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2025 Gartner® Magic Quadrant™ for Financial Planning Software

Jedox named leader the
2025 Gartner® Magic Quadrant™


“Jedox is a Leader in this Magic Quadrant. Its product, Jedox EPM software, is a planning and performance management platform for budgeting, forecasting and reporting with AI, an in-memory database and customisable prebuilt models. Jedox’s ability to support complex sales and demand forecasting, product and store profitability analysis, and inventory management is evident in its significant retail client base.”

“A key feature is its JedoxAI, which combines GenAI and large language models (LLMs) with the in-memory planning engine. This delivers explainable, contextual financial insights, automates report narratives and supports historical and versioned data comparisons. In a future release, Jedox plans to introduce a modelling agent to support model builders by automating data integration, modelling and report creation”.

Predictive insights: “Jedox maintains a strategic focus on research and development, with AI/ML funding tripling from 2023 to 2025. This investment supports automation through AIssisted Planning Wizards that help planners generate predictive forecasts, detect data outliers and automate repetitive tasks across planning workflows”.

AI data preparation: “Jedox’s AIssited Data Preparation Wizard automates the process of detecting data outliers, suggesting replacements and preparing data for predictive modelling. Advanced data automation capabilities free up significant finance staff time for higher-value planning and analysis tasks”.

GenAI governance: “Jedox applies a structured approach to GenAI governance that goes beyond standard compliance. Its architecture differentiates through instance-specific model fine-tuning and strict data isolation. Customers benefit by having separated GenAI environments, which prevent cross-client data exposure or use in external model training”.

Read Gartner’s report to learn:
Independent and expert insights on Financial Planning Software vendors
Strengths and Cautions, industry benchmarks, and tends
Latest Financial Planning Software technology advancements.

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