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# Jedox vs Planacy Comparison - What are their main differences?

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JedoxPlanacy[+ Add Product](#)

Pricing

**Jedox**
Free Trial

No pricing available

**Planacy**
 **Contact Us** 10 users · Planacy Entry

**Pricing Insights**
from reviews

Time to Implement

**Jedox**
5 months

Based on 10 responses

**Planacy**
4 monthsFaster

Based on 6 responses

Return on Investment

**Jedox**
17 months4 months sooner

Based on 6 responses

**Planacy**
21 months

Based on 21 responses

Perceived Cost

**Jedox**
$$$$$

**Planacy**
$$$$$

Average Discount

**Jedox**
8%

**Planacy**
9%1% more

 ![Jedox](https://images.g2crowd.com/uploads/product/hd_favicon/b78da51b347511cdcc811e5f9a4b46cb/jedox.svg "Jedox")

 ![Planacy](https://images.g2crowd.com/uploads/product/hd_favicon/cb61022e117ab2c07555d3289aa29b1a/planacy.svg "Planacy")

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**Pros & Cons**
from reviews

**Jedox**
[
Ease of Use (8)
](https://www.g2.com/products/jedox/reviews?filters%5Bsentiment_snippet%5D=1393304&qs=pros-and-cons#reviews)[
Budgeting Management (7)
](https://www.g2.com/products/jedox/reviews?filters%5Bsentiment_snippet%5D=1395672&qs=pros-and-cons#reviews)[
Complex Modeling (5)
](https://www.g2.com/products/jedox/reviews?filters%5Bsentiment_snippet%5D=2337799&qs=pros-and-cons#reviews)[
Learning Curve (5)
](https://www.g2.com/products/jedox/reviews?filters%5Bsentiment_snippet%5D=1399225&qs=pros-and-cons#reviews)

**Planacy**
[
Budgeting Management (1)
](https://www.g2.com/products/planacy/reviews?filters%5Bsentiment_snippet%5D=1893041&qs=pros-and-cons#reviews)[
Collaboration (1)
](https://www.g2.com/products/planacy/reviews?filters%5Bsentiment_snippet%5D=1893426&qs=pros-and-cons#reviews)[
Data Management (1)
](https://www.g2.com/products/planacy/reviews?filters%5Bsentiment_snippet%5D=1892763&qs=pros-and-cons#reviews)[
Difficult Customization (1)
](https://www.g2.com/products/planacy/reviews?filters%5Bsentiment_snippet%5D=1893205&qs=pros-and-cons#reviews)

Integrations

**Jedox**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a6c205d533dba77b318af96d91beb2ac/databricks.jpeg "Product Avatar Image")

Databricks

](https://www.g2.com/products/databricks/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_366905d0759d10490e6a292a161855bd/epicor-iscala.png "Product Avatar Image")

Epicor iScala

](https://www.g2.com/products/epicor-iscala/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_47ac202c9dcc734cc09adf7c69251574/allegro-development-horizon.png "Product Avatar Image")

Horizon

](https://www.g2.com/products/allegro-development-horizon/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0d3b67827912f22174857de9475977c9/microsoft-sql-server.jpg "Product Avatar Image")

MS SQL

](https://www.g2.com/products/microsoft-sql-server/reviews)[
View all
](https://www.g2.com/products/jedox/integrations)

**Planacy**
Not enough data

Screenshots

**Jedox**
 ![Jedox screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1339129/jdx-branded-sales-dashboard-hres.jpg)

**Planacy**
 ![Planacy screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1229374/Overview.png)

**Ratings**
from reviews

Meets Requirements

**Jedox**

8.5

8.5120

**Planacy**

8.8

8.844

Ease of Use

**Jedox**

8.0

8.0121

**Planacy**

8.7

8.746

Ease of Setup

**Jedox**

7.6

7.681

**Planacy**

7.5

7.537

Ease of Admin

**Jedox**

7.8

7.872

**Planacy**

7.8

7.836

Quality of Support

**Jedox**

8.6

8.6113

**Planacy**

8.9

8.944

Has the product been a good partner in doing business?

