By 2030, Gartner predicts that agentic AI will make at least 15% of daily decisions autonomously, and 70% of finance functions will use AI for real-time decision making.
Finance stands on the cusp of a profound transformation. Over the next several years, technological, organisational and regulatory forces will redefine the function, compelling CFOs to reimagine how they plan, strategise, decide, operate and organise. This shift goes far beyond incremental process improvement: it affects the core operating model of finance, from how data is governed and integrated, to how forecasts are produced, to how performance is managed and communicated across the business.
As AI-enabled planning, continuous forecasting and automated controls become standard, finance leaders will need to move from retrospective reporting to proactive, insight-led steering of the organisation. That means building a single source of truth from ERP, CRM and operational systems, reducing spreadsheet dependency, and embedding scenarios and what‑if analysis directly into day-to-day decision making. It also means reshaping teams, skills and governance to balance automation with human judgement, ensuring AI-driven decisions remain transparent, explainable and compliant.
Are you prepared for this new landscape?
Discover Jedox, the world’s most adaptable planning and performance management platform – powered by AI.
The Jedox Financial Planning and Analysis (FP&A) platform with built-in JedoxAI empowers finance teams with advanced technology that supports the complexities of your organisation. By leveraging advanced AI, large language models, and sophisticated machine learning analytics, Jedox AI transforms raw data into actionable intelligence, delivering contextually nuanced, transparent forecasts that support robust strategic planning.
JedoxAI converts complex data into clear, actionable insight. Learning from historical and real-time information, it builds plans that anticipate and adapt to change – from predicting customer churn to protecting future revenue. Finance teams can uncover true performance drivers, test multiple what‑if scenarios and make better decisions at speed, all aligned to a single source of truth. Moving from reactive to proactive planning frees Finance to focus on strategy and sustainable growth.
Most AI tools promise accuracy; few support planning and forecasting that Finance can both trust and clearly explain. JedoxAI changes that. The JedoxAI Planning Wizards analyse revenue and cash flow in the full context of your business – departments, drivers, workflows and scenarios – to deliver precise, transparent forecasts, so you spend less time defending the numbers and more time using insight to lead.
JedoxAI’s multi-agent intelligence engine unifies internal data from ERP, CRM and other systems with external insight accessed securely via LLMs. Whether you use Jedox’s purpose-built AI or bring your own proprietary models (BYOM), every input is evaluated in the context of your strategy – enabling explainable forecasting, budgeting and demand planning. As data changes, insight keeps refining, helping you respond to market shifts, adapt faster and build resilience.
Drawing on financial and operational data across teams, systems and time horizons, JedoxAI lets you model how your organisation truly operates, without oversimplification or guesswork. Instead of static assumptions, it reflects real-world dynamics and evolving drivers – powering continuous, adaptive rolling forecasts. The result: models that mirror reality, decisions you can trust and the confidence Finance needs to lead strategy, align the organisation and sustain long-term growth.
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About Kybos
Kybos is a dedicated UK Jedox gold partner. We build planning and analysis solutions that deliver value fast using accountancy qualified consultants. Whether you want a fully customised application or to build upon an existing solution, Kybos consultants are here to help.