---
title: "Jedox Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Jedox Software - reviews, pricing plans, popular comparisons to other Accounting products and more."
source_url: "https://www.capterra.com/p/130198/Jedox-Budgeting/"
page_type: "product"
language: "en"
publication_date: "2026-10-21"
---

# 

 Jedox Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Jedox

## What is Jedox?

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. From FP&A to broader integrated business planning, 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.

## What is Jedox used for?

[Budgeting](https://www.capterra.com/budgeting-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Accounting](https://www.capterra.com/accounting-software/)

Top alternative

Featured

Overall rating

Based on 119 user reviews

Reviews sentiment

Positive

94%

Neutral

6%

Negative

0%

Starting price

$160

Per User, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Jedox?[Manage this product listing](https://www.g2.com/products/jedox/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Jedox

4.4 (119)

VS.

[4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

$160

Per User, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.2 (119)

Ease Of Use

4.2 (644)

Value For Money

4.5 (92)

Value For Money

4.0 (551)

Customer Service

4.5 (108)

Customer Service

4.0 (583)

## Jedox alternatives

[4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.4 (112)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/)

Starting price

$50000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (131)](https://www.capterra.com/p/134106/Striven/reviews/)

Starting price

$35.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[OneStream](https://www.capterra.com/p/153745/OneStream-XF/)

[4.8 (84)](https://www.capterra.com/p/153745/OneStream-XF/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/153745/OneStream-XF/)

[View all alternatives](https://www.capterra.com/p/130198/Jedox-Budgeting/alternatives/)

## FAQs about Jedox

Overview

### What problems does Jedox solve?

Jedox solves fragmented planning, reporting, and data-management workflows by connecting finance, sales, HR, operations, and external systems in a shared multidimensional data model. It reduces manual Excel exports, repetitive report preparation, and inconsistent budget versions through real-time data, configurable reports, workflows, and filters. Controllers, finance teams, analysts, and business users benefit most.

Answer based on 84 reviews

Overview

### Which roles and teams benefit most from Jedox?

Jedox is most used by finance teams, controllers, CFOs, and finance managers for budgeting, forecasting, financial consolidation, and management reporting. BI specialists and consultants build planning models, analyze performance data, and connect reporting sources. Directors and operations leaders use dashboards and forecasts to monitor business results and support decisions.

Answer based on 118 reviews

Overview

### What company size and specific industries is Jedox built for?

Jedox is designed for mid-market and enterprise organizations across a wide range of sectors. It is used by more than 2,800 companies in 140 countries, making it a fit for larger businesses that need planning and performance management software rather than small-business users.

Features and Usability

### What are the key features of Jedox?

Jedox includes core financial planning and reporting features such as budgeting/forecasting, scenario planning, customizable reports, and dashboards. Its data management and data integration tools, including API access, support multidimensional modeling and real-time reporting, while Excel integration and access controls/permissions support self-service analysis and controlled user access.

Answer based on 36 reviews

Integrations

### Which third-party tools and platforms does Jedox integrate with?

Jedox integrates with Microsoft Excel, Microsoft Power BI, Microsoft PowerPoint, and Microsoft Word for spreadsheet, reporting, and document workflows. It also connects with SAP HANA Cloud, Salesforce Sales Cloud, and Tableau, supporting data, sales, and business intelligence use cases across these seven third-party platforms.

Answer based on 26 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Jedox?

Jedox is generally easy for end users and finance teams with Excel experience to learn, with many reviewers noting quick adoption for reporting and planning tasks. Training is available in person, live online, through webinars, documentation, and videos. Administrators and users building advanced models, dashboards, or ETL processes typically need more time and structured training.

Answer based on 23 reviews

Getting Started and Support

### What customer support options does Jedox offer, and how do users rate the experience?

Jedox offers email/help desk, a knowledge base, phone support, 24/7 live representatives, and chat. Users generally describe support as accessible, knowledgeable, and timely, with direct contact available when needed. Some users report limited help with older updates and hotfixes, while others want more training materials and online guidance.

Answer based on 10 reviews

Features and Usability

### How well does Jedox handle data management?

Jedox centralizes and connects business data for planning, reporting, and analysis across multiple source systems. Finance and controlling teams value Excel-based access, customizable cubes, filters, hierarchies, and near-real-time updates. Very large datasets can slow aggregation, while complex imports, security settings, and data-entry rules may require technical setup and user training.

Answer based on 31 reviews

Features and Usability

### How flexible is Jedox for custom planning and reporting?

Jedox adapts to custom planning, reporting, and integration requirements through configurable models, Excel and web interfaces, and built-in ETL tools. Business teams can tailor workflows, dimensions, hierarchies, and reports without extensive programming after training. More advanced configuration, including Dynaranges, variables, and detailed settings, can demand experienced administrators.