**Jedox**

8.6

8.669

**Planacy**

9.5

9.534

Product Direction (% positive)

**Jedox**

8.6

8.6110

**Planacy**

9.7

9.744

**Features**
ratings from reviews

FP&A (Financial Planning & Analysis)[Hide 73 FeaturesShow 73 Features](javascript:void(0);)

8.4

74

9.0

5

Agentic AI - FP&A (Financial Planning & Analysis) 

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Financial Planning

Extended Planning

8.8(won by 0.1)

26

|

Verified

8.7

5

Reporting

8.8

28

|

Verified

9.0(won by 0.2)

5

Integration

8.8

31

|

Verified

9.7(won by 0.9)

5

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Self-Service Reporting

Not enough data

Not enough data

Financial Insight

Budgeting

8.8

40

|

Verified

9.7(won by 0.9)

5

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Forecasting

8.5

39

|

Verified

10.0(won by 1.5)

5

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Planning

8.8

40

|

Verified

9.7(won by 0.9)

5

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Budgeting/Forecasting

Not enough data

Not enough data

Data

Data Visualization

7.5(won by 2.2)

36

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

5.3

5

Data Analysis

7.9

34

|

Verified

8.7(won by 0.8)

5

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Custom Reporting

8.7

37

|

Verified

9.0(won by 0.3)

5

Reporting Templates

7.6

30

|

Verified

9.7(won by 2.1)

5

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Real-Time Data

Not enough data

Not enough data

Status Communication

Collaboration

8.3

29

|

Verified

9.7(won by 1.4)

5

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Version Control

8.2

28

|

Verified

10.0(won by 1.8)

5

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Real-Time Data Updates

8.4(won by 0.4)

32

|

Verified

8.0

5

Scorecards

8.1

24

|

Verified

8.3(won by 0.2)

5

Approval Process Control

Not enough data

Not enough data

Additional Functionality

Predictive Analytics

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Currency Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Investment Management

Not enough data

Not enough data

Transaction History

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Fixed Asset Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Transaction Monitoring

Not enough data

Not enough data

API

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Projections

Not enough data

Not enough data

Consolidation/Roll-Up

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Purchasing & Receiving

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Revenue Recognition

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Planning Tools

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Cash Management

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Bank Reconciliation

Not enough data

Not enough data

Invoice Processing

Not enough data

Not enough data

Multi-Company

Not enough data

Not enough data

For Investors & Traders

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

Purchase Order Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Profit/Loss Statement

Not enough data

Not enough data

Income & Balance Sheet

Not enough data

Not enough data

Cash Flow Management

Not enough data

Not enough data

Budgeting and Forecasting[Hide 61 FeaturesShow 61 Features](javascript:void(0);)

8.2

60

8.2

44

Budget Creation

Data Import

8.7(won by 0.5)

55

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.2

43

Budget Hierarchies

8.6

56

8.7(won by 0.1)

44

Versioning

8.4(tied score)

55

8.4(tied score)

43

Formulas

8.3(won by 0.1)

52

8.2

42

What-If

8.1(won by 0.5)

43

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.6

34

Budget Periods

8.8

50

9.2(won by 0.4)

44

Real-Time Data

Not enough data

Not enough data

Budget Management

Consolidation

8.6

47

8.8(won by 0.2)

38

Adjustments

8.3

47

8.5(won by 0.2)

43

Workflows

7.9

42

8.7(won by 0.8)

43

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Forecasting

Historical Data

8.3

48

8.5(won by 0.2)

44

Reforecast

8.0

40

8.3(won by 0.3)

38

Forecast Types

8.2(won by 0.1)

39

8.1

38

Rolling Forecasts

8.0

40

8.5(won by 0.5)

34

 (There is a greater than 0.5 difference between this product's rating and its competitors)

AI

6.5(won by 1.4)

22

 (There is a greater than 0.5 difference between this product's rating and its competitors)

5.1

25

Generative AI

Not enough data

Not enough data

Analytics

Variance Analysis

8.1(won by 0.4)

42

7.7

35

Forecasts Comparison

8.3(won by 0.3)

45

8.0

37

Forward Looking

8.4

40

8.5(won by 0.1)

