---
title: Jedox Reviews
meta_title: 'Jedox Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 188 reviews by the users' company size, role or industry
  to find out how Jedox works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 188
  scale: '5'
date_modified: '2026-07-13'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Jedox Reviews
**Vendor:** Jedox  
**Category:** [FP&amp;A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 188
## About Jedox
Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​



## Jedox Pros & Cons
**What users like:**

- Users find Jedox&#39;s **ease of use** impressive, highlighting its intuitive interface and smooth onboarding for seamless integration. (8 reviews)
- Users value the **efficient budgeting management** of Jedox, seamlessly integrating reporting and financial planning in one platform. (7 reviews)
- Users value the **flexibility** of Jedox, facilitating fast implementation and seamless integration with existing systems. (7 reviews)
- Users praise Jedox for its **effective forecasting capabilities** , enhancing budget management and freeing time for analysis. (7 reviews)
- Users value the **seamless integrations** of Jedox with various tools, simplifying workflows and enhancing financial planning efficiency. (7 reviews)
- Users value the **integrated reporting and budgeting** capabilities of Jedox, simplifying data management and forecasting. (7 reviews)
- Forecasting Efficiency (6 reviews)
- Planning (6 reviews)
- Budgeting Efficiency (5 reviews)
- Budget Management (5 reviews)

**What users dislike:**

- Users find that **complex modeling** can be slow and overwhelming for large datasets, complicating their overall experience. (5 reviews)
- Users find the **learning curve steep** , requiring significant training for effective use of Jedox&#39;s complex features. (5 reviews)
- Users find the **complexity** of building models and workflows in Jedox requires significant training and technical knowledge. (4 reviews)
- Users note that the **learning difficulty** of Jedox poses significant challenges during onboarding and model building. (4 reviews)
- Users find that **slow loading times** hinder their productivity and complicate data handling in Jedox. (4 reviews)
- Users experience **slow performance** with Jedox, especially when handling complex reports and large datasets. (4 reviews)
- Users find the **initial setup complex** , posing challenges for beginners and complicating the onboarding process significantly. (3 reviews)
- Difficult Setup (3 reviews)
- Performance Issues (3 reviews)
- Reporting Issues (3 reviews)

## Jedox Reviews
  ### 1. Jedox is customizable, which makes it easier to adapt according to the reality and needs of each company.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 17, 2023

**What do you like best about Jedox?**

Have the information updated very quickly.

**What do you dislike about Jedox?**

Some questions about premise structures, I found the order and systematics confusing with several options being in different places.

**What problems is Jedox solving and how is that benefiting you?**

Previously, we had our entire budget structure in Excel spreadsheets, with the risk of file loss. Jedox brought us more security in data storage and also more efficient analyses.

  ### 2. Very Powerful Tool - Jedox

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Glass, Ceramics & Concrete | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2023

**What do you like best about Jedox?**

Helped us in various analysis on the trends of the business performance & easy to use

**What do you dislike about Jedox?**

Differentiating where to use ! & # is becoming a confusion.

**What problems is Jedox solving and how is that benefiting you?**

Able to budget & forecast the results of the business performance very easily

  ### 3. Easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 10, 2023

**What do you like best about Jedox?**

Quick and easy
Customer support  is working well

**What do you dislike about Jedox?**

Manual journals not working in bigger Group
Manual CF

**What problems is Jedox solving and how is that benefiting you?**

Financial reporting and group consolidation

  ### 4. Suitable for excel-like planning and reporting solutions

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jonas P. | Consultant Business Intelligence, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 31, 2023

**What do you like best about Jedox?**

- Other source systems are easily connected to Jedox
- Excel-like reporting enables users to learn to create own reports quickly and work independently from third parties
- Unique planning features

**What do you dislike about Jedox?**

- Sometimes Performance issues occur when many users use paste view functionality (e.g., extend many rows)
- Inefficient communication with Jedox support slows down the problem-solving process

**What problems is Jedox solving and how is that benefiting you?**

- Jedox helps companies to use their data to the full extent. It enables more accurate and faster decision-making based on conclusions derived from data.
- It also enables companies to plan their budget due to jedox planning features

  ### 5. System is flexible, contacts easy to reach

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 17, 2023

**What do you like best about Jedox?**

One system for all data. Helps to improve cooperation between different departments. 
Ability to divide rights between users. 
Possibility to set up tables, lock formulas according to need.

