Jedox

Jedox is a planning, budgeting and forecasting platform built around a proprietary multidimensional in-memory database. Models are defined as cubes with dimensions and rules, and users interact through an Excel add-in, a web spreadsheet, or dashboards, all reading and writing the same cube. It covers financial planning, workforce and sales planning, consolidation and reporting, and includes an ETL layer for pulling actuals out of ERP systems. What distinguishes it is that the Excel add-in is a first-class client rather than an export feature. Finance staff keep their formulas, formatting and muscle memory, but the numbers live in a governed cube with versioning and workflow instead of in a file on someone's desktop. Commercially this is the whole pitch: it removes the change management fight that kills most FP&A rollouts, because the people who resist a new tool never quite have to stop using Excel. The cost is that the cube modelling underneath is genuinely hard, closer to TM1 than to a modern SaaS planning app. Buyers are mid-market and upper mid-market finance departments in Europe, particularly Germany, Austria and Switzerland, often ones that considered IBM Planning Analytics and found it too expensive. Jedox is owned by Insight Partners following a 2021 majority investment. The trade-off is implementation: almost every deployment runs through a partner, and the modelling is specialised enough that losing the one person who understands your cube is a real operational risk.

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  Jedoxvs

  

  Anaplan

  Anaplan: If you want a purpose-built planning engine with a much larger partner network and can accept a higher price

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  Pigment

  Pigment: If you want modern planning UX and collaboration rather than an Excel-centric cube

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  Power BI

  Power BI: If your actual need is reporting and analysis rather than write-back planning