Financial Budgeting and Forecasting Software

Optimize budgeting and forecasting across your business

  • Shorten your planning cycles with automated data integration
  • Move from manual to automated forecasting for increased accuracy

  • Adjust financial budgets instantly based on new developments

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Join 2,800+ Companies using Jedox
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Look forward to your next financial forecasting cycle

Move on from manual forecasting with a forecasting and budgeting software. Jedox creates a single source of truth (SSOT) that contains all the financial and non-financial data that matters and builds a solid foundation for planning, budgeting, and forecasting. As a result, data is consistent, transparent, and accessible, boosting cross-organizational collaboration. Automated workflows empower teams to plan faster than ever.

Plan in days instead of weeks

Plan more efficiently, more often, and more accurately. Set targets, agree on financial budgets, and create mid- and long-term plans supported by automated workflows, audit trails, and a powerful in-memory database.

Easy to use Excel-friendly interface

The user-friendly Excel interface is accessible for any professional, regardless of technical proficiency. Leverage existing Excel knowledge and code-free planning to deliver value quickly – no extensive training needed.

React quickly to changes with automated financial forecasting

Automatically collect and unify financial and non-financial data to boost efficiency and eliminate errors. Automated financial forecasts continuously monitor performance versus plans. Deliver improved forecast revenue, demand, cash flows, and customer churn and accelerate what-if analysis.

Plans and budgets always transparent and up to date

All relevant data flows into a unified solution that is always up to date with all actual, planned, and forecast data. Experience integrated planning across business domains, such as finance, sales, and human resources.

Always one step ahead with advanced technology and Artificial Intelligence (AI)

The powerful analytics engine analyzes data from virtually any source. Jedox AIssisted™ Planning leverages AI and machine learning to uncover actionable insights that go undiscovered with other software.

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What it’s like to work with Jedox

Organizations of all sizes trust Jedox to simplify planning, budgeting, and forecasting. Get inspired by these use cases and learn how to plan for opportunities, react quickly to changes, and hit the mark.

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Accent Group accelerates budgeting process by 98%

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Henkell Freixenet reduces work hours by 80% annually

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Mantrac reduces time spent on repetitive data integration tasks by 75%

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C&A reduces planning time by 66% and boosts scenario planning

Financial Planning and Analysis (FP&A) use cases

Find out what else you can do with Jedox

Rolling Forecast

Stay agile in times of changing market dynamics: Rolling forecasts can empower you to seize opportunities proactively. Jedox makes rolling forecasting a breeze, enabling your team to make timely decisions.

Zero-Based Budgeting

Reimagine your budgeting process with a fresh start. Trust in our zero-based budgeting solutions to uncover savings and foster continuous innovation and cost efficiency in your organization.

Top-down and Bottom-up Planning

With top-down and bottom-up planning you will achieve alignment and collaboration across your organization. Trust in Jedox to facilitate top-down and bottom-up planning, ensuring that every team member contributes to the organization’s success.

Management Reporting

Our FP&A software transforms raw data into actionable insights, fostering informed decisions that drive growth and profitability. Empower your management team with real-time data and customizable reports.

Financial Reporting

Deliver clear, accurate, and timely financial information for confident financial reporting that supports strategic decision-making. Our financial reporting tools will simplify your reporting process, so your team can concentrate on achieving business success.

Financial Analysis

Our analytical tools simplify complex financial data, helping your organization make data-driven decisions. They allow your team to analyze financial performance, find trends, and identify improvement opportunities, driving growth and innovation.

Financial Modeling

Use financial modeling to simulate different situations and make smart strategic decisions. This helps your organization plan, adjust, and succeed in ever-changing business environments. Create advanced models that offer clear and confident financial predictions.

P&L (Profit and Loss)

Your P&L statement is a strategic tool for maximizing profits and a cornerstone of your success. Achieve even more transparency and trust in your financial performance with our FP&A software.

Balance Sheet

Your balance sheet has the power to determine your company’s financial future, so you need to be able to trust in its accuracy. Use our software to build a strong financial foundation that empowers your team to make confident decisions.

Cash Flow Planning

Optimize your cash flow management, ensuring your company’s financial stability and freeing up resources for innovation and growth. Jedox FP&A software is your trusted partner in cash flow management.

