AI FOR FP&A
AI FP&A software
AI is changing how finance teams forecast, plan and report. Here is what AI FP&A software can do today, where it adds real value and how Jedox builds AI into planning.
2,900+
organisations use Jedox
Leader
Gartner Magic Quadrant for Financial Planning Software
Platinum
Kybos Jedox partner status
49
Jedox success stories to explore
The basics
What is AI FP&A software?
AI FP&A software uses machine learning and other AI techniques inside the planning platform to help finance teams forecast more accurately, work faster and find insight in their data. It builds on the foundations of FP&A software, such as a central model and automated data, and adds predictive and assistive features on top.
AI works best when it has clean, connected data. That is why AI in FP&A is most effective inside an integrated planning platform rather than as a separate tool bolted onto spreadsheets. Read our view on the number one benefit of AI in FP&A.
Where AI adds value in finance
Automated and predictive forecasting
Machine learning models analyse historical data, seasonality and trends to produce a statistical baseline forecast in minutes. Finance and budget holders then apply their judgement on top. This is especially useful for rolling forecasts and detailed sales forecasts with many products or customers.
Anomaly detection and insight
AI can flag unusual movements in actuals or plans, so finance teams spend their time investigating what matters rather than scanning reports. It complements variance analysis.
Faster budgeting
Pre-populating budget submissions with AI-generated baselines gives budget holders a sensible starting point and shortens the budget cycle.
Natural language and AI assistants
AI assistants let users ask questions of their data in plain English and help build models and reports. With an MCP connection, external AI tools such as Claude can also work with Jedox data securely.
Scenario modelling
Combine AI forecasts with scenario planning to test assumptions quickly and understand the range of likely outcomes.
JedoxAI
AI built into the Jedox planning platform
JedoxAI brings predictive forecasting, AI assistance and explainable insight into the same platform finance teams use for budgeting, forecasting, reporting and consolidation. Because it works on your central planning model, AI results are connected to the rest of your plan rather than sitting in a separate tool.
- Predictive forecasts generated from your historical data.
- Explainable results, so finance can understand and trust the numbers.
- AI assistance to help users build, analyse and report faster.
- Works alongside human judgement rather than replacing it.
Read about the Jedox 26 release, which brings AI further into FP&A.
AI forecasting results from Jedox customers
Organisations using Jedox’s AI and predictive capabilities to improve forecast accuracy.
Manufacturing
Mitsui Chemicals Europe
95% sales forecast accuracy for several product groups
Mitsui increases forecast accuracy with AI and Predictive Analytics. Read the story
Food & Beverage
Henkell Freixenet
Up to 91% forecast accuracy
Henkell Freixenet reduces work hours by 80% annually, creating more time for analysis. Read the story
Pharma & Healthcare
VITA Zahnfabrik
1.5 days to implement detailed sales forecasting
VITA automates global reporting and sales forecasting. Read the story
Browse all Jedox success stories by industry.
Getting started
How to get started with AI in FP&A
- Get the foundations right: a central model, automated data loads and consistent definitions.
- Pick a forecast where AI can help quickly, such as sales or volume forecasting with plenty of history.
- Run AI forecasts alongside your current method and compare accuracy.
- Use AI as a baseline and keep human judgement in the loop.
- Extend to anomaly detection, AI assistants and more forecasts once you trust the results.
Join our webinars on AI-powered planning, or arrange a demo to see JedoxAI with your own use case in mind.
Your Jedox partner
Implementing AI FP&A software with Kybos
Choosing the right software is only half the job. The other half is implementing it well. Kybos is the UK & Ireland’s only dedicated Jedox partner and a Jedox Platinum Partner. Our accountancy-qualified consultants design models that work the way finance works, connect Jedox to your source systems and train your team to own the solution.
- Jedox implementation: design, build, integration and go-live.
- Jedox training: for end users, power users and administrators.
- System integrations: ERP, CRM, HR and data warehouse connections.
- Free health check: for organisations already running Jedox.
AI FP&A software FAQs
What is AI FP&A software?
It is financial planning and analysis software that uses machine learning and other AI techniques to produce forecasts, detect anomalies and help finance teams analyse data and build reports faster.
Will AI replace FP&A teams?
No. AI is best used to automate repetitive work and create statistical baselines. Finance teams still provide judgement, business context and decisions, and have more time to do so.
How accurate are AI forecasts?
Accuracy depends on the data and the business, but results can be strong. Mitsui Chemicals Europe reported 95% sales forecast accuracy for several product groups using Jedox’s AI and predictive analytics.
Do we need a data science team to use AI in Jedox?
No. JedoxAI is built into the planning platform and designed for finance users. A partner like Kybos can help you set it up and choose the right use cases.
Can external AI tools connect to Jedox?
Yes. Through an MCP (Model Context Protocol) connection, AI assistants such as Claude can work with Jedox data. Read what an MCP is.
See JedoxAI in action
Kybos is the UK & Ireland’s only dedicated Jedox partner. Book a demo or a discovery call with one of our accountancy-qualified consultants.