Integrated Financial Planning Software

Accelerate integrated financial planning with the Jedox Best Practice Accelerator

  • Configurable templates optimize strategic and operational planning and reporting

  • Best practice design eliminates risk based on expertise and experience from thousands of successful projects

  • Scalable platform achieves seamless data integration with an AI-powered and Excel-like user experience

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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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90% time savings in the planning process*

The Jedox Integrated Financial Planning Best Practice Accelerator (IFP BPA) empowers your organization to manage strategic and operational financial planning quickly and accurately. Our solution offers pre-configured, customizable templates that can be tailored to your business’s needs, allowing for a smooth and efficient implementation process. Integrate and automate all FP&A processes for a unified financial view. With the Jedox IFP solution, you can focus on data-driven decisions that drive business growth.

*Fiat saves 90% time in the planning process

Pre-built financial models

Get results faster and reduce preparation time. Leverage pre-built and easily customizable financial models for P&L, cost center, cash flow, and balance sheet. The models may incorporate workflow, currency conversion, and version control and are based on industry best practices and extensive project experience.

Easy data integration

Easily import all existing financial models from Excel to get started using the Jedox Excel Add-in, extensive connectors, and a powerful Extract, Transform, Load (ETL) tool. Benefit from a seamless connection to different data sources (ERP, CRM, etc.). This eliminates the need for manual data collection, avoids errors, and ensures a single source of truth for financial planning and analysis.

Familiar Excel interface

Facilitate user adoption and shorten the learning curve, especially for people who are already used to working with spreadsheets.

Flexible analysis and reporting

Enable stakeholders to analyze data with customized reports and dashboards that meet specific needs and improve decision-making. Easily create and add individualized dashboards through a no-code, drag and drop tool Jedox calls Canvas.

Guided implementation process and support

Step-by-step configuration with Jedox consultants reduces complexity and further accelerates the introduction of the Jedox platform within the business. Jedox’s experienced team and network of partners supports the business with an efficient implementation process, including project launch and planning, dedicated project management, regular status checks, and seamless data integration.

Jedox solutions are unique

Why Jedox IFP BPA?

Simple

Achieve faster, more informed financial decisions

The Jedox IFP BPA is a comprehensive solution that integrates and automates all financial planning and analysis (FP&A) processes. Whether you need to manage the P&L, balance sheet, or cash flow statements, Jedox provides the tools and templates to unify and optimize internal and external processes. Choosing the IFP BPA as a starting point simplifies complex processes, reduces risk, and improves governance and control across your organization.

The intuitive Excel-like interface and powerful AI features make financial planning accessible and effective for all users. This allows greater use of the Finance team’s analytical skills, achieves rapid time to value, and saves more than 20% time.

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Integrated

Effectively deliver integrated financial planning via a standard scope and fixed price

With a fixed price and scope of implementation, the organization benefits from simplified processes, more control, and faster time to value. This IFP BPA ensures financial planning, reporting, and consolidation are streamlined, accurate, and aligned with strategic goals.

Empower the organization to manage strategic and operational financial planning quickly and accurately. The solution offers pre-configured, customizable templates tailored to business needs, ensuring a smooth and efficient implementation process. With Jedox IFP BPA, focus efforts on data-driven decisions that drive business growth.

What it’s like to work with Jedox

Organizations of all sizes rely on Jedox to model any scenario, integrate data from multiple sources, and simplify cross-organizational plans.

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Getränke Hoffmann manages stores with daily updated SAP data

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Fiat delivers forecasting 10x faster with unified solution

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768 monthly Excel reports replaced by Jedox

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AgReliant: increased scenario planning frequency 3x within months

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.

FP&A use cases

Expand beyond the Jedox Integrated Financial Planning Best Practice Accelerator

Budgeting and Forecasting

Achieve your financial goals through agile budgeting and forecasting. Advanced planning tools enable your team to make faster and more precise decisions on drivers and KPIs that drive your organization’s future value.

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.

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.

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.

Schedule a customized demo today