Jedox is an Azure-hosted planning platform with an Excel-like interface that links P&L, balance-sheet and cash planning in one model, adding JedoxAI Planning Wizards for revenue and cash-flow forecasts.
Connector count not stated (“prebuilt connectors”). DATEV and Xero not named
Limitations
JedoxAI: multidimensional reporting not yet supported (“will be implemented in a near future”); performance “may vary based on the size and complexity of the query”; “Currently, JedoxAI is optimized for desktop use”; Reporting/Knowledge/Modeling/Planning agents described as “On the horizon”
Provider time claim: “Reduce planning cycle time by 66%” (C&A footnote)
Fit and decision conditions
Prerequisites
AIssisted Planning and Forecasting model included in Professional package; JedoxAI in UAE North / Germany West Central / Switzerland North requires written approval to Customer Success Manager; cube audit requires Jedox Support to set server parameter
Jedox Cloud SaaS: “a simple monthly fee per named user (billed annually)”; user types Full User, Planner, Viewer; packages Business, Professional, Professional Plus
The provider’s own sources say different things here. Page intro also mentions an “Essential” package not described in plan sections (internal inconsistency)
Jedox Cloud regions in Europe: North Europe, West Europe, Germany West Central, France Central, UK South (plus US, UAE, Australia, Singapore); JedoxAI: in UAE North, Germany West Central and Switzerland North “certain data may be temporarily sent” to a Microsoft data centre in another region for AI processing
Jedox Cloud “runs on the Microsoft Azure cloud platform” (pricing page). In Germany West Central, AI is disabled by default and enabled only after written approval to the Customer Success Manager
Does it train AI on your data?
Only third-party model training is addressed – “All prompts, completions, and training data remain private and are never used to improve external models”
FAQ: data “is not used by Microsoft to train underlying models”. AI page states fine-tuned models are “exclusive to each customer”, i.e. customer-specific tuning exists; use for Jedox's own shared models not addressed
Additional data conditions
Subprocessors and underlying models
Microsoft Azure (hosting); “Powered by Microsoft Azure OpenAI Services”; also “Jedox's purpose-built AI” and BYOM (bring your own model)
The FAQ links to Microsoft model documentation; confirm the model and processor configuration.
Retention and deletion
Daily snapshot; “By default, snapshots from the last 5 days are provided”; premium backup 30 days up to 3TB; JedoxAI “does not store conversations or queries after the user logs out”
Planning tool; no posting of entries or payments. Approval of AI forecast write-back not described
Audit trail
Cell audit “logs the cell path, time of change, user, new value, and operation”; “The storing of audit information is disabled by default”; audit period definable per cube; disabling deletes stored audit data
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