**What do you dislike about Jedox?**

It is super slow 
Scrolling mechanism are not working
UI needs upgrading
Mobile app/view is  very basic

**What problems is Jedox solving and how is that benefiting you?**

Minimizing manual work
Gathering all data to one system
Protecting against human errors with numbers

  ### 6. Jedox is a great xFP&A Tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chinmay J. | Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 20, 2022

**What do you like best about Jedox?**

Ability to easily add new models and deliver things quickly

**What do you dislike about Jedox?**

Need more direct to use artefacts like more pre-built form templates

**What problems is Jedox solving and how is that benefiting you?**

Used across multiple departments for client for analysis and reporting

  ### 7. Very flexible tool for planning and forecasting

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 31, 2023

**What do you like best about Jedox?**

- great data integration tool: many connectors for ERP, CRM...
- many possibilities without using code
- continuous updates including new features and enhancements

**What do you dislike about Jedox?**

- sometimes the system is a little bit buggy -> new features should be tested more thoroughly
- performance in general
- cloud support via mail/support portal is often very time-consuming. Short meetings would sometimes be more efficient.

**What problems is Jedox solving and how is that benefiting you?**

-minimizing errors
-gathering and merging data from different sources

  ### 8. Jedox has helped make our budgeting processes more convenient and faster.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.)

**Reviewed Date:** January 13, 2022

**What do you like best about Jedox?**

We get a quick and good overview of the different budget lines.

**What do you dislike about Jedox?**

We still need to set up the program and make it more user-friendly.

**Recommendations to others considering Jedox:**

-

**What problems is Jedox solving and how is that benefiting you?**

We don't need excel anymore.

  ### 9. One-stop shop for organisational BI needs. Spreadsheet on steroids

**Rating:** 4.5/5.0 stars

**Reviewed by:** Amol G. | Manager, Finance and Business Intelligence, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2020

**What do you like best about Jedox?**

- Ease of use especially in reporting and preparing intuitive dashboards. Developing web reports is an extension of working on excel on the web
- Easy transition from excel to dynamic web dashboards
- Budgeting and planning is very easy to implement with some dynamic reports
- Visual and easy to follow ETL process that makes it very easy to track each steps in the ETL process
- Ready compatibility with a plethora of modern DB systems
- Ability to run R code as well other programming scripts to automate some tasks
- Simplified security management and admin tasks

**What do you dislike about Jedox?**

- Initially the training was absent on the tool so lot of struggle to understand the mechanics behind. Now the training is improving a lot and they are taking steps in the right direction with training.
- It is important to make sure that Excel add-in for the current version of Jedox is safely stored in the organisation. As it becomes difficult to source the add-in for older versions difficult to find.
- Despite being an amazing product, if the entire ETL development is carried out inside Jedox, there is a risk of dependancy on the product in case going forward the organisation want to reevaluate its BI suite, the switching cost will be very high and pretty much start from scratch will be required. A mitigating approach would be to adopt a mixed bag approach by doing major part of the ETL on SQL server or the like and to do the rest in Jedox. Although, considering their constant R&D enables them to keep their product very relevant by packaging new functionalities in newer versions so even end-to-end development in this platform should yield great results if there is a long term commitment to the product.

**Recommendations to others considering Jedox:**

It is a great product especially for small Finance teams who lack the resources and knowhow to cater to a large scale BI team. Its usability far exceeds the Finance teams requirement so once implemented well by the Finance team, they can champion the product elsewhere in the organisation and optimise the value that can be derived from using Jedox.

**What problems is Jedox solving and how is that benefiting you?**

- Organisational budgeting and Forecasting
- Financial reporting, dashboards for Finance, HR etc
- Management reporting and Board reporting
- Revenue planning
- On-demand Annual statutory reporting which is a major efficiency gain of over 3 days of initial set-up and then further pain whenever changes had to be made to the accounts
- Single source of truth for numbers

  ### 10. A bit too slow, difficult system to insert comments (I would need the same system as excel  allows)

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 04, 2022

**What do you like best about Jedox?**

I like the possibility to automate processes

**What do you dislike about Jedox?**

A bit too slow, impossible to "normally" and quickly copy data from excel, difficult system to insert comments (I would need the same system as excel allows). Difficult and time consuming development process, takes too much time to get things to work

**What problems is Jedox solving and how is that benefiting you?**

It minimizes human errors, automates processes, minimised formula errors.

  ### 11. Lyttelton Port Company using Jedox

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Maritime | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2023

**What do you like best about Jedox?**

The comments section of inputting and having these flow through the different versions is great. We are still in early stages of implementing, but the system appears to have the functionality we desired.

**What do you dislike about Jedox?**

Nothing comes to mind yet but as stated we are still in the early stages

**What problems is Jedox solving and how is that benefiting you?**

One version of reporting and standardised reports

  ### 12. Planning and Budgeting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Madhu N. | Delivery &  Operations  Head, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 12, 2022

**What do you like best about Jedox?**

Scalabe model , interoperablilty  to different platforms.

