Jedox Reviews

“Add models, deliver quickly

Pros

It is pretty easy to add new models which lets me deliver things quickly.

Cons

For me the platform needs more ready-to-use artefacts such as additional pre-built form templates.

“Flexible and allows fast changes

Pros

What I really like about Jedox is its flexibility and how fast I can roll out changes.

Cons

On the downside I have noticed performance slows down in cubes that have a lot of rules.

“allows financial planning

Pros

Recently I tried Jedox and was really impressed by how powerful and easy to use it is. Also it is a great tool for financial planning, budgeting and forecasting. What stands out is how flexible it is as it can be adapted to fit different industries and business needs. The customization options are excellent too and I was able to tailor workflows, dashboards and reports to our specific requirements. Setup was also simple, the interface is user friendly too and the documentation made it easy for everyone, even those without a tech background to get started. It also connects well with Excel and cloud services making the transition smooth. So I'd definitely recommend it to any company looking to improve their planning.

Cons

The Academy interface definitely needs a visual and usability refresh to feel more modern and user-friendly.

“Live accounting is good

Pros

I use live accounting data to create forecasts and plan for the future like predicting profits, spotting when we might need more funding and timing our currency hedging. Also it is easy to compare actual results with forecasts. I even like that it works with Excel for reporting. We have been lucky to have Barry Gibbs helping us as he sets everything up simply and smoothly. Overall it is very flexible and easy to use.

Cons

I find the way reports expand from the summary view into detailed lines awkward and clumsy. It would be much more convenient if I could pick a setting to display all details at once instead of having to click each heading individually to reveal them.

“Adapt reports, more analysis time

Pros

We've appreciated how easy it is to build and adapt reports and forecasts to match our exact requirements. We've phased out a pile of inconsistent reporting databooks and given both ELT and SLT the ability to proactively review and manage their P&Ls and forecasts. Because of that, our team now has extra time to analyse and explore various issues with the Ops managers.

Cons

I have noticed that showing detailed reports through a browser can be clunky especially when streaming them across different sites. It might be something on our side because we tend to expect a single report to handle everything but the user experience isn't very smooth in those scenarios.

“Flexible but examples are too basic

Pros

I have found this software to be flexible and easy to adapt for my specific needs.

Cons

In my experience the program cannot be user friendly at times and I often cannot find the answers I need in the support documentation or the Jedox knowledge base because they only include very basic examples.

“All data available in one place

Pros

Having reporting and budgeting data in one place makes my life easier and keeps everything organized for quick access.

Cons

Sometimes the performance isn't great because we run complex reports that pull from multiple data cubes which slows things down for our team.

“works the best for us

Pros

Jedox is built on a cube-based structure which is common for this type of software so I was able to understand how it works pretty quickly. The layout is clear too as the web interface is split into sections like Modeler, Designer and Integrator which makes it easy to find what I need. The Integrator is also very powerful as it connects to other systems to import and export data and can automate tasks like reading or updating cubes. It also has a scheduler for recurring jobs. I can even create custom calculations for things like variances and KPIs using the Rules feature. The Splashing feature is also very useful as I can quickly change values by typing things like +10% or -1000 into cells which helps me build different scenarios in seconds. Even the Excel Add-in is handy too as it lets me create and view reports in Excel and it's easy to set up. Finally, the Marketplace has prebuilt models like some free ones helped me get started and others can be added or bought as needed.

Cons

From my experience with setup, there are a few things to keep in mind early on. You'll need to invest time in training for admins and report creators as it is not completely plug and play. I had to go through training and certifications from Jedox or their partners to get people up to speed. On the plus side, it has many free videos that made learning much easier and helped in-person training go smoother. I have also noticed some parts of the interface could be more user-friendly. The Rules editor has improved but still is not very user friendly and the Reports editor while it looks like Excel does not have all the features that full Excel does.

“Handles large data well

Pros

Jedox is very user-friendly as it makes budgeting, financial analysis and reporting simple and easy. What stands out is how well it handles large amounts of data while still being flexible. I can also connect it directly to SQL databases or upload Excel files without any trouble. Plus their customer support is quick and helpful, always offering practical advice. Overall it has been a reliable tool for data analysis and reporting, with great support behind it.

Cons

The biggest downside I have noticed is that it relies heavily on a consistent internet connection for optimal performance which can be a limitation.

“platform grows with us

Pros

What I like most is how smooth and fast the rollout was. We were able to start with the basics and add features over time as we got more comfortable. At first, we used it mainly for reporting across our companies, customizing the layout to fit our needs. Later, we automated number consolidation with a group module which gave us consistent reporting. The interface is also easy to use as our team really likes it. The built-in dashboards and reports make the data clear and simple which has been a big help for our budgeting. We soon added the budgeting module which made planning and reporting much cleaner. Overall the platform grows with us and adapts to our changing needs which is incredibly valuable.

