Overview

The Jedox Balance Sheet Software is part of the Jedox EPM platform—an in-memory, Excel-like solution designed for enterprise financial planning and analysis. It enables collaborative, driver-based, multi-dimensional balance sheet forecasting integrated with P&L, cash flow, and planning workflows. Built for real-time consolidation, scenario simulation, and centralized governance, it supports finance teams in creating a unified “single source of truth” across budgeting, forecasting, reporting, and analysis.

Features and Capabilities

• In‑memory multidimensional database: fast OLAP engine supporting real-time writebacks, consolidation, and granular drill‑downs.
• Excel‑like interface with native Add‑in: familiar spreadsheet experience with real-time integration to the Jedox server.
• Integrated FP&A workflows: linked P&L, cash flow, and balance sheet planning, including forecast versions and scenario simulations.
• Flex‑modeling & scenario planning: create top‑down, bottom‑up, driver‑based versions with unlimited scenarios and version control.
• Dynamic reporting: configurable “Projected Balance Sheet Forecast” templates with monthly/yearly splits, currency conversion, and commentary support.
• Collaboration & governance: role‑based access, workflow monitoring, audit trails, and multi-user planning.
• **Data integration & ETL: **easy import from Excel, ERP/CRM systems (SAP, Oracle, Salesforce), plus connectors and Jedox Integrator for seamless data flow.
• **Automation & AI features: **templates, AI-assisted planning, natural language querying, and dynamic reporting via Dynatables and Generative AI.
• Security & compliance: enterprise-grade encryption, ISO/SOC certifications, Azure-backend, and single sign‑on support.
• Scalable deployment options: cloud (Azure, Kubernetes), on-premises, or hybrid. Multi-currency and multi-entity consolidations supported.