# Jedox Reviews **Vendor:** Jedox **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.3/5.0 **Total Reviews:** 188 ## About Jedox Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​ ## Jedox Pros & Cons **What users like:** - Users praise the **ease of use** of Jedox, highlighting its intuitive interface and smooth onboarding experience. (8 reviews) - Users appreciate the **integration of budgeting and reporting** in Jedox, making financial management seamless and efficient. (7 reviews) - Users value the **flexibility** of Jedox, facilitating quick implementations across various operations and enhancing user experience. (7 reviews) - Users appreciate the **forecasting capabilities** of Jedox, which enhance budgeting and data management for informed decision-making. (7 reviews) - Users value the **robust integrations** of Jedox, seamlessly connecting multiple systems for efficient financial planning and analysis. (7 reviews) - Users value the **integrated reporting and budgeting** capabilities of Jedox, enhancing operational efficiency and data transparency. (7 reviews) - Forecasting Efficiency (6 reviews) - Planning (6 reviews) - Budgeting Efficiency (5 reviews) - Budget Management (5 reviews) **What users dislike:** - Users find the **complex modeling** in Jedox challenging, particularly with large datasets and steep learning curves for beginners. (5 reviews) - Users find the **learning curve steep** , requiring significant training to utilize Jedox effectively, especially for complex models. (5 reviews) - Users find the **complexity** of Jedox challenging, especially during setup and when handling large datasets. (4 reviews) - Users find the **learning difficulty** with Jedox to be frustrating, especially for new users and complex setups. (4 reviews) - Users experience **slow loading** times with Jedox, particularly on complex reports and forms, impacting efficiency. (4 reviews) - Users experience **slow performance** with Jedox, especially when handling complex reports and large datasets. (4 reviews) - Users find the **initial setup complex** , posing challenges for beginners and complicating the onboarding process significantly. (3 reviews) - Difficult Setup (3 reviews) - Performance Issues (3 reviews) - Reporting Issues (3 reviews) ## Jedox Reviews ### 1. Powerful Data Relationships and Budgeting Flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** Pille P. | Head of financial department, Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Jedox?** What I like most about Jedox is that you can create relationships between different data using formulas. Importantly, utility budgets can be entered as quantities and then multiplied by prices. I really liked that it was possible to add a rule to the budget lines for subsequent years that they will increase by the consumer price index. **What do you dislike about Jedox?** What bothers me about Jedox is that some of the forms created by the developers for our company take a long time to open and so far show the error message VALUE in all the cells. We also had a strange copying problem: if you wanted to copy 12 months of data, but only 9 months were visible on the screen, then only 9 months of data were copied to Jedox. **What problems is Jedox solving and how is that benefiting you?** For us, Jedox solves the problem that as an airport, a large part of our revenue budget comes from the aviation forecast for the coming years, and this forecast may be changed during the budget preparation process - previously, we had to make changes in various Excel files, but in Jedox, all the information is in one program and when aviation data is updated, all revenue budgets - that are already related to aviation - change. Another important problem that Jedox helps solve is that it is easy to create new versions of a single budget. It is also easy to create mid-year and year-end financial forecasts: there are versions for this: forecast 2+10, forecast 3+9, etc. ### 2. Set-up of jedox for HR Modeling **Rating:** 4.0/5.0 stars **Reviewed by:** Dmytro K. | Deputy CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2023 **What do you like best about Jedox?** jedox is a platform designed based on OLAP (so called 'Cubes'), which is a common solution for such type of software. Such a common solution helps to understand the main principles of work and modelling relatively fast. The best features I can state are the following: 0. Clear Structure - web-interface is divided into several sections, which logically distinguish from each other (Modeler, Designer, Integrator, Reports, etc.). 1. Integrator - powerful instrument to (1) set-up connections with other systems (including API) to import/export necessary information; (2) set-up automation to read/write/delete data from the Cubes/Dimensions inside jedox. Also includes a scheduler. 2. Rules - allows to design calculations of differences indices, KPIs in the way you want to see it. 3. Splashing - very useful feature, which allows to change data in the system by simply typing '+10%' and '-1000' to allowed cells. It helps to make high level changes in a seconds, build different scenarios. 4. Excel Ad-In - allows to read/create basic reports using commonly used software of every analytic - MS Excel. Easy to set-up and used, could be very helpful. 5. Marketplace - there are already designed models provided by external vendors and jedox itself, which could be added/purchased to every instance of jedox. Includes free of charge basic models, which could be useful on first steps into jedox. **What do you dislike about Jedox?** Common difficulties/cons you need to understand at the start of implementation: 1. Requires investing of time into trainings (for administrators, reporters) - such solutions probably could not be simply installed and used 'from the box'. It requires time to spend for trainings/certifications provided by jedox or other partners. The good thing is that jedox academy provides a lot of free of charge videos to make the very first steps into jedox and make offline trainings more effecient. 