Planir vs Jedox

A Finance-focused alternative to Jedox

Planir brings planning, reporting, consolidation and AI into one platform, with implementation handled end to end and no separate Power User layer for day to day administration.

At a glance
Planir vs Jedox
Planir
Jedox
Built only for Finance workflows
No separate Power User layer
Trusted by CFOs and finance teams at multi-entity groups across APAC

Built for Finance to run without specialists

How Planir and Jedox compare across the areas Finance teams ask about most.

Planir compared with Jedox across 7 areas
Comparison areaPlanirJedox
Built only for Finance workflowsPlanning, forecasting, reporting, analysis and consolidation are the core platform focus.Finance sits within a broader platform covering workforce, sales, S&OP and integrated business planning.
Implementation support through go-livePlanir handles requirements, data setup, configuration, UAT, training and deployment with the customer.Implementation can be handled by Jedox consultants, partners or the customer's own team.
Finance administration without a separate Power User layerFinance can manage entities, mappings, dimensions, models, reports, business rules, users and permissions directly.Jedox separates Power Users, who maintain core models, databases, integrations and reports, from End Users.
Mixed ERP and multi-entity consolidationDifferent accounting and ERP systems can feed one governed group model for consolidation and reporting.Jedox connects multiple enterprise systems through Integrator and supports multi-entity consolidation.
Connected Office experienceFinance can refresh, write back, build reports, use formulas and submit planning inputs from Excel, Word and PowerPoint.The Jedox Excel Add-in supports live data, write back, planning, reporting and governed workflows.
Dedicated AI agents for core Finance outputsBudget, Forecast, Report and Dashboard Agents create first drafts for Finance to review and refine.Jedox currently documents Knowledge and Reporting Agents alongside AI-assisted planning capabilities.
Models can be expanded after go-liveFinance can add entities, dimensions, mappings, reports and business rules as requirements change.Jedox Power Users can extend cubes, dimensions, rules, reports and Integrator projects.

Comparison as at September 2026, based on publicly available product documentation. Competitor products change, so check current documentation before deciding. Jedox is a trademark of Jedox AG. Planir is not affiliated with, endorsed by or sponsored by Jedox.

Where Planir has the edge over Jedox

Implementation
One priority workflow
Planir team, with Finance
Data setup
Configuration
UAT
Go-live
01

Implementation handled end to end

Planir handles the setup, configuration, UAT, training and deployment. Your Finance team validates the result instead of having to build and configure the platform themselves.

Administration
Managed by Finance
No Power User handoff
MappingsFinance
Business rulesFinance
PermissionsFinance
02

No separate Power User layer

Finance can change entities, mappings, dimensions, models, reports, business rules and permissions directly after go-live. Routine changes stay with the team using Planir every day.

Budget Agent
First draft for review
Propose, review, approve
Draft the FY26 operating budget
Draft, awaiting review
Revenue24.8m
Direct costs11.2m
Operating expenses7.4m
EBITDA6.2m
03

AI that builds Finance outputs

Planir's AI creates first drafts of budgets, forecasts, reports and dashboards. Finance starts with something usable, then reviews and refines it instead of building every output from scratch.

What Finance teams have achieved

The consolidation feature alone justified the decision to go with Planir
Belle LeongGroup Financial ControllerLBD Engineering
We gained greater confidence in our financial data and a more consistent reporting process across the group.
Isabel YongGroup Finance ManagerGlobal REIT Group
We significantly reduced manual reconciliations, improved forecast accuracy and made planning more efficient across Finance.
Chandra MenonFinance DirectorGlobal Electronics and Manufacturing Group

Planir vs Jedox FAQs

Is Planir a direct replacement for Jedox?
For Finance work, yes. Planning, forecasting, reporting, analysis and consolidation are Planir's core focus, and both platforms put a connected Excel surface over a dimensional engine. Jedox extends into workforce, sales and integrated business planning, so that scope sits outside Planir.
We work in Excel constantly. Does that change?
No. Finance can refresh data, write back, build reports, use formulas and submit planning inputs from Excel. The difference between the two platforms is not the Excel surface, which both have, but who is able to change the model behind it.
Do we still need a Power User to maintain the model?
No. Finance can manage entities, mappings, dimensions, models, reports, business rules, users and permissions directly. Jedox documents a split between Power Users, who maintain core models, databases, integrations and reports, and End Users. Planir has no equivalent layer, so routine changes stay with the team using the platform every day.
What do the agents actually do?
Budget, Forecast, Report and Dashboard Agents produce first drafts for Finance to review and refine. A budget is proposed, reviewed and approved by people, never posted autonomously. The value is starting from something usable rather than building every output from an empty model.
What does moving from Jedox involve?
Planir handles requirements, data setup, configuration, UAT, training and deployment with you. Cubes, dimensions and rules are rebuilt as Planir configuration against your source systems, then Finance validates the numbers against your existing Jedox output. A parallel run is the recommended path, not an obstacle to argue down.
When is Jedox the better choice?
When the requirement is modelling depth across the business rather than the statutory close, and when you already have Power Users who want that control and maintain the environment well. Jedox is a capable OLAP platform. Planir is the better fit when consolidation is the organising problem, when implementation needs to be handled end to end, and when Finance wants to administer the model itself without a separate Power User layer.

Try Planir with your own group structure

Bring your entity list and a recent set of figures, and leave with a consolidated group view and a draft budget built from your own data.

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