# Jedox vs OneStream - Unified EPM Comparison --- ## AI Generated Summary - **G2 reviewers report** that OneStream - Unified EPM excels in user satisfaction, boasting a higher overall rating compared to Jedox. Users appreciate its intuitive interface, noting that it is "very easy to use" and requires minimal coding, which enhances the overall user experience. - **According to verified reviews** , Jedox stands out for its comprehensive integration of planning, budgeting, forecasting, and reporting within a single platform. This feature is particularly praised for eliminating the need for multiple tools, ensuring consistency across financial and operational planning. - **Users say** that OneStream - Unified EPM offers a more streamlined implementation process, with many highlighting the speed of consolidations and the ease of configuration. This makes it an attractive option for organizations looking for quick deployment and minimal administrative overhead. - **Reviewers mention** that while Jedox provides robust capabilities for creating relationships between different data sets using formulas, some users have faced challenges in matching their specific workflow needs, indicating potential configuration hurdles. - **G2 reviewers highlight** that OneStream - Unified EPM's quality of support is notably high, with users appreciating the responsive assistance and guidance provided during their use of the software. This level of support contributes to a more positive overall experience. - **According to recent user feedback** , Jedox is recognized for its strong budgeting features, with users noting the ability to enter utility budgets as quantities and apply pricing rules effectively. However, it still trails behind OneStream in overall satisfaction and ease of use metrics. | | Jedox | OneStream - Unified EPM | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.6 out of 5 | | **Total Reviews** | 188 | 160 | | **Largest Market Segment** | Mid-Market (53.5% of reviews) | Enterprise (66.2% of reviews) | | **Entry Level Price** | No pricing available | Contact Us | --- ## Top Pros & Cons ### Jedox Pros: - Ease of Use (8 reviews) - Budgeting Management (7 reviews) Cons: - Complex Modeling (5 reviews) - Learning Curve (5 reviews) ### OneStream - Unified EPM Pros: - Ease of Use (23 reviews) - Data Management (15 reviews) Cons: - Learning Difficulty (11 reviews) - Steep Learning Curve (9 reviews) --- ## Ratings Comparison | Rating | Jedox | OneStream - Unified EPM | |---|---|---| | **Meets Requirements** | 8.6 (118 reviews) | 9.2 (122 reviews) | | **Ease of Use** | 8.1 (119 reviews) | 8.6 (130 reviews) | | **Ease of Setup** | 7.7 (79 reviews) | 7.9 (116 reviews) | | **Ease of Admin** | 7.8 (71 reviews) | 8.1 (82 reviews) | | **Quality of Support** | 8.7 (111 reviews) | 9.1 (117 reviews) | | **Has the product been a good partner in doing business?** | 8.5 (68 reviews) | 9.2 (81 reviews) | | **Product Direction (% positive)** | 8.6 (110 reviews) | 9.8 (123 reviews) | --- ## Pricing ### Jedox #### Entry-Level Pricing No pricing available #### Free Trial Yes ### OneStream - Unified EPM #### Entry-Level Pricing Plan: OneStream Price: Contact Us Key Features: - Financial Close & Consolidation - Account Reconciliation - Financial Data Quality [Learn more about OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) #### Free Trial No --- ## Features Comparison By Category ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **Jedox** | 8.2/10 | 60 | | **OneStream - Unified EPM** | 8.4/10 | 67 | #### Budget Creation | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Data Import** | 8.7 (55 reviews) | 8.8 (59 reviews) | | **Budget Hierarchies** | 8.6 (56 reviews) | 8.7 (57 reviews) | | **Versioning** | 8.4 (55 reviews) | 8.4 (56 reviews) | | **Formulas** | 8.3 (52 reviews) | 8.4 (58 reviews) | | **What-If** | 8.1 (43 reviews) | 7.6 (56 reviews) | | **Budget Periods** | 8.8 (50 reviews) | 8.5 (55 reviews) | #### Budget Management | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Consolidation** | 8.6 (47 reviews) | 9.2 (59 reviews) | | **Adjustments** | 8.3 (47 reviews) | 8.6 (54 reviews) | | **Workflows** | 7.9 (42 reviews) | 8.8 (57 reviews) | #### Forecasting | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Historical Data** | 8.3 (48 reviews) | 8.6 (56 reviews) | | **Reforecast** | 8.0 (40 reviews) | 8.2 (54 reviews) | | **Forecast Types** | 8.2 (39 reviews) | 8.3 (55 reviews) | | **Rolling Forecasts** | 8.0 (40 reviews) | 8.3 (55 reviews) | | **AI** | 6.5 (22 reviews) | 7.1 (47 reviews) | #### Analytics | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Variance Analysis** | 8.1 (42 reviews) | 8.4 (58 reviews) | | **Forecasts Comparison** | 8.3 (45 reviews) | 8.5 (56 reviews) | | **Forward Looking** | 8.4 (40 reviews) | 8.3 (52 reviews) | #### Agentic AI - Budgeting and Forecasting | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Natural Language Interaction** | Not enough data | 8.5 (9 reviews) | | **Proactive Assistance** | Not enough data | 8.1 (8 reviews) | | **Decision Making** | Not enough data | 8.1 (8 reviews) | ### Financial Analysis | Product | Score | Reviews | |---|---|---| | **Jedox** | 8.6/10 | 48 | | **OneStream - Unified EPM** | N/A | N/A | #### Data Management | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Data Import** | 8.9 (46 reviews) | Not enough data | | **Data Consolidation** | 9.0 (44 reviews) | Not enough data | | **Data Validation** | 8.4 (43 reviews) | Not enough data | #### Reporting Structure | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Reporting Hierarchy** | 8.9 (45 reviews) | Not enough data | | **Report Templates** | 8.4 (41 reviews) | Not enough data | | **Report Types** | 8.7 (43 reviews) | Not enough data | #### Standard Analytics | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Standard KPIs** | 8.8 (40 reviews) | Not enough data | | **Standard Reports** | 8.6 (40 reviews) | Not enough data | | **Financial Statements** | 8.8 (42 reviews) | Not enough data | | **Drill Down** | 8.3 (43 reviews) | Not enough data | #### Custom Analytics | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Dashboards** | 8.3 (40 reviews) | Not enough data | | **Custom KPIs** | 8.5 (39 reviews) | Not enough data | | **Custom Reports** | 8.7 (40 reviews) | Not enough data | | **Self Service** | 8.2 (33 reviews) | Not enough data | | **Multiple Entities** | 8.9 (19 reviews) | Not enough data | #### Agentic AI - Financial Analysis | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Cross-system Integration** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Financial Close | Product | Score | Reviews | |---|---|---| | **Jedox** | N/A | N/A | | **OneStream - Unified EPM** | 8.4/10 | 86 | #### Reconciliation | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Consolidation** | Not enough data | 9.3 (80 reviews) ✓ Verified | | **Management** | Not enough data | 8.8 (76 reviews) ✓ Verified | | **Accounting** | Not enough data | 8.7 (73 reviews) ✓ Verified | #### Reporting | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Report Types** | Not enough data | 8.7 (77 reviews) ✓ Verified | | **Standard** | Not enough data | 8.3 (76 reviews) ✓ Verified | | **Custom** | Not enough data | 8.8 (76 reviews) ✓ Verified | #### Closing Process | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Audit** | Not enough data | 8.7 (75 reviews) ✓ Verified | | **Journal Entries** | Not enough data | 8.3 (70 reviews) ✓ Verified | | **Distribution** | Not enough data | 8.5 (70 reviews) ✓ Verified | #### AI - Financial Close | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | Not enough data | 7.3 (13 reviews) | | **Compliance** | Not enough data | 8.2 (12 reviews) | | **Reconciliation** | Not enough data | 7.9 (12 reviews) | | **Data Collection** | Not enough data | 8.2 (12 reviews) | | **Analysis** | Not enough data | 8.2 (12 reviews) | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Jedox** | 8.4/10 | 72 | | **OneStream - Unified EPM** | 8.5/10 | 78 | #### Financial Planning | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Extended Planning** | 8.8 (26 reviews) ✓ Verified | 8.7 (44 reviews) ✓ Verified | | **Reporting** | 8.8 (28 reviews) ✓ Verified | 8.9 (51 reviews) ✓ Verified | | **Integration** | 8.8 (30 reviews) ✓ Verified | 8.9 (53 reviews) ✓ Verified | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Proactive Assistance** | Not enough data | 7.9 (18 reviews) | | **Decision Making** | Not enough data | 8.1 (18 reviews) | #### Financial Insight | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Budgeting** | 9.0 (38 reviews) ✓ Verified | 8.8 (64 reviews) ✓ Verified | | **Forecasting** | 8.7 (37 reviews) ✓ Verified | 8.8 (66 reviews) ✓ Verified | | **Planning** | 9.0 (38 reviews) ✓ Verified | 8.8 (61 reviews) ✓ Verified | #### Data | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Data Visualization** | 7.5 (36 reviews) ✓ Verified | 8.2 (66 reviews) ✓ Verified | | **Data Analysis** | 7.9 (34 reviews) ✓ Verified | 8.4 (64 reviews) ✓ Verified | | **Custom Reporting** | 8.7 (37 reviews) ✓ Verified | 8.8 (64 reviews) ✓ Verified | | **Reporting Templates** | 7.6 (30 reviews) ✓ Verified | 8.4 (62 reviews) ✓ Verified | #### Status Communication | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Collaboration** | 8.2 (28 reviews) ✓ Verified | 8.4 (62 reviews) ✓ Verified | | **Version Control** | 8.2 (28 reviews) ✓ Verified | 8.5 (62 reviews) ✓ Verified | | **Real-Time Data Updates** | 8.4 (32 reviews) ✓ Verified | 8.3 (58 reviews) ✓ Verified | | **Scorecards** | 8.1 (24 reviews) ✓ Verified | 8.2 (55 reviews) ✓ Verified | ### Financial Reconciliation | Product | Score | Reviews | |---|---|---| | **Jedox** | N/A | N/A | | **OneStream - Unified EPM** | 8.4/10 | 34 | #### Reconciliation - Financial Reconciliation | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Automation** | Not enough data | 8.4 (32 reviews) | | **Bank Statements** | Not enough data | 7.8 (29 reviews) | | **Exceptions** | Not enough data | 7.9 (30 reviews) | | **Algorithms** | Not enough data | 7.9 (28 reviews) | #### Audit - Financial Reconciliation | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Accuracy** | Not enough data | 8.5 (32 reviews) | | **Compliance** | Not enough data | 8.4 (30 reviews) | | **Reporting** | Not enough data | 8.6 (32 reviews) | | **Audit Trail** | Not enough data | 9.1 (29 reviews) | #### Integrations - Financial Reconciliation | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Accounting** | Not enough data | 8.5 (31 reviews) | | **Inventory** | Not enough data | 8.1 (27 reviews) | | **ERP** | Not enough data | 8.2 (28 reviews) | | **Banking** | Not enough data | 7.9 (26 reviews) | #### User Permissions and Security - Financial Reconciliation | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Access** | Not enough data | 8.9 (31 reviews) | | **Authentication** | Not enough data | 9.2 (30 reviews) | | **Encryption** | Not enough data | 9.1 (29 reviews) | | **Regulations** | Not enough data | 9.0 (29 reviews) | #### Agentic AI - Financial Reconciliation | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | Not enough data | 6.9 (8 reviews) | ### Sales Planning | Product | Score | Reviews | |---|---|---| | **Jedox** | 8.6/10 | 7 | | **OneStream - Unified EPM** | N/A | N/A | #### Sales Performance Features - Sales Planning | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Account Scoring** | 8.7 (5 reviews) | Not enough data | | **Revenue Planning** | 9.0 (7 reviews) | Not enough data | | **Account Segmentation** | 9.0 (5 reviews) | Not enough data | | **Sales Performance** | 9.2 (6 reviews) | Not enough data | | **Sales Forecasting** | 8.3 (7 reviews) | Not enough data | | **Integrations** | 9.0 (7 reviews) | Not enough data | | **Scenario Modeling** | 8.8 (7 reviews) | Not enough data | #### Territory Management - Sales Planning | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Territory Management** | 8.3 (6 reviews) | Not enough data | | **Territory Planning** | 8.6 (6 reviews) | Not enough data | #### Quota & Capacity Management - Sales Planning | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Quota Management** | 8.1 (6 reviews) | Not enough data | | **Capacity Management** | 8.3 (6 reviews) | Not enough data | | **Quota Planning** | 8.1 (6 reviews) | Not enough data | #### Agentic AI - Sales Planning | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | ### Sales Performance Management | Product | Score | Reviews | |---|---|---| | **Jedox** | 9.2/10 | 13 | | **OneStream - Unified EPM** | N/A | N/A | #### Agentic AI - Sales Performance Management | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Incentives | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Badges** | 9.6 (8 reviews) | Not enough data | | **Triggers** | 9.6 (8 reviews) | Not enough data | | **Commission Calculator** | 9.3 (9 reviews) | Not enough data | | **Leaderboards** | 9.1 (9 reviews) | Not enough data | #### Personalization | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Profiles** | 9.4 (9 reviews) | Not enough data | | **Custom Reports** | 9.2 (11 reviews) | Not enough data | | **Dashboards** | 8.8 (12 reviews) | Not enough data | | **Goal Setting** | 9.2 (11 reviews) | Not enough data | #### Administrative | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Integration** | 9.1 (11 reviews) | Not enough data | | **Employee Structure** | 9.2 (10 reviews) | Not enough data | | **Behavior Monitoring** | 8.8 (11 reviews) | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Jedox** | N/A | N/A | | **OneStream - Unified EPM** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Jedox | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (3):** [Sales Planning