2. Some elements of interface could be more user-friendly - Rules editor is developing over time but still remains not 100% user friendly; Reports editors is really similar to Excel but functional is limited if compare 2 products. **What problems is Jedox solving and how is that benefiting you?** jedox is used for building HR budget/forecast with detailed structure by staff on the lowest level of planning. Future plans includes usage of jedox for planning of operating expenses and building general PL and CF models to build forecast on high level. ### 3. Powerful Budgeting Tool with a Learning Curve **Rating:** 3.5/5.0 stars **Reviewed by:** Jekabs S. **Reviewed Date:** November 27, 2025 **What do you like best about Jedox?** I appreciate Jedox for its capability to effectively eliminate manual errors, which is crucial in maintaining accuracy in my budgeting tasks. I particularly like how the cubes in Jedox work together seamlessly; if linked correctly, changes made in one place are correctly reflected everywhere, ensuring consistency and reliability of data across various sections. Additionally, I find it beneficial that Jedox integrates well with our existing databases to automatically pick up data, which enhances the workflow and data accessibility. **What do you dislike about Jedox?** I dislike that Jedox does not allow the use of repeated names across different countries. This limitation forces me to rename products differently even when they are the same, which complicates the organization process. Additionally, I found the initial setup of Jedox challenging because it required learning an entirely new system. **What problems is Jedox solving and how is that benefiting you?** I use Jedox for budgeting, which helps eliminate manual errors. By linking cubes correctly, any changes update accurately, enhancing data integrity across systems. ### 4. Love Jedox **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel M. | Financial Planner, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Jedox?** Jedox makes financial planning and analysis feel seamless. I love how it connects data from multiple systems like Excel, ERP, and CRM into one unified model, which saves tons of manual work. The flexibility to create dynamic forecasts, what-if scenarios, and real-time dashboards is a huge advantage. It’s especially great for automating reporting and giving decision-makers instant visibility into key performance metrics. The Excel-like interface makes it easy to use but much more powerful. **What do you dislike about Jedox?** The initial setup and modeling process can be a bit complex for beginners, especially if you don’t have prior OLAP or data integration experience. Some advanced configuration requires technical knowledge, and training new users takes time. Also, while the web dashboards are great, the interface could be slightly more modern and faster when handling very large datasets. **What problems is Jedox solving and how is that benefiting you?** Jedox helps bring all of my business data together in one place, It eliminates the need for multiple spreadsheets by automating data consolidation and reporting. That saves a huge amount of time every month and reduces manual errors. The ability to run forecasts and “what-if” scenarios helps me plan better and make faster, data-driven decisions. It’s also great for tracking performance across multiple brands or departments in real time. ### 5. Work related to budgeting process become much faster for me. **Rating:** 3.5/5.0 stars **Reviewed by:** Oleksii P. | Data analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Jedox?** I don't need to generate dozens of data extractions in absolutely different formats, all formats standardized. **What do you dislike about Jedox?** I don't understand what happends in integrator. In case I would be asked to make changes, there would be problems. **What problems is Jedox solving and how is that benefiting you?** I'm a data analist in finance department. My responsibility to prepare datasets that Jedox should use as source. The main benefit that I have posibility to automate data jeneration because of standartized formats. ### 6. Jedox 2021 **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2021 **What do you like best about Jedox?** New options for graphs, simple view on data cubes **What do you dislike about Jedox?** exporting vies of datacubes to excel for an easy way to share data **Recommendations to others considering Jedox:** Have an expert on your databases you are connecting to Jedox **What problems is Jedox solving and how is that benefiting you?** The whole reporting for all entities and Departments, Planning ### 7. Boosts Excel Efficiency, But Challenging Setup **Rating:** 3.5/5.0 stars **Reviewed by:** Albert G. **Reviewed Date:** November 26, 2025 **What do you like best about Jedox?** I appreciate Jedox because it allows me to have faster data access in Excel. This improved efficiency significantly enhances my workflow when managing data from our accounting system, making my tasks easier and quicker to complete. **What do you dislike about Jedox?** I find the initial setup of Jedox not easy, which makes the onboarding process more challenging. This initial hurdle can be frustrating and time-consuming, especially for new users or teams transitioning to the platform. **What problems is Jedox solving and how is that benefiting you?** I use Jedox to retrieve data from my accounting system, resulting in faster data access in Excel. ### 8. Flexible and Integrative with Fast Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 27, 2025 **What do you like best about Jedox?** The platform offers great flexibility for frequent changes, a broad range of integration options, and quick support whenever issues come up. **What do you dislike about Jedox?