Jedox vs Planning Maestro

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Our analysts compared Jedox vs Planning Maestro based on data from our 400+ point analysis of EPM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Jedox is a solution that helps organizations optimize business processes such as budgeting and forecasting through efficient planning, analysis and reporting. Easy to set up and maintain, it has the flexibility to seamlessly integrate with other sources and be tailored to specific needs and industry requirements. Through intuitive user interfaces as well as mobile accessibility, employees of all technical skill levels can work with data on a self-service basis. It provides flexible deployment options, including SaaS, public or private cloud, on-premises and hybrid.

There are four pricing plans which fulfill the varying requirements of different organizations: Essential, Business, Professional and Performance. Suitable for companies of any size, it can help small and midsize businesses make the jump from spreadsheets to a method of more accurately and transparently planning for the future. It also assists global enterprises in centralizing and streamlining their operations for greater efficiency.
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Implement Planning Maestro by Centage to simplify planning protocols and make swifter business choices during market shifts. Planning, budgeting, forecasting, reporting and analytics are its top modules. Assess numerous what-if situations and make more precise predictions.

It pinpoints where, when and why actuals deviate from projections. Obtain in-depth reports and dashboards for more transparent results. It also allows numerous data source integrations for centralization.
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$160 Monthly
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$950 Monthly
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Product Insights

  • EPM and BI Together: Jedox simplifies operations by combining the insights of business intelligence with the strategy of enterprise performance management into one unified platform for integrated planning across the organization.
  • Leverage Existing IT: The platform makes sure that companies can protect the competitive advantages and investments made in their existing technologies. Its data integration connects out-of-the-box to many popular enterprise solutions. Jedox also allows analysts who are comfortable with Excel to bring their skills to Jedox with an intuitive, Excel-like interface, helping with user adoption.
  • Compare Targets to Performance: By incorporating reporting and planning, users can unify actuals with their budget confidently and accurately. Predictive and prescriptive analytics help businesses take proactive action with forecasting, as well as assist them in translating strategy into execution.
  • Improves Collaboration: Through its online platform, users can build reports, visualizations and dashboards together, and share data with other teams and entities within their organization. 
  • Scalability: The platform features innovative technologies like cloud computing, artificial intelligence and its multidimensional in-memory database, ensuring it is future-proof to scale up to thousands of users as businesses grow and move forward.
  • Real-Time Insights: Users can access up-to-date dashboards and personalized insights from any modern web browser or the mobile app on a self-service basis. Through this, the system eliminates the need to distribute, collect and process spreadsheets, as well as the arduous process of manual reconciliation.
  • Free Trial: Interested users can register for a 14-day free trial of the SaaS version, Jedox Cloud, which provides access to the full functionality of the platform and its add-ons in the Jedox Marketplace.
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  • Improved Accuracy: Reduces manual errors by automating data consolidation and calculations, ensuring more reliable financial forecasts.
  • Enhanced Collaboration: Facilitates seamless communication among team members with shared access to real-time data and collaborative planning tools.
  • Time Efficiency: Speeds up the budgeting and forecasting process by automating repetitive tasks, allowing finance teams to focus on strategic analysis.
  • Scenario Analysis: Enables users to create and compare multiple financial scenarios, helping organizations prepare for various market conditions.
  • Data Integration: Integrates with existing ERP and accounting systems, ensuring a single source of truth and reducing data silos.
  • Regulatory Compliance: Helps maintain compliance with financial regulations by providing accurate and timely financial reports.
