FP&A software integrated with Excel

Excel-optimized budgeting, forecasting, planning, and reporting

  • Excel-like interface speeds business-wide adoption by leveraging common Excel skills
  • Best-in-class Jedox Add-in for Excel 365 unifies data and provides secure access to a single source of truth with the Jedox solution.
  • Reuse and evolve existing Excel-based models within the Jedox modeler and report builder
Jedox Product Video – Excel Integration
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Self-service FP&A and controlling through Excel-based workflow and process

Excel is the gold standard tool for finance and is prevalent throughout finance teams’ work. Excel tests are often a requirement to break into the profession. However, Excel was not designed for enterprise-wide planning. Collaboration in disconnected, offline spreadsheets leads to version control issues. And because it is prone to errors and inconsistency, manual data aggregation in Excel consumes valuable time. The Jedox platform lets finance teams leverage their expertise in Excel while maintaining security and version control.

Business acceptance with a short learning curve

Leverage existing Excel knowledge and code-free planning to deliver value quickly – without extensive training. The power of Jedox is accessible via the Jedox Add-in for Excel or through the Jedox Excel-like web-based interface. All planners across the business can contribute to budgeting, forecasting, and planning – regardless of technical proficiency.

Leading data integration through Excel and Jedox Integrator, a powerful ETL tool

Connect your business systems seamlessly to Jedox via the Jedox Integrator and create a digital replica, or digital twin, of the business to model any scenario.

Create a common understanding of the business

Empower cross-functional collaboration within Excel, Jedox’s web-based interface, or interact with management reporting via the Jedox mobile app. Provide access to a single source of truth whenever and wherever it is needed.

Reuse Excel reports in Jedox no-code drag-and-drop dashboards

Create dashboards and actionable performance analytics to achieve more with your data. Build in Excel if you prefer and add charts and other Excel components to Jedox dashboards.

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