Planning models built around your business
A planning system needs to reflect how your business earns revenue, manages costs and allocates resources. We configure and develop Jedox models around those drivers, using our established models as a starting point and adapting them to your requirements.
- Driver-based revenue, cost and workforce planning
- Budget submissions, review workflows and scenario versions
- Integrated profit and loss, balance sheet and cash flow forecasts
Financial consolidation across entities
Bring entity submissions into a consistent group reporting model. We agree your account mapping, reporting currencies, ownership structure and consolidation policies with your finance team before implementing the calculations.
- Entity and chart-of-accounts mapping
- Currency translation and intercompany reconciliation
- Elimination and adjustment workflows scoped to your reporting policies
- Group reporting with a route back to entity-level detail
Budgeting and rolling forecasts
Replace disconnected workbook submissions with a planning cycle that gives budget owners clear responsibilities. Separate assumptions from calculations, retain approved versions and compare the latest outlook with budget and actuals.
- Annual budgets and periodic reforecasts
- Department, cost-centre and business-unit planning
- Scenario and sensitivity modelling
- Variance analysis with accountable owners
Jedox reporting and finance system integration
We build the data preparation and integrations needed to bring actuals into planning models and make outputs available for reporting. Scope includes source reconciliation, refresh schedules, exceptions and ownership.
Jedox reporting connects actuals, budgets and forecast versions so finance teams can explain variances by entity, department or business driver. Power BI can provide management reporting alongside Jedox planning. Where your process calls for a bespoke interface, we can scope a custom application around the relevant models and workflows.
Implementation, improvement and handover
Start with an existing-model review or a new implementation. We define acceptance criteria, validate calculations with your finance team and document the operating process. Ongoing support can cover model changes, forecast cycles and integrations.
Good questions, straight answers
Can you improve an existing Jedox model?
Yes. We review dimensions, rules, integrations and the planning workflow, then agree which improvements will have the greatest impact. A rebuild is recommended only where the assessment supports it.
Can you build a modern application around our planning process?
Yes. We can scope a custom interface or application using your existing models and business rules as a starting point. Integration, licensing and any migration requirements are agreed before development.
Does consolidation include statutory reporting?
The scope is agreed against your accounting policies and reporting requirements. Management consolidation and statutory consolidation have different requirements; we establish the controls and specialist review needed for your engagement.
Sectors where this work lands
- SaaS and subscription businesses
SaaS FP&A, MRR and churn analytics, revenue recognition automation and investor reporting for subscription businesses from first funding round to exit.
- Education groups and schools
Consolidated reporting across sites, pupil-driven budget forecasting, school-by-school benchmarking and finance automation for academy trusts, school groups and independent schools.
- Accountancy practices
Automated bookkeeping and document processing, client reporting dashboards and the advisory tooling that lets a practice sell insight rather than hours.