EPM Software

See the complete picture – anytime

  • Connect all your business data—fast, secure, and IT-free
  • Familiar, Excel-like experience—right in your browser
  • Real time planning, on demand
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Join +2,900 companies using the Jedox platform
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If you can imagine it, you can build it.

With the Jedox EPM Software anyone can be a solution designer. Build your application with minimal IT support and benefit from agile deployment and fast time-to-value. For even more speed, you can take advantage of pre-built Jedox Models for integrated enterprise planning.

Plan, analyze, report on ONE integrated EPM platform

Integrated enterprise performance management software provides reliable data, insights and guidance to everyone in your company. Jedox delivers it all: Self-service budgeting, planning and forecasting combined with intuitive analytics and BI dashboards in one platform.

ExcelPLUS – Remove the risks from your spreadsheets

Excel is still the most widely used tool for planning, analytics and reporting. This is no surprise as spreadsheets do offer great flexibility but at great cost due to the limited automation, security and control. Jedox removes the risks from Excel-based business processes while building on your existing Excel know-how. Convert your spreadsheets to an enterprise-class solution with Jedox.

Configure and customize your EPM solution

Your business processes are unique to your industry, company size and organization. The powerful Jedox modeling engine enables you to build tailored enterprise performance management solutions. Create flexible applications for highly complex organizations, large data and user scenarios, and multi-step workflows and reporting processes.

Collaborate and gain insights – anywhere, anytime

Delight your users and increase productivity through the Jedox Mobile application and integrated collaboration features. These innovative technologies create a richer experience and strong engagement for users while boosting efficiency and accuracy. Harness the power of collaboration to drive future success – anytime, anywhere.

Augmented Insights & Foresight with AIssisted™ Planning

The embedded Jedox AI engine assists finance and the business functions with smart decision-support and automation. Learn how you can make Financial Planning and Analysis smarter and go further through the power of Jedox AIssisted™ Data Preparation, AIssisted™ Forecasting and AIssisted™ Performance Management.

Jedox EPM Platform

Empower decision making with the Jedox EPM platform

All the data that matters in a single platform. Jedox connects seamlessly to your most important business systems and analytics tools—CRM, ERP, BI and more. Through prebuilt connectors, the OData Hub, and the Jedox Integrator, FP&A teams can unify data from across the enterprise without IT bottlenecks. Every connection adheres to Jedox’s security model and governance standards, ensuring performance, transparency, and control.

Timely insights for greater resilience

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Spreadsheets and other manual data collection methods are too slow to allow quick reactions to budget deviations. Through expert integration across virtually any systems, Jedox simplifies planning for even the most complex business environments, so teams can adjust plans and pivot quickly for greater resilience.

Reports that drive clarity and meet standards

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Whether for detailed analytics or high-level summaries, Jedox automated reporting tools beautifully illustrate actual, planned, and forecast data integrated from across the organization, in virtually any format. Teams can work directly in Excel, Power BI, or on the web to efficiently illuminate data that drives clarity and meets business standards.

Collaborate to drive decisions, not collect data

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Replacing seemingly endless email trails of spreadsheets, Jedox collects actuals through direct input, via workflow, or through automated integration – all into a centralized platform. This ensures real-time, simultaneous access to the most current data and its effect on overall performance, fostering collaboration at its best.

Over 2,900 global teams use Jedox for a reason

Within a three-month time period, from signature to go-live, we transformed the way the financials for the company are structured and presented.
Charlie Gaddis
Chief Financial Officer
Libra Industries
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Henkell Freixenet reduces work hours by 80% annually
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From 1,000+ spreadsheets to a unified platform
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Mantrac reduces time spent on repetitive data integration tasks by 75%
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Just a few more steps to seeing Jedox in action

Get a quick demo of our intuitive, Excel-like performance management software

  • Share some details: Tell us about your team’s needs so we can tailor the demo just for you.

  • See Jedox work live: Watch how Jedox helps teams plan, budget, and forecast in a fraction of the time.

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eBook

The ultimate guide for integrated business planning

Adaptable planning across the organization

FAQ

Frequently asked questions

Enterprise performance management (EPM) software brings planning, budgeting, forecasting, reporting, and analysis together on one platform. It helps organizations connect financial and operational data, monitor performance, and make more informed business decisions.
Enterprise resource planning (ERP) software manages daily business transactions and operational processes. EPM software uses financial and operational data from ERP and other systems to support planning, forecasting, performance analysis, and strategic decision-making.
Jedox centralizes data and automates manual planning and reporting tasks. Finance teams can update forecasts, compare actuals with plans, and create reports using current information, helping them spend less time preparing data and more time analyzing performance.
Data integration is one of Jedox’s core strengths, with one of the strongest connectivity footprints in the market. The Jedox Integrator connects virtually any data source: prebuilt connectors for systems like SAP (ERP, BW, S/4HANA), Salesforce, Power BI, Qlik, and Tableau, JDBC access to any relational database, cloud data warehouses such as Azure and Snowflake, and file-based or REST/SOAP sources. This allows Finance teams to connect and consolidate data enterprise-wide without relying on IT.
With the Jedox Excel Add-in, Finance teams can work in a familiar Excel environment while benefiting from centralized data, automated processes, access controls, and improved version management. This allows users to keep the flexibility of Excel without relying on disconnected spreadsheets.
JedoxAI puts planning and forecasting into natural language. With the Planning Agent, Finance teams can update plans and run scenarios by simply describing what they want, instead of navigating menus or writing formulas. For forecasting, JedoxAI automatically identifies the relevant historical data and evaluates multiple algorithms to select the most accurate one, making forecasts faster to produce and more precise.
Jedox provides configurable models, workflows, dashboards, and prebuilt planning solutions that can be adapted to your business. Many organizations start with a specific Finance use case and expand the platform over time as planning needs grow.
There isn’t a singular answer for every organization, as each company needs to consider their own unique requirements. For mid-sized and enterprise organizations looking for a flexible EPM platform that combines planning, forecasting, reporting, AI-assisted analysis, and broad data integration, Jedox is a leading choice.
Request your live demo with a Jedox expert today