**What do you dislike about Jedox?**

some times the system hangs or freezes. graphical limitations ,  dev- version management framework

**What problems is Jedox solving and how is that benefiting you?**

quick planning, easy collaboration,

  ### 13. Amazing flexibility

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gareth L. | Finance Business Partner, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 06, 2021

**What do you like best about Jedox?**

Flexible modeling capabilities
Excel skills are highly transferable
It suits the agile approach to build a simple model and improve and refine and add complexity over time as

**What do you dislike about Jedox?**

I have noticed a few bugs, especially with the report builder
For ad-hoc analysis, the speed and maneuverability of a Tabular Model through a Pivot Table is still the best, and I wish the JEDOX excel add-in were as easy to use

**Recommendations to others considering Jedox:**

Make use of the free trial version

**What problems is Jedox solving and how is that benefiting you?**

We are consolidating Finacial Forecasting from multiple excel files. 
Storing and managing master data (previously hard coded in Excel) for Finacial Performance Reporting

  ### 14. Basically great tool, but has several potentials

**Rating:** 3.5/5.0 stars

**Reviewed by:** Marlon P. | Head of Controlling, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 08, 2021

**What do you like best about Jedox?**

ability to plan, to splash plans up and down
works with Excel commands and enables to combine database functions with traditional tools
simplifies work and even sals staff can get their some basic data easily
basic functions are easy to use

**What do you dislike about Jedox?**

No handbook available in German
Limitation of cells in Excel (65 k rows)
Unsolved bugs - tickets are open (ATVISIO)
requires additional consultancy for updating versions in short terms (high costs)
Browser based technology appears fragile copared with an app/tool like QlikView - drilling up dimensions often fails
Difficult to detect problems why reports are slow and what must be done to speed up performance

**Recommendations to others considering Jedox:**

Solve bugs rather than releasing version updates with new functions but old bugs.

**What problems is Jedox solving and how is that benefiting you?**

aggregation of data to get a statement out of it
providing standardized reports to the organization and safe time
combine data from several tools to enrich the data pool for deeper analysis

  ### 15. Jedox

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.)

**Reviewed Date:** January 18, 2022

**What do you like best about Jedox?**

Autofill functions.
Excel add-in.
Export-import data.

**What do you dislike about Jedox?**

I still have to use Excel for some calculations.

**What problems is Jedox solving and how is that benefiting you?**

To make budgeting easier.

  ### 16. Flexible approach to data modeling and forecast planning

**Rating:** 4.0/5.0 stars

**Reviewed by:** Javier V. | Application Analyst

**Reviewed Date:** April 05, 2022

**What do you like best about Jedox?**

The GUI interface for data-driven modeling is great for quickly taking a dataset and turning it into a database. The Excel interface allows me to encourage users to leverage their existing skills to create self-service reports. Plenty of integration/connectors out of the box to connect to other databases.

**What do you dislike about Jedox?**

Data visualizations and dashboards are very Excel like. I am finding it a bit cumbersome to quickly experiment and explore data as I would in other popular BI tools.

**What problems is Jedox solving and how is that benefiting you?**

Centralizing data entry for forecasting and planning. Automating upload of data from transactional ERP databases. The biggest benefit users have experience is the ability to easily leverage prior planning/forecasting versions. The centralized data entry also allows for reports to refresh faster since multiple manual processes have been removed

  ### 17. Great first impressions

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ben E. | Business Development Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 04, 2022

**What do you like best about Jedox?**

I like the ease of access to complex levels of data Jedox enables, saving incredible amounts of time and effort.

**What do you dislike about Jedox?**

My only issue is the speed at which Jedox can reproduce some data from the server

**Recommendations to others considering Jedox:**

Ensure you utilise it consistently to stay up to speed with it

**What problems is Jedox solving and how is that benefiting you?**

At the moment Jedox is producing information to support our conversations with partners on performance improvement, and enabling us to challenge business plans

  ### 18. Fantastic system for reporting on another level

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda D. | Financial Controller - Operations, Enterprise (> 1000 emp.)

