# Jedox vs Planful Comparison --- ## AI Generated Summary - **G2 reviewers report** that Planful excels in user satisfaction, with many praising its **flexibility and scalability**. Users appreciate the system's ability to handle complex planning formulas and its dynamic planning capabilities, making it a strong choice for businesses with diverse needs. - **Users say** that Jedox stands out for its all-in-one approach, combining **planning, budgeting, forecasting, and reporting** in a single platform. This integration helps eliminate the need for multiple tools, ensuring consistency across financial and operational planning, which many find beneficial. - **Reviewers mention** that Planful offers a user-friendly experience, particularly in **report creation**. Users highlight the ease of making quick changes and the wide range of customization options available, allowing businesses to tailor the software to their specific requirements. - **According to verified reviews** , Jedox users appreciate the ability to create relationships between different data sets using formulas. This feature allows for more sophisticated budgeting, such as entering utility budgets as quantities and multiplying them by prices, which enhances the overall functionality. - **G2 reviewers note** that while both products have similar ease of use ratings, Planful's implementation process is often described as **quick and intuitive** , which can be a significant advantage for teams looking to get up and running without extensive delays. - **Users highlight** that Jedox's reporting capabilities are robust, with many finding that it provides **consolidated data** in one place. This feature is particularly useful for organizations that require comprehensive insights from their financial and operational data. | | Jedox | Planful | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.3 out of 5 | | **Total Reviews** | 188 | 501 | | **Largest Market Segment** | Mid-Market (53.5% of reviews) | Mid-Market (49.0% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### Jedox Pros: - Ease of Use (8 reviews) - Budgeting Management (7 reviews) Cons: - Complex Modeling (5 reviews) - Learning Curve (5 reviews) ### Planful Pros: - Ease of Use (48 reviews) - Reporting (29 reviews) Cons: - Learning Curve (17 reviews) - Learning Difficulty (17 reviews) --- ## Ratings Comparison | Rating | Jedox | Planful | |---|---|---| | **Meets Requirements** | 8.6 (118 reviews) | 8.4 (335 reviews) | | **Ease of Use** | 8.1 (119 reviews) | 8.1 (376 reviews) | | **Ease of Setup** | 7.7 (79 reviews) | 7.3 (265 reviews) | | **Ease of Admin** | 7.8 (71 reviews) | 8.0 (218 reviews) | | **Quality of Support** | 8.7 (111 reviews) | 8.3 (324 reviews) | | **Has the product been a good partner in doing business?** | 8.5 (68 reviews) | 8.8 (215 reviews) | | **Product Direction (% positive)** | 8.6 (110 reviews) | 9.1 (320 reviews) | --- ## Pricing ### Jedox #### Entry-Level Pricing No pricing available #### Free Trial Yes ### Planful #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **Jedox** | 8.2/10 | 60 | | **Planful** | 7.5/10 | 115 | #### Budget Creation | Feature | Jedox | Planful | |---|---|---| | **Data Import** | 8.7 (55 reviews) | 8.3 (106 reviews) | | **Budget Hierarchies** | 8.6 (56 reviews) | 8.3 (105 reviews) | | **Versioning** | 8.4 (55 reviews) | 8.0 (101 reviews) | | **Formulas** | 8.3 (52 reviews) | 7.8 (105 reviews) | | **What-If** | 8.1 (43 reviews) | 7.3 (86 reviews) | | **Budget Periods** | 8.8 (50 reviews) | 8.5 (98 reviews) | #### Budget Management | Feature | Jedox | Planful | |---|---|---| | **Consolidation** | 8.6 (47 reviews) | 8.4 (95 reviews) | | **Adjustments** | 8.3 (47 reviews) | 8.1 (91 reviews) | | **Workflows** | 7.9 (42 reviews) | 7.4 (87 reviews) | #### Forecasting | Feature | Jedox | Planful | |---|---|---| | **Historical Data** | 8.3 (48 reviews) | 8.5 (106 reviews) | | **Reforecast** | 8.0 (40 reviews) | 8.3 (98 reviews) | | **Forecast Types** | 8.2 (39 reviews) | 8.2 (95 reviews) | | **Rolling Forecasts** | 8.0 (40 reviews) | 8.3 (93 reviews) | | **AI** | 6.5 (22 reviews) | 6.0 (55 reviews) | #### Analytics | Feature | Jedox | Planful | |---|---|---| | **Variance Analysis** | 8.1 (42 reviews) | 8.3 (101 reviews) | | **Forecasts Comparison** | 8.3 (45 reviews) | 8.4 (100 reviews) | | **Forward Looking** | 8.4 (40 reviews) | 7.9 (90 reviews) | #### Agentic AI - Budgeting and Forecasting | Feature | Jedox | Planful | |---|---|---| | **Natural Language Interaction** | Not enough data | 4.9 (15 reviews) | | **Proactive Assistance** | Not enough data | 4.8 (15 reviews) | | **Decision Making** | Not enough data | 5.1 (15 reviews) | ### Financial Analysis | Product | Score | Reviews | |---|---|---| | **Jedox** | 8.6/10 | 48 | | **Planful** | N/A | N/A | #### Data Management | Feature | Jedox | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | | **Planful** | 7.2/10 | 83 | #### Reconciliation | Feature | Jedox | Planful | |---|---|---| | **Consolidation** | Not enough data | 8.3 (70 reviews) ✓ Verified | | **Management** | Not enough data | 8.5 (69 reviews) ✓ Verified | | **Accounting** | Not enough data | 7.7 (61 reviews) ✓ Verified | #### Reporting | Feature | Jedox | Planful | |---|---|---| | **Report Types** | Not enough data | 8.9 (79 reviews) ✓ Verified | | **Standard** | Not enough data | 8.6 (73 reviews) ✓ Verified | | **Custom** | Not enough data | 8.9 (76 reviews) ✓ Verified | #### Closing Process | Feature | Jedox | Planful | |---|---|---| | **Audit** | Not enough