36

Financial Analysis

Not enough data

Not enough data

Agentic AI - Budgeting and Forecasting

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Additional Functionality

Data Visualization

Not enough data

Not enough data

Purchase Order Management

Not enough data

Not enough data

Expense Management

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Multi-Company

Not enough data

Not enough data

Profit/Loss Statement

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Self-Service Reporting

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Asset Lifecycle Management

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Scenario Planning

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Consolidation/Roll-Up

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Income & Balance Sheet

Not enough data

Not enough data

Multi-Department/Project

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

API

Not enough data

Not enough data

Chart of Accounts

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Cash Management

Not enough data

Not enough data

Sales Performance Management[Hide 82 FeaturesShow 82 Features](javascript:void(0);)

9.2

13

Not enough data

Agentic AI - Sales Performance Management

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

Badges

9.6(won by default)

8

Not enough data

Triggers

9.6(won by default)

8

Not enough data

Commission Calculator

9.3(won by default)

9

Not enough data

Leaderboards

9.1(won by default)

9

Not enough data

Personalization

Profiles

9.4(won by default)

9

Not enough data

Custom Reports

9.2(won by default)

11

Not enough data

Dashboards

8.8(won by default)

12

Not enough data

Goal Setting/Tracking

9.2(won by default)

11

Not enough data

Sales Reports

Not enough data

Not enough data

Incentive Management

Not enough data

Not enough data

Administrative

Third-Party Integrations

9.1(won by default)

11

Not enough data

Employee Structure

9.2(won by default)

10

Not enough data

Behavior Monitoring

8.8(won by default)

11

Not enough data

Additional Functionality

Generative AI

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Employee Reward Programs

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Ongoing Performance Tracking

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Commission Management

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Sales Planning

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Quota Planning

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Rewards Points

Not enough data

Not enough data

Organizational Charting

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Milestone Tracking

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

Performance Appraisal

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Sales Onboarding & Training

Not enough data

Not enough data

Employee Recognition

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Ratings/Reviews

Not enough data

Not enough data

API

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Goal Management

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Kanban Board

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Product Catalog

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Appointment Scheduling

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Transfers/Routing

Not enough data

Not enough data

Activity/News Feed

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Revenue Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Call Logging

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Financial Analysis[Hide 17 FeaturesShow 17 Features](javascript:void(0);)

8.6

48

Not enough data

Data Management

Data Import

8.9(won by default)

46

Not enough data

Data Consolidation

9.0(won by default)

44

Not enough data

Data Validation

8.4(won by default)

43

Not enough data

Reporting Structure

Reporting Hierarchy

8.9(won by default)

45

Not enough data

Report Templates

8.4(won by default)

41

Not enough data

Report Types

8.7(won by default)

43

Not enough data

Standard Analytics

Standard KPIs

8.8(won by default)

40

Not enough data

Standard Reports

8.6(won by default)

40

Not enough data

Financial Statements

8.8(won by default)

42

Not enough data

Drill Down

8.3(won by default)

43

Not enough data

Custom Analytics

Dashboards

8.3(won by default)

40

Not enough data

Custom KPIs

8.5(won by default)

39

Not enough data

Custom Reports

8.7(won by default)

40

Not enough data

Self Service

8.2(won by default)

33

Not enough data

Multiple Entities

8.9(won by default)

19

Not enough data

Agentic AI - Financial Analysis

Cross-system Integration

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Sales Planning[Hide 14 FeaturesShow 14 Features](javascript:void(0);)

8.6

7

Not enough data

Sales Performance Features - Sales Planning

Revenue Planning

9.0(won by default)

7

Not enough data

Account Scoring

8.7(won by default)

5

Not enough data

Account Segmentation

9.0(won by default)

5

Not enough data

Scenario Modeling

8.8(won by default)

7

Not enough data

Integrations

9.0(won by default)

7

Not enough data

Sales Performance

9.2(won by default)

6

Not enough data

Sales Forecasting

8.3(won by default)

7

Not enough data

Territory Management - Sales Planning

Territory Planning

8.6(won by default)

6

Not enough data

Territory Management

8.3(won by default)

6

Not enough data

Quota & Capacity Management - Sales Planning

Capacity Management

8.3(won by default)

6

Not enough data

Quota Management

8.1(won by default)

6

Not enough data

Quota Planning

8.1(won by default)

6

Not enough data

Agentic AI - Sales Planning

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Show 1 feature category with incomplete data

Accounting & Finance[Hide 1 FeatureShow 1 Feature](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Accounting & Finance

Autonomous Task Execution

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Jedox](https://images.g2crowd.com/uploads/product/hd_favicon/b78da51b347511cdcc811e5f9a4b46cb/jedox.svg "Jedox")](https://www.g2.com/products/jedox/reviews)

Jedox

Small-Business(50 or fewer emp.)

