JEDOX FP&A

Automate financial reporting

Stop spending days producing month-end reports. Automate financial reporting with Jedox and give finance teams the time to focus on insight, not data assembly.

Explore management reporting

The cost of manual financial reporting

In most organisations, producing monthly management accounts and board packs is one of the most time-consuming activities in the finance calendar. Data is pulled from multiple systems, loaded into spreadsheets, formatted, checked, reformatted, and circulated — a process that can take several days every month and still result in reports that are out of date before they reach the reader. Our article on the secret of top CFOs in the boardroom explains why speed and accuracy of reporting are critical competitive advantages for finance leaders. See also 10 signs you are stuck on the Excel hamster wheel.

Automate financial reporting with Jedox. Watch the management reporting demo.

How Jedox automates financial reporting

Live data integration: Actuals flow from ERP and source systems via Jedox system integrations — reports update automatically as new data arrives.
Pre-built report templates: Management account templates, board pack formats, and KPI dashboards populate automatically from the Jedox data model.
Interactive dashboards: Real-time performance dashboards with drill-through capability. Watch the management reports and dashboards demo.
AI-generated narrative: Jedox AI generates written commentary on variances and performance highlights automatically.
Self-service access: Budget holders and managers access their own performance data through governed dashboards — reducing ad-hoc requests to finance.

Get started with Jedox reporting automation

Kybos is the UK’s dedicated Jedox Gold Partner. Arrange a demonstration, read success stories, download the FP&A implementation roadmap, or schedule a call. See the Gartner Magic Quadrant and BARC 2026 survey.

Automate financial reporting FAQs

What financial reports can Jedox automate?

Jedox can automate management accounts, board packs, KPI dashboards, variance analysis reports, departmental performance reports, and any other report that is regularly produced from financial data.

Can Jedox produce reports in our existing format?

Yes. Jedox report templates are fully configurable. Kybos builds templates that match your existing board pack and management account formats, so reports look the same — but are produced automatically.

How quickly can automated reporting go live?

Reporting automation is typically one of the first deliverables in a Jedox implementation, as it provides immediate visible value. Many organisations have their first automated management reports within eight to twelve weeks.