Cons

One thing I wish were better is how changes are tracked in the tool since it's not as user friendly as it could be making it harder to see what was adjusted and when. Creating custom reports and dashboards needs a decent amount of training to get right.

“support is excellent

Pros

Above all, I appreciate the user friendly interface and how easy it is to use. I should also point out that their customer support is excellent.

Cons

Honestly I cannot really think of any drawbacks to mention here.

“Data is standardized, integrator confusing

Pros

I no longer have to produce countless data exports in a bunch of inconsistent formats since everything is standardized now.

Cons

When I look at the integrator, I cannot really follow what's going on and if someone asked me to change anything I'd run into trouble.

“offers the best support

Pros

Jedox is easy to use and their customer support is reliable. Plus it offers a rich feature set and I use it frequently.

Cons

For me switching from Excel-based workflows to Jedox was somewhat painful because it's newer technology compared with the tools I was used to but ultimately it felt like a major and worthwhile upgrade.

“saves us time

Pros

It rapidly replicate a structure across other objects, such as products, channels or branches which saves a lot of time.

Cons

I find it could be more flexible when it comes to setting up exceptions since adding them is awkward and limited. Moreover, I often struggle to follow how some calculations are derived because there's no built-in formula available to inspect.

“Connects wide platforms

Pros

What I appreciate most is Jedox's ability to connect with such a wide range of platforms. Even though the Excel and Google Sheets integration might sound basic, many competing tools don't offer it at all. And for those that do as like Vena as the depth of Excel/GSheets support feels noticeably more limited than what I get with Jedox.

Cons

From my experience this aspect has a flip side. On the downside, finding third-party partners can be tougher compared with hiring a Workday Adaptive Insights oracle, SAP or Anaplan specialist. On the upside, partner services tend to be cheaper and more hands-on which I suspect comes from Jedox having a smaller, more selective partner ecosystem.

“Budgets and accounting together

Pros

The thing I find most valuable about Jedox is how it brings our budgeting information together with accounting data.

Cons

I find the most frustrating thing about Jedox is that when an error happens, we cannot correct it ourselves and that becomes a real bottleneck. On top of that, whenever we roll into a new year or re-budget, functions that worked fine in the prior year or period sometimes stop working again.

“Great analyses and reports

Pros

I am impressed by the types of analyses and reports I am able to create.

Cons

At first I struggled to run the analyses. it took time to learn the tool and understand it thoroughly.

“editing rules are too complicated

Pros

To me the cube structure, the responsive customer support is the best. Also I can copy and paste data from another period.

Cons

Let me tell you that I run into a lot of bugs. The Rules editor uses a language that's hard to work with so I'd much rather write SQL or DAX instead of struggling with the current setup. Another big issue is that I cannot add more than two dynamic ranges in one report which makes calculations much harder. Sometimes I cannot move dimensions between rows and columns unless I use the right-click menu as it just won't work otherwise. When a dynamic range has a hyperlink, the report forces me to recalc the whole sheet constantly which is annoying. The Action buttons Set value range does not update when I change the sheet like adding new columns so changes are not picked up automatically. The rule editor is too complicated. Also it is hard to tell which rule is affecting my data and finding that out takes too many steps. The report editor is not user-friendly even creating a basic report is tricky. All of this slows me down and adds manual work, turning simple reporting into a frustrating process. The interface often feels counterintuitive. Small things like not being able to drag dimensions or auto-update value ranges force me to use awkward workarounds. Honestly if editing worked more like a normal PivotTable with simple filters and clearer rules, I'd use it much more and stop having to rebuild sheets or recalculate all the time.

“Pull, transform, send data easily

Pros

It makes it easy to pull, transform and send data to different systems. I also rarely need to write code though I can add scripts if needed and the support team is excellent.

Cons

I'd love if they provided a dedicated video channel with training tutorials because that would help new users a lot. Also when using the Integrator any action -> data source, please widen that input field so it's easier to view and edit longer entries.

“Agile views, powerful projections

Pros

I have noticed great flexibility when building views and the platform is very agile for developing reports and registration screens. Using cubes gives me the tool powerful possibilities for making projections.

Cons

At first I lacked familiarity with the tool but after only a short time using it I was able to achieve significant developments.

“Retired clunky Excel workbooks

Pros

We've been able to retire dozens of clunky Excel workbooks thanks to Jedox which has helped us enforce data integrity and set up a more secure budgeting process. I no longer have to create fragile links inside spreadsheets and the platform gives us real-time reporting capabilities. On top of that, it pulled together inception-to-date figures and smoothed out forecasting, creating new efficiencies across teams. Overall our staff have given consistently positive feedback about using Jedox.

