Jedox is an enterprise planning and performance management platform for budgeting, forecasting, scenario modelling, and cross-functional data integration, deployable as containerised workloads in customer-managed cloud environments.
Jedox is an enterprise planning and performance management platform designed for deployment in customer-managed cloud and Kubernetes environments using container technology. It supports budgeting, forecasting, scenario modelling, and integrated planning across finance and operational teams.
The platform provides a unified environment for planning, analysis, and reporting, enabling organizations to make informed decisions through structured workflows and governed data processes. Key capabilities include web-based dashboards, interactive reporting, and dynamic data grids (DynaTables) for structured and collaborative data management. Advanced forecasting and scenario analysis features support forward-looking planning and what-if modelling.
Built on over 20 years of development, Jedox integrates with ERP, CRM, and data warehouse systems using ETL processes or APIs. The containerized architecture allows customers to deploy Jedox within their own infrastructure, retaining full control over scaling, networking, security, and data residency.
Jedox supports enterprise-grade security requirements, including role-based access control, audit trails, and segregation of duties. It is suitable for finance, sales, HR, operations, and strategic planning use cases where organisations require a flexible, self-managed planning platform deployed within their own cloud environment.
Highlights
Interactive Dashboards - Create visual dashboards and reports to support collaboration
DynaTables - Manage structured data sets in a flexible, grid-based environment
Forecasting Tools - use AI based forecasting to generate projections and compare scenarios
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
You buy this under a contract based on packages sized by user count. Each package sets the number of included users. Essential covers 3 users and suits small departmental planning with core needs. Business covers 5 users and adds room to grow with optional user types and add-ons. Professional covers 10 users and includes the Business capabilities plus enterprise-level additions. Pricing scales as you move from the 3-user package to the 5-user and 10-user packages. Pick the package whose user count matches your team size.
Top-of-mind questions for buyers
What counts as one user in each package, and do user types differ?
Each package sets an included user count: 3, 5, or 10 users. Users come in types. Full Users get complete functionality including data integration, modelling, and administration. Planners build and approve plans and create self-service reports. Viewers read shared reports and dashboards, secured by role and access rights.
What happens if my team grows beyond the users included in my package?
The packages include set user counts of 3, 5, or 10. You can adapt your solution with add-ons and performance upgrades to meet scaling needs. The Business and Professional packages let you add more user types such as Full Users, Planners, and Viewers. Contact the vendor to size added capacity.
What capabilities distinguish the Professional package from Business beyond the higher user count?
Professional includes all Business package features plus enterprise add-ons. These cover a test-system, added enterprise-level security features, premium cloud onboarding services, and the Jedox AIssisted Planning and Forecasting model. Business centers on Full Users with Jedox Basic Models and optional add-ons like system connectors and a sandbox.
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Containers are lightweight, portable execution environments that wrap server application software in a filesystem that includes everything it needs to run. Container applications run on supported container runtimes and orchestration services, such as Amazon Elastic Container Service (Amazon ECS) or Amazon Elastic Kubernetes Service (Amazon EKS). Both eliminate the need for you to install and operate your own container orchestration software by managing and scheduling containers on a scalable cluster of virtual machines.
This listing provides the Jedox Platform via a Helm Chart and container images hosted exclusively on the AWS Marketplace ECR. No external resources or vendor support contacts are required for the initial deployment.
2. PREREQUISITES
Kubernetes Cluster: Amazon EKS (Compatible with v1.33.x).
Compute Resources: Minimum 2 dedicated worker nodes. Recommended per node: 16 vCPU, 128 GB RAM, and 128 GB OS Disk.
Storage: A StorageClass supporting ReadWriteMany (RWX) via NFS v3. Minimum 512 GB persistent storage.
External Database: PostgreSQL instance required for ETL history.
Ingress: NGINX Ingress Controller installed and configured..
3. DEPLOYMENT STEPS
STEP A: Authenticate to Marketplace Registry
Authenticate your Helm client to the Marketplace registry to pull the chart
Navigate to the extracted jedox-enterprise-financial-planning directory and update values.yaml. Note: All 18 container images are hosted in the us-east-1 registry; the cluster must have cross-region pull access if deployed in other regions. Configure the following:
Storage: Set fromStorageClass and NFS v3 mount parameters.
Database: Provide your PostgreSQL host, user, and password.
