Integrated Business Planning Solution

All the data that matters in a single platform

Replace isolated systems with an integrated planning solution
Propel confident, well-informed decisions
No more shallow decision-making, no manual effort

Outperform expectations with comprehensive planning

Planning is the linchpin of future business success. Actuals, along with external and internal dynamics across functions, are foundational to forecasts that define strategic goals. Collating diverse information into a single business planning system, however, is a challenge.

Jedox automates data collection and integrates information into a central, consistent, and up-to-date planning platform. Guided by cross-functional, comprehensive plans, teams can react in real-time to changes, plan for opportunities, and uncover new possibilities.

eBook

The ultimate guide for integrated business planning

Adaptable planning across the organization

Get the guide

Planning, Budgeting and Forecasting

Timely insights for greater resilience

To achieve strategic goals, annual planning is not enough. Finance must be able to plan and forecast continuously to actively manage business outcomes. 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.

Budgeting and Forecasting Software

Reporting and Analysis

Reports that drive clarity and meet standards

To propel enlightened and efficient plans, teams need reports that illuminate information and are easy to create. Reports are additionally needed to meet local and international standards, audit requirements, and stakeholder demands.

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.

COLLABORATION IN PLANNING

Collaborate to drive decisions, not collect data

Collecting data from across the organization can be inefficient and error-prone, particularly when information lives in disparate applications and databases. 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.

Collaboration in planning

DATA INTEGRATION

A single source of truth for comprehensive planning

Integrate internal financial and operational data, as well as external data from a wide variety of sources into a single source of truth. Jedox automatically merges data from web services, REST APIs, and many pre-built connectors (e.g., for SAP, Qlik, and Salesforce), breaking down data silos and uniting data into a central platform. With automated data integration and preparation, finance experts have more time for value-added analysis to derive timely insights and make data-driven recommendations based on widely sourced data.

Data integration

Predictive forecasting and planning

Harness AI to simplify data preparation and automate forecasts

The volumes of data available for planning and analysis across an organization can be insurmountable, creating challenges for information-based planning. Jedox AIssisted Planning™ recognizes missing data, flags outliers, and suggests substitutes to efficiently clean large amounts of input data, while also automating forecasting scenarios to simplify planning.

Predictive forecasting and planning