Cons

I found the learning curve steeper than I expected at first although it was still something we could manage without too much trouble.

“Adapts to different business models

Pros

Jedox's adaptability to different business models is impressive. Also its user friendly interface and its capability to process complex calculations across massive datasets is good.

Cons

I believe more comprehensive training on the application would significantly boost our team's proficiency.

“Updated information extremely fast

Pros

I get updated information extremely fast which really helps me stay on top of things.

Cons

While using it, I found some of the premise structures confusing because the order and the way options are organized vary, with similar choices appearing in different places which makes navigation and setup harder than it should be.

“Customizable and connects to GP

Pros

Onr thing I really like is how customizable the platform is as I can adjust reports to fit user needs like adding filters, changing dates, switching currencies or picking different companies. Since it connects to our GP system, the setup and data flow were much smoother than other tools I have used.

Cons

We've run into a couple of annoying limitations. Such as you cannot edit or input numbers directly from Excel which would save us a lot of time and sometimes the web interface loads slowly in the browser so certain tasks take longer than I expect when things lag.

“all in one platform

Pros

Jedox has powerful planning and write-back tools, thanks to its fast data structure. Plus it handles complex modeling well with ETL flows, rules and flexible reports. Also it is easy to set up and connect to other apps and databases. I even find it user friendly and a great all in one reporting platform.

Cons

From my perspective, the reporting features could use more built-in charts and graphing options so I wouldn't have to rely on external libraries like Highcharts. The user interface could also be beefed up to match the visualization strength of tools such as Power BI and Tableau.

“pretty simple setup

Pros

It is easy to use and simple to set up. Plus it lets me build highly customized, custom-built models to represent complex business structures and I also find it pretty easy to integrate with a wide range of other tools.

Cons

So far I am pleased overall. I haven't encountered any issues or downsides in my use of it yet.

“Cut manual forecasting effort

Pros

We've managed to cut down the manual effort in our forecasting because of Jedox and I personally appreciate that it's built on an Excel foundation as that familiarity made adoption and implementation much smoother for our team. Before Jedox, forecasting lived in a bunch of different spreadsheets all over the organization and now we finally have a single, central platform for expense forecasting which has made coordination a lot easier. On peak months we have roughly fifty people using Jedox at the same time for about two weeks each month and so far we haven't run into any access problems. When an issue does pop up that I cannot resolve myself, our enablement partner, Frankie Li, has been incredibly helpful and responsive. I have also received strong support from our Customer Success Manager, Courtney Harris, along with guidance from Customer Engagement Director, Bill Glik. We hold monthly calls to talk through integration ideas and figure out how to make the most of the platform. Honestly we've only scratched the surface of what Jedox can do but I am excited to dig into more features and keep moving toward greater automation in our processes.

Cons

From my perspective, getting the absolute most out of Jedox requires having someone in-house who will commit to the formal training and become a resident expert because it's not the kind of platform you can easily learn by trial and error or just figure out on your own.

“Administration is easy to navigate

Pros

The administration processes is really easy to navigate.

Cons

At the moment, there's nothing major that comes to mind but I do find the ETL process somewhat confusing if you don't have much of a technical background.

“support is always there

Pros

I rely on it every day because it lays out the most important information in a simple way that helps me make fast decisions. Through it I can run scenario simulations and carry out routine analyses quickly and with confidence. The support team is always available when I have questions that pop up during daily work, responding promptly and effectively. It also makes shaping and modeling data feel more dynamic and simple so I find it a genuinely easy to use tool.

Cons

For my purposes, Jedox handles current scenario analysis and budget preparation well and I don't have any criticisms to raise.

“love the powerful integrations

Pros

Jedox tool is very user-friendly and its integrations are impressively powerful. My team and I can parameterize the budgeting model to suit a variety of needs.

Cons

There's definitely room to make workflow configuration easier. I'd like a more simple way to set up processes.

“Responsive staff and accurate information

Pros

I value your responsiveness and agility, plus the clear, accurate information and overall benefits.

Cons

For me I need help addressing certain performance problems and would like support to fix them.

“expensive for a few

Pros

Well I can connect it to almost any source system which I find really useful. Because it feels so similar to Excel, I was able to get up to speed on building reports quite quickly. The Integrator is also easy for database developers to pick up and work with.

Cons

Now that it's only offered as a cloud product, I don't have the option to run it on premises. For customers who need only a small number of licenses it ends up feeling too expensive. I also hit performance limits fairly easily and when I need support it often turns into an email ping-pong while different support engineers get involved.

“good but overly complex

Pros

For me this is a really flexible tool, letting me bring all our data together in one place, with lots of ways to display and organize the information.

