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.
Modules & capabilities
Jedox covers 27 of 54 capabilities we track in this category (+1 partial)
50%- Annual budgeting workflowsNot evidenced
- Rolling forecastsAI-assisted revenue and cash-flow forecasting via Planning WizardsSupported
- Driver-based planning modelsNot evidenced
- Top-down / bottom-up collaborative budgetingTop-down, bottom-up and hybrid planning workflowsCore strength
- Long-range / multi-year strategic planningNot evidenced
- Cash flow forecastingCore strength
- Profitability & margin analysisNot evidenced
- Budget-vs-actual variance analysisNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
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
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Rate itERP integrations
Live Microsoft AppSource listing for Dynamics 365 Finance & Operations; also connects to Business Central via Dataverse per the Jedox Integrator library.
Extracts fact and master data from SAP ERP, SAP BW/BW on HANA and SAP S/4HANA; delivered with SAP Gold Partner Advanced Applications.
NetSuite listed as a supported ERP data source within the Jedox Integrator connector library; no SuiteApp Marketplace listing found.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.
Pricing
Full Jedox pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
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.
What does Jedox cost?
Jedox prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.
4 of the 15 vendors we track in this category publish no list price at all.
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.
Compare Jedox head-to-head
The FP&A & Budgeting Buyer's Guide
Before you commit to Jedox, see how it sits against the 15 FP&A & budgeting systems we track — on capability, ERP integration depth and what each one actually charges for.
FP&A & Budgeting Buyer's Guide
15 systems compared · 2026
ERP Research
- Jedox compared side-by-side with 14 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A Jedox evaluation brief, included with the guide
FP&A & Budgeting Buyer's Guide
Get pricing for Jedox
Jedox doesn't publish a price. Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what it should cost you — and which alternatives are worth quoting alongside it.