What Jedox does

Jedox is a privately held German enterprise performance management (EPM) software company headquartered in Freiburg/Munich with 501-1,000 employees, founded in 2002. It sells an integrated, cloud-based FP&A and performance management platform used by approximately 2,900 organizations across more than 140 countries and 30+ industries, including Mercedes-Benz, BNP Paribas, Henkell Freixenet, Sandvik, C&A, and Shelf Drilling. The core offering combines an in-memory database with an Excel-native interface, pre-built ERP/CRM/BI connectors (SAP, Oracle, Microsoft, Salesforce, Snowflake, Tableau, Power BI), and a growing set of AI capabilities under the JedoxAI umbrella.

The product portfolio is organized around four solution areas — Financial Planning & Analysis, Financial Consolidation, Integrated Business Planning, and ESG Reporting — supported by modules for budgeting, scenario planning, profitability analysis, workforce planning, sales performance management, and S&OP. The 2025 Jedox 26 release and the introduction of the Jedox MCP server extend the platform with Agentic AI, GenAI, machine learning forecasting, anomaly detection, and governed data access for external AI agents. The platform holds ISO 9001/27001/27017, SOC 1 and SOC 2 Type 2, and CSA Star Level 1 and 2 certifications.

Jedox monetizes primarily through annual and multi-year subscription licenses priced per user role and module, supplemented by professional services delivered directly and through certified partners. Go-to-market combines a direct enterprise sales force with a 250+ partner network of global SIs and regional specialists (including PwC, Fellowmind, and CGI). Recognition as a Gartner Magic Quadrant Leader for Financial Planning Software for three consecutive years (2023-2025) underpins enterprise credibility, and cumulative disclosed funding exceeds $140M, including a $100M Series 4 led by Insight Partners in January 2021.

Name

Jedox

Legal name

Jedox

Website

https://jedox.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Jedox is a German-headquartered EPM software company providing an AI-driven, Excel-native FP&A, consolidation, integrated business planning, and ESG reporting platform to roughly 2,900 enterprise customers across 140+ countries, distributed via direct sales and a 250+ partner network.

Ownership category

akta.pro rank

Product category

Enterprise Performance Management (EPM) Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

Keywords

• Enterprise performance management
• Financial planning software
• Corporate budgeting software
• Integrated business planning
• Financial consolidation software

Headquarters

HQ city

Freiburg

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Subscription: Annual or multi-year subscription licensing model based on user roles and modules. Flexible pricing tailored to organization size and complexity.
2. Professional Services: Implementation services, training, and consulting services delivered by Jedox experts and certified partners.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Jedox sells an AI-driven Enterprise Performance Management (EPM) platform that unifies financial planning and analysis, budgeting, forecasting, financial consolidation, integrated business planning, and ESG reporting. The platform is built on an in-memory database with an Excel-native interface and is delivered as multi-tenant cloud or on-premises software, complemented by the JedoxAI multi-agent intelligence engine for explainable forecasts and the Jedox Integrator for bi-directional ERP/CRM/HCM data flows. Licenses are sold primarily as annual or multi-year subscriptions with additional fees for implementation, training, and consulting services delivered by Jedox and certified partners.

Product overview

Jedox is an adaptable AI-driven FP&A and performance management software platform serving over 2,900 customers in 140+ countries. The platform operates as a unified platform-plus-modules architecture centered on the Jedox Platform, with the JedoxAI engine providing multi-agent intelligence capabilities. The product portfolio includes solution areas for Financial Planning and Analysis (FP&A), Financial Consolidation, Integrated Business Planning, and ESG Reporting. Key modules include Jedox Integrator for data integration, Excel Add-in for Excel 365, Jedox Workflow for process automation, and Jedox Canvas for visualization. Specific use case modules cover budgeting and forecasting, management reporting, financial reporting, financial modeling, scenario planning, P&L, balance sheet, cash flow planning, revenue planning, CapEx, OpEx, cost allocation, and profitability analysis. Additional solution modules include HR & Workforce Planning, Sales Performance Management, and Sales & Operations Planning (S&OP). The platform is distinguished by its Excel-like interface experience, AI-powered AIssisted Planning capabilities, and extensive ERP/BI integration options.

