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Jedox vs Planful comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Jedox
Ranking in Business Performance Management
10th
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
13
Ranking in other categories
No ranking in other categories
Planful
Ranking in Business Performance Management
15th
Average Rating
8.0
Reviews Sentiment
6.9
Number of Reviews
2
Ranking in other categories
Financial Close Software (20th)
 

Mindshare comparison

As of August 2025, in the Business Performance Management category, the mindshare of Jedox is 5.3%, up from 4.2% compared to the previous year. The mindshare of Planful is 2.8%, down from 3.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management
 

Featured Reviews

Riyaz Halani - PeerSpot reviewer
Powerful BI tool for analyzing financial performance and stable performance
I would rate the scalability of Jedox a seven out of ten. There is room for improvement in the scalability. It is a very massive tool. It's not easy to just build everything yourself. So that's where the main improvements lie—making it easy for people to not depend on just technical finance teams. There are almost 50 to 60 users using Jedox in our organization.
reviewer1110591 - PeerSpot reviewer
It has helped us speed up the turnaround time on our consolidation, and we haven't had anything come up that the program has not been able to solve
The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools. The application that we use today for our BI tools is Tableau. That's how people absorb information. We don't really use the functionality or dashboards within Planful because of the robustness of Tableau. That's our single source of data. If Planful was better or more comparable in terms of features and functionality, we could probably leverage that in Planful.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"The customer porting is the most valuable feature."
"The ETL function simplifies many tasks."
"The EPM is the most valuable feature."
"The ease of reporting is one of Jedox's most valuable features."
"The Excel interface is designed to retrieve data from the database and send it back, which is a significant advantage."
"The solution is quick with analysis and calculation. The tool offers high digitalization which helps us to run the controlling department with less number of people. If the software wasn't there, I would need two to three people extra to run the department."
"The solution is very versatile."
"The ETL itself was pretty useful and it's integrated in the tenant itself. So the Olap service technology was impressive to me. In order to extract that and load it in the tube in the same tenant or the same tool that was something magnificent because I actually missed this in SEB. SEB requires another tool, and you have to integrate all the tools together. But for Jedox, it was in the one tool."
"It has helped us speed up the turnaround time on our consolidation. We don't have to do reporting in Excel anymore, which has cut down on the errors and the efficiency of our close time."
 

Cons

"I think it's the design of the report because the design and the UI for the report is standard and lame. When you see a Jedox report, it doesn't seem like it's from today, because the technology is something from the last decade. The scalability needs improvement."
"More emphasis is needed on the availability of the learning aspect of the solution. Because unless you take up their course that enables you to be an expert in creating the report, you must seek help."
"I don't find it particularly user-friendly."
"The tool has changed its pricing and it's now too expensive for small and medium organizations. I miss the open-source version which was free and we could do a lot of things with it."
"Visualization is something they need to improve. We have already told them about this, and they should be working on it."
"Jedox should improve the design and server issues."
"From a development perspective, there's room for improvement in the area called the designer, where you actually build your reports to make it easier to manage the process."
"The solution needs to improve its support. The visualization in Microsoft BI is more modern and comfortable than Jedox's. I would expect something similar with the solution."
"The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools."
 

Pricing and Cost Advice

"The solution's pricing is specific to your requirements."
"Jedox was a bit cheaper compared to Calumo."
"The product’s pricing will not be suitable for setting up a small solution."
"We paid a one-time fee, which included product purchase, licensing, and first-time implementation. We are paying for the maintenance regularly."
"If you are using SAP, then you will have to take an SAP Connector license. The license across the tool is paying for the people who are using it as an admin or as a normal user. They can work out those costs in a manner that can help. This can also be a point of improvement where they can work out the costing, and the developers have a specific licensing cost. The normal users, who are going to do probably data entry or just going to view the dashboard, can have a separate license cost."
"Excellent value for money."
"Right now, everything is on a three-year term contract, and that is our main cost."
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Top Industries

By visitors reading reviews
Computer Software Company
15%
Retailer
13%
Comms Service Provider
9%
Manufacturing Company
8%
Computer Software Company
20%
Financial Services Firm
11%
Manufacturing Company
6%
Real Estate/Law Firm
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
 

Questions from the Community

What do you like most about Jedox?
The ease of reporting is one of Jedox's most valuable features.
What needs improvement with Jedox?
There is not much training for Jedox. There was no training available in the beginning at all. I had to reach out to them so they would give us something. I think they're getting better, though. Th...
What is your primary use case for Jedox?
We use the solution on the cloud, and Jedox hosts it. I'm the admin at my company, and we do corporate planning and management, including all the budgeting and forecasting. We also do a lot of repo...
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Comparisons

 

Also Known As

Jedox EPM
Host Analytics
 

Overview

 

Sample Customers

BP, Fiat, Carrefour, Continental, Allianz, Bacardi, McDonald’s, Netafim, Swiss Post, Telstra, Suzuki, Vodafone, University of Western Australia, Unilever
Tandem Diabetes Care, Reed Exhibitions, SkyGolf, Zep Inc., Thule, Stylesight, Schumacher Group, Parsons Electric, Nextag, Groupon
Find out what your peers are saying about Jedox vs. Planful and other solutions. Updated: July 2025.
865,384 professionals have used our research since 2012.