**Reviewed Date:** April 22, 2022

**What do you like best about Jedox?**

ability to capture data and quick reports

**What do you dislike about Jedox?**

I can't think of anything missing from Jedox

**Recommendations to others considering Jedox:**

You will not regret using this system - will improve your reporting functions vastly

**What problems is Jedox solving and how is that benefiting you?**

standard reports recreated within Jedox have speeded up production time, can capture misposting's instantly improving efficiencies

  ### 19. Jedox every day

**Rating:** 5.0/5.0 stars

**Reviewed by:** Romain V. | Consultant fonctionnel SI Gestion, Enterprise (> 1000 emp.)

**Reviewed Date:** October 18, 2021

**What do you like best about Jedox?**

I like the adaptability of Jedox and make evolution more easily with ETL and report our environment

**What do you dislike about Jedox?**

Jedox doesn't have a limit it's a strength, but it's a weakness also because we can make an error important without alerts about Jedox

**Recommendations to others considering Jedox:**

Jedox is a tool that saves time and benefits from securing your process. Jedox is a tool that saves time and benefits from securing your process. But it's essential that you fully understand your goal and strategy before you start otherwise you risk wasting time doing and undoing.

**What problems is Jedox solving and how is that benefiting you?**

We make our financial budget processus and other tasks reccurent for all of etablissments with the same reports.
We don't need to update xx Excel files and save a lot of time and secure our process.

  ### 20. Jedox user with basic knowledge

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lukas A. | Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 10, 2021

**What do you like best about Jedox?**

The splashing function helps us the most to do our planning.
That we can endow reports with different permissions.
The fact that we can run automated processes makes the planning process much easier for us.

**What do you dislike about Jedox?**

We are very happy with Jedox and our support at the moment. We have no big points of criticism, as all the reports we have are running very well. But, if there is one thing that could be criticised, it would be the management of access rights. This is functional, but not very easy to understand.

**What problems is Jedox solving and how is that benefiting you?**

We can  answer queries from department heads more quickly and graphically using ad hoc evaluations in Excel, as we have an interface to our accounting software.

  ### 21. Implementation ongoing

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.)

**Reviewed Date:** January 13, 2022

**What do you like best about Jedox?**

Easy to navigate between menus and Jedox is flexible to create something the way you like it. Building reports based on data entered is somewhat easy. The competitor was Excel, so it helped to get rid of over 200 files per year. A new competitor might be a new ERP software so it depends on the solutions available there.

**What do you dislike about Jedox?**

Some calculations are too slow. Visual sides when combining rows is not very easy. Creating different views for users could be easier. Some people do not mind entering #/!, but some dislike it a lot. Pricing per user is high when the budget is entered for one department only by one person during one month period. They do not use it every month.

**What problems is Jedox solving and how is that benefiting you?**

Too many Excel files previously. Easier to transfer data to QlikView compared to Excel.

  ### 22. evolving development

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 20, 2021

**What do you like best about Jedox?**

You´re able to manage huge collections of numbers in an easy way for planning and reporting. You can import different datasources to involve many pre-systems in the etl-tool and I always found a possibility to transform these datas in a way / format to combine datas in a usefull way. In the  designer-module you can create formulars in a typical Excel-design, so you recycle all your existing know-how for new solutions. Dynaranges allow to create very dynamical datasets to show your datas easily, while you format these datastructures in the way you want.

When I started with Jedox some years ago there was no solid way to create rules, today you can create rules in many situations across your whole informationcubes and that´s a boost for your datamodels, especialy when you route your colleages through your forms. I didn´t expect to many improvments through the years, but I was surprised so long and I´m excited to get the new release.

**What do you dislike about Jedox?**

Nearly nothing. Sometimes you have to wait one release to use new topics to avoid errors.

**What problems is Jedox solving and how is that benefiting you?**

We use Jedox to create our yearly budget and to review or realocate our goals. The process works bottom-up supported by a promptly reporting of actual informations. As a real estate we can´t use the typcial calculations like selling products, so we had to create calculations for our specific business, like deciding our investments. Another benefit is to collect different numbers to our esg-situation, where you can collect many heterogeneous informations year by year and you can organize and document the informations across the company.

  ### 23. All-in-One solution for reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.)

**Reviewed Date:** August 24, 2021

**What do you like best about Jedox?**

All tools to create your reporting (input, reports, in-memory multi-dimensional database, ETL)
Ability to convert any Excel report template into a Jedox web report (colors, margins, columns & row disposition are converted automaticly)
Very useful ETL
Fast for integrating and viewing data

**What do you dislike about Jedox?**

Limited choice for complex charts and dashboards 
The views on a mobile device is also limited (it's in progress, but it's difficult for any tool (not only Jedox) to render data correctly in a tabular view)

**Recommendations to others considering Jedox:**

Jedox is a perfect solution to build a solution adapted to your needs, with a high level of customization and all tools nécessary available directly on the application, ideal for creating an application from scratch. On the other hand, you may need more time to learn how to use it and build all the necessary parts of your solution.

