Jedox Reviews, Ratings & Features 2026 | Gartner Peer Insights

Gartner defines financial planning software (FPS) as the key tool that enables data-driven financial resource allocation, investment and spending decisions by supporting effective planning, budgeting and forecasting processes. FPS enables organizations to link their strategies to financial and operational plans through cloud-based software. It facilitates the creation and management of financial plans, budgets and forecasts by breaking down information silos and integrating operational KPIs. FPS analytics and reporting features offer a holistic performance view, connecting both operational (nonfinancial) and financial metrics, enabling stakeholders to make data-driven decisions.

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Financial Planning Software

Jedox EPM Software

Jedox

Director of IT

Our overall experience with Jedox has been very positive.  The Platform flexible, easy to configure and well suited for financial planning, budgeting and reporting.  Our finance users appreciate the Excel Add-in which provides a familiar interface while leveraging centralized and real-time data.  Jedox also integrates seamlessly with our data warehouse and SAP ERP, enabling automated data flows and reducing manual effort.  The vendor has been knowledgeable and responsive throughout the implementation, making the overall experience smooth and successful

50M - 250M USD

<50M USD

250M - 500M USD

1B - 3B USD

500M - 1B USD

30B + USD

3B - 10B USD

10B - 30B USD

Gov't/PS/ED <5,000 Employees

Gov't/PS/ED 5,000 - 50,000 Employees

Finance Manager

Jedox can provide great features but they way we implemented it on our side makes it difficult to understand.
It's of high importance though as all our reporting is made on it.
With the migration to the cloud, it helped though.
But needing Excel to use it is an issue as our campany is using Google tools and not Windows' tools.

Data and Analytics Manager

Jedox has been a great business partner. From the first contact, they were interested in finding a solution that worked for our specific use case. They were flexible and helped us make sure we made the best decision for our budget process.

We have used Jedox for several years. The system has been flexible as we change our processes and business model.

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Strata Decision Technology

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prevero, a Unit4 company

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Jedox planning and performance management platform empowers organizations to deliver plans that outperform expectations. Over 2,800 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source, and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible.

Jedox¬†is the world‚Äôs most adaptable planning and performance management platform that empowers organizations to deliver¬†plans that outperform expectations. Over 2,500 organizations in 140 countries trust¬†Jedox¬†to model any scenario, integrate data¬†from any source and simplify cross-organizational plans across all business systems.¬†Jedox¬†enables a culture of decisiveness and¬†confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn‚Äôt know was possible.

Jedox is a dynamic planning and performance management platform utilized by organizations across the globe. It enables businesses to model varied scenarios, integrate data from diverse sources, and facilitate comprehensive plans spanning all system components. Jedox fosters an environment of quick decision-making and affirmation, aiding teams in preparing for prospective opportunities, responding promptly to modifications, and discovering unanticipated potentialities.

Reviews

Ratings Overview

Overall experience with

Favorable Review

Great financial planning partner/software package

Critical Review

Valuable reporting features, yet setup remains confusing without Windows tools

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