Overview

Jedox Financial Modeling software is designed to help organizations create robust, driver-based financial models that support strategic and operational planning. It provides a unified platform to consolidate data, automate complex calculations, and perform scenario analysis. This allows finance teams to streamline budgeting, forecasting, and long-term financial planning processes with greater accuracy and agility. Jedox integrates seamlessly with existing ERP and business systems, offering real-time data updates and collaboration across departments. Its intuitive interface empowers users to adapt models quickly, ensuring they reflect the latest market conditions and business assumptions. Overall, Jedox enables better-informed decision-making through transparency, traceability, and comprehensive financial insights.

Features and Capabilities

• **Driver-based modeling: **Enables flexible adjustment of financial assumptions and key parameters based on drivers, allowing models to quickly adapt to changing business conditions for more accurate planning and forecasting.
• **Integration with ERP, CRM, and other systems: **Seamless connection to existing business systems ensures real-time data consolidation, providing a consistent and up-to-date financial and operational data foundation while minimizing errors and duplication.
• **Automated financial calculations: **Complex computations such as depreciation, cost allocations, or revenue forecasting are automatically performed, reducing manual entry errors, saving time, and enhancing accuracy and consistency.
• **Scenario planning and what-if analysis: **Users can model multiple future scenarios and simulate their impact on financials and business outcomes, supporting informed decision-making and strategic planning.
• **Multi-dimensional modeling: **Supports representation of complex organizational structures—such as product lines, regions, cost centers, or customer segments—enabling detailed analysis and management control.
• **Workflow automation with approval processes: **Standardized workflows for planning, approvals, and reporting ensure transparent governance. Auditable processes support compliance with internal policies and external regulations.
• **Customizable dashboards and reports: **Personalized visualizations deliver relevant KPIs and insights at a glance. Users can easily tailor reports to inform different stakeholders effectively.
• **Collaborative environment: **Facilitates cross-departmental collaboration between finance, operations, and management teams, reducing information silos and supporting aligned planning processes.
• **Multi-currency and multi-entity consolidation: **Enables consolidated financial planning across countries and business units. Currency conversions and local regulations are incorporated to produce globally consistent reports.
• **Built-in audit trails: **All changes and processes are fully traceable, ensuring transparency and supporting compliance with accounting standards and regulatory requirements.
• **Flexible deployment options: **Available as both a cloud service and on-premise solution to meet diverse IT requirements and security needs.
• **Intuitive user interface: **User-friendly design with clear navigation and contextual help makes the software accessible and efficient for both finance professionals and business users.