From Spreadsheets to Enterprise Performance Management

Jedox converts your Excel spreadsheets to an enterprise-class solution. Connect Excel and all your data sources to the Jedox multidimensional database. Add sophisticated data governance, workflows, and audit capabilities. Deliver self-service planning and create insightful analytics and business intelligence dashboards with a fresh, intuitive user experience.

What's New?

BARC The Planning Survey 2019

Jedox, a leading vendor of Enterprise Performance Management software, achieved outstanding results in this year’s The Planning Survey 19 – the world’s largest customer survey on planning, budgeting and forecasting software. Among EPM tools, Jedox confirmed its top rank with a total of 46 leading positions across its three comparison groups, including 15 top positions in categories such as “Business Value”, “Functionality”, “Data Integration”, “Self-Service” and “User Experience”. 


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Discover Jedox 

Build your future success with shorter budget cycles, more accurate plans and deeper insights

Jedox EPM software makes planning and Enterprise Performance Management seamless – in every organization, on every device, wherever the data resides. Discover how Jedox can help optimize business processes, boost data quality, and slash planning cycles across your organization

Plan, Analyze, Report on ONE Rntegrated EPM Software Platform

Integrated corporate performance management software provides reliable data, insights and guidance to everyone in your company. Jedox delivers it all: Self-service budgeting, planning and forecasting combined with intuitive analytics and BI dashboards in one integrated software platform.

ExcelPLUS – Remove the risks from your spreadsheets

Excel is still the most widely used tool for planning, analytics and reporting. This is no surprise as spreadsheets do offer great flexibility but at great cost due to the limited automation, security and control. Jedox removes the risks from Excel-based business processes while building on your existing Excel know-how.

Configure and customize your EPM solution

Your business processes are unique to your industry, company size and organization. The powerful Jedox modeling engine enables you to build tailored corporate performance management solutions. Create flexible applications for highly complex organizations, large data and user scenarios, and multi-step workflows and reporting processes. 

Collaborate and Gain Insights – Anywhere, Anytime

Delight your users and increase productivity through the Jedox Mobile application and integrated collaboration features. These innovative technologies create a richer experience and strong engagement for users while boosting efficiency and accuracy.

Augmented Insights & Foresight with AIssisted™ Planning

The embedded Jedox AI engine assists finance and the business functions with smart decision-support and automation. Learn how you can make Financial Planning and Analysis smarter and go further through the power of Jedox AIssisted™ Data Preparation, AIssisted™ Forecasting and AIssisted™ Performance Management.

Deploy Rapidly and Scale With Your Business

Jedox features intuitive modeling and prototyping that speed-up your solution development and demonstrate tangible value early on. The agile deployment methodology guarantees flexibility during the software implementation. After the project is finished, business users are empowered to modify, develop and scale out the solution on their own without IT support or external help.

Jedox Solutions for Everyone 

Solutions for the Office of Finance

Every organization has to analyze, plan, and report financials to internal and external stakeholders. A whopping 86% of them still use Excel for planning. Spreadsheets are still the standard tool in finance. Excel is familiar, fast, and flexible – but has limitations. Painfully slow planning cycles and manual, error-prone processes not only decrease productivity, they also present a significant risk to the financial leaders responsible for driving down risk across the business. The Jedox solution helps finance professionals face these challenges and transform their role from pure number crunchers to strategic advisors to the business.

solutions for SALES, HR & MORE

Compiling, processing, analyzing, and reporting ever-increasing amounts of data in ever-shrinking time frames used to be the daily grind for IT and the Office of Finance. In the wake of digital trends such as IoT, social media, and mobility, these challenges have now spread to every line of your business. Business users in sales, HR, procurement, or logistics find themselves wishing for a more customized, direct, and modern way to access critical data. To make accurate decisions based on facts, they need instant access to mission-critical information – without taking a detour through the IT department.


The digital transformation is revolutionizing the way people work in enterprises around the globe. Analytics are rapidly coming to the fore. Many legacy systems are struggling to keep with the pace. Good planning is essential – but often a challenge for the Office of Finance. Consolidating regional budgets from multiple entities, often with different ERPs and charts of accounts, kills productivity and produces errors. Consolidated enterprise plans are often disconnected from detailed department spreadsheets. Quick fixes with Excel-based solutions put data integrity at risk. It’s no wonder that senior executives and financial managers spend 20-30% of their time on budgeting – time they could better invest advising the business.


A professional system for enterprise planning, analysis and reporting requires an investment that could be used on profit-raising operational activities. IT departments are often small. If the solution is too technical, finance needs expensive external consulting to implement, maintain, and adapt the solution. The result: 85% of midsize businesses still do not have dedicated Enterprise Performance Management solutions. Instead, they use inefficient, error-prone spreadsheets which hinder transparency and a single version of the truth.


Organizations face growing volumes of data, most of which is stored in multiple operational systems and disconnected departmental silos. Various planning functions across the organization not only utilize disparate systems. They also plan and report their data using different standards, periods, levels of detail, assumptions, and intervals.

Waypoint Jedox Services


Waypoint’s HealthCheck service is a highly adaptable service that spans the concerns of leadership through to internal clients, and assesses concerns of application development groups and infrastructure teams. A complete Waypoint HealthCheck would include an assessment, findings and recommendations. Our HealthCheck can help improve performance, functionality, fix errors and increase adoption.

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WayPlan was developed to provide a transparent planning process and a better understanding of the full scope of the project to our clients. We provide a tailored plan that addresses your challenges, timeline and objectives as well as clearly defines your criteria for success. The goal is to eliminate costly pitfalls and risks that can delay or destroy projects.

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Waypoint has delivered  successful Jedox solutions. We employ vigorously trained and vetted consultants that practice under disciplined project management principles. Our data visualization experts leverage Jedox tools and templates that result in highly intuitive user experiences.

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Staffing network and infrastructure engineers, database administrators, Jedox experts, as well as the capital expense associated with acquiring and maintaining hardware is a drain on your IT budget. Focus on Running Your Business, Not IT with Managed Services and Support.

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Waypoint Consulting hosts in-person and virtual training seminars with a subject matter expert to teach the basics of Jedox. If you need to train-up your current team or you have been thinking about bringing this technology into your organization, this is a great way to get your team up to speed on the Gartner BI Magic Quadrant leader. 

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True Bearing

True Bearing project management includes analytics industry Experts, a proven Methodology, and Systems that provide insight and eliminate repetitive, wasteful resource tasks allowing the team to focus on actually resolving project issues. The difference is truly understanding where you are now relative to where you need to go.

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Experience the power of Jedox for yourself by scheduling a product demo with us today!

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