** There have been some glitches. Recently, I noticed that a few of my reports disappeared, even though I hadn't made any edits to them. Additionally, the drag and drop feature in dynamic reports occasionally stops working. **What problems is Jedox solving and how is that benefiting you?** Reducing reliance on spreadsheets and with that the possibilities to make mistakes, eases report distribution, aids in data analysis. ### 9. Jedox **Rating:** 4.0/5.0 stars **Reviewed by:** Olena D. | Financial Control and Planning, Banking, Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Jedox?** Flexabilty and fast changes implementation **What do you dislike about Jedox?** Performance in the cubes with a lot of rules **What problems is Jedox solving and how is that benefiting you?** Easy to implement complecated models for budget forecast ### 10. Effortless Integration Makes All the Difference **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2025 **What do you like best about Jedox?** Jedox combines planning, budgeting, forecasting, and reporting in one platform. This eliminates the need for multiple tools and ensures consistency across financial and operational planning. **What do you dislike about Jedox?** Although the Excel-like interface helps, building complex models and workflows can require significant training and technical expertise. **What problems is Jedox solving and how is that benefiting you?** Budget forecasting. ### 11. Tool for Budgeting and Forecasting - Both setting up and reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Brian J. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2024 **What do you like best about Jedox?** Enables us to use live accounting data to forecast and anticpate future requirements and forecast profitability. Enables us to see when we may need extra finance, How to time our forex hedging, reporting actuals against forecast. Enables us to report to and use excel. We have a great facilitator in Barry Gibbs who manages to get everything working in an easy and straightforward way. Very flexible and easy to use. **What do you dislike about Jedox?** The method of expanding from summary to detailed in the reports is clunky. Would be nice if I could select the option to show all detailed rather than having to select each heading. **What problems is Jedox solving and how is that benefiting you?** Enables us to see and plan forward. Able to set up a complete forex hedging program out 12 months. Make sure we have appropriate finance available when we need it. Banks much happier to loan when they see there is a plan around it. ### 12. Using Jedox for reporting and planning **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 02, 2024 **What do you like best about Jedox?** Reporting and budgeting data in one place **What do you dislike about Jedox?** Sometimes speed is not the best due to coplex reports from multiple data cubes we are using **What problems is Jedox solving and how is that benefiting you?** One source to take the data ### 13. Great tool for budgeting and financial analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Rezo S. | Senior Financial Analyst Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2023 **What do you like best about Jedox?** Jedox offers a very user-friendly experience, simplifying budgeting, financial analyis and reporting process effortlessly. Its strength lies in handling large datasets with flexibility for easy modifications. It gives you an opportunity to connect Jedox with SQL databases and also make input files in excel and upload it in Jedox. The platform's efficient custommer support aids users in navigating challenges and provides helpful insights. Overall, Jedox is a valuable tool for streamlined data analysis and reporting, with exceptional customer assistance. **What do you dislike about Jedox?** Main drawback is its realiance on a stable internet connection for optimal functionality. **What problems is Jedox solving and how is that benefiting you?** It solves all the related issues with complexity in budgeting and financial analysis processes. As this proces includes ever chaning business needs, scenarios and adjustments, Jedox is very flexible and simple tool for dynamic scenarios. It also handles large datasets very well. Jedox is also very useful in terms of collaborating on financial tasks, especially in remote or diverse teams. ### 14. Smooth and effective: financial software that truly delivers **Rating:** 5.0/5.0 stars **Reviewed by:** Pieter M. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Jedox?** What I like best about this software is its smooth and relatively fast implementation. It allowed us to start with the basics and gradually add more functionality as we became comfortable with it. Initially, we implemented it as a reporting tool across multiple subsidiaries, customizing the reporting structure to align with our specific business needs. We were then able to automate the consolidation of our figures in a dedicated group consolidation tool, which offered a more standardized reporting format. Another standout feature is the user-friendly interface, which our end-users really appreciate. The dashboards and standard reports provide clear insights and make data easy to interpret, which has been a game-changer for our budgeting process. We were able to implement the budgeting module shortly after, helping us streamline planning and reporting. Overall, the software adapts well to different phases of our growth and changing requirements, which is invaluable for our business **What do you dislike about Jedox?** One area that could be improved is tracking changes within the tool, as it’s not as intuitive as it could be, making it harder to see what’s been adjusted and when. Additionally, setting up custom reports and dashboards requires a decent amount of training to get right. **What problems is Jedox solving and how is that benefiting you?