Adaptive Planning vs Jedox

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Our analysts compared Adaptive Planning vs Jedox 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

Adaptive Planning expedites planning, modeling, budgeting and prediction for enhanced decision making. It's suitable for all industries and available on the cloud. Establish benchmarks and initiate balanced boundaries.

Top modules include balance sheet cash flow, revenue, expense management, workforce modeling and capital management. It can improve precise budgeting and planning operations and assess numerous data set situations. It also facilitates company housekeeping and leaders to maximize a healthy working atmosphere.
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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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$3,000 Monthly
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Tailored to your specific needs
$160 Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Implement In-Depth Analyses: Grab real-time, detailed information for better adaptation and push solid strategies instead of numbers. 
  • Expand Model Testing: Draft and evaluate models with complete analytical tools to pinpoint ideal growth trends and shift priorities when plans deviate. 
  • Execute Numerous Plan Types: Construct daily, monthly, quarterly or long-term budgets and predictions to better align with lengthy fiscal goals in one place. 
  • Conduct Effective Collaboration Methods: Initiate one centralized area to access and share information, workflows, security and more for better collaboration and keep everyone on the same page for estimates and budgets. 
  • Leverage High-Powered Adaptability: Leverage the machine learning in-memory engine to monitor and conform to plan adjustments. 
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  • 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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  • Balance Sheet Cash Flow: Use flexible and straightforward self-service variance reports for business-wide utilization. Automate and streamline financial protocols to keep an eye on strategies and expansions. 
  • Expense Management: Remove information silos with driver-based expense forecasting and in-depth, incremental budgeting. Integrate this module with other back-end platforms to create a single information hub. 
  • Revenue Management: Perform drilled-down assessments to ensure strategies align with company objectives. 
  • Workforce Modeling: Execute company-wide planning and joint operations. Manage current headcount plans and associate fees to ensure plans fit budget parameters. 
  • Capital Management: Conduct expense distributions via an equipped rules engine. Plot fees efficiently. 
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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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Product Ranking

#20

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EPM Software

#23

among all
EPM Software

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Analyst Rating Summary

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Integration and Extensibility
Profitability Modelling and Analysis
Reports and Dashboards
Revenue Planning
Platform Capabilities
Revenue Planning
Sales Planning
Cash Management
Workforce Planning
Profitability Modelling and Analysis

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Adaptive Planning
Jedox
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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 98 98 84 84 99 100 98 100 100 86 98 81 98 87 93 91 97 64 88 100 100 98 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

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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.

n/a
4.41 (113)
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4.4 (113)

Awards

SelectHub research analysts have evaluated Adaptive Planning and concluded it earns best-in-class honors for Integration and Extensibility.

Integration and Extensibility Award

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

Sales Planning Award

Synopsis of User Ratings and Reviews

Ease of Use: Adaptive Planning receives consistent praise for its user-friendly interface and intuitive design. Users with varying levels of technical expertise find it easy to navigate and operate, reducing the learning curve typically associated with complex ERP software. The drag-and-drop functionality and clear data visualizations contribute to a smooth and efficient user experience.
Cloud-Based Flexibility: As a cloud-based solution, Adaptive Planning offers the advantage of accessibility from anywhere with an internet connection. This eliminates the need for on-premises hardware and software installations, providing businesses with greater flexibility and scalability. Users appreciate the ability to access critical financial data and collaborate with team members remotely, enhancing productivity and responsiveness.
Robust Reporting and Analytics: Adaptive Planning's reporting and analytics capabilities empower users to gain valuable insights from their financial data. The software offers a wide range of pre-built reports and dashboards, along with the ability to create custom reports tailored to specific business needs. Users can easily analyze trends, identify patterns, and make data-driven decisions to optimize financial performance.
Integration Capabilities: Adaptive Planning integrates seamlessly with various other business systems, such as CRM, HR, and payroll applications. This integration eliminates data silos and ensures data consistency across different departments. Users value the ability to connect their financial data with other operational data, providing a holistic view of the business and facilitating more informed decision-making.
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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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Limited Functionality: Adaptive Insights, while proficient in financial planning, may lack the comprehensive features required for all-encompassing enterprise resource planning (ERP) needs. For instance, it may not offer robust functionalities for managing human resources, supply chains, or customer relationships, potentially necessitating additional software solutions.
Customization Challenges: Adaptive Insights' customization options can be somewhat rigid, making it difficult for users to tailor the software to their specific workflows and unique business requirements. This inflexibility can lead to inefficiencies and frustration for users accustomed to more adaptable ERP systems.
Integration Complexities: Integrating Adaptive Insights with existing software infrastructure can pose challenges due to compatibility issues or intricate data mapping processes. These integration hurdles can impede seamless data flow and hinder the efficiency of business operations.
Cost Considerations: The subscription-based pricing model of Adaptive Insights can be a significant financial commitment for some organizations, particularly smaller businesses with limited budgets. The cost factor, coupled with potential additional expenses for implementation and support, may deter cost-conscious users.
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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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Adaptive Planning has garnered a reputation for its user-friendly interface and robust reporting capabilities. Users frequently praise its intuitive design, making it easy for finance teams to navigate and generate reports without extensive training. The drag-and-drop functionality and customizable dashboards are particularly popular, allowing users to tailor the system to their specific needs. Compared to other ERP software options, Adaptive Planning excels in its ability to handle complex financial modeling and forecasting. Its scenario planning tools enable users to create multiple "what-if" scenarios and analyze the potential impact of different business decisions. This feature is especially valuable for organizations operating in dynamic markets or facing uncertain economic conditions. However, some users have noted that Adaptive Planning's implementation process can be time-consuming and require significant IT resources. Additionally, while the software offers a wide range of features, some users find that certain functionalities, such as expense management, are not as comprehensive as those offered by competing products like Oracle NetSuite or SAP. These limitations may necessitate the use of additional software solutions, potentially increasing overall costs and complexity. Despite these drawbacks, Adaptive Planning's strengths in financial planning and analysis make it a compelling choice for mid-sized to large businesses with complex financial needs. Its ease of use and powerful reporting capabilities empower finance teams to gain deeper insights into their data and make more informed decisions, ultimately driving business growth and profitability.

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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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