Enterpise Planning with Jedox

Jedox is a flexible enterprise planning and performance management platform designed for mid-market to large enterprise organisations that want to connect finance, operations, and strategy in a single environment. While Jedox delivers strong capabilities across budgeting, forecasting, consolidation, reporting, and scenario modelling, its real strength lies in adaptable connected planning, aligning financial and operational plans across Finance, Sales, Supply Chain, HR, and workforce planning without the complexity often associated with large enterprise platforms.

Trusted by more than 2,900 organisations across 140 countries, Jedox combines rapid time-to-value with flexible modelling, Excel-native planning, and AI-assisted forecasting capabilities that help organisations move beyond disconnected spreadsheets toward more connected enterprise decision-making.

Features


Flexible Planning & Modelling

  • Excel-native planning experience: Work through Jedox’s familiar Excel-like interface or directly within Excel 365 using the Jedox Add-in, while gaining the governance, scalability, and control of a modern enterprise planning platform.
  • Flexible multidimensional modelling: Build planning models that adapt to the way your business operates without extensive redevelopment.
  • Rapid deployment and adaptability: Accelerate implementation and evolve planning models as business requirements change.

Data Integration & Governance

  • Integrated data management: Connect ERP, CRM, HR, BI, and operational systems into a governed connected planning environment.
  • Workflow and approvals: Standardise planning cycles with structured submissions, approvals, commentary, and review processes.
  • Cloud, hybrid, and on-premise deployment: Align deployment approaches with your operational, IT, and security requirements.

 

AI Forecasting & Analytics

  • JedoxAI forecasting and predictive planning: Improve forecast accuracy using machine learning and predictive analysis.
  • Scenario modelling and what-if analysis: Evaluate operational and financial outcomes quickly to support faster decision-making.
  • Self-service dashboards and analytics: Enable business users to create reports, dashboards, and ad hoc analysis with minimal technical dependency.

Accelerated Business Outcomes

  • Prebuilt planning models and accelerators: Accelerate delivery across FP&A, workforce planning, sales planning, ESG, and integrated business planning.
  • Cross-functional connected planning: Align Finance with Sales, Operations, HR, and Supply Chain within a single planning environment.
 

Financial Planning & Analysis on Jedox

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Jedox enables connected financial planning by combining operational and financial drivers within a single planning environment to support faster, more confident decision-making.

By integrating budgeting, forecasting, reporting, consolidation, and scenario planning, Jedox allows Finance teams to move beyond disconnected spreadsheets toward continuous planning and real-time visibility across the business.

The result is a more agile FP&A function, where planning is not simply focused on reporting what happened, but improving visibility into what should happen next.

Supply Chain Planning on Jedox

Jedox enables connected supply chain planning by bringing together demand, inventory, procurement, operational, and financial data into a single planning environment.

By connecting operational assumptions directly into financial plans, Jedox allows organisations to model scenarios, respond faster to disruption, and improve alignment across supply chain, operations, and Finance teams.

The result is a more responsive and resilient supply chain, where decisions are driven by connected visibility and collaborative planning rather than fragmented spreadsheets and reactive processes.

Jedox S&OP Screen shot

Workforce Planning on Jedox

Jedox Workforce Planning

Jedox enables connected workforce planning by aligning people, workforce costs, organisational structures, and operational capacity within a single planning environment.

By linking HR, Finance, and operational plans, Jedox allows organisations to model hiring, retention, compensation, and workforce scenarios while improving visibility into future workforce requirements.

The result is a more strategic approach to workforce planning, where decisions are driven by connected operational and financial insight rather than static headcount management.

Let’s talk about how we can help you solve similar challenges, or explore our Solution Showcase.
 

Jedox Services 

 

Consulting

We design and deliver connected planning solutions aligned to your most critical business decisions.

From planning transformation and model design through to implementation and optimisation, our consulting approach ensures your Jedox models are scalable, intuitive, and built around how your business actually operates.

We enable your teams to own and evolve your planning models with confidence.

Training

If you need to build internal capability and accelerate adoption, our practical, hands-on training programmes help teams develop confidence across model administration, planning processes, reporting, and end-user usage.

Our training approach is designed to support long-term success beyond the initial implementation.

 

Support

As your planning requirements evolve, ongoing support helps ensure your Jedox environment continues delivering value across the business.

From model optimisation and enhancements to troubleshooting and user support, our team works alongside you to keep planning aligned to changing operational and business needs.

 

Get in touch

To explore how Jedox can deliver transformation in your business. Submit your contact details below and one of our advisors will get in touch with you soon.