Top 9 Jedox competitors and alternatives in 2025

In 2025, financial planning and analysis (FP&A) software is replacing spreadsheet-heavy processes. Business leaders and finance teams are moving to modern platforms that provide deeper, real-time insights through seamless integrations and AI-powered automation.

The right platform should make FP&A easier, not harder. This means quick implementation, flexible modeling, and tools like predictive forecasting, scenario planning, and automated reporting to help finance leaders make smarter decisions.

Jedox can be a reliable choice for many mid-market companies, but rapidly growing businesses demand tools that are faster to implement, easier to scale, and more collaborative across finance and non-finance teams.

This article discusses the top Jedox competitors to help you better understand your options for meeting your FP&A requirements. We will evaluate each tool based on features that finance teams truly value, like powerful modeling, easy integrations, scalability, collaboration, and AI-driven automation. We’ll first set our baseline with a review of Jedox.

Jedox software review

Jedox is an enterprise performance management (EPM) software that turns disconnected spreadsheet-bound processes into a unified system. With an easy-to-use Excel add-in, it feels familiar, but behind the scenes, it’s powered by a centralized, in-memory OLAP database for real-time analysis.

Jedox can be accessed through an Excel add-in and web interface, and offers both SaaS and on-premises deployment options. Jedox also brings AI into the mix to help finance teams run more accurate forecasts, explore scenarios, and even pull insights using natural language queries. With JedoxAI, finance teams can automate summaries and simplify complex planning tasks instead of spending time on manual number-crunching.

The platform targets mid-market companies, combining the flexibility of Excel with database control. This offers finance teams improved data management and automation while maintaining their existing spreadsheet workflows. However, its setup can be challenging for fast-scaling companies that need extensive integrations and dynamic modeling without a complex architecture.

Price: $$ 

Best for: Mid-market

Key FP&A features in Jedox

• Budgeting and forecasting: Build driver-based budgets and rolling forecasts to stay ahead of business shifts.
• Financial consolidation: Automate consolidations across entities while ensuring compliance and accuracy.
• Three-statement modeling: Connect the income statement, balance sheet, and cash flow for a complete view of your finances.
• Multi-dimensional modeling: Analyze data by region, product, or department for deeper insights.

Jedox pros and cons

Pros

• Flexible multi-dimensional modeling that adapts to complex planning needs.
• Familiar Excel-based and web interfaces with responsive dashboards and ad-hoc reporting.
• Wide range of connectors with a self-service ETL tool called Jedox Integrator.

Cons

• Implementation requires specialized partners or in-house experts, which can add to implementation time and project costs.
• AI capabilities are still evolving and may require fine-tuning to deliver consistent results.
• Jedox pricing tends to be on the higher side, which can be a hurdle for smaller or fast-growing companies.
• Jedox inherits Excel's limitations (e.g., cannot operate on very large data sets).
• Users face learning difficulties with Jedox's integrator, finding it unintuitive and requiring extensive training for custom reports.

Top Jedox alternatives

Jedox is a powerful EPM platform, but it might not be the best choice for FP&A teams that need quicker setup, effortless scalability, or a more modern user interface. If your company is looking for similar solutions, our list of top Jedox competitors in 2025 can help you find the right tool to meet your FP&A needs. 

Drivetrain

Drivetrain is at the top of our list because it’s ideal for B2B and SaaS companies looking for a powerful, yet simple-to-use FP&A platform that can scale easily with your business. With Drivetrain, you can get up and running fast, too, as most implementations are completed in under six weeks. The platform connects to 800+ systems automatically to consolidate data from all your business systems. This gives finance leaders real-time visibility into all aspects of the business, with planning, re-forecasting, and reporting all happening in one place.

Multi-dimensional modeling and advanced driver-based forecasting connect activities to results to give finance leaders deeper visibility into the ripple effects of strategic decisions and provide forecasts grounded in reality. Finance teams and non-finance users alike find Drivetrain’s spreadsheet-inspired interface and plain-English formulas intuitive and easy to use. Drivetrain simplifies financial workflows with AI-powered tools, including one-click model generation, real-time anomaly detection, instant alerts, and root-cause analysis. It handles the heavy lifting, with features like customizable scenarios, making it easier to compare outcomes, spot bottlenecks early, and uncover new growth opportunities.