** It has streamlined reporting across multiple subsidiaries, enabling us to consolidate financial data more efficiently and with fewer errors. This has notably increased the quality of our monthly review with local management, as we can now provide accurate, up-to-date insights that support better decision-making at each location. Additionally, the tool has automated our group consolidation process, ensuring consistent and reliable data for our overall financial reporting. The budgeting module has also enhanced our ability to plan and track budgets, helping us stay aligned with our financial goals across departments. Overall, the software has improved our reporting accuracy and the quality of our financial insights, making it a valuable asset for our organization ### 15. Excellent Tool for Planning and Budgeting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2025 **What do you like best about Jedox?** Good tool for planning and budgeting, forecasting options **What do you dislike about Jedox?** it is quite slow in case of more detailed, complex reports **What problems is Jedox solving and how is that benefiting you?** We are using Jedox for management reports and budgeting ### 16. Eliminated churn, now we can think **Rating:** 4.5/5.0 stars **Reviewed by:** Peter C. | Finance Business Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2024 **What do you like best about Jedox?** Creation and adaptability to our reporting and forecasting requrements. We've retired a ton of inconsistent reporting databooks and enabled ELT & SLT to proactively review and manage their P&Ls and Forecasts. As a result our team now has free time to analyse and delve into allsorts with the Ops managers. **What do you dislike about Jedox?** Presenting detailed reports via a browsr not too user friendy when streaming across sites. Could be a fault on our end relying on a report to do it all. **What problems is Jedox solving and how is that benefiting you?** Clean current trustworthy P&Ls available at any time, mitigates risk in databooks and frees up time. Forecasting much quicker - consolidating perpetually evolving revenue pipelines across 100+ divisions was a huge burden in excel. ### 17. A powerful planning tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Jedox?** I recently had the opportunity to use Jedox, and I must say, it’s an impressive planning tool that stands out for its capabilities and user-friendliness. Jedox excels in providing a robust platform for financial planning, budgeting, and forecasting. One of its strongest points is its powerful planning functionalities, which are adaptable to various industries and business needs. The software is highly customizable, allowing you to tailor workflows, dashboards, and reports to match your specific requirements. What I appreciated the most is how easy it is to get started. The intuitive interface and helpful resources made the onboarding process smooth, even for those without extensive technical expertise. Additionally, the integration with tools like Excel and cloud-based services ensures that transitioning to Jedox is seamless and efficient. I would recommend to any organization looking to enhance its planning processes. **What do you dislike about Jedox?** The Academy interface could do with an upgrade **What problems is Jedox solving and how is that benefiting you?** Planning, budgeting, and forecasting ### 18. Jedox makes budgeting process easier **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander S. | Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Jedox?** Most of all, I like userfriendly interface and ease of use. Great customer support must be mentioned as well. **What do you dislike about Jedox?** There is probably nothing to be mentioned here. **What problems is Jedox solving and how is that benefiting you?** We are using Jedox for budgeting and forecasting purposes. It helps to gather wast amount of data together, construct relationships and correlate different items with each other. So it saves lots of time to make budget, which means to collect actual data from different channels of different countries and make complicated calculations based on actuals and some assumptions for further period. ### 19. Using Jedox as a budgeting tool **Rating:** 5.0/5.0 stars **Reviewed by:** DaviD D. | Senior Financial Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2023 **What do you like best about Jedox?** Ease of Use, Customer support, Number of Features, Frequency of Use **What do you dislike about Jedox?** It's a new technology compared to existing tools, so movement from excels to Jedox was a bit painful, but it still results in a great upgrade. **What problems is Jedox solving and how is that benefiting you?** It's a centrilzed tool for the whole dataset and you can influence all the data taking only one action. That's very useful thing to have. ### 20. Supporting collegues the use of Jedox in everyday life **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2023 **What do you like best about Jedox?** Flexible program, which can be adapt for individual purposes **What do you dislike about Jedox?** The program is not always user-friendly, and you can't get information from support documentation or the Jedox knowledge base because there are simple examples **What problems is Jedox solving and how is that benefiting you?** Jedox simplifies these processes with a user-friendly interface and powerful tools for handling large datasets, making it easier to create and modify budgets and financial reports. ### 21. Trying to implement Jedox in our company **Rating:** 1.0/5.0 stars **Reviewed by:** Tetiana K. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Jedox?** - Cube structure -Customer Support -ability to copy-paste from other period **What do you dislike about Jedox?