--- 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" --- # Jedox Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.jedox.com/en&name=Jedox) ## 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 (713)](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 (639) Value For Money 4.5 (92) Value For Money 4.0 (546) Customer Service 4.5 (108) Customer Service 4.0 (578) ## Jedox alternatives [4.2 (2,057)](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 Highest Rated [4.4 (107)](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 95% of reviewers rated it above 4 stars [4.0 (623)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [4.3 (135)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/130198/Jedox-Budgeting/alternatives/) ## FAQs about Jedox Overview ### What problems does Jedox solve? Jedox solves manual spreadsheet reporting, disconnected data sources, and slow month-end reporting by combining ETL, modeling, planning, and Excel-like report building in one platform. Finance teams, controllers, analysts, and non-IT business users use it to automate recurring reports, integrate multiple systems, and create self-service analysis without heavy programming. Answer based on 36 reviews Overview ### Which roles and teams benefit most from Jedox? Jedox is most used by finance leaders, controllers, and FP&A teams that need faster budgeting, forecasting, consolidation, and performance reporting. BI specialists, architects, and consultants benefit from building planning models, dashboards, and data integrations, while executives and directors use it to monitor KPIs, support decisions, and align business performance. Answer based on 118 reviews Talk to an expert ### More questions? Ask our experts 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 industries. It is used by more than 2,800 companies in 140 countries, making it suitable for businesses that need planning and performance management capabilities at larger organizational scales. Features and Usability ### What are the key features of Jedox? Jedox includes core reporting and planning features such as customizable reports, budgeting/forecasting, and scenario planning, with modeling and simulation as a differentiator. Reviewers also highlight data integration and data management through its ETL integrator, plus Excel-based reporting, role-based access controls, and real-time dashboards for finance and performance analysis. 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, Microsoft Word, QlikView, SAP HANA Cloud, Salesforce Sales Cloud, and Tableau. These connections cover spreadsheet and document workflows, business intelligence and analytics, CRM data, and cloud-based SAP environments for planning and reporting. Answer based on 26 reviews Getting Started and Support ### How easy is it to onboard and train a team on Jedox? Jedox is generally quick to onboard for Excel-savvy finance users and end users, who often learn basic reporting with minimal training. It offers in-person training, live online sessions, webinars, documentation, and videos. Admins, dashboard builders, and teams using advanced features typically need more time and structured instruction. 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 often describe support as accessible, knowledgeable, and timely, with direct contact when needed. Some report limited help with older updates and hotfixes, while others want stronger training materials and more online guidance. Answer based on 10 reviews Features and Usability ### How well does Jedox handle data management? Jedox handles data management well by centralizing information from multiple sources and keeping reporting, planning, and analysis aligned. Finance teams and controllers value its Excel-like interface, filters, hierarchies, and connectors, though some users mention slower performance with very large datasets, tricky imports, and occasional issues in web data entry. Answer based on 31 reviews Features and Usability ### How flexible is Jedox for custom reporting and planning? Jedox offers strong flexibility for custom reporting and planning, letting teams build models, reports, and workflows around specific business needs. Enterprise finance, controlling, and operations users like the Excel-style interface, ETL options, and broad customization, though some advanced setup areas such as dynaranges, subsets, and detailed settings can take training. Answer based on 24 reviews ## Features AI summary Based on 11,280 Accounting reviews Capterra data shows that buyers of accounting software rank the following features as their top priorities: - **Income & Balance Sheet** (**57%** of reviewers rated this feature as critical) - **Financial Reporting** (**52%**) - **General Ledger** (**51%**) Jedox supports all three of the features reviewers value most: **Income & Balance Sheet**, **Financial Reporting**, and **General Ledger**. Together, these capabilities help businesses track financial performance, maintain accurate core accounting records, and produce clear reports for planning and decision-making, allowing teams to manage finances with greater accuracy and confidence. 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 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 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 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 90 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Expense Management: Plan, pay and track business related expenses. - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Consolidation & Close Management: Bring together financial information by collecting data from multiple ledgers and close financial processes - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - General Ledger: Centralized accounting record which tracks all financial transactions - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Journal Entry Processing: Initiate, document and approve journal entries throughout the accounting cycle - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Country: Pay employees in multiple countries using correct currencies and correct tax deduction amounts - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Multiple Projects: Ability to handle several projects simultaneously - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Costing: The process of estimating and tracking the expenses incurred for a specific project - Project Planning: Organize and schedule projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Self-Service Reporting: Allow users to create their own reports and financial statements - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: 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 5(55) 4(57) 3(7) 2(0) 1(0) Mentioned topic Sorted by most recent Raymond K. Commencer Retail ### "C'est très important " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 October 14, 2023 Pros C'est très bon logiciel de comptabilité facile à utiliser Cons C'est logiciel