
Intuitive integrated financial and corporate planning
Excel-like planning, forecasting & analysis in a fully integrated system
Pre-configured, adaptable & proven planning solutions
smartPM is the Jedox Solution Partner of the Year 2025
Agile decision making with scenario analyses & AI forecasts
AI-enhanced, data-driven planning for smarter, faster business decisions
Fast results & full control: Saving time, costs & reducing risks
Smart self-service & quick wins for agile finance departments
Unlock the full potential for controllers & CFOs with the award-winning, certified smartPM performance management and BI solutions on Jedox.
The combination of smartPM and Jedox creates a powerful synergy for controllers and CFOs. Jedox, recognized in BARC studies as one of the top CPM and BI platforms, provides a flexible and scalable technology foundation. smartPM leverages this strong technological backbone to deliver specialized, best-practice performance management solutions – unleashing the full potential of Jedox for finance and corporate management.

smartPM’s award-winning and certified solutions are available on the Jedox Marketplace, enabling companies to optimize project portfolio performance management, S&OP planning, and more. This strategic partnership ensures customers benefit from a seamlessly integrated solution that combines leading technology with expert-driven planning and analytics.
As a certified Platinum Partner, we leverage our expertise to help companies successfully implement Jedox, navigate business change management, and provide premium support beyond implementation. Discover the power of Jedox firsthand with a trial version on the Marketplace, or explore how our specialized smartPM solutions can drive your success.
Just book a free no-obligation meeting and discover the possibilites >>
You can find all the information on fully integrated financial and corporate planning in the factsheet
- Connecting all departments, actual and planned data in a single point of truth
- Data Connectivity – integration of data sources and external databases
- Overview of all functions and dashboards: planning, analysis, budgeting, forecasting, and reporting
- Easy data visualization
- Connect all sub-plans: profit & loss statement, balance sheet, cash flow
- Seamlessly connect strategic and operational planning and implement measures to achieve objectives
- Better decision-making through proven planning approaches and high-performance software – FP&A, xP&A
- Scenario analysis, rolling forecast, driver-based planning
- Seamless integration with Power BI and AI assistants
Webinar-Aufzeichnung BARC "Planning with Love":
Effektive Planung mit IBM und Power BI: Einfache, benutzerfreundliche Modelle für sofortigen Planungserfolg
Inhalte des Webinars
- Planungsmodelle live in der IBM Planning Analytics Software gezeigt – operative Planung inkl. Umsatz, CAPEX, OPEX, integrierte Finanzplanung.
- Einfache Möglichkeiten der Datenvisualisierung und Dashboard-Erstellung.
- Echtzeit-Analyse und Reportingtemplates: Erstellung von Finanzberichten und Management-Dashboards.
- Tipps für die Optimierung Ihrer Controlling-Prozesse.
- Neue Entwicklungen, z.B. KI-Integration mit Watson X
- Tipps & Tricks und Beantwortung von Fragen.
We are very proud to welcome smartPM.solutions to our partner network. Through this collaboration, we are further strengthening our market presence in the areas of integrated planning, AI, financial consolidation, and planning for Salesforce. We look forward to offering tailor-made solutions to our customers together with smartPM.solutions.
Jedox AG

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The financial planning solution from smartPM is available for SAP SAC, MS Power BI, Jedox, and Unit4 FP&A.
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