‍Price: $$
Best for: Mid-market and enterprises

Key features and capabilities of Drivetrain

• Easy for finance teams to adopt: Ranked #1 on G2 for its ease of use, with a familiar, Excel-like user interface and easy learning curve. 
• Native integrations: Connect with all your data easily, no matter where it lives with more than 800 no-code integrations, including ERP, CRM, HRIS, billing, BI, and even custom-built systems.
• Predictive forecasting: Get real-time historical data, use ready-made methods, tweak assumptions, and create accurate forecasts all in the same place.
• Multi-dimensional modeling: Build customizable, driver-based models and dashboards that match the complexity of your operations.
• Scenario planning: Run unlimited what-if scenarios to test assumptions, compare outcomes, and stay ready for business shifts.
• Role-based access control (RBAC): Securely collaborate from a single source of truth with granular permissions that are easy to configure. 
• Automated, real-time reporting: Generate board-ready reports with dynamic dashboards and visualizations that reflect your current reality.
• AI-powered workflows: Easily auto-generate scenarios, spot anomalies, and take the hassle out of recurring FP&A tasks like reporting and month-end closes.
• Fast implementation: Guided onboarding and high-touch support help most teams go live in just 4-6 weeks.

Mosaic

Mosaic feels more like a financial BI tool than a complete FP&A platform. It’s designed for ease of use, with a clean interface, prebuilt dashboards, and simple collaboration features that make reporting and scenario modeling quick and accessible. It is a solid choice for teams looking to visualize data and make decisions without the steep learning curve of complex tools. 

However, Mosaic offers less flexibility in modeling, limited customization, and fewer integrations compared to platforms like Jedox. It’s simple and modern, but it doesn’t quite offer the advanced modeling and flexibility that finance teams in fast-growing companies often need. 

‍Price: $$ 
‍Best for: Small and Mid-market

Key FP&A features in Mosaic

• Prebuilt templates: Quickly build dashboards, forecasts, and reports with ready-to-use templates.
• Collaborative planning: Department leads can create and adjust forecasts directly, improving cross-team alignment.
• Forecasting tools: Use historical data, re-forecasting options, and multiple forecast types to create more accurate projections.
• Custom reporting: Combine data across departments, design report templates, and generate flexible report types.
• Dashboards and alerts: Track KPIs in real time with visual dashboards, automated insights, and proactive alerts.
• Data import and visualization: Import data seamlessly and explore it through charts, graphs, and interactive dashboards.
• Budgeting formulas: Apply built-in formulas to estimate costs, revenues, and expenses with ease.

Cube

Cube is a spreadsheet-native FP&A tool that combines the ease of spreadsheets with centralized financial controls for finance teams. It helps small businesses and startups with a simple setup, fast deployment, and built-in automation for tasks like reporting and variance analysis. Cube connects to existing systems to consolidate data, uses AI for data mapping, cleaning, and forecasting, and supports collaboration with role-based permissions. 

Cube naturally inherits Excel’s limitations, though. Cube is limited to only eight dimensions, which limits its modeling depth and scalability. For large or complex models, refreshes can be slow, drill-downs are restricted to summary-level views, and formatting requirements add extra work to make reports presentation-ready. Cube is ideal for small businesses seeking speed and simplicity with spreadsheet familiarity but lacks the flexibility and integrations needed for larger, complex finance teams.

‍Price: $$ 
Best for: Small and Mid-Market

Key FP&A features in Cube

• Spreadsheet integration: Works bidirectionally with Excel and Google Sheets for easy adoption.
• Automated consolidation: Centralizes data from multiple systems into one reliable source.
• Scenario modeling: Provides the ability to run multi-scenario analysis and adjust key assumptions in real time.
• Custom dashboards and reports: Flexible customization of dashboards, KPIs, and reports allow you to communicate effectively with different stakeholders. 
• Collaboration and controls: Enables departmental workflows, task assignments, and full audit tracking.

Datarails

Datarails is an FP&A platform designed for finance teams that rely on Excel for their financial models and want to scale them with automation and built-in audit controls. It facilitates adoption by automating tasks like consolidation, reporting, and planning directly within the spreadsheets many finance teams use. However, the template-heavy logic can make onboarding slower for first-time users, and because it  requires users to learn custom formulas and syntax, it can be difficult to use.

One downside is that Datarails is less configurable than purpose-built FP&A systems. It also doesn’t offer the same level of advanced scenario modeling or connectivity as you can get with other Jedox alternatives like Drivetrain. For example, there’s no native integration with Google sheets. It’s best suited for organizations that want to “supercharge” their existing Excel workflows rather than replace them with an end-to-end planning platform.