**What problems is Jedox solving and how is that benefiting you?**

We were able to build a tool with Jedox to share data across all our users. It's a central and unique place for input and report data.

  ### 24. Budget, Forecast process and monthly reporting in Jedox

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 18, 2021

**What do you like best about Jedox?**

There is always a solution for each process that we wanna  establish in Jedox (budget process, monthly reporting)

**What do you dislike about Jedox?**

Sometimes the response time is long. It's not so easy to learn how to create rules, import data.

**What problems is Jedox solving and how is that benefiting you?**

We changed the budget, forecast process from excel to Jedox --> the change on of the component of the Budget now it takes max 15 min, in excel we worked almost two days for the same result... 
We changed the monthly excel management reports to Jedox --> one database, historical data available fast, nice diagrams, report are automatized, many filtering possibilities. 
We linked BI with jedox --> more and more reports available for not just BI users, reporst are automatized

  ### 25. Ease of Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 04, 2022

**What do you like best about Jedox?**

The system links from 1 cube to another making data syncing accesible

**What do you dislike about Jedox?**

cannot really say there's a lot to dislike

**What problems is Jedox solving and how is that benefiting you?**

Incorporated DOC's to Accounts to Trackers to Forecasts to Budgets massive benefit

  ### 26. flexible report construction but complex to use - experts needed

**Rating:** 3.5/5.0 stars

**Reviewed by:** Andreas H. | Leitung Rechnungswesen & Administration, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 07, 2021

**What do you like best about Jedox?**

App connection, flexible interface to gather data from different sources

**What do you dislike about Jedox?**

confusing user interface, confusing data filtering systems

**Recommendations to others considering Jedox:**

plan to have dedicated personal for report building or external support for that

**What problems is Jedox solving and how is that benefiting you?**

Creating reports to find data errors faster and to give management fast and clear answers on specific data questions

  ### 27. User rating

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 22, 2021

**What do you like best about Jedox?**

Detailed and fast data collection and direct calculation of the impact on the result

**What do you dislike about Jedox?**

It is not convenient to record economic plans over several years.
It would be good if you could group not only one cost centre level with the material costs but also different cost centre levels with each other.

**What problems is Jedox solving and how is that benefiting you?**

We have solved the problem of a detailed and quick plan-as-is analysis and can thus manage the company much faster and better.

  ### 28. Flexible, easy to use CPM solution

**Rating:** 4.5/5.0 stars

**Reviewed by:** Henrik L. | Manager Digital Solutions & Projects, Enterprise (> 1000 emp.)

**Reviewed Date:** August 23, 2021

**What do you like best about Jedox?**

- Ease of use due to Excel like user interface
- Business users can create their own reports without coding knowledge
- Data models can be easily built
- Strong ETL component
- Powerfull planning/ forecasting features like splashing

**What do you dislike about Jedox?**

- Limited visualization capabilities
- Workflow component focused on simple approval tasks. Implementation of customized, multi-stage approval workflows can become complex

**What problems is Jedox solving and how is that benefiting you?**

- Less manual data collection via Excel and Email across several business areas such as Business Controlling, Treasury, Production, HR and Procurement.
- Creation of a central data base as single source of truth

  ### 29. Rapid & successful implementation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Daniela D. | Financial Reporting & Taxes, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 24, 2021

**What do you like best about Jedox?**

Designing data possible in uniform formats, enriching data
first successes in building reports very quickly
Connecting data cubes
Ad-hoc reports
Loading dimensions & manual creation do not exclude each other

**What do you dislike about Jedox?**

High licensing costs at the start for few users
it doesn't work without a consultant -> but it also brings input from an external perspective
conditional formatting doesn't always work
max 2 dynamic ranges in one report -> 3 would be helpful

**Recommendations to others considering Jedox:**

a good partner consultant is essential for the initial reports
allocate sufficient time for detailed designs/functions in a report & test thoroughly

**What problems is Jedox solving and how is that benefiting you?**

Budgeting for Sales and Materials

  ### 30. Great Tool. Useful updates. Sometimes a little buggy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gábor K. | Business Intelligence Architect, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 27, 2021

**What do you like best about Jedox?**

Great inbuilt functions for planning. Easy to use

**What do you dislike about Jedox?**

Big data models could slow down. Sometimes there are some bug which makes the work harder. Jedox support often ask too many questions, and it takes weeks to resolve an issue. In my opinion they should try to reproduce the issue, instead of asking everything one by one.

**What problems is Jedox solving and how is that benefiting you?**

Project planning. We streamlined the planning process from 3 months to 15-17 days.

  ### 31. Jedox financial tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alex R. | Head of Consolidation and Reporting, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2021

**What do you like best about Jedox?**

Jedox is a tool that allows you to analyze financial data in a quickly way.