Software](https://www.g2.com/categories/sales-planning), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Unique to Jedox (2):** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) **Unique to OneStream - Unified EPM (2):** [Financial Close Software](https://www.g2.com/categories/financial-close), [Financial Reconciliation Software](https://www.g2.com/categories/financial-reconciliation) --- ## Reviewer Demographics ### By Company Size | Segment | Jedox | OneStream - Unified EPM | |---|---|---| | **Small-Business** | 23.2% | 7.4% | | **Mid-Market** | 53.5% | 26.4% | | **Enterprise** | 23.2% | 66.2% | ### By Industry #### Jedox - **Accounting:** 7.1% - **Financial Services:** 6.4% - **Food Production:** 5.8% - **Computer Software:** 5.1% - **Information Technology and Services:** 4.5% - **Medical Devices:** 4.5% - **Automotive:** 4.5% - **Machinery:** 3.8% - **Real Estate:** 3.8% - **Pharmaceuticals:** 3.2% - **Other:** 51.3% #### OneStream - Unified EPM - **Manufacturing:** 18.9% - **Automotive:** 6.1% - **Construction:** 6.1% - **Accounting:** 5.4% - **Electrical/Electronic Manufacturing:** 5.4% - **Financial Services:** 5.4% - **Oil & Energy:** 4.7% - **Management Consulting:** 3.4% - **Government Administration:** 2.7% - **Information Technology and Services:** 2.7% - **Other:** 39.2% --- ## Alternatives ### Alternatives to Jedox - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (325 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (501 reviews) - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) — 4.4/5 stars (257 reviews) - [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) — 4.2/5 stars (911 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (107 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (357 reviews) ### Alternatives to OneStream - Unified EPM - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (501 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (325 reviews) - [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) — 4.3/5 stars (72 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2148 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — 4.5/5 stars (1068 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) — 4.6/5 stars (1411 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews) --- ## Top Discussions ### Jedox - Title: [Can Jedox also be integrated into other portals (Intranet)?](https://www.g2.com/discussions/can-jedox-also-be-integrated-into-other-portals-intranet) — 2 comments, 1 upvote *(includes official response)* > **Top comment:** "Yes, you can jump right in Jedox from all corporate portals." - Title: [Do you have subscription for different user roles?](https://www.g2.com/discussions/do-you-need-more-than-one-license-for-user-roles-such-as-admin-power-user-editor-etc) — 2 comments, 1 upvote *(includes official response)* > **Top comment:** "Yes, we offer subscriptions based on user roles including full user, planner and read-only access." - Title: [Future development](https://www.g2.com/discussions/34681-future-development) — 1 comment, 1 upvote > **Top comment:** "Hello Ganapathy, Jedox is a Software-as-Service solution for planning and corporate performance management across the enterprise. All business functions such..." - Title: [What languages does Jedox offer?](https://www.g2.com/discussions/what-languages-does-jedox-offer) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Jedox is available in 24 languages including English (US), Englisk (UK), French, Spanish, German, Chinese, Japanese and many more." - Title: [Does Jedox offer a cloud option?](https://www.g2.com/discussions/3501-does-jedox-offer-a-cloud-option) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Yes, Jedox is available as a cloud-based software, on-premises or hybrid solution. " ### OneStream - Unified EPM - Title: [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) — 2 comments > **Top comment:** "XF stands for extensible finance" - Title: [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) — 2 comments > **Top comment:** "No" - Title: [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) — 2 comments > **Top comment:** "Hi there - OneStream is a Corporate Performance Management (CPM) software that conquers complexities in Finance organizations by providing an all-in-one..." - Title: [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) — 1 comment > **Top comment:** "OneStream Quick View Excel add-in allows users to Safely edit, update and analyze data as Excel respects workflow and security." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/jedox-vs-onestream-unified-epm)