that previously ran over email and spreadsheets
Strengths & considerations
Strengths
- Named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software
- Native Excel add-in with live write-back as a first-class interface, not a bolt-on export, alongside a full web app
- Broad ETL connector library (Jedox Integrator) spanning SAP, Dynamics 365, NetSuite, Infor, Salesforce, Snowflake and generic databases
- JedoxAI runs on dedicated, customer-isolated Azure OpenAI model instances rather than a shared or public model
ERP integrations
Extracts fact and master data from SAP ERP, SAP BW/BW on HANA and SAP S/4HANA; delivered with implementation partner Advanced Applications (SAP Gold Partner, Jedox Platinum Partner).
Extracts financial and operational data tables from Dynamics 365 Finance through a secure connection to Microsoft Dataverse; also integrates with Teams, Power Automate, Excel and Power BI in the same Microsoft ecosystem.
Oracle NetSuite is listed as a supported ERP data source within the Jedox Integrator connector library.
Listed as Microsoft Dynamics 365/Nav within the Jedox Integrator connector library.
Data extract and write-back for sales planning and budgeting use cases.
Pricing
Four subscription tiers (Essential, Business, Professional, Performance) plus Solution Bundles, licensed by Full User, Planner and Viewer seat types; no published per-seat prices. Includes Jedox Cloud (SaaS) on Microsoft Azure, local-business-hours support, and continuous updates. Vendor directs buyers to request a quote. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (Microsoft Azure) or on-premise
- Compliance
- ISO 9001, ISO 27001, ISO 27017, SOC 1 Type 2, SOC 2 Type 2, CSA STAR Level 1, CSA STAR Level 2, GDPR
- Mobile app
- Yes
About the vendor
- Founded
- 2002
- Headquarters
- Freiburg im Breisgau, Germany
- Ownership
- Private (majority stake held by Insight Partners since 2021; other investors include Iris Capital, Wecken and Cie., and eCapital Entrepreneurial Partners AG)
- Notable customers
- McDonalds, Mercedes-Benz South Africa, BNP Paribas, Zalando, Pernod Ricard, Sandvik, TomTom
Alternatives to Jedox in FP&A & Budgeting
Jedox — frequently asked questions
Does Jedox integrate with SAP?
Yes. Jedox provides a prebuilt SAP connector within the Jedox Integrator that extracts fact and master data from SAP ERP, SAP BW/BW on HANA and SAP S/4HANA. Delivery is typically handled with implementation partner Advanced Applications, an SAP Gold Partner and Jedox Platinum Partner.
What ERPs does Jedox connect to?
The Jedox Integrator documents prebuilt connectors for SAP, Microsoft Dynamics 365 Finance (via Dataverse), Microsoft Dynamics 365/Nav, Oracle NetSuite, Infor and Salesforce, alongside generic database, REST/SOAP and file-based connectivity.
How is Jedox priced?
Pricing is quote-based across four tiers (Essential, Business, Professional, Performance) plus Solution Bundles, licensed by Full User, Planner and Viewer seat types. Jedox does not publish per-seat prices; buyers request a quote from sales.
Is Jedox cloud-based or on-premise?
Both. Jedox Cloud runs as SaaS on Microsoft Azure, and Jedox also offers on-premise deployment.
What does JedoxAI do?
JedoxAI is the Jedox AI layer, providing AI-assisted revenue and cash-flow forecasting and anomaly detection today, plus a vendor-announced roadmap of Reporting, Planning, Modeling and Knowledge agents. It runs on dedicated, customer-isolated Microsoft Azure OpenAI models rather than a shared model, per the stated data-isolation policy.
Evaluating FP&A & Budgeting?
Tell us your ERP and requirements and we'll send an independent shortlist — including Jedox and the best-fit alternatives — with honest pros and cons.