**What do you dislike about Jedox?**

1- Data update is very slow in the excel file

**What problems is Jedox solving and how is that benefiting you?**

Reports the financial package of all the subsidiaries.

  ### 32. Maximum flexibility and ease of planning

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 22, 2021

**What do you like best about Jedox?**

It's amazing that you can add all sorts of data sources and use Jedox to cross-analyze that data. On top of that, building flexible reports saves a lot of time every month.

**What do you dislike about Jedox?**

Without an in-house developer or a Jedox consultant, it is difficult to make progress on bigger projects. Also, I wish the Excel Add-on would be available for Macs.

**What problems is Jedox solving and how is that benefiting you?**

Saving time is the biggest benefit we have realized. By building flexible reports, we have reduced the time we spent on monthly and quarterly reportings by about 70%. Next step will be moving our budgeting and forecasting to Jedox.

  ### 33. Jedox - A very peculiar and powerful tool.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Fernando B. | Production Planning Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** June 04, 2021

**What do you like best about Jedox?**

Jedox is a tool with a very distinct proposition as it is capable of being a database and at the same time a BI tool.

The main highlights are:

- Connection with various databases;
- Internal structuring capability that meets any type of business rule in any area of the organization;
- Easy structuring that does not require experience in programming logic;
- Secure and simple input of elements and attributes in the structure;
- Creation of cube rules to adhere to the organization's business rules in a simple and secure way;
- Data insertion with real-time updates;
- Great ease in creating customized reports;
- Native integration with Excel for creating customized reports;
- Unique features in reports such as (dynarange, variable declaration, various custom filters, filter rules based on variables, among many other features);
- It is a BI tool as it is capable of interacting with various data sources to generate insights in customized tables and charts;
- Capable of integrating with other BI tools such as Power BI;
- Easy data query in Excel for people who are not familiar with the tool.

It truly is a tool that impresses due to the proposition it offers to the market!

**What do you dislike about Jedox?**

Improvement proposals are:

- Informative captions in the development of the form/report without the need to consult the modeler;
- Charts that do not need to be linked to a cell, allowing direct interaction with the Palo function.

**What problems is Jedox solving and how is that benefiting you?**

Normally, I would say that 95% of organizations have part of their data stored in databases and part in Excel, which significantly affects:

- Data reliability due to being spread across various spreadsheets without centralization;
- Causes crises due to delayed decisions because of the time taken to generate reports;
- Highly qualified professionals spend a lot of time generating information instead of consuming it.

These are some of the main problems that every organization faces, and Jedox has come to provide simple and affordable solutions for these types of problems.

Below are some of the solutions we have developed in my area of expertise together with Jedox consultants:

- Management of Annual, Monthly, and Daily Production Planning for finished and industrialized products;
- Reports for: production adherence, waste management, industrial management, scheduling vs. commercial order management, reports for the board, among others.

  ### 34. Great BI-Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonas W. | Senior Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 24, 2021

**What do you like best about Jedox?**

Jedox is very easy to use, as it is very similar to excel.
We can create well looking interactive reports without detailled IT knowledge.
Implementation was short.

**What do you dislike about Jedox?**

There are only a few small topics that could be improved (e.g. drill-through to show details), but nothing important.

**What problems is Jedox solving and how is that benefiting you?**

Planning.
Reporting.
Analysing.
Automized reports per workflow direct to the user.
 -> Reduce excel sheets.

  ### 35. Great team job

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2021

**What do you like best about Jedox?**

Easy simple and fast access and information

**What do you dislike about Jedox?**

Actually I dont identify. May be, conexion problems with our provider

**What problems is Jedox solving and how is that benefiting you?**

User access with a team colleague. At the moment, it is not possible but i dont kown what`s the problem

  ### 36. Great Reporting Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Peter S. | IT Solution Specialist in Finance, Enterprise (> 1000 emp.)

**Reviewed Date:** October 07, 2021

**What do you like best about Jedox?**

Integrator Visual Flow Graph - you can easily look at all the sources needed for load or job

**What do you dislike about Jedox?**

- opening reports takes some time
- there is no search option by key words within Integrator module (sometimes you would like to know if a connection to specified file already exists in any project)

**What problems is Jedox solving and how is that benefiting you?**

It is our central place to show different reports regarding
- KPIs
- Sales
- Stock
- Finance
- Purchasing
- Production

  ### 37. Top BI Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2021

**What do you like best about Jedox?**

Jedox is easy use. Not only for Admins and in building reports but also for the User. It helps to bring together all relevant data in an easy way. Even with not-so-high IT Knowledge, it's possible to create great content.