data | 7.7 (61 reviews) ✓ Verified | | **Journal Entries** | Not enough data | 7.3 (59 reviews) ✓ Verified | | **Distribution** | Not enough data | 8.1 (68 reviews) ✓ Verified | #### AI - Financial Close | Feature | Jedox | Planful | |---|---|---| | **Autonomous Task Execution** | Not enough data | 4.6 (9 reviews) | | **Compliance** | Not enough data | 5.6 (9 reviews) | | **Reconciliation** | Not enough data | 4.8 (9 reviews) | | **Data Collection** | Not enough data | 5.6 (9 reviews) | | **Analysis** | Not enough data | 6.5 (11 reviews) | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Jedox** | 8.4/10 | 72 | | **Planful** | 7.5/10 | 163 | #### Financial Planning | Feature | Jedox | Planful | |---|---|---| | **Extended Planning** | 8.8 (26 reviews) ✓ Verified | 7.8 (55 reviews) ✓ Verified | | **Reporting** | 8.8 (28 reviews) ✓ Verified | 8.8 (64 reviews) ✓ Verified | | **Integration** | 8.8 (30 reviews) ✓ Verified | 8.1 (64 reviews) ✓ Verified | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Jedox | Planful | |---|---|---| | **Proactive Assistance** | Not enough data | 4.6 (14 reviews) | | **Decision Making** | Not enough data | 5.2 (14 reviews) | #### Financial Insight | Feature | Jedox | Planful | |---|---|---| | **Budgeting** | 9.0 (38 reviews) ✓ Verified | 8.4 (151 reviews) ✓ Verified | | **Forecasting** | 8.7 (37 reviews) ✓ Verified | 8.3 (148 reviews) ✓ Verified | | **Planning** | 9.0 (38 reviews) ✓ Verified | 8.2 (148 reviews) ✓ Verified | #### Data | Feature | Jedox | Planful | |---|---|---| | **Data Visualization** | 7.5 (36 reviews) ✓ Verified | 6.7 (125 reviews) ✓ Verified | | **Data Analysis** | 7.9 (34 reviews) ✓ Verified | 7.6 (135 reviews) ✓ Verified | | **Custom Reporting** | 8.7 (37 reviews) ✓ Verified | 8.1 (152 reviews) ✓ Verified | | **Reporting Templates** | 7.6 (30 reviews) ✓ Verified | 7.7 (142 reviews) ✓ Verified | #### Status Communication | Feature | Jedox | Planful | |---|---|---| | **Collaboration** | 8.2 (28 reviews) ✓ Verified | 7.2 (106 reviews) ✓ Verified | | **Version Control** | 8.2 (28 reviews) ✓ Verified | 8.2 (116 reviews) ✓ Verified | | **Real-Time Data Updates** | 8.4 (32 reviews) ✓ Verified | 8.0 (112 reviews) ✓ Verified | | **Scorecards** | 8.1 (24 reviews) ✓ Verified | 6.6 (82 reviews) ✓ Verified | ### Sales Planning | Product | Score | Reviews | |---|---|---| | **Jedox** | 8.6/10 | 7 | | **Planful** | N/A | N/A | #### Sales Performance Features - Sales Planning | Feature | Jedox | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | | **Planful** | N/A | N/A | #### Agentic AI - Sales Performance Management | Feature | Jedox | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | Planful | |---|---|---| | **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 | ### Marketing Resource Management | Product | Score | Reviews | |---|---|---| | **Jedox** | N/A | N/A | | **Planful** | N/A | N/A | #### Agentic AI - Marketing Resource Management | Feature | Jedox | Planful | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Jedox** | N/A | N/A | | **Planful** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Jedox | Planful | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (2):** [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 (3):** [Sales Planning Software](https://www.g2.com/categories/sales-planning), [Financial Analysis Software](https://www.g2.com/categories/financial-analysis), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) **Unique to Planful (2):** [Financial Close Software](https://www.g2.com/categories/financial-close), [Marketing Resource Management Software](https://www.g2.com/categories/marketing-resource-management) --- ## Reviewer Demographics ### By Company Size | Segment | Jedox | Planful | |---|---|---| | **Small-Business** | 23.2% | 6.2% | | **Mid-Market** | 53.5% | 49.0% | | **Enterprise** | 23.2% | 44.8% | ### 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% #### Planful - **Computer Software:** 8.4% - **Hospital & Health Care:** 5.2% - **Accounting:** 4.4% - **Insurance:** 4.4% - **Financial Services:** 4.2% - **Non-Profit Organization Management:** 3.8% - **Biotechnology:** 2.7% - **Food & Beverages:** 2.7% - **Internet:** 2.7% - **Medical Devices:** 2.7% - **Other:** 58.8% --- ## 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 (309 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) - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (160 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (356 reviews) ### Alternatives to Planful - [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) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (356 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) - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (160 reviews) - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) — 4.5/5 stars (136 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (107 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (309 reviews) - [Solver](https://www.g2.com/products/solver/reviews) — 4.5/5 stars (266 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. " ### Planful - Title: [How can I use the database from Planful direct to Power Bi? Is there this possibility, today?](https://www.g2.com/discussions/30800-how-can-i-use-the-database-from-planful-direct-to-power-bi-is-there-this-possibility-today) — 2 comments, 1 upvote > **Top comment:** "You could try to complement it with Power BI custom visuals that are build for planning like..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/jedox-vs-planful)