permet d'avoir géré facilement dans le monde entier 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. BS Barbora S. Financial Controller Cosmetics ### "Budgeting in Jedox - CZ&SK" 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 16, 2023 We use Jedox for budgeting. It is the most useful for our Controlling department as we use and manage many different reports which all need different budget data. With Jedox it is now easier to download version of budget which is used in specific report (e.g. sometime we want to see only monthly data, or only CZ, sometimes only a few brands, specific department...). With Jedox customization of data is much quicker and easier. I can imagine that we will start using Jedox also for Financial Reporting. Pros What I really appreciate about Jedox is that it is connected to our accounting system iScala. This way we can see budget data and actuals at the same moment. Moreover I like the use of "XLSX Snaphot" in all sheets. Finally this tool helped us connect data from Czech Republic and Slovakia as we report them together. Cons For me as Financial Controller this system is great (except for some missing/wrong formulas which appeared later after implementation phase - and hopefully were corrected). But I feel that my colleagues responsible for budget creation were not that much satisfied as sometimes it was not possible to insert data from Excel by "Ctrl + V". Or some of them did not understand properly the function of "#" and overwrote existing data by mistake. So I would recommend to train your people properly first. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We wanted to digitalize - use modern system which would meet our needs of budgeting. With two countries, four departments and more than ninety brands, it was not ideal to plan it in Excel. Also consolidation/downloads of such data for different reports and different needs was very time consuming. Reasons for choosing Jedox I was not involved in implementation phase of Jedox. I joined company when it was already implemented, so I do not know. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AO Anna O. Financial Controller Cosmetics ### "Jedox" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 January 4, 2023 Pros It can be tailored exactly to our needs. Integration with current systems was quite easy. It saves quite some time as compared to budgeting in Excel, what we used to do previously (automated input of actuals, automated link between different sub-reports...) Cons The data input is quite tricky (as compared to Excel), which is what we use it the most for, so thats unfortunate. There are some tasks that we need the help of the external service provider with, and cant do ourselves. Reasons for choosing Jedox N/a, no alternatives considered Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. KS Klavs S. Senior Group Reporting and Planning Analyst Financial Services ### "Feedback" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 December 22, 2022 Management Reporting and preparation of budget. Pros To get specific financial data by using different filters and capability to sort them as well. By using add-in, gives opportunity to get financials for specific components. Ability to build different hierarchies, measures, product sets etc. is big advantage. Cons The software in some sense is not quite user friendly and it's easy to get confused while using it because many specific details/features which can not be obtained only by self-learning. What is more, the software is quite expensive as well taking into account the fact some errors happens every month. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. VK Viktorija K. Finance Analyst Financial Services ### "Jedox practical use" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 16, 2022 Jedox is used for reporting tasks. Pros This software can be customized for different tasks. Cons The software has a lot of intuitive exceptions. Reasons for choosing Jedox I don't know Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. IL Ivanda L. CFO Logistics and Supply Chain ### "Begginer user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 December 10, 2022 Pros Real data in real time, flexibility, reports Cons A lot things to learn in order to use the tool in all its possibilities Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. TH Tobias H. Head of Controlling Machinery ### "Flexible solution, easy to expand" 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 January 11, 2021 It is very flexible: we use it for sales reporting and budgeting, financial reporting and budgeting, but also for reporting on product costing, capex investments and activities of our test center. Pros It is a very powerful software, which is easy to use. I love the integration into excel which alows for completely new ad hoc reports within minutes. Also you can start with a small solution for a specific reporting or planning need and expand it easily, even during runtime. Cons integrating workflows into custom reports and applications could be easier. Alternatives considered [Board](https://www.capterra.com/p/73473/BOARD/) [Corporate Planner](https://www.capterra.com/p/174588/Corporate-Planner-Sales/) Reasons for choosing Jedox Flexibility and ability to start with a small solution with very little initial investment Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. DL Daniel L. Finance Manager Financial Services ### "Jedox Experience" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 December 23, 2020 Pros Automating a manual process of budgeting and allows us to focus on reviewing the numbers than compiling the numbers. Cons The look and feel of it. Not much aesthetics. Difficulty in setting up work flow Not use friendly enough in terms of managing the setup of the software. Heavily reliant on software vendors Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. GY Gary Y. MIS Engineer Information Services ### "MIS Engineer" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 December 23, 2020 Pros Good UI Design, Easy to use and no compatability issue Cons Still have one account single sign on problem not fixed. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AH Annabelle H. Associate Specialist Financial Services ### "Jedox customised " 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 7/10 December 23, 2020 The recent update has caused an issue with the jedox excel add-in to be not connected with our database. Pros Reports can be easily customised from excel add-ins. Cons Upon creation of master list for budget set up, user will still have to edit the reference master in excel. User has to update at 2 places for a creation. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. [View all Reviews](https://www.capterra.com/p/130198/Jedox-Budgeting/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Sage Intacct vs Jedox](https://www.capterra.com/compare/76-130198/Intacct-vs-Jedox-Budgeting)