22.9%

Mid-Market(51-1000 emp.)

53.5%

Enterprise(\> 1000 emp.)

23.6%

[![Planacy](https://images.g2crowd.com/uploads/product/hd_favicon/cb61022e117ab2c07555d3289aa29b1a/planacy.svg "Planacy")](https://www.g2.com/products/planacy/reviews)

Planacy

Small-Business(50 or fewer emp.)

18.4%

Mid-Market(51-1000 emp.)

73.5%

Enterprise(\> 1000 emp.)

8.2%

Small-Business

(50 or fewer emp.)

22.9%

18.4%

Mid-Market

(51-1000 emp.)

53.5%

73.5%

Enterprise

(\> 1000 emp.)

23.6%

8.2%

Reviewers' Industry

[![Jedox](https://images.g2crowd.com/uploads/product/hd_favicon/b78da51b347511cdcc811e5f9a4b46cb/jedox.svg "Jedox")](https://www.g2.com/products/jedox/reviews)
Jedox

Accounting

7.0%

Financial Services

6.3%

Food Production

5.7%

Automotive

5.7%

Computer Software

5.1%

Other

70.3%

[![Planacy](https://images.g2crowd.com/uploads/product/hd_favicon/cb61022e117ab2c07555d3289aa29b1a/planacy.svg "Planacy")](https://www.g2.com/products/planacy/reviews)
Planacy

Information Technology and Services

10.2%

Retail

8.2%

Consulting

6.1%

Financial Services

6.1%

Computer Software

6.1%

Other

63.3%

Alternatives

**Jedox Alternatives**

 ![Vena](https://images.g2crowd.com/uploads/product/hd_favicon/1dfe2ea86a9d8b17089b0a950f659036/vena.svg "Vena")

[
Vena
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 ![Anaplan](https://images.g2crowd.com/uploads/product/hd_favicon/5cf128ff71aab2571ec196297196c5ca/anaplan.svg "Anaplan")

[
Anaplan
](/products/anaplan/reviews)

 ![Board](https://images.g2crowd.com/uploads/product/hd_favicon/d866bc055ab812483ef95f687a2f594f/board.jpg "Board")

[
Board
](/products/board/reviews)

 ![Prophix Software](https://images.g2crowd.com/uploads/product/hd_favicon/7c9f53f65bfa9275ab84976e10572411/prophix-software.svg "Prophix Software")

[
Prophix Software
](/products/prophix-software/reviews)

**Planacy Alternatives**

 ![Anaplan](https://images.g2crowd.com/uploads/product/hd_favicon/5cf128ff71aab2571ec196297196c5ca/anaplan.svg "Anaplan")

[
Anaplan
](/products/anaplan/reviews)

 ![Planful](https://images.g2crowd.com/uploads/product/hd_favicon/16a6704a16942ceac536b5b6fd3f7514/planful.svg "Planful")

[
Planful
](/products/planful/reviews)

 ![Vena](https://images.g2crowd.com/uploads/product/hd_favicon/1dfe2ea86a9d8b17089b0a950f659036/vena.svg "Vena")

[
Vena
](/products/vena/reviews)

 ![Adaptive from Workday](https://images.g2crowd.com/uploads/product/hd_favicon/98b8004ca518f3da663ebb902f0c9bab/adaptive-from-workday.svg "Adaptive from Workday")

[
Adaptive from Workday
](/products/adaptive-from-workday/reviews)

## Jedox vs Planacy

When assessing the two solutions, reviewers found Planacy easier to use and do business with overall. However, reviewers felt that Jedox is easier to set up. Both products were equally easy to administer.

- Reviewers felt that Planacy meets the needs of their business better than Jedox.
- When comparing quality of ongoing product support, reviewers felt that Planacy is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Planacy over Jedox.