**What do you dislike about Jedox?**

If your business cases are getting more complex, the Jedox Charts are hard to use. You need to find a workaround to create what you want.

**What problems is Jedox solving and how is that benefiting you?**

We don't have big Excel Templates anymore. Jedox is the only truth (SPOT). Furthermore, self-service is very high and many things came up, just because we could analyze data so fast and detailed.

  ### 38. Very good tool for simulation, fast calculation (e.g. Contribution margin) and planning.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2021

**What do you like best about Jedox?**

- Easy to use
- Fast simulation/calculation without IT department
- Access via browser or Excel Add-In
- Self-service BI

**What do you dislike about Jedox?**

- Rapid changes in connection to and from PowerBI, it's actually unclear whether the connection is working or not and how.
- Concurrent User Model no longer working when switching to SaaS.

**What problems is Jedox solving and how is that benefiting you?**

- Contribution margin calculation
- P&L calculation and management consolidation
- Sales commission calculation and export to HR
- Planning
- Simulations (e.g., customer profit) - fast and agile implementation and check together with sales colleagues
- Benefit is fast implementation with less IT (self-service BI)

  ### 39. The best tool for planning I have ever had. I have been working in Controlling for 15 years.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Magdalena H. | Controller/ Business Portfolio Controller, Enterprise (> 1000 emp.)

**Reviewed Date:** July 07, 2021

**What do you like best about Jedox?**

It's very easy to handle with the controller. You don't need IT colleagues for every step. You can connect different systems and also download sheets in Excel, CSV, etc. For ad hoc reports, the Excel add-in is very comfortable.

**What do you dislike about Jedox?**

On-premise is challenging to be up to date with an update every quarter. On cloud, it seems to be easier.

**What problems is Jedox solving and how is that benefiting you?**

We solved many problems starting with planning, also reporting. Now we even use AI.

  ### 40. very professional tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 12, 2021

**What do you like best about Jedox?**

the Speed, many possibilities of evaluation

**What do you dislike about Jedox?**

sometimes software crashes, the export in excel contains unnecessary columns for user

**What problems is Jedox solving and how is that benefiting you?**

I use it as a controlling tool, and it´s the basis of reporting

  ### 41. Jedox implemented and supported as a Consultant

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 12, 2021

**What do you like best about Jedox?**

The Jedox Suite is a complete BI Tool. Starting with the stunning and userfriendly Integrator for fast and simple ETL Processes and completing with the various Frontends for different devices

**What do you dislike about Jedox?**

I'm completely fine with the Jedox Suite. There are no Features are dislike

**What problems is Jedox solving and how is that benefiting you?**

In my projects I haven`t faced problems that were unsolvable. And if there were small problems the Jedox support assisted in short time with useful solutions.
The Customers using Jedox got in short time a solution to have a single point of truth for all their financial figures

  ### 42. Versatility

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** November 22, 2021

**What do you like best about Jedox?**

The possibilities it offers to make the budget more dynamic

**What do you dislike about Jedox?**

The rigidity when incorporating new functionalities

**What problems is Jedox solving and how is that benefiting you?**

Jedox allows for the automation of budgeting, prevents human errors, and we can establish a dynamic chain of approvals.

  ### 43. Jedox rocks!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** October 06, 2021

**What do you like best about Jedox?**

GUI packs lots of useful functionality, is well organized and intuitive, which makes for an excellent end user experience.

**What do you dislike about Jedox?**

Recent changes to the Licencing model make Jedox less price competitive, but it still represents good value for money

**What problems is Jedox solving and how is that benefiting you?**

Service Line Reporting using the Profit center model, which has improved the frequency of reporting from quarterly to monthly.

  ### 44. Very usefull for information and planning

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 15, 2021

**What do you like best about Jedox?**

Reports are very easy to create. 
Drill Through

**What do you dislike about Jedox?**

A more detailed Knowledgebase / manual would be helpful 
The creation of a "Search-Function" is quite difficult to create. There might be too many elements in a combo box, so the user should have an option to search for a customer, article etc.

**What problems is Jedox solving and how is that benefiting you?**

We can now identify and correct failures in the data of the ERP System immediately.

  ### 45. A useful tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 20, 2021

**What do you like best about Jedox?**

That it has complexity and flexibility, I can use it for a wide range of processes.

**What do you dislike about Jedox?**

That is can be very slow sometimes and that can be inefficient. Especially in the excel views.

**What problems is Jedox solving and how is that benefiting you?**

We can collect data from different sources and analyze it together in one platform.

  ### 46. Can be useful, if used wisely.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** December 27, 2021

**What do you like best about Jedox?**

Online database. It can be linked to excel.