** -a lot of bugs. - not user-friendly language in RULES creator, it's better to add SQL or DAX. -no opportunity to add more than 2 dyna range in one report - it becomes more difficult for calculation in the report. - to move dimensions from the row to the column or vice versa is sometimes impossible - it's not moved, only via right-click. -#VALUE in the report if Hyperlink is added into the dyna- range - we have to recalculate the sheet all the time. - in button - Action - the range in the Set value field doesn't update the value if we make some changes in the sheet (add new columns for example). -complicated rule editor - It is difficult to understand which rule influences your data, to see this you need to take a lot of steps. - not user-friendly edit view report - difficult to make a simple report. It would be better if you made it like a Pivot table in Excel with simple filters. **What problems is Jedox solving and how is that benefiting you?** Implementation of jedox for budgeting processes of headcount expenses for the next year ### 22. Jedox & Carina Finance **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Jedox?** 1. Customization levels - we appreciate having the ability to modify reports based on the users needs (i.e. adding filters, adjusting time periods, switching currencies and entities, etc) 2. Integration with our system GP - having the ability to integrate with our existing system, GP, has made the integration process a lot smoother and easier. **What do you dislike about Jedox?** 1. Lack of excel integration (i.e. inability to input values directly in Excel. 2. Website loading times - at times, the browser may load slowly resulting in processes taking longer than expected. **What problems is Jedox solving and how is that benefiting you?** Jedox is solving the following problems for our team: - Prebuilt reports available which increase efficiency as these reports do not need to be refreshed or compiled periodically to see current results. - Consistent data presentation which allows us to have comparable data sets for presentations, meetings, etc. -Provides verify detailed reports which helps us identify issues within our businesses and develop solutions. ### 23. Jedox as a complete reporting solution **Rating:** 5.0/5.0 stars **Reviewed by:** Yasir K. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Jedox?** Jedox has strong planning and write-back capabilities with its MOLAP structure. Complex modeling is efficiently handled with its ETL processes, cube rules, and dynamic reports. It is easy to implement and integrate with other applications and databases. I can say that Jedox is user-friendly and an all-in-one reporting solution. **What do you dislike about Jedox?** The reporting side can be improved with more integrated charts and graphs, instead of using third-party tools like high charts. Also, its front end can be more powerful like Power BI and Tableau. **What problems is Jedox solving and how is that benefiting you?** Management reporting, forecasting, customer analysis, KPIs and ratios, and other business performance measures are effectively handled by Jedox. Its reporting is a key to our business decisions. ### 24. Jedox sometimes can be too complicated for both developers and users **Rating:** 3.5/5.0 stars **Reviewed by:** Galina K. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Jedox?** This is flexible tool, allowing to integrate all data at one place, many options to show and structure the data **What do you dislike about Jedox?** As I was partly responsible for developing of our Finance system in Jedox, I found it sometimes too complicated from the developer's point of view. **What problems is Jedox solving and how is that benefiting you?** We have all our finance data at one place from all our departments around the world. These data are unified and secured, used as a single source of truth. This is good tool for both standard users and managers, different levels of security allows to involve different kind of users depending on their needs/accesses. ### 25. Jedox Consultant **Rating:** 5.0/5.0 stars **Reviewed by:** Nasir K. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Jedox?** Jedox is very Ease to use, ease to implement. Jedox has the ability to create highly customised and custom build models for complex business structures. Ease to integrate with many different tools. **What do you dislike about Jedox?** So far so good, I did not come across any downsides yet. **What problems is Jedox solving and how is that benefiting you?** Jedox is helping me with the Financial Planning and Analysis models. It has great features to perform indept analysis and prompt planning and analysis through its unique cube splash features. It easily integrates with many different ERPs and Accounting systems, and make it easy for our client to have FP&A model setup. ### 26. Excellent work tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Gustavo C. | Analista de negócios, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Jedox?** Flexibility in building views, platform agility for the development of reports and registration screens. Cubes give the tool great possibilities for projections. **What do you dislike about Jedox?** The initial lack of knowledge of the tool, but with a short time of use, it is already possible to achieve great developments. **What problems is Jedox solving and how is that benefiting you?** Previously, there were Excel spreadsheets that were used for the company's budget, which sometimes created versioning problems and divergent information in the files. Jedox is helping to concentrate and correct this information. ### 27. An Excel close planning and reporting tool **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Jedox?** The capability to connect to almost every source system. The proximity to Excel allows a rapid lerning curve in building reports. The Integrator is easy to understand for database developers. **What do you dislike about Jedox?