--- 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 ### 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 Management: Plan and coordinate all the resources, costs and time needed to execute assignments - 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 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/) ## 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. 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