Jedox custom workflows

Automate the manual with custom built Jedox workflows from Kybos

Jedox workflows streamline financial planning and analysis (FP&A) processes such as budgeting, forecasting, and reporting by automating task assignment, data collection, review, and approval activities. They provide transparency, control, and collaboration across finance and business teams through role-based access, deadlines, and notifications, enabling complex financial cycles to be managed efficiently. In practice, they convert manual, spreadsheet‑driven routines into governed, auditable process flows that enhance data integrity, support compliance, and accelerate decision‑making. 

Key uses of Jedox workflows

Budgeting & forecasting

Orchestrate the collection and consolidation of financial plans from different departments, assigning data entry and review tasks with clear owners, timelines, and dependencies, while tracking completion status and enforcing cut‑off dates to keep the overall planning cycle on schedule.

Financial consolidation

Manage the structured process of merging financial data from multiple entities, departments, or sources into a single, controlled consolidation workflow, ensuring consistent treatment of adjustments, eliminations, and currency translations so that outputs are reliable, timely, and fully aligned with reporting requirements.

Data collection & preparation

Automate data flow from various systems, ensuring consistency, eliminating manual entry errors, and providing a reliable audit trail for all submissions.

Collaboration & approvals

Define clear, auditable steps for review and sign‑off, including sequenced approval stages and escalation paths, with automated alerts for status changes and overdue actions to foster accountability and keep financial cycles on track.

Data governance

Control who can see and modify data at different stages of the process, applying role-based permissions and audit trails to prevent unauthorised access or changes and to maintain a clear record of who did what, and when.

Task management

Provide visibility into process status, track progress in real time, and assign clear ownership for specific financial tasks such as data entry, review, and approval, ensuring that each step has a defined responsible owner and due date.