Differentiator

Problem solved

Functional benefit

Brands

• JedoxAI: Multi-agent intelligence engine that helps teams turn data into direction, delivering explainable forecasts, real-time insights, and continuously refined strategies using Agentic AI, machine learning, and GenAI (large language models and NLP).
• AIssisted Planning
• Superplännen

Products and services

• Jedox Platform Core EPM (Enterprise Performance Management) platform providing adaptable AI-driven FP&A and performance management software with Excel-like interface, in-memory database, and unified planning, budgeting, forecasting, and reporting capabilities. Sold to mid-to-large enterprises worldwide.
• JedoxAI Multi-agent intelligence engine within the Jedox Platform that combines Agentic AI, machine learning, and GenAI (large language models and NLP) to deliver explainable forecasts, real-time insights, anomaly detection, and continuously refined strategies for FP&A processes. Used by enterprise finance teams.
• Jedox Integrator ETL/integration module of the Jedox Platform enabling no-code and low-code bi-directional data flows between the platform and ERP, CRM, HCM, and data lake sources. Eliminates manual data migration and supports pre-built connectors for SAP, Oracle, Microsoft Dynamics, Salesforce, Snowflake, Tableau, Power BI, and Qlik.
• Excel Add-in for Excel 365 Add-in enabling Finance users to work directly in Microsoft Excel 365 while consuming centralized, governed data from the Jedox Platform with version control and enterprise-grade security. Targeted at finance teams that prefer Excel as their working environment.
• Financial Planning and Analysis (FP&A) Solution area built on the Jedox Platform for budgeting, forecasting, P&L, balance sheet, cash flow, revenue, CapEx, OpEx, cost allocation, scenario, and profitability analysis. Targeted at enterprise CFO and FP&A teams.
• Financial Consolidation Solution for automating and streamlining financial consolidation across all entities to produce a unified, audit-proof view of organizational performance. Used by Group Accounting and Consolidation teams in mid-to-large enterprises.
• Integrated Business Planning Solution for connecting financial and operational KPIs into a single integrated planning process, including integrated financial planning, HR and workforce planning, sales planning, and S&OP. Targets enterprises seeking cross-functional planning alignment.
• ESG Reporting Solution for meeting non-financial reporting and ESG compliance requirements, providing a single source of truth for environmental, social, and governance data with audit trail. Used by sustainability, compliance, and finance teams subject to ESG disclosure mandates.
• HR & Workforce Planning Workforce planning module integrated with financial planning on the Jedox Platform for comprehensive operational planning. Targets HR and workforce planning teams needing alignment with finance.
• Sales Performance Management Module for sales planning and performance tracking integrated with FP&A on the Jedox Platform. Used by sales operations and commercial finance teams to unify sales data with financial planning.
• Sales & Operations Planning (S&OP) Module for connecting sales and operations planning with financial planning on the Jedox Platform for integrated business planning. Targets supply chain and operations planning leaders.
• Jedox MCP Model Context Protocol server that connects AI tools and external agents to trusted Jedox business data and context, enabling governed, business-aware insights. Supports enterprise teams deploying AI agents against the planning data model.
• Jedox Marketplace Online marketplace providing pre-built solutions, templates, and extensions to extend the Jedox Platform's capabilities. Used by customers and partners to accelerate deployment with industry and use-case specific content.
• Professional Services Implementation services, training, and consulting services delivered by Jedox experts and certified partners to support deployment, customization, and ongoing optimization of the Jedox Platform. Sold alongside subscriptions to enterprise customers.

Quantifiable outcome

• Accent Group accelerates budgeting process by 98%
• +7 more outcomes

Named customers21 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability8 records

Feature9 records

Partnerships

Eight partnerships are on record, tiered core.