Revenue and Sales Planning

Maximize your revenue potential with data-driven insights. Our software helps you uncover and leverage drivers for more regular and accurate revenue planning and empowers your organization to achieve its full revenue potential.

CapEx (Capital Expenditures)

Invest in your company’s future by gaining a clear overview of your capital expenditures, depreciation, and amortization. Use Jedox to manage capital expenditures strategically, ensuring every investment contributes to your company’s success.

OpEx (Operating Expenses)

Take more control of your operating cost center and HR expenses to find more sources of savings and efficiency. Empower your team to optimize operating expenses and support a culture of cost-consciousness and profitability.

Scenario Planning

Prepare for your next step with scenario planning. Jedox supports collaborative scenario planning that prepares your organization across all your financial statements, giving you the agility to adapt and succeed at the speed of the market.

Predictive Forecasting

Predictive insights have the power to see what you can’t see and turn uncertainties into opportunities that help you navigate the future with a confident plan. Use the insights from predictive forecasting to drive proactive strategies ahead of the curve.

Ad hoc Reporting

Fast, clear, and precise. Ad hoc reporting and analytics provide a live view into all your data sets across all entities, products, customers, etc. from the web or Excel – for immediate insights into every aspect of your finances.

Financial Consolidation

Create a powerful financial consolidation process where you can trust in the accuracy of your financial statements. Our software simplifies complex tasks so you can concentrate on consolidating data efficiently and with precision.

Cost Allocation

Streamline and automate cost allocations and inter-company eliminations with precision, making sure your financial accuracy generates trust with colleagues and shareholders.

Analyst trust is more than decorations

Check out the reports and form your own opinion.

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What is Jedox?

Experience the power of a great plan with Jedox

Jedox is the world’s most adaptable planning and performance management platform for finance, sales, HR, ESG, and beyond. With Jedox, teams drive cross-organizational plans that mirror the unique contours of their business so they can react quickly to changes, plan for opportunities, and uncover what they didn’t know was possible.

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Q&A

Questions and Answers

Planning, budgeting, and forecasting are the three key pillars of enterprise performance management (EPM). The purpose of planning, budgeting, and forecasting is to translate strategy into execution via long-term or mid-term plans as well as short-term budgets and forecasts.

Planning
Finance teams use planning to determine how the organization’s goals will be achieved. In addition, it ensures that the overall planning and the subplans of all individual business areas are consistent and free of contradictions. A top-down planning approach defines the strategic goals of the business and high-level activities required to achieve them.

Budgeting
Budgeting is the process of translating planning into financial data. A budget is a goal-oriented plan formulated in terms of numbers. Within the plan, a certain time period with a certain degree of commitment is predefined. A budget allocates resources aligned to meet strategic goals and targets.

Forecasting
A forecast tracks the expected performance of the business so that timely decisions can be made to respond to shortfalls or maximize opportunities. Forecasting goes beyond standard forecasts because finance uses both financial and nonfinancial information as well as scenario planning.

Planning, budgeting, and forecasting processes are typically managed by financial controllers or the financial planning and analysis (FP&A) function in the office of finance. Orchestrated by finance, these activities involve multiple functions, such as sales, HR, and supply chain, to ensure that strategic objectives are met and financial targets are reached.

The purpose of FP&A software such as Jedox is to simplify planning and performance management and boost collaboration across the organization. Typical capabilities include the mapping of the P&L, balance sheet, and cash flow statements as well as linking adjacent processes, such as sales and cost planning as well as workforce planning.

As the most adaptable planning and performance management platform in the world, Jedox is an ideal software for budgeting and forecasting. The platform enables seamless integration of operational processes and their financial implications within a single source of truth. For finance teams, this means faster access to relevant information, less complexity, more consistency, and holistic plans that drive profitable growth.

Whether Salesforce, SAP, or Power BI: On the journey to digitization, organizations increasingly rely on specialized software solutions. This often results in data silos and several disconnected systems. Jedox taps directly into these data sources and seamlessly integrates them for truly collaborative, unified planning and performance management. Learn more about seamless integration possibilities.

Jedox is designed to grow with businesses as they change and expand. It supports changing business structures when new units are integrated. Explore how Warema streamlined collaboration for 200 users across multiple business units and modeled the Jedox platform to fit their individual business needs.

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