The financial planning software category
Gartner defines financial planning software as the “key tool that enables organizations to automate and streamline their enterprisewide financial planning processes. The software supports planning, budgeting and forecasting processes by connecting relevant operational and driver data to profit and loss, balance sheet and cash-flow financial statements. Additionally, the software offers enhanced decision support and analytics that can be customized to unique planning requirements. To provide this support, financial planning software offers data integration, data modeling, reporting and workflow capabilities, which all enhance a user’s ability to effectively manage the planning process and their organization’s financial performance.”
We feel the 2024 Gartner® Critical Capabilities for Financial Planning Software report provides a detailed analysis that assists FP&A leaders in aligning software capabilities with their organizations’ unique requirements.
Why we believe companies choose Jedox
Excel similarity and Excel Add-in
Increase adoption and Finance autonomy through a common language. Enable secure and seamless collaboration with stakeholders inside and outside the Office of Finance.
Most adaptable planning and performance management platform
Supports any business requirement with AIssisted™, Jedox AI (Gen AI), no-code planning, forecasting, budgeting, analysis, and reporting in a disrupted world.
Self-service, no-code data integration from any system
Harmonize bi-directional data flows to create a consistent, manageable digital twin of the organization to plan the entire value chain.
Shortest time to value and highest project success
Achieve value faster and ensure project success with adaptable solutions, including an ESG solution. These models provide investment security amid business change.
Jedox understand the market’s needs
Jedox supports the Finance team and digital transformation initiatives in even the most complex business environment.
Jedox solution overview (video 01:39)
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Gartner, “Critical Capabilities for Financial Planning Software,” Regina Crowder, Vaughan Archer, Matthew Mowrey, Michelle Carlsen. 18 November 2024
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Jedox.
Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.