For over two decades, BARC has delivered rigorous, independent evaluation to support enterprise strategy and technology selection. The 2026 BARC survey offers direct insights from finance and planning professionals, providing the most current user-driven rankings and feedback across the planning software landscape. Jedox has been recognised as a leader once again in BARC’s 2026 Planning Survey, reinforcing its position as the most adaptable planning and performance management platform for finance teams worldwide.
What the BARC leadership recognition means for finance professionals
The BARC Planning Survey represents one of the most comprehensive and respected independent assessments of corporate planning software in the market. Being named a leader in the 2026 report validates what finance professionals have experienced firsthand: Jedox delivers exceptional value in transforming financial planning and analysis processes.
For CFOs and FP&A teams navigating today’s volatile business environment, this recognition provides additional confidence in their technology investment decisions. The BARC assessment evaluates planning platforms across multiple dimensions including functionality, usability, implementation speed, and customer satisfaction. Jedox’s leader status confirms that the platform meets the rigorous demands of modern finance operations whilst maintaining the flexibility required for diverse organisational needs.
This achievement underscores Jedox’s commitment to continuous innovation and customer success. Finance professionals selecting Jedox gain access to a proven platform backed by independent validation, supported by dedicated partners like Kybos who bring accountancy-qualified expertise to ensure implementations deliver measurable business value.
How Jedox achieved leader status in planning and performance management
Jedox’s recognition as a leader stems from its unique combination of powerful functionality and genuine ease of use. The platform’s architecture enables finance teams to move beyond traditional spreadsheet-based planning without sacrificing the flexibility that makes Excel familiar. Real-time calculation capabilities, intuitive design, and robust integration with ERP, CRM, and core systems create a unified environment where data flows seamlessly across the organisation.
The platform’s adaptability stands out as a defining characteristic. Whether organisations require fully customised applications or prefer to build upon existing solution packs, Jedox accommodates diverse planning requirements without forcing businesses into rigid templates. This flexibility extends to scenario planning capabilities that empower finance teams to model multiple potential futures, uncovering opportunities and risks that might otherwise remain hidden.
Customer feedback consistently highlights the platform’s ability to reduce manual work whilst improving accuracy and insight quality. With over 2,900 organisations trusting Jedox globally, the platform has demonstrated its reliability across industries and business models. The combination of cutting-edge features, rapid deployment capabilities, and high user satisfaction rates creates a compelling proposition that BARC’s independent assessment has now formally recognised.
Real-time insights and adaptability drive strategic agility
In an era where business conditions shift rapidly, the ability to access real-time insights and adapt planning assumptions quickly has become a competitive necessity. Jedox’s architecture delivers immediate visibility into financial and operational performance, eliminating the delays inherent in traditional month-end reporting cycles. Finance teams gain a single trusted source of truth that supports timely, confident decision-making.
The platform’s dynamic scenario planning capabilities transform how organisations prepare for uncertainty. Rather than relying on static annual budgets, finance professionals can conduct rapid ‘what-if’ analysis, testing assumptions and modelling alternative outcomes in minutes rather than days. This agility enables executive teams to respond decisively to market changes, competitive threats, or emerging opportunities.
Real-time data access fundamentally changes the finance function’s role within the organisation. With administrative overhead reduced, finance professionals shift focus from data compilation to analysis, interpretation, and strategic partnering. This elevation of finance from scorekeeper to strategic adviser creates value throughout the organisation, supporting the decisiveness required in today’s volatile, uncertain, complex, and ambiguous business environment.
Empowering finance teams beyond traditional budgeting and forecasting
Jedox extends far beyond conventional budgeting and forecasting applications, enabling integrated business planning that unifies enterprise-wide planning processes. The platform supports seamless transitions from profit and loss planning to liquidity forecasting, workforce planning, capital expenditure management, and operational planning. This unified approach breaks down departmental silos and fosters cross-functional collaboration around shared objectives.
The platform’s easy-to-use AI capabilities, accessible through an intuitive wizard interface, help finance teams uncover performance drivers and generate explainable forecasts without requiring data science expertise. These advanced features democratise sophisticated analytical capabilities, making them accessible to finance professionals focused on business outcomes rather than technical complexity.
By automating routine tasks and streamlining complex financial processes, Jedox creates capacity for finance teams to focus on higher-value activities. This shift improves not only organisational performance but also employee wellbeing and engagement within finance functions. Teams experience greater job satisfaction when they spend time generating insights rather than compiling spreadsheets, fostering a culture of continuous improvement and innovation that benefits the entire organisation.
Building future-proof financial planning solutions with expert partnership
Selecting the right planning platform represents only the first step in a successful financial transformation journey. Implementation quality, user adoption, and ongoing optimisation determine whether technology investments deliver their full potential. This is where expert partnership becomes crucial to long-term success.
As the UK’s only dedicated Jedox Gold Partner, Kybos brings unique capabilities to planning implementations. Our accountancy-qualified consultants combine technical expertise with deep understanding of finance operations, ensuring solutions are not only technically sound but strategically relevant and fully compliant. With hundreds of finance system implementations completed and approximately 150 M&A transactions supported, we deliver specialist knowledge that keeps projects on track and delivers value rapidly.
Our approach emphasises building internal ownership and capability within client finance teams. Rather than creating dependency, we focus on knowledge transfer, skills development, and continuous learning that empowers organisations to manage, optimise, and scale their FP&A processes independently. This commitment to client capability building, combined with clear guidance before, during, and after implementation, ensures that Jedox deployments remain future-proof as business requirements evolve. The BARC recognition of Jedox’s leadership, supported by expert implementation partners, provides finance professionals with confidence that their planning transformation will succeed.
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.