February 2026 | Jedox
- Astute Dimension
- Mar 6
- 4 min read
Key Highlights
February was an eventful month in the Jedox ecosystem, with updates to AI-assisted planning, improvements to the Excel add-in, and several industry developments around enterprise AI governance.
Key highlights:
AIssisted™ Planning model updated (v26.1.0 – 27 Feb 2026)
The update improves time-series output visibility (now including daily data), adds enhanced manual settings, improves algorithm consistency, and increases the accuracy of KPI card calculations. [1]
Enterprise AI developments globally
OpenAI launched Frontier, a platform designed to help enterprises deploy and govern AI agents. At the same time, Microsoft and OpenAI reaffirmed their partnership. Both announcements highlight the shift toward governed enterprise AI operations. [3][4]
Events during February
Notable activities included an insurance planning and reporting automation webinar (10 Feb), CFO community engagement in Melbourne (19 Feb), and a Power BI + Jedox workshop in London focused on automating management accounts (27 Feb). [5][6]
Customer story spotlight
Terminix shared how its FP&A team used embedded AI in Jedox to analyse customer loyalty drivers and uncover insights beyond the traditional “service-only” assumptions. [7]
Independent market visibility
BARC published updated evaluation material covering Jedox, which many finance teams use during vendor evaluation processes. [8]
Around the Jedox World
Two announcements in enterprise AI stood out this month because they directly relate to how finance teams think about AI governance, platform stability, and operational readiness.
OpenAI launches “Frontier” for enterprise AI agents
(5 February 2026)
OpenAI introduced OpenAI Frontier, a platform designed to help organisations build, deploy, and manage AI agents with shared context, onboarding processes, feedback loops, and clearly defined permissions and governance. [3]
Why this matters
Enterprise AI is moving beyond simple chat tools toward operational AI agents. This shift introduces requirements for identity management, permissions, evaluation frameworks, governance controls, and production lifecycle management.
Microsoft and OpenAI reaffirm their partnership
(27 February 2026)
Microsoft and OpenAI published a joint statement confirming their ongoing strategic partnership and clarifying that new funding or partnerships do not change their existing commercial relationship. [4]
Why this matters
For enterprise buyers, continuity and platform stability are critical. Organisations building solutions on the Azure/OpenAI ecosystem depend on long-term roadmap alignment and commercial stability.
Industry evaluation continues to matter
BARC published a February article explaining how it evaluates the CPM market and confirmed that BARC Scores 2026 will be released at the end of March. Structured evaluations like this remain important for organisations navigating a crowded planning technology market. [9]
Finance community engagement
Jedox attended the Melbourne CFO Symposium 2026 (19 February), highlighting how planning modernisation and AI-enabled finance are now mainstream topics for CFOs and finance leaders. [6]
In London, Jedox partnered with Power BI at the Institute of Directors to deliver a workshop focused on automating management accounting and reporting processes. [10]
Platform Tech Update
AI enhancements for planning teams
The AIssisted™ Planning model v26.1.0 (27 Feb 2026) introduced several updates designed to improve forecasting reliability and user experience.
Key improvements include:
Daily data support in the Time Series Prediction Results Preview Report, providing greater granularity beyond monthly views. [1]
Improved Manual Settings in the Time Series Prediction Wizard, giving analysts more control when adjusting prediction parameters. [1]
Persistent algorithm selection in Driver-Based Prediction, reducing repetitive configuration and supporting more consistent forecasting processes. [1]
More accurate KPI card calculations in prediction result reports. [1]
AIssisted™ Planning is a prebuilt feature for integrated planning, budgeting, and forecasting. It can be customised and uses machine learning and predictive algorithms. The feature is available via the Jedox Marketplace. [11]
Excel add-in update for Microsoft 365 users
The Microsoft Excel add-in (v3.4.1.0) received a patch that improves performance and resolves several issues.
Jedox recommends refreshing the add-in cache after updating to ensure the changes take effect. [2]
Across the Jedox Ecosystem
February’s ecosystem story focused on practical finance enablement — combining customer proof points, partner education, and the growing integration of analytics and planning platforms.
Customer spotlight
Terminix shared how its FP&A team uses AI capabilities embedded within Jedox to analyse customer loyalty and predict cancellations.
The analysis helped the organisation identify previously unknown drivers of customer behaviour and challenge assumptions that retention was primarily driven by service interactions. [7]
Compliance and Trademark Notice
“Jedox” and related product names are trademarks of their respective owners.
Other company and product names mentioned (such as OpenAI, Microsoft, and Power BI) may also be trademarks of their respective owners.
This newsletter summarises information from publicly available sources and is provided for informational purposes only. Always review official vendor documentation and your organisation’s internal policies before acting on product or compliance information. [12]
Thanks for Reading!
We trust this edition kept you informed with the latest developments in the Jedox world, from technology updates and platform enhancements to independent analyst recognition and planning insights.
Warm regards,
Astute Dimension
Helping you translate planning into performance.
References
[1] Jedox Knowledge Base: AIssisted™ Planning Release Noteshttps://knowledgebase.jedox.com/release-notes/release-notes-aissisted-planning.htm
[2] Jedox Knowledge Base: Add-in for Microsoft 365 (Excel) Release Noteshttps://knowledgebase.jedox.com/release-notes/release-notes-excel-365.htm
[3] OpenAI: Introducing OpenAI Frontier (5 Feb 2026)https://openai.com/index/introducing-openai-frontier/
[4] Microsoft: Microsoft and OpenAI Joint Statement on Continuing Partnership (27 Feb 2026)https://blogs.microsoft.com/blog/2026/02/27/microsoft-and-openai-joint-statement-on-continuing-partnership/
[5] Jedox Event: Transform Insurance Reporting and Planning with Assumption-Driven Automationhttps://www.jedox.com/en/events/transform-insurance-budgeting/
[6] Jedox Events: Melbourne CFO Symposium 2026 (Past Events Listing)https://www.jedox.com/en/organizer/cfo-magazine/?eventDisplay=past
[7] Jedox Customer Story: Terminix Gains Customer Retention Insights with AIhttps://www.jedox.com/en/customers/terminix/
[8] BARC Reviews: Jedox (Reviews, Ratings & Experiences)https://barc.com/review/jedox/
[9] BARC: CPM Market Evaluation – BARC Scores 2026https://barc.com/cpm-market-evaluation-barc-scores-2026/
[10] CFMS: Power BI for Finance – Automating & Distributing Management Accounts (IoD Workshop)https://cfmsystems.com/event/power-bi-for-finance-automating-distributing-management-accounts-iod-february/
[11] Jedox Knowledge Base: AIssisted™ Planning Overviewhttps://knowledgebase.jedox.com/jedox/ai/ai-planning-overview.htm
[12] Jedox Legal Informationhttps://www.jedox.com/en/legal/
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