Software vendor
Jedox
Jedox, a Freiburg-based planning software company; JedoxAI adds forecasting wizards on Azure OpenAI, and Jedox MCP opens plan data to AI tools.
Function
- Ownership
- Not stated
Not stated in the sources read; not an SEC filer.
- Headquarters
- GermanySourceJedox legal information (imprint)
- SEC reporting
- NoSourceSEC EDGAR entity search and submissions records for planning vendors (searched 2026-10-12)
- Audit firm
- No
- Website
- SourceAI for FP&A: JedoxAI
- Subprocessor list
- Not stated
- Contract terms
- Not stated
Offering · Software
Jedox planning platform with JedoxAI
Jedox describes JedoxAI as a multi-agent intelligence engine that uses agentic AI, machine learning and generative AI to deliver explainable forecasts and insights. SourceAI for FP&A: JedoxAI
Its Planning Wizards, which the page places under a Planning Agent in a section whose intro line reads "On the horizon", lead driver analysis, revenue forecasting, demand planning, churn prediction, anomaly detection and data readiness. SourceAI for FP&A: JedoxAI
Jedox MCP gives AI agents and enterprise AI tools governed access to Jedox data, models and business logic under the customer's roles and permissions. SourceAI for FP&A: JedoxAI
Jedox says JedoxAI runs on Microsoft Azure OpenAI Services with a dedicated language model per instance and customer-exclusive fine-tuned models. SourceAI for FP&A: JedoxAI
Where it fits
CoE analysis Planning, budgeting and forecasting for mid-sized and larger organizations that want AI forecasting inside their planning model.
CoE analysis Customer-exclusive fine-tuned models raise questions about what happens to those models at exit. SourceAI for FP&A: JedoxAI
What it does
- Offering type
- SoftwareSourceJedox Subscriptions & Packages
- Workflow areas
- Planning and FP&ASourceAI for FP&A: JedoxAI
- Customer size
- SourceJedox Subscriptions & Packages
- Small business
- Mid-market
- Enterprise
Stated differently on the same page: plans for small, midsize and large organizations, versus businesses of all sizes from mid-sized organizations to large enterprises (see conflicts).
AI
- Kind of AI
- SourceAI for FP&A: JedoxAI
- Built into the platform
- Established machine learning and rules
- Agents and automated actions
- General-purpose assistant
- Suggests or acts
- SuggestsSourceAI for FP&A: JedoxAI
The documented flows propose (for example, a model structure for review); JedoxAI agents are described as on the horizon.
- Availability
- Not stated
The JedoxAI Agents, including the Planning Agent and its Planning Wizards, are described as on the horizon while the page also promotes them (see conflicts); Jedox MCP carries no status label; the Jedox AIssisted Planning and Forecasting model is part of the Professional package.
- Models named
- SourceAI for FP&A: JedoxAI
- OpenAI
- Microsoft
Control
- Who controls it
- VendorSourceAI for FP&A: JedoxAI
Jedox MCP access follows rules, roles and permissions the customer sets; customers may bring their own models. Which customer role configures AI is not stated.
Commercial
- Pricing model
- Quote onlySourceJedox Subscriptions & Packages
- Public price
- Not stated
Evidence
- Independent outcomes
- None found in the sources read.
- Sources read
- Vendor-stated 11
- Independent market evidence None read
- Independently verified outcomes None read
- Pricing 4
- Known limitations None read
- Coverage
- Directory record
- Last verified
Security and control
- Single sign-on
- Not covered in this record
- User provisioning
- Not covered in this record
- Role-based access
- Not covered in this record
- Administrator controls for AI
- Not covered in this record
- Audit logs
- Not covered in this record
- Certifications
- Not covered in this record
- Data retention
- Not covered in this record
- Data residency
- Not covered in this record
- Training on customer data
- Not covered in this record
AI features
As the vendor or firm describes them. Notes in small print record what the sources leave open.
