Overview

Jedox Budgeting & Forecasting Software is a powerful financial planning solution designed to streamline budgeting, forecasting, and financial consolidation. It replaces manual spreadsheets with automated, driver-based models that increase accuracy and efficiency. The platform enables real-time collaboration across finance and operational teams and integrates seamlessly with ERP and business systems. Users can build agile, scenario-based plans that quickly adapt to changing market conditions. With multi-dimensional data modeling, workflow automation, and advanced analytics, Jedox provides a unified platform for transparent, scalable, and compliant financial planning.

Features and Capabilities

• Automated driver-based budgeting and forecasting: Enables precise and efficient financial planning by automating calculations based on key business drivers, reducing manual effort and errors.
• Real-time collaboration tools: Facilitate seamless teamwork between finance and operational departments, ensuring alignment and faster decision-making through shared planning environments.
• Seamless integration with ERP, CRM, and other core systems: Provides unified and up-to-date data by connecting to existing business applications, eliminating data silos and duplication.
• Flexible scenario modeling: Allows users to create and compare multiple “what-if” scenarios, helping organizations anticipate changes and plan proactively.
• Multi-dimensional data modeling: Supports complex organizational structures, enabling detailed analysis across multiple dimensions such as departments, products, and regions.
• Workflow management with approvals: Automates and governs budgeting and forecasting processes with defined workflows and approval steps to maintain compliance and control.
• Centralized data repository: Ensures a single source of truth with comprehensive audit trails, improving data accuracy, traceability, and regulatory compliance.
• Customizable dashboards and reporting: Offers tailored visualizations and reports that provide clear insights into key performance indicators (KPIs) and financial metrics in real time.
• Cloud and on-premise deployment options: Provides flexibility to deploy the software in the cloud or on-premise, meeting organizational security, scalability, and infrastructure needs.
• AI-powered predictive analytics: Leverages artificial intelligence to enhance forecast accuracy by identifying trends and patterns in historical and real-time data.
• Support for financial consolidation and compliance: Facilitates consolidated financial reporting in line with international accounting standards such as IFRS and GAAP.
• User-friendly Excel interface with powerful backend engine: Combines the familiarity of Excel for end-users with robust calculation and data processing capabilities behind the scenes, boosting productivity and ease of use.