Ingress: Set your FQDN and DNS resolver IP.
vhosts - Format: <namespace>.<apex-domain>.
ingress - dnsResolverIP
STEP D: Install Jedox
Deploy to your EKS cluster:
Use the following Helm command to deploy Jedox to the Kubernetes cluster:
After deployment, adjust Ingress controllers to point to the correct domain via the externalDomains parameter in values.yaml. Add A or CNAME records for each FQDN pointing to the cluster's ingress IP.
4. SUPPLEMENTARY DOCUMENTATION
For advanced post-deployment configurations such as SAML integration, please refer to our documentation:
https://knowledgebase.jedox.com/
Jedox Support is available to customers and partners with a valid support contract. Support is provided exclusively via the Jedox Customer Portal at https://my.jedox.com, where named users can open and manage support cases. Each organization may assign up to two named support contacts. For general inquiries unrelated to support, please contact us at info@jedox.com or by phone at +49761151470. Critical issues receive 24/7 English language support, with additional coverage in German during CET business hours.
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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Jedox combines planning, budgeting, forecasting, and reporting in one platform. This eliminates the need for multiple tools and ensures consistency across financial and operational planning.
What do you dislike about the product?
Although the Excel-like interface helps, building complex models and workflows can require significant training and technical expertise.
What problems is the product solving and how is that benefiting you?
Budget forecasting.
Pille P.
Powerful Data Relationships and Budgeting Flexibility
Reviewed on Dec 17, 2025
Review provided by G2
What do you like best about the product?
What I like most about Jedox is that you can create relationships between different data using formulas. Importantly, utility budgets can be entered as quantities and then multiplied by prices. I really liked that it was possible to add a rule to the budget lines for subsequent years that they will increase by the consumer price index.
What do you dislike about the product?
What bothers me about Jedox is that some of the forms created by the developers for our company take a long time to open and so far show the error message VALUE in all the cells. We also had a strange copying problem: if you wanted to copy 12 months of data, but only 9 months were visible on the screen, then only 9 months of data were copied to Jedox.
What problems is the product solving and how is that benefiting you?
For us, Jedox solves the problem that as an airport, a large part of our revenue budget comes from the aviation forecast for the coming years, and this forecast may be changed during the budget preparation process - previously, we had to make changes in various Excel files, but in Jedox, all the information is in one program and when aviation data is updated, all revenue budgets - that are already related to aviation - change. Another important problem that Jedox helps solve is that it is easy to create new versions of a single budget. It is also easy to create mid-year and year-end financial forecasts: there are versions for this: forecast 2+10, forecast 3+9, etc.
Consumer Goods
Excellent Tool for Planning and Budgeting
Reviewed on Dec 01, 2025
Review provided by G2
What do you like best about the product?
Good tool for planning and budgeting, forecasting options
What do you dislike about the product?
it is quite slow in case of more detailed, complex reports
What problems is the product solving and how is that benefiting you?
We are using Jedox for management reports and budgeting
Financial Services
Flexible and Integrative with Fast Support
Reviewed on Nov 27, 2025
Review provided by G2
What do you like best about the product?
The platform offers great flexibility for frequent changes, a broad range of integration options, and quick support whenever issues come up.
What do you dislike about the product?
There have been some glitches. Recently, I noticed that a few of my reports disappeared, even though I hadn't made any edits to them. Additionally, the drag and drop feature in dynamic reports occasionally stops working.
What problems is the product solving and how is that benefiting you?
Reducing reliance on spreadsheets and with that the possibilities to make mistakes, eases report distribution, aids in data analysis.
Jekabs S.
Powerful Budgeting Tool with a Learning Curve
Reviewed on Nov 27, 2025
Review provided by G2
What do you like best about the product?
I appreciate Jedox for its capability to effectively eliminate manual errors, which is crucial in maintaining accuracy in my budgeting tasks. I particularly like how the cubes in Jedox work together seamlessly; if linked correctly, changes made in one place are correctly reflected everywhere, ensuring consistency and reliability of data across various sections. Additionally, I find it beneficial that Jedox integrates well with our existing databases to automatically pick up data, which enhances the workflow and data accessibility.
What do you dislike about the product?
I dislike that Jedox does not allow the use of repeated names across different countries. This limitation forces me to rename products differently even when they are the same, which complicates the organization process. Additionally, I found the initial setup of Jedox challenging because it required learning an entirely new system.
What problems is the product solving and how is that benefiting you?
I use Jedox for budgeting, which helps eliminate manual errors. By linking cubes correctly, any changes update accurately, enhancing data integrity across systems.