  • Cost Management: Identifies cost-saving opportunities through detailed financial analysis and variance tracking.
  • Scalability: Adapts to the growing needs of the business, supporting increased data volumes and more complex financial models.
  • Customizable Reporting: Offers flexible reporting options that can be tailored to meet the specific needs of different stakeholders.
  • Real-Time Insights: Provides up-to-date financial data and analytics, enabling quicker decision-making and more agile responses to market changes.
  • Resource Allocation: Optimizes resource allocation by providing detailed insights into financial performance and future needs.
  • Strategic Planning: Supports long-term strategic planning with robust forecasting and budgeting tools that align with business goals.
  • Risk Management: Identifies potential financial risks and provides tools to mitigate them, enhancing overall business stability.
  • User-Friendly Interface: Features an intuitive interface that reduces the learning curve and increases user adoption across the organization.
  • Performance Tracking: Monitors key performance indicators (KPIs) to ensure that financial goals are being met and to identify areas for improvement.
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  • Data Integrations: The platform’s built-in integration tool, Jedox Integrator, uses extract, transform, load (ETL) processes to wrangle data. It creates a seamless integration for self-service connectivity, with more than 50 out-of-the-box connectors and more available for various databases, cloud data sources, ERP, CRM, BI and marketing systems. 
  • Excel Add-in: Jedox enables users who are more comfortable working in Excel to access the budgeting, forecasting, planning and analytical functionalities of the platform from the native Excel environment. Users can convert their spreadsheets into the solution, building on their existing knowledge of Excel. 
  • Pre-Built Business Content: The solution has a marketplace of pre-built application models and templates tailored for users from industries such as finance, sales, human resources and more. These models come with best-practice solutions to help users start exploring their data quickly.
  • Predictive Analytics: Jedox uses advanced in-memory modeling and artificial intelligence to help users circumvent the volatility of ever-changing data, running what-if scenarios, trend analysis and more. 
  • Data Governance: Jedox allows administrators to manage access to sensitive information at a granular level down to a single cell. It also provides role-based access, event-driven user interactions, audit logs and differentiated licenses for various user types.
  • Mobile App: Jedox has a native, touch-friendly app for iOS and Android systems that helps employees out of the office stay connected to their reports and analytics. The app supports sharing and offline access capabilities.
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  • Planning
    • Collaborative Financial Planning: Protect private information with role-based security tools. Utilize shared comments, assumptions and audit trail tools for enhanced security. 
    • Data Gathering: Compare and contrast actuals to proposals to ensure consistent performance management. Utilize numbers and other vital information to make better business decisions. 
    • Financial Intelligence: Implement automatic workflows to push data through different pipelines while aligning with GAAP accounting standards. 
  • Budgeting
    • In-Depth Budgeting: Detect internal and external elements that impact existing budgets, including seasonal trends. Craft what-if situations for stress assessments. 
    • Financial Consolidation: Centralize entities, locations and merchandise in one system. Monitor outcomes with or without modifications. Build and allocate condensed GAAP-regulated bookkeeping reports. 
    • Workforce Planning and Budgeting: Enter information from CRM and HR solutions for an improved work plan infrastructure. Logic tools track overtime, shift differentials and other factors to align with work and pay practices. 
  • Reporting and Analytics
    • Dashboards: Display analytics in multiple dashboards for comprehensive analysis. 
    • Report Management: Format files with graphs and charts for better readability. 
    • Self-Serve Analytics: Pick pre-set benchmarks to filter report views. 
  • Forecasting
    • Cash Flow: Understand how sales, workforce, loans and capital asset plans affect cash flow. 
    • Rolling Forecasts: Craft long-term repetitive estimates that last past 12 periods. 
    • Several Report Types: Create multiple accounting reports, such as profit and loss statements, balance sheets, cash flow statements and more. 
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Product Ranking

