Jedox Implementation
Partner for Planning,
Budgeting &
Consolidation
We design, build and support Jedox models for finance teams in India, the GCC and the UK, and connect them to the ERP you already run. Your team keeps planning in Excel or the browser, and every number sits in one governed model.
Planning Assessment
- •Where your budget cycle loses time
- •Whether Jedox fits your entities and data
- •A rough scope if it does
What We Do with Jedox
Most finance teams we meet run the budget across dozens of linked workbooks. One person owns the master file, another chases department submissions, and the version emailed on Friday is out of date by Monday.
We move that work into Jedox. We build the planning model around your chart of accounts and cost centres, load actuals from your ERP on a schedule, and set up the input templates, approvals and reports your team uses every month. When we hand over, your finance team can change a driver, add a scenario or roll the forecast forward on its own.
Unified Single Source of Truth: Centralized multi-cube database eliminating broken formulas and disconnected spreadsheets.
Continuous Rolling Forecasts: Automatically update plans when new month-end actuals land from your ERP.
Jedox is used by 2,900+ companies and was named a Leader in the Gartner Magic Quadrant for Financial Planning Software in 2023 and 2024.*
What We Build on Jedox
Four kinds of model. Most clients start with one, then add the next once the first is trusted.
Budgeting & Rolling Forecasts
Driver-based budgets where volume, price and headcount drive the P&L. Departments submit through templates, managers approve in the workflow, and the forecast rolls forward every month on fresh actuals.
You get: an annual budget by entity and cost centre, a 12- or 18-month rolling forecast, and budget-vs-actual with commentary.
Group Consolidation
Multi-entity, multi-currency consolidation with intercompany matching and eliminations, currency translation and ownership rules. Statutory and management views come from the same model, and every adjustment is logged.
You get: a consolidated P&L, balance sheet and cash flow, an intercompany reconciliation report, and a full audit trail.
Workforce, Sales & Operations Planning
Headcount and payroll plans, sales plans by product, region or customer, and S&OP, each feeding the financial plan directly. A hiring change shows up in the P&L as soon as it's saved.
You get: a position-level headcount plan, a sales plan by channel, and one integrated P&L.
Management & Board Reporting
Monthly packs built on the same model as the plan: variances, KPIs and scenario comparisons. Reports refresh in Excel, in the browser, and in Word or PowerPoint through Jedox's Office add-ins.
You get: a monthly management pack, a board deck that refreshes from live data, and variance analysis by driver.
How We Build on
Jedox
The platform does a lot. These are the parts we use on every project, and what each one changes for your team.
Models Your Finance Team Can Read
We build on Jedox's in-memory, multi-cube engine, with dimensions named the way your finance team talks: entities, cost centres, accounts, versions. Every business rule is documented, so a new analyst can trace how a number was calculated.
Excel Where It Helps, the Browser Where It Doesn't
Planners who live in Excel keep it. The Jedox Excel add-in reads and writes live model data, so there's no copy to drift. Department heads who submit once a year get a simple web template, and managers approve on the mobile app.
Actuals That Load Themselves
We use Jedox Integrator to pull actuals and master data from SAP, Microsoft Dynamics, ERPNext, Tally exports or your data warehouse on a schedule. Each load runs checks, so a failed feed is flagged days before month-end.
Controls Your Auditors Will Ask About
Rights by entity and cost centre, locked versions, approval workflows and a log of who changed what. We set these up during the build, before the first audit question arrives.
AI Where Your Data Supports It
We switch on JedoxAI forecasting and anomaly checks where your history is long and clean enough to trust, and keep driver-based logic where judgement matters. If your team already uses ChatGPT, Copilot or Claude, Jedox MCP lets those tools query the model under each user's own permissions.*
Where It Runs and How It's Licensed
The questions your IT and procurement teams will ask in week two, answered up front.
Where It Runs
Jedox Cloud runs on Microsoft Azure, in the region you choose. Organisations with strict data rules can run it on their own Kubernetes infrastructure instead.* We set up either, and help you pick the region that fits your data-residency rules.
Security & Audits
Audited every year.* We help your IT team get the current reports through the Jedox Trust Center during evaluation.
How Licences Work
Three packages: Business, Professional, Professional Plus.* The user mix drives cost more than the package, so we map it with you before you request a quote.
* According to Jedox. Jedox MCP is licensed as an add-on.
How a Jedox Project Runs with Finlytyx
Five steps. You see working numbers early, and you sign off on your own data.
Assess
A 60-minute session on your cycle, entities, data sources and reports. You leave with a one-page view of where the time goes and a rough scope.
Design
We agree dimensions, drivers, input templates and report layouts with your finance team, and write them down before any build starts.
Build & Connect
Cubes, rules, Excel and web templates, and scheduled loads from your ERP. You review working screens every two weeks.
Test on Your Numbers
One real month runs through the model alongside your current process, and we reconcile the two before anyone signs off.
Go Live & Support
Training by role for builders, planners and viewers. Then a clean handover to your team, or ongoing support from ours.
What We Need from You
Is Jedox the Right Fit for You?
We'd rather tell you now than six months into a project.
Jedox earns its cost when
- •You plan across several entities or currencies
- •Your budget lives in linked Excel files that only one person fully understands
- •Your planners want to keep working in Excel
- •Workforce, sales or capex plans need to feed the P&L
- •Consolidation still runs on spreadsheets every month
You may not need it yet when
- •You run one entity with a simple annual budget
- •You'd rather plan entirely inside your ERP
- •Nobody in finance can give a few hours a week to own the model
Not sure which side you're on?
Industries We Serve
The planning patterns we bring to Jedox projects, drawn from the industries Jedox works with worldwide.
Manufacturing
Demand, capacity and production plans in one model, with the margin impact visible before you commit.
Retail
Merchandise and purchasing plans aligned with demand, store targets, and scenario models for the unexpected.
Food & Beverage
Volume, price and promotion drivers feeding the P&L by brand, channel and market.
Automotive & Mobility
Sales plans by model, dealer and region, consolidated across national companies.
Chemicals
Raw-material cost scenarios and plant-level margins, forecast more often than once a year.
Telecommunications
Subscriber, network and capex plans tied directly to the financial plan.
Agriculture
Seasonal budgets and input-cost scenarios across farms, entities and currencies.
Industrial Equipment
Equipment, service and parts revenue planned together, with group consolidation on top.
Questions Finance
Teams Ask Us
Something else on your mind? Ask it in the assessment.
Ready to Move Your
Budget Out of
Spreadsheets?
Book a free 60-minute planning assessment with a Jedox consultant. You'll leave knowing where your cycle loses time, and whether Jedox is the right fit.