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1 Planning

Jedox | UK EPM Evaluation

Independent evaluation and selection guidance for Jedox. The adaptable xP&A platform with a powerful OLAP engine, built for cross-departmental planning.

What is Jedox?

Jedox is an enterprise performance management platform founded in 2002 in Freiburg, Germany. In 2021, Insight Partners acquired a majority stake in a round exceeding $100M, fuelling product development and global expansion. The company now has around 380 employees, serves 2,900+ customers across 140+ countries, and operates offices in London, Boston, Paris, Dubai, and Singapore.

The platform is built around a powerful in-memory OLAP engine and positions itself as an xP&A (extended planning and analysis) tool, meaning it is designed to connect planning across finance, sales, HR, and supply chain rather than sitting solely within the FP&A team. Jedox was named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software.

Deployment flexibility is a standout feature. Jedox offers cloud, on-premises, or hybrid deployment, which makes it particularly attractive to regulated industries or organisations with strict data residency requirements. A 14-day free trial is available for teams wanting to test the platform before committing.

In-memory OLAP engine

Powerful multi-dimensional analysis at speed. Handle large datasets and complex calculations without waiting for batch processes to complete.

Excel integration with writeback

Bidirectional connectivity. Read AND write back to the database from Excel. Power users stay in a familiar environment while working with governed, centralised data.

xP&A cross-departmental planning

Finance, sales, HR, and supply chain planning in one platform. Break down silos with connected models that span the entire organisation.

Flexible deployment

Cloud, on-prem, or hybrid. Choose the deployment model that suits your security, compliance, and data residency requirements.

Jedox AIssist

AI-powered formula generation, data analysis, and natural language queries. Reduce the learning curve and accelerate model development.

Pre-built planning templates

Accelerators for FP&A, workforce planning, and sales planning. Get to a working model faster without building everything from scratch.

Where Jedox excels

Powerful OLAP for analytical complexity

The in-memory OLAP engine handles large, complex multi-dimensional models with ease. If your planning requires deep analytical capability and high-volume calculations, Jedox delivers.

Excel writeback for power users

True bidirectional Excel integration is rare in this market. For teams that live in Excel but need governed, centralised data, Jedox bridges both worlds without forcing people out of their comfort zone.

Cross-departmental planning capabilities

Jedox is designed for xP&A from the ground up. Finance, sales, HR, and operations plan in one connected environment rather than separate tools stitched together.

Deployment flexibility for regulated industries

On-premises and hybrid options are genuinely supported, not afterthoughts. Financial services, healthcare, and public sector organisations with strict data residency rules have real options here.

Strong European presence and GDPR-first approach

German-founded with deep European roots. Data protection and privacy compliance are baked into the architecture, not bolted on. EU data centres are standard.

German engineering - stable and performant

Over two decades of development have produced a mature, reliable platform. The OLAP engine is well-proven and the architecture is built for performance at scale.

Is Jedox right for you?

1

Best for

Analytically complex businesses with strong Excel and OLAP skills, particularly those considering IBM Planning Analytics alternatives or needing on-premises deployment. If your team thinks in dimensions and cubes, Jedox will feel natural.

2

At its best when

Your team has technical aptitude and wants deep modelling capability. You operate in regulated industries requiring on-prem options. Or you need cross-departmental planning beyond just finance, connecting sales, HR, and operations into a single planning environment.

3

Consider alternatives if

Ease of use for non-technical users is critical. Platforms like Abacum or Planful have gentler learning curves for finance teams without OLAP backgrounds. Also worth looking elsewhere if you want purely cloud-native architecture without on-prem legacy considerations.

4

Budget reality

Enterprise pricing. Expect £30,000–£60,000+ per year in licensing. Implementation runs £40,000–£80,000+ depending on complexity. Comparable to IBM Planning Analytics in total cost but with a more modern architecture and user experience.

Jedox evaluation and advisory

We help you assess whether Jedox's OLAP capabilities and deployment flexibility match your requirements, particularly for organisations comparing Jedox against IBM Planning Analytics or Anaplan. If Jedox is the right fit, we can manage the implementation under the Bolt methodology.

Jedox FAQs

How does Jedox compare to IBM Planning Analytics?
Both are OLAP-based platforms with strong analytical engines. IBM Planning Analytics (TM1) has a longer track record at very large enterprise scale and deeper community knowledge. Jedox offers a more modern user interface, better Excel writeback capabilities, and more flexible deployment options. If your team already knows TM1, switching has a cost. If you are evaluating both fresh, Jedox often wins on usability while matching IBM PA on analytical depth. Our Bolt Blueprint evaluates both against your specific requirements.
Is Jedox suitable for non-technical finance teams?
Jedox is more accessible than IBM Planning Analytics but still assumes a degree of technical comfort. The Excel add-in helps because finance teams stay in a familiar tool. However, the underlying OLAP concepts (dimensions, cubes, hierarchies) require some learning. If your team has little appetite for technical complexity, platforms like Planful or Pigment may be a better starting point. Jedox AIssist is narrowing this gap, but it is still best suited to teams with at least moderate technical aptitude.
What deployment options does Jedox offer?
Jedox supports three deployment models: fully managed cloud, on-premises (installed on your own infrastructure), and hybrid (combining both). This flexibility is particularly valuable for financial services, healthcare, and public sector organisations with data sovereignty or regulatory constraints. Most new customers choose cloud, but the on-prem option is genuinely maintained, not a legacy afterthought.
What does Jedox implementation cost?
Licensing typically runs £30,000 to £60,000+ per year depending on user count and modules. Implementation costs sit on top, usually £40,000 to £80,000+ for a mid-complexity deployment. Total first-year investment is comparable to IBM Planning Analytics. Jedox offers a 14-day free trial, which is worth using before committing to licensing conversations.
Can Bolt deliver a Jedox implementation?
Yes. We start with our Bolt Blueprint to confirm Jedox is the right platform for your requirements. If it is, we manage the implementation under our methodology with senior Bolt oversight at every stage. We apply the same structured delivery approach across all the platforms we work with.

Evaluating Jedox?

Book a call to discuss whether Jedox fits your business. No commitment, no sales pitch. Just an honest conversation about whether the platform matches your requirements.