** The software is now only available as a cloud software. For smaller license volume for a lot customers it is too expensive. The performance limit is reached easily and if support is needed it is common ending within a email ping pong with switching support engineers. **What problems is Jedox solving and how is that benefiting you?** It helps to merge data from diffrent areas to get a better view of a companys data to use it a base for planning and forecasting. It combines a data integration tool, a database and a reporting/dashboparding tool in one software. ### 28. Quality Program and Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Jedox?** Jedox has allowed our forecasting process to be less manual while also providing comfort in its Excel basis, leading to an ease of use and implementation. Prior to Jedox, all forecasting was completed in various spreadsheets across the organization and now we are able to have one central platform for expense forecasting. We have about 50 people utilizing Jedox at once for 2 weeks out of the month and have not experienced any access issues. In the event that something does arise that I am unable to fix myself, our enablement partner, Frankie Li, has been more than helpful. I have received a lot of support from our Customer Success Manager, Courtney Harris and Customer Engagement Director, Bill Glik. We have monthly calls to discuss future integration plans and how to fully ultize the platform. At this moment, we have barely touched the surface of what Jedox can offer, however we are excited to utilize the various features and continue to move toward automated processes. **What do you dislike about Jedox?** To utilize this platform to its full potential, you need someone in-house to take the training courses and become an expert as it is not easy to just "figure it out". **What problems is Jedox solving and how is that benefiting you?** Jedox has automated our forecasting process made it more reliable. ### 29. FP&A Automation Platform Evaluation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2023 **What do you like best about Jedox?** Jedox's ability to integrate with so many different platforms. While the Excel and Google Sheets integration sounds basic, a lot of similar platforms do not offer such an integration. And in the case of those that do (Vena for example), the Excel/GSheets integration capabilities are limited in comparison with that of Jedox **What do you dislike about Jedox?** This can be both good and bad. The bad: 3rd party partners are harder to come by than that of a Workday Adaptive Insights, Oracle, SAP or Anaplan consultant. The good: services are cheaper and more hands-on (likely because Jedox has a smaller but more selective ecosystem of partners) **What problems is Jedox solving and how is that benefiting you?** Sales Performance Management and Planning. With the market the way it is these days, things are pretty unpredictable. It's the responsibility that continues evolving ### 30. Feedback on Jedox Implementation as of Year 2 **Rating:** 4.0/5.0 stars **Reviewed by:** David W. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Jedox?** Jedox has allowed us to retire dozens of cumbersome Excel files. It ensures data integrity and creates a secure budgeting environment. It eliminates the need to link anything in a workbook and allows for realtime reporting. Additionally, it has led to new efficiencies by pulling in inception-to-date data and facilitating forecasting. Overall our staff have shared positive feedback on their experiences with Jedox. **What do you dislike about Jedox?** The learning curve is greater than what we had anticipated, though it has still been manageable. **What problems is Jedox solving and how is that benefiting you?** Jedox has helped us address data integrity/security concerns. Additionally, it has served as a sophisticated, efficient solution for our complex budgeting needs. ### 31. Jedox is a tool that brings agility to financial analyses **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Jedox?** Jedox simply provides the main information necessary for quick decision-making, being used daily. Through Jedox, it is possible to perform scenario simulations and daily analyses in an agile and reliable manner. The Jedox team is always available to assist with any questions that may arise in day-to-day operations, quickly and effectively. Jedox makes data modeling more dynamic and simple, being an easy-to-use tool. **What do you dislike about Jedox?** Jedox serves for current scenario analysis and for budget preparation, I have no criticisms. **What problems is Jedox solving and how is that benefiting you?** Agility in information and ease in modeling. ### 32. Budget in Jedox **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Cosmetics | Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Jedox?** The most helpful in Jedox is that it combines budget data with accounting data. **What do you dislike about Jedox?** The least helpful in Jedox is that whenever any mistake occurs, we are not able to fix it ourselves. Also, sometimes when we switch to new year or rebudget, features, which were already working previous year or period, are broken again. **What problems is Jedox solving and how is that benefiting you?** Just budgeting - it is great that we are able to view budgets for separate brands, countries, but also together based on our needs. ### 33. It is easy to use, flexible, and provides useful insights into data. **Rating:** 4.5/5.0 stars **Reviewed by:** Farrukh A. | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Jedox?** I like Jedox’s flexibility in the adoption of various business models, ease of use, and handling of complex calculations in large datasets. **What do you dislike about Jedox?** Enhanced training for the application would improve proficiency **What problems is Jedox solving and how is that benefiting you?