‍Price: $$ 
Best for: Small and Mid-market

Key FP&A features in Datarails

• Excel-native workflows: Continue using Excel with added automation, live source links, and faster reporting.
• Automated consolidation and forecasting: Centralize data from multiple departments and generate forecasts without manual effort.
• AI-powered insights: Detect errors, outliers, and variances instantly, with Datarails’ “FP&A Genius” for quick answers and visualizations.
• Advanced analysis and drill-downs: Explore financial and operational data trends with the ability to drill into any metric at a granular level.
• Flexible modeling and reporting: Support for unlimited dimensions, existing or predefined models, and easy creation of monthly reports and statements.

Vena

Vena is a budgeting and forecasting tool that works as an add-in for Microsoft Excel, making it a good option for finance teams that love their spreadsheets but need more advanced FP&A features. The biggest advantage of Vena is that users can continue working within Excel but with added structure for more effective financial planning, reporting, and collaboration. Vena Copilot, powered by Microsoft’s Copilot, provides AI assistance. 

Vena’s Excel-first approach has some downsides, though. Implementation times often stretch from 8-20 weeks, and modeling with it is complex with a pretty steep learning curve. In addition, Vena requires manual data refreshes, which can slow down workflows, making it less useful for teams that prioritize speed and agility. While Vena may be a good Jedox alternative for teams strongly wed to Excel, modern platforms like Drivetrain, built with familiar Excel-like UI and formula syntax, can offer faster deployment, deeper modeling flexibility, and a broader set of integrations. 

‍Price: $$-$$$
Best for: Mid-market 

Key FP&A features in Vena 

• Flexible planning and reporting: Build and adapt plans across multiple scenarios to stay aligned with business growth or change.
• Preconfigured FP&A foundation: Comes with built-in integrations, a ready-to-use data model, and analysis tools to accelerate setup.
• Automated financial reporting: Eliminates manual effort with board-ready reports generated quickly and consistently.
• Regulatory compliance support: Simplifies compliance reporting and reduces errors with structured, audit-ready processes.

‍Planful

Planful is a well-established financial planning and modeling platform built for finance teams that need structure, compliance, and audit-ready processes. Its standout feature, Planful Predict, brings AI into the mix, helping users make smarter, data-driven decisions by enhancing forecasting and analysis.

The platform supports dimensional planning, but modeling is limited to only eight dimensions. Planful offers rolling forecasts, and dashboards. However, users might find these features more rigid compared to modern tools like Drivetrain. Implementation often requires partners, and creating custom reports may call for IT involvement, making it less of a plug-and-play option for leaner teams.Planful can also be difficult to use with some users reporting a learning curve of 5-12 months. 

‍Price: $$-$$$
Best for: Mid-market 

Key FP&A features in Planful

• Prebuilt and customizable templates: Kickstart your budgeting, forecasting, reporting, and consolidation with ready-to-use or customizable templates.
• Workflow and process management: Easily collaborate and keep track of approvals, changes, and teamwork across your organization with built-in workflows.
• Data security and controls: Protect sensitive data with enterprise-grade encryption, role-based access, and multi-entity compliance.
• Planning and forecasting automation: Eliminate manual work with automated data collection, close management, and consolidation.
• Scenario planning: Connect your business systems to easily consolidate the data you need to model different business outcomes. 

Pigment

Pigment is a modern, enterprise-grade planning platform designed for teams that want more than just number crunching. It combines forecasting, workforce planning, and financial modeling in a highly visual and collaborative environment. 

The platform’s database-driven approach makes it scalable and more sophisticated than Excel-native tools like Cube and Datarails. It also makes Pigment more expensive with long implementation times, which delays time to value and increases TCO. Its SQL-like syntax creates a steep learning curve that can add to those delays. Pigment offers far less integrations than many of the other platforms covered here, so it may not be the best choice for a complex enterprise with data residing across many different systems. 

‍Price: $$-$$$
Best for: Mid-Market to Enterprise

Key FP&A features in Pigment

• Scenario modeling and forecasting: Build, adjust, and version plans with drag-and-drop ease to explore multiple outcomes.
• Dynamic dashboards and reporting: Create customizable dashboards and real-time reports that visualize key drivers, variances, and outputs.
• Modern and intuitive UI: A visually rich interface that makes navigation, collaboration, and adoption seamless for finance and business teams.
• Governance and security: Granular access rights, compliance tools, and strong controls ensure data integrity and privacy.
• Integration with GSuite: Native connectors allow easy sharing and collaboration through Google Sheets and other Google tools.