• PwCcoreImplementation/ SI/ Consulting PartnerPwC serves as a global implementation and consulting partner for Jedox, providing professional services to enterprise clients for deployment, customization, and ongoing optimization of Jedox solutions across multiple countries including Singapore, Czech Republic, and Poland.
• FellowmindcoreImplementation/ SI/ Consulting PartnerFellowmind is a certified Jedox partner providing consulting and implementation services, helping customers with digital transformation projects using the Jedox platform.
• CGIcoreImplementation/ SI/ Consulting PartnerCGI serves as a global systems integrator and consulting partner offering implementation services for Jedox solutions to enterprise clients.
• SAPcoreTechnology or IntegrationJedox provides pre-built connectors and deep integration capabilities for SAP ERP and SAP S/4HANA, enabling seamless bi-directional data flows for customers running SAP environments.
• OraclecoreTechnology or IntegrationJedox integrates with Oracle NetSuite and other Oracle solutions through pre-built API connectors for enterprise customers.
• MicrosoftcoreTechnology or IntegrationJedox provides pre-built integration with Microsoft Dynamics 365 and Power BI, enabling enterprise customers using Microsoft ecosystems to seamlessly connect their data.
• SalesforcecoreTechnology or IntegrationJedox integrates with Salesforce CRM through pre-built connectors, enabling sales data to flow into financial planning and analysis processes.
• SnowflakecoreTechnology or IntegrationJedox integrates with Snowflake data cloud, allowing customers to leverage Snowflake data in their financial planning and reporting workflows.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Board: Direct peer in unified CPM and FP&A, co-evaluated in ISG Buyers Guides; offers comparable planning, reporting, and scenario analysis capabilities to mid-market and enterprise customers.
• Anaplan: Direct competitor in connected planning / FP&A and EPM, frequently co-evaluated against Jedox in analyst rankings (e.g., ISG Buyers Guides) and serving the same enterprise Finance buyer with similar scenario modeling and budgeting use cases.
• OneStream: Direct peer in corporate performance management (CPM) and financial consolidation; named top Overall Leader in ISG Buyers Guides alongside Jedox, competing head-to-head for mid-to-large enterprise CPM/FP&A deals.
• Prophix: Direct peer in mid-market CPM and FP&A, targeting a similar Finance and Operations buyer with budgeting, forecasting, and financial reporting functionality on a unified platform.

Broad incumbents

• Oracle (Hyperion / EPM Cloud): Broad incumbent with a large installed base of Hyperion/Oracle EPM Cloud customers; bundles EPM into the broader Oracle ERP/Cloud Applications suite, creating a default-vendor threat to standalone EPM players like Jedox.
• Workday Adaptive Planning: Broad incumbent acquired by Workday; competes in adaptive FP&A and integrated planning, leveraging Workday's HR/Finance suite to bundle EPM into a broader cloud finance platform.
• SAP (BPC / SAP Analytics Cloud): Broad incumbent offering SAP BPC and SAP Analytics Cloud for planning and analytics, frequently embedded in SAP ERP/S/4HANA deals and evaluated alongside Jedox in enterprise planning shortlists.
• IBM Planning Analytics: Broad incumbent in enterprise planning built on TM1, offering budgeting, forecasting, and performance management for large enterprises — directly comparable to Jedox in legacy EPM replacement scenarios.

Emerging players

• Cube Software: Emerging FP&A platform that — like Jedox — leans on an Excel-native experience while layering in modern cloud planning; targets overlapping mid-market Finance teams.
• Pigment: Emerging FP&A platform with a modern, business-user-friendly interface and strong Series-stage growth; competing for the same mid-market and enterprise Finance planning buyer as Jedox.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Jedox
• Facebookfacebook.com/Jedox.Software
• LinkedInlinkedin.com/company/jedox

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds6 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jedox