** Jedox has successfully addressed our complex billing model, resource management, expense reports, cost analysis, and forecasting needs, saving us valuable time and resources ### 34. Financial planning with great agility and security **Rating:** 5.0/5.0 stars **Reviewed by:** Klaus Dieter W. | Diretor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Jedox?** Ease of use and powerful integrations. We can parameterize the budget model to meet different needs. **What do you dislike about Jedox?** The configuration of workflow processes could be more simplified. **What problems is Jedox solving and how is that benefiting you?** Our budget process was developed with Excel and allowed many errors as well as being time-consuming. With Jedox we had a lot of agility. ### 35. obtaining standardized reports in various breakdowns, support Jedox team in formulating calculations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Jedox?** Possibility to quickly multiply a structure to additional objects (e.g. products, channels, branches...) **What do you dislike about Jedox?** It could have been more flexible to introduce exceptions. Also, some calculations can be difficult to trace as there is no ready-made formula for the respective calculation **What problems is Jedox solving and how is that benefiting you?** Once a structure is built, it can be immediately applied to additional products, branches or channels and included in consolidation wihtout much additional modeling. ### 36. It is really a powerful tool in every aspect and very easy to use for the user. **Rating:** 4.5/5.0 stars **Reviewed by:** Fatih A. | BI&CPM Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2023 **What do you like best about Jedox?** Easily manage all business needs on a single platform and make reporting and bbudgeting very quick with itspowerful calculation feature. **What do you dislike about Jedox?** I haven't seen any downsides yet.a product that always works with powerful hardware **What problems is Jedox solving and how is that benefiting you?** Fast reporting, fast budget planning processes and multiple variations of the budget in a short time ### 37. We implemented Jedox in the last year. We have been using it actively for 1 year. **Rating:** 4.5/5.0 stars **Reviewed by:** ibrahim k. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Jedox?** I can get product based line profit and see my all requirements in Jedox. At the same time, jedox can talked with all ERP that means showing to us flexibility and agility.it can be user friendly for reporting and data analysis when you get make sense data from it. **What do you dislike about Jedox?** Having strict barriers on some issues poses a problem in terms of agility. **What problems is Jedox solving and how is that benefiting you?** To get operating profit data based on product for each business units to provide solution and making analyse for each problems quickly. ### 38. Business Friendly Jedox **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Glass, Ceramics & Concrete | Enterprise (> 1000 emp.) **Reviewed Date:** October 04, 2023 **What do you like best about Jedox?** Jedox helps us extensively in the Budgets preparation, Budgets vs Actuals, Variance Analysis. Also liked by the end users and are interested to use the same. Though the shift from Excel to Jedox for others are difficult, after using the same & the controls it has motivated the end users **What do you dislike about Jedox?** Comments against each cell could be created which could help the enduser to understand, What to Keyin. This could be added & improved. **What problems is Jedox solving and how is that benefiting you?** Jedox helps us to reduce the time on preparation on the reports and focus mostly on the analysis. ### 39. Jedox is a user friendly BI tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Baran A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Jedox?** It's easy to understand the system because of the similarity between MS Excel. **What do you dislike about Jedox?** I have complain about only one thing which is the interface have so many bugs. **What problems is Jedox solving and how is that benefiting you?** Because of the dynamic reports, Jedox helps the users to access almost anything they want. ### 40. Use of Jedox Budgeting and Financial Reporting Program **Rating:** 4.5/5.0 stars **Reviewed by:** TUNCAY E. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Jedox?** The ability for work to be done quickly in accordance with our processes. The ability for the required reports to be generated quickly. Ease of integration with other systems. Ease of use and application of the program. **What do you dislike about Jedox?** Commas are used as thousand separators in amounts. It would be more appropriate for this separator to be a period. For example, like 1,000,000. **What problems is Jedox solving and how is that benefiting you?** We use it in our budgeting and financial reporting processes. ### 41. ETL for everyone **Rating:** 4.5/5.0 stars **Reviewed by:** Maxim C. | Delivery Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Jedox?** 1. Easy way to extract data by different ways 2. Easy transform data 3. Easy upload data to different systems 4. No code for most operations 5. Possible to use code for some transformation 6. Great support **What do you dislike about Jedox?** 1. Please add some video channel with trainings. 2. Integrator -> any action -> data source make this field widher **What problems is Jedox solving and how is that benefiting you?** Data exchange between systems ### 42. Management and sales reports **Rating:** 4.5/5.0 stars **Reviewed by:** Leyla T. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Jedox?** Ease of Use, Customer Support , Ease of Implementation **What do you dislike about Jedox?** limit problems that we faced time to time **What problems is Jedox solving and how is that benefiting you?** Jedox helps us to create all reports that we need based on business units, regions, products..etc. ### 43. Tool that provides agility in data. **Rating:** 4.5/5.0 stars **Reviewed by:** Lisiane E. | Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Jedox?