**What do you dislike about Jedox?**

A small change can lead to a waterfall of changes. The visual engine for reports is poor and slow.

**What problems is Jedox solving and how is that benefiting you?**

We create reports, which are available for all users in an online environment. We also use it as a database for budgeting.

  ### 47. Use of Jedox

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2021

**What do you like best about Jedox?**

I like that I can have everything in just one place. I can work with different visions and dashs that make it all easier to work when its settled down.

**What do you dislike about Jedox?**

I work with too many informations, so  i wish it was faster and that I could have fast commands like Excel, so I dislike not having it.

**Recommendations to others considering Jedox:**

I would reccoment it to all, specially for having a great staff always willing to help.

**What problems is Jedox solving and how is that benefiting you?**

I started using Jedox to build budgets and it worked perfectly, I could put together more than one department's information at the same working place.

  ### 48. Easy to use BI system

**Rating:** 4.5/5.0 stars

**Reviewed by:** Laszlo K. | Business Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 08, 2021

**What do you like best about Jedox?**

Direct connection to SAP, user-friendly interface, continuous development

**What do you dislike about Jedox?**

Stability issues: senseless error messages in integrator or even in simple reports. on the server-side Jedox consist of 4 services - MOLAP causes issues very often in our test system (not in productive system, though)

**What problems is Jedox solving and how is that benefiting you?**

Integration of data from different systems, sources. Due to flexibility in planning we can reach relatively fast to new requests

  ### 49. Rating dlv

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 21, 2021

**What do you like best about Jedox?**

quick ad-hoc queries, distribution of reports to recipients via web browser, without them needing to have any knowledge

**What do you dislike about Jedox?**

Difficult and complex rights assignment when multiple people are allowed to see the same reports but different sub-areas

**Recommendations to others considering Jedox:**

What is crucial is the quality and support from the partner.

**What problems is Jedox solving and how is that benefiting you?**

Creating controlling reports with a focus on cost center (KST) and cost unit (KTR) accounting, including planning

  ### 50. Jedox at a mid-sized company

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about Jedox?**

-strong Excel-Add-In
-highly self manageable
-modern and self explaining interface

**What do you dislike about Jedox?**

- nothing really relevant is missing on that product

**What problems is Jedox solving and how is that benefiting you?**

- operational reporting
- budgeting and forecast
- process and performance controlling


## Jedox Discussions
  - [Future development](https://www.g2.com/discussions/34681-future-development) - 1 comment, 1 upvote
  - [Can Jedox also be integrated into other portals (Intranet)?](https://www.g2.com/discussions/can-jedox-also-be-integrated-into-other-portals-intranet) - 2 comments, 1 upvote
  - [Do you have subscription for different user roles?](https://www.g2.com/discussions/do-you-need-more-than-one-license-for-user-roles-such-as-admin-power-user-editor-etc) - 2 comments, 1 upvote
  - [What languages does Jedox offer?](https://www.g2.com/discussions/what-languages-does-jedox-offer) - 1 comment, 1 upvote
  - [Does Jedox offer a cloud option?](https://www.g2.com/discussions/3501-does-jedox-offer-a-cloud-option) - 1 comment, 1 upvote

- [View Jedox pricing details and edition comparison](https://www.g2.com/products/jedox/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-13+16%3A50%3A01+-0500&secure%5Bsession_id%5D=c6f9c676-08eb-4e5d-812c-a04363624bc7&secure%5Btoken%5D=d54dccedbc5bb4e15ba6aa3b1933a88bee1a5f574423588b1baca45bd7410b42&format=llm_user)
## Jedox Integrations
  - [Databricks](https://www.g2.com/products/databricks/reviews)
  - [Epicor iScala](https://www.g2.com/products/epicor-iscala/reviews)
  - [Horizon](https://www.g2.com/products/allegro-development-horizon/reviews)
  - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews)

## Jedox Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Financial Planning**
- Extended Planning
- Reporting
- Integration

**Sales Performance Features - Sales Planning**
- Account Scoring
- Revenue Planning
- Account Segmentation
- Sales Performance
- Sales Forecasting
- Integrations
- Scenario Modeling

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Financial Insight**
- Budgeting
- Forecasting
- Planning

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Territory Management - Sales Planning**
- Territory Management
- Territory Planning

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Quota & Capacity Management - Sales Planning**
- Quota Management
- Capacity Management
- Quota Planning

**Administrative**
- Integration
- Employee Structure
- Behavior Monitoring

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Agentic AI - Sales Planning**
- Autonomous Task Execution
- Multi-step Planning

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

## Top Jedox Alternatives
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