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.










Built for Finance to run without specialists
How Planir and Jedox compare across the areas Finance teams ask about most.
| Comparison area | Planir | Jedox |
|---|---|---|
| Built only for Finance workflows | Planning, 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-live | Planir 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 layer | Finance 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 consolidation | Different 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 experience | Finance 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 outputs | Budget, 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-live | Finance 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 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.
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.
| Revenue | 24.8m |
| Direct costs | 11.2m |
| Operating expenses | 7.4m |
| EBITDA | 6.2m |
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
We gained greater confidence in our financial data and a more consistent reporting process across the group.
We significantly reduced manual reconciliations, improved forecast accuracy and made planning more efficient across Finance.
Explore other use cases
Planir is built for the planning and reporting cycles that funded, governed, and multi-entity businesses actually run.
Multi-entity consolidation
Consolidated financials across every entity, every accounting system, and every currency, with intercompany eliminations applied for you.
See multi-entity consolidationInvestor reporting
The financial section of every monthly and quarterly investor update, generated from your live data.
See investor reportingBoard reporting
The financial foundation of every board pack, with variance analysis by dimension and forward projections your board can interrogate.
See board reportingBudgeting and planning
Driver-based 3-way budgets and forecasts built from your live data, with every assumption documented and reviewable.
See budgeting and planningPre-transaction preparation
Investor-grade 3-way projections with documented assumptions, ready for fundraising, M&A, and due diligence.
See pre-transaction preparationPlanir vs Jedox FAQs
Is Planir a direct replacement for Jedox?
We work in Excel constantly. Does that change?
Do we still need a Power User to maintain the model?
What do the agents actually do?
What does moving from Jedox involve?
When is Jedox the better choice?
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.