Adaptive

Adaptive, or more formally known as Workday Adaptive Planning, is built for enterprises that want deeply integrated HR, workforce, and financial planning. It’s a common choice for businesses currently invested in the broader Workday ecosystem. It delivers powerful capabilities like scenario planning, versioning, and detailed dashboards, making it well-suited for complex, large-scale organizations.

For small and even mid-market businesses, Adaptive can feel less intuitive with a much steeper learning curve than many of the newer FP&A tools covered in this guide. While Adaptive is powerful, you can expect deployments to take longer and costs to be higher as the configuration needed to tune it for your business relies heavily on custom scripting that often requires IT support and/or third-party involvement. 

Price:  $$-$$$
Best for: Enterprises

Key FP&A features in Adaptive

• Automated data collection: Streamlines data gathering from multiple sources, reducing manual effort and improving accuracy.
• Advanced forecasting and scenario planning: Leverages predictive algorithms and flexible modeling to create, test, and share multiple scenarios.
• Deep integrations: Integrates with a variety of external business systems (e.g., ERP, CRM, HR) and connects seamlessly to any tools in the Workday ecosystem.
• Enterprise-grade scalability: Powered by the Elastic Hypercube engine, Adaptive supports large, complex business models across entities.
• Workforce and compensation planning: Provides native HRIS integration for detailed employee-level modeling, compensation, and benefits analysis.

Anaplan

Anaplan is a traditional FP&A software that brings finance, HR, supply chain, and operations together on one platform. It’s designed to scale, making it a good fit for large enterprises that need granular modeling, real-time collaboration, and enterprise-grade security.

Anaplan comes with a lot of complexity, which means high implementation costs and a steep learning curve. Many finance teams are forced to rely on dedicated admins or external partners to get the most out of the system. This overhead makes it less accessible for mid-market companies, small enterprises, and fast-growing businesses, compared to more cost-effective and agile options like Drivetrain. 

‍Price: $$$ 
Best for: Enterprise

Key FP&A features in Anaplan

• Flexible modeling engine: Build and manage highly complex, multi-dimensional plans across finance, HR, supply chain, and more.
• Scenario and driver-based forecasting: Run large-scale what-if analyses to see how different assumptions impact business performance.
• Extensive integrations: Connects with hundreds of ERP, CRM, and other systems, and offers open APIs for custom connections.
• Centralized Anaplan data hub: Consolidates and stores business-critical information to support consistent, enterprise-wide planning.
• Workflow automation: Streamlines approvals, collaboration, and communication across teams with automated workflows.

How to choose the best Jedox alternative

The right FP&A software takes the complexity out of budgeting, forecasting, and planning. By connecting data across the business, these tools give CFOs and finance teams the insights they need to make faster, smarter, and more confident decisions.

Jedox remains a strong choice for businesses that need flexible modeling and a familiar Excel-friendly environment. But if you’re a fast-growing SaaS or B2B business, you may be looking for something that makes your business more agile. Among the alternatives we’ve covered in this guide, Drivetrain is one of the best options for that. And, it also meets most of the other key capabilities finance teams are looking for today in a scalable, AI-powered FP&A solution.

Drivetrain reimagines FP&A by moving beyond Excel extensions and collaboration add-ons. With a powerful calculation engine under the hood and AI built into its core architecture, Drivetrain offers far more power without any of the limitations for modeling and scale that Excel-based options like Jedox, Cube, Datarails, and Vena impose. Drivetrain also offers more than 800 native, plug-and-play integrations that don’t require a complex tool needed to make them work. Your data flows into Drivetrain in real time, allowing the system to  build and continuously retrain a complete three-statement model from live data, turning financial planning into a dynamic, always-on process.

With its Excel-like formulas, users find Drivetrain very intuitive. Combined with Drive AI, which provides the ability to query data in plain English, the platform makes it easy for non-finance users to collaborate with your finance team in real time. With deployment in as little as six weeks, Drivetrain delivers one of the fastest paths to a real-time single source of truth.

‍Fast-growing businesses choose Drivetrain because it combines robust modeling, dynamic reporting, and scalability in one intuitive platform to help finance teams focus on strategic analysis, delivering insights, and driving faster business impact.

If you’re looking for the best alternative to Jedox, contact us today to request your free Drivetrain demo.