Answer based on 24 reviews

## Features

AI summary

Based on 11,413 Accounting reviews

Capterra data shows that buyers of accounting software rank the following features as their top priorities:

-   **Reporting/Analytics** (**58%** of reviewers rated this feature as critical)
-   **Income & Balance Sheet** (**58%**)
-   **Inventory Control** (**55%**)

Jedox includes **Reporting/Analytics** and **Income & Balance Sheet**, giving finance teams the tools to track performance, review financial results, and maintain visibility into core statements. However, it does not include **Inventory Control**. With support for **Reporting/Analytics** and **Income & Balance Sheet**, Jedox helps businesses monitor financial health, improve reporting accuracy, and make better-informed planning decisions.

Income & Balance Sheet

4.3 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Budgeting/Forecasting

4.4 (39)

76.92% of 39 reviewers that rated this feature as important or highly important

Create budgets based on historical data and future projections

Financial Reporting

4.5 (36)

72.22% of 36 reviewers that rated this feature as important or highly important

Generate reports to assess the financial performance of an organization

General Ledger

4.4 (25)

56.00% of 25 reviewers that rated this feature as important or highly important

Centralized accounting record which tracks all financial transactions

Tax Management

3.6 (10)

30.00% of 10 reviewers that rated this feature as important or highly important

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Data Import/Export

4.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Jedox 91 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Generate one-off reports that meet information requirements

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Manage assets throughout their lifecycle to optimize profit

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Compare key metrics for the business against prominent players in the industry

Create budgets based on historical data and future projections

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

A financial statement that lists a company's accounts and details the account type and balance

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Provides a channel for team members to share AI models, media files, communicate, and work together

Leave comments and notes on documents for others to view

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Combining data from different sources and providing a unified view

Ability to handle large datasets

Graphical representation of data

Assemble applications and processes by dragging over and arranging pre-built components

Plan, pay and track business related expenses.

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Bring together financial information by collecting data from multiple ledgers and close financial processes

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Form predictions based on past and present data/trends

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Centralized accounting record which tracks all financial transactions

Establish measurable goals and objectives and track their progress over a specific period of time

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Initiate, document and approve journal entries throughout the accounting cycle

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Tracking the status of previously identified performance measurements

Monitor task progress and planned accomplishments to better manage project status

Access software remotely via mobile devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Manage the accounting and financial aspects of multiple locations or companies in a single location

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Manage and handle various international currencies

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Ability to handle several projects simultaneously

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Predict future data based on historical data sets

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Document and report the progress of ongoing projects

Reporting on how each user, task or process has advanced since its initiation

The process of estimating and tracking the expenses incurred for a specific project

Plan and coordinate all the resources, costs and time needed to execute assignments

Organize and schedule projects

Estimate or forecast of a future scenario based on the study of present trends

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Define sales targets and create strategies to meet goals or marketing results

Develop potential scenarios to identify risks and opportunities

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Securely stores data to prevent data loss or breaches

Access, combine, transform, and store data without the help of an IT department

Allow users to create their own reports and financial statements

Allow users to access multiple services after entering their login credentials once

Track the status over time for a request, process, asset, or transaction

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Create, manage and track all task activities and progression

Track the status and progress of tasks

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Create, save, and re-purpose templates for emails, forms, etc.

Addition of necessary external data, applications, tools, or features

Set up connections to third-party platforms to improve business processes

Review data from past periods to reveal recurring tendencies and predict future performance

Visually identify direction of development and areas that require attention

Track revisions and updates made to files and navigate between different versions

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.4 (117)

4.4

Based on 117 reviews

## Pricing

Value for money

4.5 (92)

Basic

$160.00

Per User,Per Month

Value for money

4.5 (92)

4.5

Based on 92 reviews

## Integrations

[

Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[

Tableau](https://www.capterra.com/p/208764/Tableau/)[

Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[

SAP HANA Cloud](https://www.capterra.com/p/227383/SAP-HANA-Cloud/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (108)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (108)

4.5

Based on 108 reviews

## User reviews

Overall rating

4.4

Based on 119 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(55)

4(57)

3(7)

2(0)

1(0)

Mentioned topic

Recent reviews first, then most helpful

RE

Reviewer

Consultant

Used the software for: 1-3 years

### "Fast and great BI-Tool with SAP-Connector"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 27, 2018

Smooth interface to SAP. Jedox Ready to Run Moduls by Jedox Partner iXLOG

Pros

Many customization options and interfaces to other systems. Various possibilities of evaluation and visualization. Very fast.

