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best for

  • Accounting
  • Best For All Business Sizes
  • Supports Multiple Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality
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What is Jedox?

Jedox is a cloud-based Enterprise Performance Management software solution that delivers self-service budgeting, planning, and forecasting across finance, sales, HR, and other business functions. Companies of all sizes and industries use Jedox to automate planning processes and create a seamless data foundation for their Financial Planning & Analysis. With the Jedox Excel add-in, users plan, analyze and report in the familiar spreadsheet environment or in the web interface and mobile app available on iOS and Android. Jedox combines planning and business intelligence capabilities to support the entire Enterprise Performance Management lifecycle across the organization. Pre-built application models for finance, sales and HR provide straight-forward deployment, while ... read more

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User Review Highlights

4.41

113 Reviews

5
53
4
53
3
7
2
0
1
0
4

Ease-of-use

out of 5
4.5

Customer Support

out of 5
4.5

Value for money

out of 5
4.5

Functionality

out of 5
  • icon"The linking to Excel is slick, it easy to use too."
  • icon"The modelling and reporting capabilities are very good."
  • icon"Excel like design perspective. Ease to use for building - even complex - planning scenarios."
  • icon"Still have one account single sign on problem not fixed."
  • icon"No concurrent licence model anymore. No predefined templates for report designer."
  • icon"The biggest weakness of Jedox is its documentation. Sadly, the roots of Jedox have been forgotten and the original documentation has been replaced with a clumsy knowledgebase."

Read user reviews

Which features does Jedox offer?

Core features:

"What If" ScenariosAccess Controls/PermissionsAd hoc ReportingApproval Process ControlAsset Lifecycle ManagementAudit TrailBenchmarkingBudgeting/ForecastingCash ManagementChart of accountsShow more features +

People who reviewed this software give it a 4.5 star rating for functionality.

How easy is Jedox to use and deploy?

Jedox supports all deployment options, including: Cloud, SaaS, Web-based, iPhone, iPad, Android, Windows, Linux, Windows, Mac.

People who reviewed this software give it a 4 star rating for ease-of-use.

What do verified users say about Jedox

4.41/5 out of 113 Reviews

Showing 1 - 5 of 113 reviews

User Profile

William

Verified reviewer

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2017

I've been implementing Jedox for budgeting forecasting and reporting

It is very easy to get up and running and for an Excel user very intuitive. Being able to have centralized data helps keep sundry reports all in sync.

Pros

I like the power and flexibility of the integration tool. It has a very robust ETL component that enables connections to a myriad of sources and a very robust set of transformation tools. I also very much like the web development interface as it is very excel-like and easy to create very flexible reports.

Cons

When doing data transformations in the integration the fact that it is case sensitive I feel is a bit of an unnecessary nuisance.

Jonas

Company size: 501-1,000 employees

Industry: Furniture

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

December 2020

Great Planning and Reporting Tool

We are very glad that we decided to start we Jedox as Planning and Reporting System some years ago.

Pros

- The implementation was very fast. The cube date base is simple to understand and good to handle. - Reports can be created easily, very similar to excel and without any program skills. There are a few great feateres that help make long and complicated reports to be designed quick and easy. - By using the jedox workflows we are able to send out our monthly reporting fully automated. - We highly recommand iXlog as partner for the implementation

Cons

- The drill-through, which can show details in all reports looks not very nice and can not be customized. Jedox support told us they are currently working on that.

Reasons for choosing Jedox

- Report design similar to excel (no pragramming necessary) - best use vs. price - short implementation time - iXlog consultants

Reasons for switching to Jedox

Improve Planning and Reporting

Dinh

Time used: Less than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
2

Customer support

out of 5
4

Functionality

out of 5

May 2017

Mr

Pros

The tool is highly intuitive, lessening the time it takes to adjust from any other OLAP system. Hands down, the most impressive feature in Jedox is its ability to create and manage dimension hierarchies and elements. Having used most of the competitors products and an avid fan of Oracle's Essbase, I can say with confidence that no other product out there that does this better.

Cons

Subsets and Variables are very not as easy to use and one false step can lead to bringing the cube down. Another pain point is zero suppression when used in Dynaranges. It should be much easier.

Tobias

Company size: 201-500 employees

Industry: Machinery

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

January 2021

Flexible solution, easy to expand

It is very flexible: we use it for sales reporting and budgeting, financial reporting and budgeting, but also for reporting on product costing, capex investments and activities of our test center.

Pros

It is a very powerful software, which is easy to use. I love the integration into excel which alows for completely new ad hoc reports within minutes. Also you can start with a small solution for a specific reporting or planning need and expand it easily, even during runtime.

Cons

integrating workflows into custom reports and applications could be easier.

Reasons for choosing Jedox

Flexibility and ability to start with a small solution with very little initial investment

Jennifer

Company size: 501-1,000 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2020

Jedox is a great tool!

Powerful EPM tool that helps us produce all of our financial reporting and simplifies our budgeting and planning process.

Pros

Jedox is highly effective because it is connected directly to our accounting system. The minute we close our books, we are able to produce a full reporting package and we are able to identify accounting errors by generating preliminary financials. It also allows us to complete our forecast almost simultaneously with our close.

Cons

Like most reporting software, it is almost essential to have a knowledgeable partner to support you in the implementation.

Reasons for choosing Jedox

Jedox is very flexible. We were able to adapt it to our complex reporting and budgeting needs.

Showing 1 - 5 of 113 reviews

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