JedoxAI Planning Wizards
Lead driver analysis, revenue forecasting, demand planning, churn prediction, anomaly detection and data readiness.
- Kind
- Established machine learning and rules, Built into the platform
- Suggests or acts
- Suggests
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated.
SourceAI for FP&A: JedoxAIJedox AIssisted Planning and Forecasting model
Named as part of the Professional package.
- Kind
- Established machine learning and rules
- Suggests or acts
- Not stated
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated.
SourceJedox Subscriptions & PackagesJedoxAI Agents
A Reporting Agent for natural-language querying and automated management reporting, a Knowledge Agent for guidance and instant answers, a Modeling Agent for automating data integration, modeling and report creation, and a Planning Agent whose Planning Wizards lead forecasting and analysis.
- Kind
- Agents and automated actions, Built into the platform
- Suggests or acts
- Not stated
- Who controls it
- Not stated
- Availability
- Announced
Control: Not stated.
SourceAI for FP&A: JedoxAIJedox MCP
Gives AI agents and enterprise AI tools governed access to Jedox data, models, planning structures and business logic; with JedoxAI agents, proposes a model structure from a raw data file for review.
- Kind
- General-purpose assistant
- Suggests or acts
- Suggests
- Who controls it
- Not stated
- Availability
- Not stated
Control: Access aligned with the customer's rules, roles and permissions.
SourceAI for FP&A: JedoxAI
Unclear or conflicting statements
Where the sources are unclear or disagree, both statements are shown with their links.
Availability of JedoxAI Agents
Statement A
The AI page opens: "From complexity to clarity, JedoxAI Agents empower Finance to lead with confidence".
Statement B
The JedoxAI Agents section introduces them as "On the horizon—the next generation of intelligent agents".
jedox.com/en/platform/ai/
JedoxAI Agents section
Both statements are on the same page; which agents are available now is not stated. The Planning Wizards are described under the Planning Agent in the on-the-horizon section, and the raw-data-to-model flow is credited to "Jedox MCP and JedoxAI agents".
Package names
Statement A
The pricing page says to choose between Essential, Business and Professional packages.
jedox.com/en/platform/pricing/
Subscriptions & Packages intro
Statement B
The subscription plans listed on the same page are Business, Professional and Professional Plus.
jedox.com/en/platform/pricing/
Subscription plans
Whether an Essential package exists is not stated elsewhere on the page.
Customer size
Statement A
Jedox subscription plans meet the requirements of small, midsize and large organizations.
Statement B
Jedox supports businesses of all sizes, from mid-sized organizations to large enterprises.
jedox.com/en/platform/pricing/
FAQ Is Jedox suitable for my business size or industry?
Whether small organizations are in scope is stated differently.
Questions to ask
For this offering
- Which JedoxAI features, including agents, are available now in our package, and which are on the roadmap?
- What data is used to fine-tune our customer-exclusive model, and what happens to that model and its training data if we leave?
- Does the Jedox AIssisted Planning and Forecasting model require the Professional package, and how is it priced?
- If we bring our own model, who is responsible for its outputs and its security?
- Do Jedox's SOC 2 reports cover JedoxAI and the Azure OpenAI services behind it?
From the diligence question set
- DQ-04 Which AI features are in the modules and edition we license, or would license, and is each generally available, in preview or beta, a paid add-on, or limited by edition or region?
- DQ-09 Is each output generative or deterministic, what does any confidence score mean, and can a past output be reproduced and explained?
- DQ-12 Does the feature learn from our data, including corrections and overrides, and how does it detect and handle changes in our business?
- DQ-16 Is our data, including inputs, outputs, documents and corrections, used to train or improve any model, yours or a third party's? Is that off by default, and is the commitment in the contract?
- DQ-17 How long are prompts, outputs and logs kept, where are they stored and processed, and can we have them deleted?
- DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?
- DQ-25 If we stop using a feature or leave, what do we get back and in what format, and what happens to our data and to any model trained on it?