Cons

Sorry, but nothing to improve. Great software.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Sales controller

Used the software for: 3-5 years

### "Great product for reporting, planning and analysis"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 24, 2020

From the first contact to the sales department to the moment we implemented Jedox we had consistent support from Jedox. Whenever we needed help or still need help we get an answer in a timely manner. Jedox offers more options than we currently use so there is still potential and every update contains improvement or new functions.

Pros

I really appreciate the way analysis, reporting and planning are combined. For users the front-end is the same for reporting and planning and entering data is made easy. Additionally the planning assistent provides catchy ways to copy data, splash like or reallocate. For power users it is handy to have an Excel add-in parallel to the web frontend to easily analyse data and even prepare data for forecasting and planning. The ETL integrator is built in a logical way so even people who don´t work in the IT department can built dimensions and cubes. Of course some database knowledge ist required to create performant and logic data that fits to the company´s processes. But overall you don´t need programming skills to aggregate your data.

Cons

If you don´t have any knowledge of the "cube world" beforehand you have to get used to thinking in an "OLAP kind of way". Therefore you need more support from consultants and / or some training.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Consultant

Used the software for: Less than 1 year

### "Jedox Review"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

December 15, 2020

financial consolidation

Pros

has a lot of options to build and customize a model

Cons

it requires software and multiple programming languages knowledge

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TN

Tian Nee C.

Business Consultant

Used the software for: 1-3 years

### "Microsoft friendly Integrated EPM and Strategic Planning tools with Single Source of Truth"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 15, 2020

Pros

With Jedox, the enterprises can integrate their strategic activities across your finance, sales & operations, procurement, human resource, productions and other functional department. This is not only creating a single source of truth that will provide a better quality of data that enables the decision-makers to make effective and informed strategic decision at the right time based on the on accurate and consistent data, but also reducing the amount of time and cost consumption during the processes. Meanwhile, it is quite user friendly as it is still linked to the Microsoft platforms that most of the users who are commonly familiar with, as well as the Jedox connector allows the users to extract the data from different source systems and visualise the data with other 3rd party BI tools.

Cons

Although there are different kind of models are available for the customers to select, install and utilise from the Jedox Marketplace. However, the functionalities and capabilities of Jedox can only be optimised through a certain level of customisation and configuration by Jedox consultants before the deployment. A good level of commitment from the end-users is required during the project to allow the model builders to gather sufficient amount of detailed information.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Product Manager

Used the software for: 3-5 years

### "Fast and intuitive"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

March 27, 2019

In the field of real estate and asset management, we implement a wide range of requirements with the help of Jedox. The project orientation of Jedox is very helpful in the standardization of solutions. The design interface makes it possible for users to implement their own ideas at minimum of costs.

Pros

The OLAP engine is fast and reliable. The interface is intuitive. Projects can be implemented logically and quickly. The designer interface makes it possible to use existing basic knowledge almost everywhere. Full WEB integration enables productive work and effective administration from anywhere.

Cons

The biggest weakness of Jedox is its documentation. Sadly, the roots of Jedox have been forgotten and the original documentation has been replaced with a clumsy knowledgebase. In the intoxication of growth is the fact that knowledge acquisition and exchange are essential unfortunately fallen by the wayside.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Verified Reviewer

Senior Consultant

Used the software for: 3-5 years

### "Software, which is easy to use also for endconsumers"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 28, 2018

Pros

Ease of use, fast support if needed, direct contact to Jedox possible

Cons

New releases are often not tested enough > sometimes a lot of bugs

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Verified Reviewer

IT und Businessintelligence

Used the software for: 3-5 years

### "JEDOX 2018.4"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

February 14, 2019

Budgeting and forecasting on multidemsional datasets

Pros

Easy to install, Webinterface, ETL-Process

Cons

Security is complex to setup Setup ssl-certificates

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Verified Reviewer

Managing Partner

Used the software for: 3-5 years

### "Collect and Consolidate"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

January 29, 2019

We successfully implemented resource planning (top down and bottom up) with jedox.

Pros

Easy to set up process that collect data from different people and to have them consolidated in a central place. Excel know how is sufficient for reporting

Cons

No support for docker setup. Setup as different services is not supported

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VR

Verified Reviewer

Business Controller

Used the software for: 1-3 years

### "Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

September 16, 2020

Have saved a lot of time in budgeting process and reduced manual work.

Pros

Flexible and easy to implement. Also easy to learn for the end users.

Cons

Need more functions for multiple selections etc.. Positive side is that the system is improving all the time.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Verified Reviewer

Founder

Used the software for: Less than 1 year

### "OMG I love this budgeting tool!"

5.0

March 14, 2018

Pros

Here's the thing, I've tried a lot of budgeting tools, but this is my favorite by far. I love the fact that you can do so much things with it!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/130198/Jedox-Budgeting/reviews/)

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Popular comparisons

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