Management Reporting Software

All of the business at a glance – at any time.

  • Automated, efficient management reporting
  • Fast, customized ad hoc reports
  • Automatic provision of up-to-date data from a variety of sources
Jedox Product Snippet – Management insights and dashboarding
Join 2,900+ Companies using Jedox
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Accelerate your planning cycle!*

Create reports for your decision makers with just a few clicks – always using real-time data from ERP/CRM systems and other data sources.

Use the ready-to-use management reporting templates from the Jedox platform or create customized reports, forecasts, or scenarios. Jedox consolidates your data in a single source of truth to ensure data consistency and integrates it into clear reports to help you make confident, data-driven decisions. Visualize your data in seconds, identify trends, and support your management with insights from your most important KPIs.

* With Jedox, C&A managed to shorten the planning cycle by 66% and boost the quality of its scenario planning.

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Simplify complexity

This is where everything comes together, from financial and operative planning, financial consolidation, to ESG reporting and best practices. Jedox management reporting creates a big picture to help your organization be prepared for the unexpected, to accelerate decision-making and to plan strategically – for any business purpose, any environment, and any situation.

Efficient management reporting

With Jedox Canvas, you can easily select and drag-and-drop content from various reports, workbooks, and views for presentation on a clear dashboard. The Excel look-and-feel allows for a quick time-to-value without extensive technical knowledge or training.

Use change as an opportunity to become adaptable

Get answers to your management’s questions with just a few clicks, fine-tune reports and quickly create dashboards and ad hoc analyses. Jedox AIssisted™ Planning also comes with artificial intelligence and machine learning capabilities to uncover actionable insights.

Fast time-to-value

Implementing Jedox is quick and easy. Jedox offers a wide range of options for the integration of common ERP and CRM solutions as well as all existing systems. Overcome data silos and create a single source of truth, keeping all of your data up-to-date automatically. Any changes you make can be implemented quickly and easily, allowing you to remain adaptable.

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.

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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Henkell Freixenet reduces work hours by 80% annually

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Sommet automates 70% of its reporting process with Jedox

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

FP&A use cases

Find out what else you can do with Jedox

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.

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.

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