Cons

I was partly responsible for developing our finance system in Jedox and I often found that some aspects were overly complex from a developer's perspective which made maintenance and changes harder than I'd expected.

“support works the best

Pros

Jedox is pretty quick and easy to use and their customer support is working well for me.

Cons

Personally, I have found that manual journals don't work properly in larger groups and handling manual CF remains a problem for me.

“Responsive support, simple setup

Pros

It is really easy to use, their customer support is responsive and getting it set up was pretty simple.

Cons

We run into occasional limitations from time to time that can be annoying.

“great platform speeds reporting

Pros

I can handle all of my company's requirements from one platform and it speeds up reporting and budgeting a lot thanks to its powerful calculation engine.

Cons

So far I haven't noticed any shortcomings as it's a product that reliably performs when paired with strong hardware.

“Works like Excel, easy to pickup

Pros

Since it works a lot like MS Excel, I personally find the system pretty easy to pick up and understand.

Cons

There's only one issue I complain about which is the interface has far too many bugs which really frustrates me.

“increase productivity!

Pros

The productivity and quick problem-solving capabilities Jedox provides is something I like most.

Cons

For my part, I don't have any complaints about Jedox. it generally helps our team with budgeting.

“so far so good!

Pros

With Jedox, I can pull product-line profitability and view all my requirements in one place. I have also noticed that Jedox can communicate with virtually any ERP which shows its flexibility and responsiveness. It becomes really approachable for reporting and analyzing data once I feed in sensible, well-structured information from our systems.

Cons

I have found that complex constraints around certain areas create hurdles which hurts the system's agility.

“provide quick reports!

Pros

I quickly put together reports that work with every kind of calculation

Cons

My experience with the new additions has been overly draining because multiple selection is restricted

“Easy to use software

Pros

The software is really easy to use and very easy to adapt to different workflows.

Cons

In our current work, we haven't encountered any situation that we dislike yet so nothing problematic has come up so far.

“Fits our work well

Pros

I can get tasks done quickly in a way that fits how we already work. It also lets me create the reports we need without delay. Connecting it to other systems is simple too and overall, the program is easy to use and implement.

Cons

I have noticed the software uses commas to separate thousands in numeric amounts. In my view, using periods as the thousands separator would be more suitable. For instance, numbers should appear like 1.000.000.

“Speeds up analysis work

Pros

Using the software, I find it very user friendly and it noticeably speeds up my analysis work.

Cons

However I really miss the ability to copy directly from Excel or perform native Jedox-to-sheet copies for entire rows or columns of cells.

“Simple trend analysis

Pros

We've used it to perform a range of analyses on business performance trends and it's simple to use.

Cons

I am finding it confusing to tell when I should use '!' versus '&' or '#' which causes some frustration.

“Helps with budgets

Pros

From our experience, Jedox has been a major help with preparing budgets, comparing budgets to actuals and running variance analyses. I am seeing that end users genuinely like it and want to keep using it. Although some people find the move away from Excel to Jedox challenging at first, after they start working with it and see the controls it offers, I have noticed they become more motivated to adopt and use it regularly.

Cons

I think adding the ability to attach comments to individual cells would be really useful because it would guide end users on exactly what to enter. From my perspective, introducing and improving a cell-level comment feature would make the system much clearer and easier for people to key in the correct information.

“Simplifies global operations management

Pros

This is a really good accounting tool.. simple and easy to use right out of the gate. What impresses me most is how it makes managing operations across the globe feel effortless with no unnecessary complications. It handles the complexity behind the scenes so I don't have to.

Cons

Yes there is room for improvement but there is nothing major for me to complaint to about.

“Scalable platform

Pros

I am impressed by the scalable model and how well it interoperates with different platforms.

Cons

I have run into occasions where the system hangs or freezes. the graphical capabilities feel limited and the developer version-management framework needs work.

“Easy connections

Pros

Connecting other source systems to Jedox is pretty easy. Plus the Excel-style reporting makes it easy to pick up building my own reports quickly and be less reliant on others. The planning capabilities are distinctive too.

Cons

I sometimes run into performance slowdowns when many users use the paste-view feature to extend lots of rows and I find that slow, unclear communication with Jedox Support drags out resolving the issue.

“Great connectors, cloud support is slow

Pros

It to is excellent data integration solution. it offers a wide range of connectors for ERP and CRM systems and lets me do a lot without writing any code. I also appreciate the frequent updates that bring new features and improvements.

Cons

From my experience the platform can be a bit buggy at times so I wish new features were vetted more carefully. overall performance isn't always great and dealing with cloud support through email or the support portal often eats up a lot of time. A brief call or quick meetings would have been more effective in many cases.

“i still need Excel sometimes

Pros

I appreciate autofill features, the Excel add-in, export-import data.

Cons

Sometimes I still rely on Excel for some calculations.