Balance Sheet Software

Your quick & easy Balance Sheet

  • Simplify and automate balance sheet preparation
  • Provide cleaned, prepared data from all sources automatically
  • Streamline and speed up all your reporting processes
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Join 2900+ companies using Jedox, a Leader in the 2024 Gartner® Magic Quadrant for Financial Planning Software
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Save time and effort

Jedox provides you with a balance sheet model built on accounting best practices. All data is automatically collected, compiled, analyzed and cleaned. The Jedox platform integrates with S4/Hana Views, Snowflake, SAP, your ERP, CRM and HR systems to combine financial and non-financial data. Integrate P&L, CapEx, and working capital, and bring it all together in your balance sheet automatically.

With the Excel integration you continue to use your existing know how. Apply the same skill set not only to your balance sheet but to all your financial reporting and planning activities. Jedox enables integrated financial planning and paves your way to autonomous finance.

In today’s uncertain times with ever-changing business, legal or political requirements, you need to adapt. Jedox adapts with you and enables you to stay ahead of new developments. Support decision making by simulating scenarios, and apply these to your balance sheet or across other financial reports and models. Detect trends, discover bottlenecks or explore opportunities to find out what the future may hold for your business.

Take the complexity out of financial planning and reporting

Benefit from standardized, compliant reporting in accordance with accounting best practices and requirements. Jedox enables integrated projections across balance sheet, P&L, cash flow and taxes, so you always know where your business is headed.

The right data from the right sources

Start saving time and manual effort with Jedox. Data from financial and non-financial sources are provided automatically – accurate, current and in real time. Jedox supports data imports from multiple sources as well as direct data entries. Benefit from AI and ML for your financial reporting, planning, analyzing and modeling requirements.

Speed up your financial planning cycle

Gain independence from IT sources with pre-built models, guided workflows, and templates that foster self-service and acceptance. Update your balance sheet or other financial reports, models and analyses in seconds, and enjoy multi-currency support that allows you to easily report in a variety of currencies from a single data set – a major benefit for global enterprises.

Get a 360-degree overview of your business

Jedox provides a complete, holistic view. Create a “digital twin” of your business, using financial and non-financial data. The digital twin allows you to create scenarios, multi-version projections and what-if analyses. And if you are looking for a glimpse into the future, simply change the drivers in your models and scenarios to see the impact on your business. Establish long-term, strategic multi-year planning by linking the balance sheet with your financial forecasting or using it as a basis.

Certified trust

Define and assign roles to every user exactly to the extent required for performing their tasks. With the integrated version control and revision history you can easily track data and versions, and embedded comment threads enhance transparency and traceability. Gain the trust of users, the C level and auditors with the audit trails and change logs that Jedox provides for balance sheet data, P&L, cash flow, and FP&A. The Jedox Financial Consolidation solution is certified by KPMG and also according to the IDW standard PS880.

What it’s like to work with Jedox

Organizations of all sizes trust Jedox to model any scenario, integrate data from any source, and simplify cross-organizational plans.

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Digita delivers transparent P&L reporting 95% faster

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768 monthly Excel reports replaced by Jedox

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EZ-Link completes forecasting process 6x faster

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

FAQ

Frequently
asked
questions

Jedox FP&A software stands out due to its seamless integration with existing systems, flexible customization, and its ability to unify budgeting, analysis, forecasting, and reporting into a single source of truth (SSOT). It also creates a digital business twin, a dynamic replica of your business model that enables scenario modeling and key driver analysis for more accurate, data-driven decision-making. With AI-powered tools and real-time collaboration, Jedox helps Finance teams plan smarter and adapt faster.

Jedox offers flexible pricing based on user roles, modules, and deployment needs. Pricing is tailored to your organization’s size and complexity. Contact us for a personalized quote that aligns with your business requirements.

Yes, Jedox is designed to support businesses of all sizes, from mid-sized organizations to large enterprises, and serves a wide range of industries. We currently have 2900+ customers in over 30 industries. Its scalable and customizable platform meets the unique needs of various sectors and financial and operational complexities.

Yes, Jedox offers free personalized demos which allow you to explore the platform’s features, see your use cases in action, and ensure it’s the right fit for your organization.

No, Jedox is built for Finance professionals with an intuitive, Excel-like interface that ensures a familiar experience. AI-supported forecasting, drag-and-drop reporting, and interactive dashboards make budgeting and planning more efficient. With minimal training, your team can automate tasks, gain deeper insights, and focus on strategic decision-making—without relying on technical support. Plus, our comprehensive training and support resources ensure a smooth onboarding process.

Jedox enables seamless collaboration with its centralized platform and Jedox Workflow, which streamlines budgeting, forecasting, and reporting. Teams can assign tasks, set due dates, and track progress with color-coded stages. Automated notifications keep users informed of task updates, reviews, and approvals, while the “My Workflow Activities” report provides a clear view of assignments. Customizable review processes and role-based access controls ensure secure, efficient, and transparent teamwork across departments.

Jedox leverages AI-powered predictive forecasting to analyze historical data, identify trends, and generate accurate projections. Scenario modeling enables teams to simulate unlimited driver-based situations, making informed decisions even in dynamic conditions.

Jedox is built with enterprise-grade security and adheres to global compliance standards, including ISO 9001, ISO 27001, ISO 27017, SOC 2 Type 2, CSA Star Level 1, and CSA Star Level 2—with annual audits conducted by independent third-party organizations. Robust encryption, role-based access controls, and GDPR compliance safeguard data, ensuring that only authorized personnel can access critical information.

Implementation are generally measured in weeks, depending on your organization’s size and complexity. Jedox offers comprehensive educational resources, including training videos, Jedox Academy, and an extensive knowledge base. Our customer success team is always available to provide support during and after implementation.

Organizations that implement Jedox often see measurable ROI through reduced manual effort, improved forecast accuracy, faster decision-making processes, and overall effectiveness of the organization. Feel free to explore our customer success stories to demonstrate the potential benefits.

Yes, Jedox seamlessly integrates with a wide range of ERP, CRM, BI, HCM, and supply chain systems, ensuring smooth data flow across your existing infrastructure. The Jedox Integrator, a powerful ETL tool, allows both technical and non-technical users to connect cloud and on-premises data sources, automate data workflows, and eliminate manual data migration. With pre-built API connectors for SAP ERP, SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, Salesforce, Tableau, Power BI, and more, Jedox ensures a streamlined integration process that enhances efficiency and data accuracy.

Schedule a customized demo today