#23

among all
EPM Software

#40

among all
EPM Software

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Analyst Rating Summary

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Revenue Planning
Sales Planning
Cash Management
Workforce Planning
Profitability Modelling and Analysis
Workforce Planning
Reports and Dashboards
Profitability Modelling and Analysis
Cash Management
Capital Expenditure Planning

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Jedox
Planning Maestro
+ Add Product + Add Product
Capital Expenditure Planning Cash Management Financial Consolidation And Reconciliation Planning, Budgeting,and Forecasting Platform Capabilities Profitability Modelling And Analysis Project Planning Reports And Dashboards Revenue Planning Sales Planning Workforce Planning 81 98 87 93 91 97 64 88 100 100 98 94 96 75 63 77 97 76 98 77 55 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 226 reviews
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88%
of users recommend this product

Jedox has a 'great' User Satisfaction Rating of 88% when considering 226 user reviews from 2 recognized software review sites.

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4.41 (113)
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4.4 (113)
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Awards

SelectHub research analysts have evaluated Jedox and concluded it earns best-in-class honors for Sales Planning.

Sales Planning Award

SelectHub research analysts have evaluated Planning Maestro and concluded it earns best-in-class honors for Workforce Planning.

Workforce Planning Award

Synopsis of User Ratings and Reviews

Excel Integration: Jedox seamlessly integrates with Excel, allowing users to leverage their existing spreadsheet skills and formulas while benefiting from enhanced data analysis and reporting capabilities. This familiarity reduces the learning curve and empowers users to quickly adapt to the platform.
OLAP Server: The integrated OLAP server enables efficient data analysis across multiple dimensions, empowering users to slice and dice information, drill down into details, and gain deeper insights from their data. This capability is particularly valuable for complex financial modeling and reporting tasks.
Web-Based Interface: Jedox offers a user-friendly web-based interface that allows access to reports and dashboards from anywhere with an internet connection. This accessibility promotes collaboration and facilitates data-driven decision-making across teams and departments.
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Flexible Budgeting and Forecasting: Users praise Planning Maestro for its ability to handle complex budgeting and forecasting scenarios, including rolling forecasts and what-if analysis. This allows businesses to adapt to changing market conditions and make informed financial decisions.
Improved Collaboration: Planning Maestro facilitates collaboration among different departments and stakeholders, streamlining the budgeting and forecasting process. This leads to better communication and alignment across the organization.
Automated Reporting and Analysis: The platform automates reporting and analysis, saving time and effort for finance teams. Users appreciate the ability to generate insightful reports and dashboards with ease, providing valuable insights into financial performance.
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Steep Learning Curve: Many users find Jedox to be quite complex, especially those transitioning from simpler spreadsheet applications. The interface, while feature-rich, can feel overwhelming to new users due to the multitude of options and functionalities.
Performance Issues: Some users report experiencing slow performance, particularly when working with large datasets or complex models. This can hinder productivity and lead to frustration, especially for time-sensitive tasks.
Limited Mobile Functionality: The mobile app for Jedox has received criticism for its limited functionality compared to the desktop version. This can be a drawback for users who require on-the-go access to their data and models.
Cost: Jedox's pricing structure can be a barrier for smaller businesses or those with limited budgets. The cost of licenses and implementation services can add up quickly, making it a significant investment.
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Limited Reporting Capabilities: Users have expressed frustration with the inflexibility of reporting options, making it difficult to tailor reports to specific needs.
Steep Learning Curve: The software can be challenging to learn initially, requiring significant time and effort to become proficient.
Occasional Performance Issues: Some users have reported experiencing slow loading times and occasional system glitches, impacting productivity.
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Jedox has garnered a reputation for its robust data modeling capabilities and Excel integration, making it a popular choice for organizations with existing Excel-based processes. Users appreciate the familiar interface and the ability to leverage their existing Excel skills, reducing the learning curve and facilitating user adoption. The platform's strength lies in its ability to handle complex calculations and data manipulations, making it suitable for financial planning, budgeting, and forecasting tasks. However, some users find the interface outdated and less intuitive compared to modern cloud-based solutions. Additionally, while Jedox offers cloud deployment options, its on-premise roots can lead to challenges with scalability and accessibility for remote teams. When compared to competitors like Anaplan and Adaptive Insights, Jedox stands out with its powerful OLAP engine and Excel integration. This makes it a preferred choice for organizations that prioritize data analysis and manipulation capabilities. However, Jedox may fall short in terms of user-friendliness and collaboration features, where cloud-native platforms often excel. The platform's pricing structure, which can be complex and involve multiple components, is another factor that potential users should carefully consider. Ultimately, Jedox is best suited for organizations with strong Excel expertise and a need for advanced data modeling and analytical capabilities, particularly in finance and controlling departments.

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Is Planning Maestro the *concerto* of financial planning software, hitting all the right notes for businesses? User reviews suggest the software is a well-regarded tool for managing financial planning and analysis (FP&A) processes, but it's not without its critics. Fans of the software praise its user-friendly design and ability to streamline FP&A workflows, leading to more efficient budgeting, forecasting, and reporting. Some users specifically highlight the strong customer support as a major plus. However, some users find the software's pricing to be a barrier, while others have struggled with its complexity. Planning Maestro seems to stand out from competitors by offering a robust suite of features that cater to a variety of FP&A needs, all within a single platform. For example, its ability to integrate with existing accounting systems and automate tasks like report generation is a major selling point for users who want to ditch clunky spreadsheets and manual processes. This focus on automation and integration is a key differentiator for Planning Maestro, making it particularly appealing to businesses looking for a comprehensive solution to centralize and streamline their financial planning. Overall, Planning Maestro appears to be best suited for businesses that need a powerful, centralized platform to manage their FP&A processes. Its robust features and automation capabilities make it a good fit for companies looking to improve efficiency and gain better insights from their financial data. However, businesses on a tight budget or those with simpler FP&A needs may find the software's pricing and complexity to be drawbacks.

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