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Frontrunner 2022
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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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Our advisors have recommended this software 3 times in the last 30 days.
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4.41
113 Reviews
Ease-of-use
out of 5Customer Support
out of 5Value for money
out of 5Functionality
out of 5"The linking to Excel is slick, it easy to use too."
"The modelling and reporting capabilities are very good."
"Excel like design perspective. Ease to use for building - even complex - planning scenarios."
"Still have one account single sign on problem not fixed."
"No concurrent licence model anymore. No predefined templates for report designer."
"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 +
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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.
4.41/5 out of 113 Reviews
Showing 1 - 5 of 113 reviews

William
Verified reviewer
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
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.
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
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.
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
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.
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