** Your agility. Advantages, precise information. **What do you dislike about Jedox?** Need support to solve some performance issues. **What problems is Jedox solving and how is that benefiting you?** Develop the Budget. ### 44. Smart Solutions for Budget & Planning **Rating:** 5.0/5.0 stars **Reviewed by:** Meltem C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Jedox?** O like to Productivity and fast solutions in Jedox **What do you dislike about Jedox?** No I like Jedox .Generally it supports to us in budget . **What problems is Jedox solving and how is that benefiting you?** Jedox saves time and increases productivity. ### 45. It eliminated many tasks we used to do manually within the company and gave us speed. **Rating:** 5.0/5.0 stars **Reviewed by:** Tahsin K. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2023 **What do you like best about Jedox?** Ease of use and easy adaptability. **What do you dislike about Jedox?** In the current work we are doing, a situation we don't like has not yet occurred. **What problems is Jedox solving and how is that benefiting you?** It allows us to clearly see the situations occurring in our production, inventory, sales, and finance processes and makes it easier for us to make strategic decisions. ### 46. Good product with development potential **Rating:** 4.0/5.0 stars **Reviewed by:** Yury S. | Enterprise (> 1000 emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Jedox?** ease of integration with excel, ease of usage **What do you dislike about Jedox?** As being easy to use product, same time a lot of inbuild features complicate easy of product usage **What problems is Jedox solving and how is that benefiting you?** Palnning and forecasting ### 47. Jedox has been very helpful with troubleshooting and expanding our business needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Jedox?** Administration processes are easy to navigate. **What do you dislike about Jedox?** Nothing I can think of right now, ETL process can be a bit confusing for a soemone with little technical background. **What problems is Jedox solving and how is that benefiting you?** It is benfiting us by allowing to report on our plans vs actual volume's sold in our warehouses across the globe. ### 48. reliable **Rating:** 4.5/5.0 stars **Reviewed by:** türkan . | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Jedox?** quick report giving design compatible with every calculation **What do you dislike about Jedox?** do not strain too much in new additions, restrictions in multiple selections **What problems is Jedox solving and how is that benefiting you?** very successful in making comparisons with old data ### 49. Jedox Evaluation **Rating:** 4.5/5.0 stars **Reviewed by:** Rubine K. | Analista de negócios júnior, Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2023 **What do you like best about Jedox?** The analyses and reports that can be created **What do you dislike about Jedox?** I had difficulty doing the analyses initially, you need to know the tool well. **What problems is Jedox solving and how is that benefiting you?** The budgeting processes are well tied up, we no longer have manual processes. ### 50. Very Helpful for Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2023 **What do you like best about Jedox?** Very User friendly & helps to make the Analyses faster. **What do you dislike about Jedox?** Direct Excel copy & direct Jedox copy within the sheet for row / column of cells are not Available. **What problems is Jedox solving and how is that benefiting you?** Make Several Analyses & trends for given series of periods are possible without accessing many files. ## Jedox Discussions - [Future development](https://www.g2.com/discussions/34681-future-development) - 1 comment, 1 upvote - [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 - [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 - [What languages does Jedox offer?](https://www.g2.com/discussions/what-languages-does-jedox-offer) - 1 comment, 1 upvote - [Does Jedox offer a cloud option?](https://www.g2.com/discussions/3501-does-jedox-offer-a-cloud-option) - 1 comment, 1 upvote - [View Jedox pricing details and edition comparison](https://www.g2.com/products/jedox/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-10+22%3A39%3A14+-0500&secure%5Bsession_id%5D=50036bb3-a121-46f4-b37a-e6e5a8d76ed4&secure%5Btoken%5D=16f131c6eacaae8d33378edc52cfb49dfe07897ee09518a3c9a266b9f24497d1&format=llm_user) ## Jedox Integrations - [Databricks](https://www.g2.com/products/databricks/reviews) - [Epicor iScala](https://www.g2.com/products/epicor-iscala/reviews) - [Horizon](https://www.g2.com/products/allegro-development-horizon/reviews) - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews) ## Jedox Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Financial Planning** - Extended Planning - Reporting - Integration **Sales Performance Features - Sales Planning** - Account Scoring - Revenue Planning - Account Segmentation - Sales Performance - Sales Forecasting - Integrations - Scenario Modeling **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Territory Management - Sales Planning** - Territory Management - Territory Planning **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Quota & Capacity Management - Sales Planning** - Quota Management - Capacity Management - Quota Planning **Administrative** - Integration - Employee Structure - Behavior Monitoring **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Agentic AI - Sales Planning** - Autonomous Task Execution - Multi-step Planning **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making ## Top Jedox Alternatives - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (469 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (393 reviews) - [Board](https://www.g2.com/products/board/reviews) - 4.4/5.0 (300 reviews)