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Jedox management reporting software
Create reports for your decision makers with just a few clicks – always using real-time data from ERP/CRM systems and other data sources.
Reports in just a few clicks
Generate management reports for your leadership team in just a few clicks, leveraging live data from your ERP, CRM and integrated business systems. Select from proven management reporting templates within the Jedox platform or develop tailored reports, forecasts and scenario analyses to suit your needs.
Jedox unifies your data as a single source of truth, guaranteeing consistency and auditability while transforming information into clear, actionable reports for confident decision-making. Instantly visualise business-critical KPIs, uncover emerging trends and equip management with the insights required to drive strategic outcomes.

Reports and dashboards demo
Go from reporting to insight more quickly by automating data collection processing and integration. Watch this essential short 3 minute product demo and discover Jedox – The world’s most adaptable planning and performance management platform.

Simplify complexity
Jedox centralises all aspects of enterprise planning-spanning financial planning, operational planning, consolidation, ESG reporting, and industry best practices-within a cohesive framework. Jedox management reporting capabilities deliver a unified view, empowering your organisation to anticipate change, accelerate decision-making, and plan proactively across every scenario and business condition.

Efficient management reporting
Jedox Canvas enables users to seamlessly arrange and present content from diverse reports, workbooks, and views within a streamlined dashboard interface. Users can easily bring together live financial data, visualisations, and narrative commentary in one place, supporting intuitive, role-based access to key insights. With Jedox Canvas, your leadership team can monitor KPIs and scenario outcomes in real time, fostering transparency, collaboration, and agile decision-making across the organisation.

Use change as an opportunity to become adaptable
Respond rapidly to management queries with just a few clicks, significantly reducing turnaround times and improving responsiveness to evolving business needs. With Jedox AIssisted™ Planning, integrated AI and machine learning elevate your ability to uncover deep patterns in data, forecast future outcomes, and reveal actionable insights that empower informed, strategic business decisions at every level.

Use change as an opportunity to become adaptable
Implementing Jedox is quick and easy. Jedox accelerates deployment with streamlined integration for leading ERP, CRM, and existing enterprise systems, swiftly connecting your data landscape. Eliminate data silos and establish a unified, continuously updated single source of truth for your organisation. Adapt to change with agility, system updates and process enhancements are implemented rapidly, supporting continuous improvement and strategic flexibility.

Ad hoc reporting
Fast, clear, and precise. Ad hoc reporting and analytics deliver real-time access to your entire data universe, across all entities, products, customers, and financial dimensions, empowering finance teams to interrogate and analyse performance at any level of detail. Instantly generate granular, on-demand reports from any integrated data source, providing immediate, actionable insights that support rapid, data-driven decision-making. Effortlessly drill down from aggregated overviews to transactional detail, identify underlying trends, and address queries as they arise, ensuring your organisation remains informed, responsive, and in control of every aspect of its financial landscape.

FP&A USE CASES
Reach new heights with Jedox
Budgeting & forecasting
Achieve your financial goals through agile budgeting and forecasting. Advanced planning tools enable your team to make faster and more precise decisions on drivers and KPIs that drive your organisation’s future value.
Management reporting
Jedox FP&A software transforms raw data into actionable insights, fostering informed decisions that drive growth and profitability. Empower your management team with real-time data and customisable reports.
Financial reporting
Deliver clear, accurate, and timely financial information for confident financial reporting that supports strategic decision-making. Jedox financial reporting tools will simplify your reporting process, so your team can concentrate on achieving business success.
Financial analysis
Jedox analytical tools simplify complex financial data, helping your organisation make data-driven decisions. They allow your team to analyse financial performance, find trends, and identify improvement opportunities, driving growth and innovation.
Financial modelling
Use financial modelling to simulate different situations and make smart strategic decisions. This helps your organisation plan, adjust, and succeed in ever-changing business environments. Create advanced models that offer clear and confident financial predictions.
P&L
Your P&L statement is a strategic tool for maximising profits and a cornerstone of your success. Achieve even more transparency and trust in your financial performance with Jedox FP&A software.
Balance sheet
Your balance sheet has the power to determine your company’s financial future, so you need to be able to trust in its accuracy. Use Jedox software to build a strong financial foundation that empowers your team to make confident decisions.
Cash flow planning
Optimise your cash flow management, ensuring your company’s financial stability and freeing up resources for innovation and growth. Jedox FP&A software is your trusted partner in cash flow management.
Revenue and sales planning
Your P&L statement is a strategic tool for maximising profits and a cornerstone of your success. Achieve even more transparency and trust in your financial performance with our FP&A software.
CapEx
Invest in your company’s future by gaining a clear overview of your capital expenditures, depreciation, and amortisation. Use Jedox to manage capital expenditures strategically, ensuring every investment contributes to your company’s success.
OpEx
Take more control of your operating cost centre and HR expenses to find more sources of savings and efficiency. Empower your team to optimise operating expenses and support a culture of cost-consciousness and profitability.
Scenario planning
Prepare for your next step with scenario planning. Jedox supports collaborative scenario planning that prepares your organisation across all your financial statements, giving you the agility to adapt and succeed at the speed of the market.
Predictive forecasting
Predictive insights have the power to see what you can’t see and turn uncertainties into opportunities that help you navigate the future with a confident plan. Use the insights from predictive forecasting to drive proactive strategies ahead of the curve.
Rolling forecast
Stay agile in times of changing market dynamics: Rolling forecasts can empower you to seize opportunities proactively. Jedox makes rolling forecasting a breeze, enabling your team to make timely decisions.
Zero-based budgeting
Reimagine your budgeting process with a fresh start. Trust in Jedox zero-based budgeting solutions to uncover savings and foster continuous innovation and cost efficiency in your organisation.
Top-down & bottom-up planning
With top-down and bottom-up planning you will achieve alignment and collaboration across your organization. Trust in Jedox to facilitate top-down and bottom-up planning, ensuring that every team member contributes to the organisation’s success.
Ad hoc reporting
Fast, clear, and precise. Ad hoc reporting and analytics provide a live view into all your data sets across all entities, products, customers, etc. from the web or Excel – for immediate insights into every aspect of your finances.
Financial consolidation
Create a powerful financial consolidation process where you can trust in the accuracy of your financial statements. Jedox software simplifies complex tasks so you can concentrate on consolidating data efficiently and with precision.
Cost allocation
Streamline and automate cost allocations and inter-company eliminations with precision, making sure your financial accuracy generates trust with colleagues and shareholders.

Want to know more…
book a video discovery call
Book a video discovery call with Kybos to discuss…
- Your current situation, challenges and goals
- Your options, with an expert
- How Kybos and Jedox can help you