January 2026 | Jedox
- Astute Dimension
- Feb 3
- 4 min read
Updated: Feb 17
Key takeaways for busy readers
Digital reporting gets a boost:
Jedox has added XBRL reporting capabilities within its Financial Consolidation model supporting a structured workflow for mapping, disclosure entry, report generation, and validation .https://knowledgebase.jedox.com/models/financial-consolidation/fc-xbrl-reporting.htm
A timely compliance reminder for UK entities:
Companies House and HMRC’s joint online filing service closes on 31 March 2026, pushing many organisations toward software-based digital filing processes. https://www.gov.uk/government/news/the-online-accounts-and-company-tax-return-service-is-closing
Security and trust stays front-of-mind:
Jedox’s Trust resources highlight security and privacy focus areas, and its published TOMs reference alignment with ISO/IEC 27001, SOC 2 principles, and EU GDPR. https://www.jedox.com/en/trust/
January learning & enablement:
Jedox ran January training (e.g., Database Specialist training late January), alongside partner-led sessions on practical planning topics (especially for Excel-heavy teams). https://www.jedox.com/en/events/jedox-database-specialist-training-2026-01-27/
Press visibility continues:
Independent “best-of” and buyer-guide roundups referenced Jedox for AI-supported planning, Excel-centric workflows, and cross-functional planning value. https://peoplemanagingpeople.com/tools/epm-software/
Around the Jedox World
January kicked off with a familiar theme for finance leaders: “prove the value”.
Across the market, the focus is shifting from AI experimentation to measurable outcomes, especially in areas like planning, forecasting, reporting, and decision-making. https://www.cio.com/article/4114010/2026-the-year-ai-roi-gets-real.html
At the same time, digital reporting requirements keep tightening globally.
In Europe, ESEF is the mandated electronic reporting format for issuers on EU regulated markets, designed to improve accessibility and comparability of annual financial reports. https://www.esma.europa.eu/issuer-disclosure/electronic-reporting
In the US, the SEC continues to require specified filings to be provided in Inline XBRL format. https://www.sec.gov/data-research/structured-data/inline-xbrl
All of this reinforces a simple point: planning and reporting are converging. Organisations want one connected finance “engine room” where assumptions, actuals, narratives, and compliance outputs can all be managed with confidence.
Platform Tech Update
Financial Consolidation adds XBRL reporting
The standout January platform development is XBRL Reporting documentation and enablement inside Jedox Financial Consolidation. Jedox describes this as enabling organisations to generate “regulator-ready” XBRL filings directly from consolidated financial data, without manual intervention or extra transformation steps, helping reduce operational risk and keep management and statutory reporting aligned. https://knowledgebase.jedox.com/models/financial-consolidation/fc-xbrl-reporting.htm
What matters for finance teams (in plain English):
Structured workflow:
licensing → selecting taxonomy concepts → mapping accounts → adding disclosures → generating reports → validating outputs.
Mapping flexibility:
mappings can be created/edited and also imported from Microsoft Excel, which is helpful if your chart of accounts mapping process already lives in spreadsheets.
Disclosure support:
narrative/context fields (e.g., company details, reporting scope, explanatory notes) are maintained separately and included automatically in generated reports.
Output and validation:
Jedox generates downloadable XBRL outputs (TXT + HTML) and a validation report indicating taxonomy compliance.
Current taxonomy coverage (as stated by Jedox):
ESEF Taxonomy 2022 and KvK NL GAAP Micro Taxonomy 2020 are supported; additional taxonomies can be requested.
Why this matters right now:
In the UK, Companies House and HMRC are closing the joint online filing service on 31 March 2026, and from 1 April 2026 companies will need to use commercial software to file Company Tax Returns with HMRC (with alternative routes for Companies House accounts). https://www.gov.uk/government/news/the-online-accounts-and-company-tax-return-service-is-closinghttps://www.gov.uk/guidance/closure-of-the-service-to-file-your-company-accounts-and-tax-return
Even where XBRL requirements differ by jurisdiction, the direction of travel is consistent: structured, machine-readable reporting is becoming the default.
AI enablement and security notes (what changed)
Jedox’s Knowledge Base has also refreshed its JedoxAI User Guide, including a clear explanation of key concepts (NLP, LLMs, prompts) and an architecture note: JedoxAI is hosted on Microsoft Azure in Jedox’s environment and uses Azure OpenAI Service; the guide states that no cell values need to be sent with user queries to access the AI model. https://knowledgebase.jedox.com/jedox/ai/jedoxai-userguide.htm
In parallel, Jedox’s published Technical & Organisational Measures (TOMs) describe information security measures intended to protect personal data and reference consistency with ISO/IEC 27001, SOC 2 principles, and EU GDPR.
Trust overview: https://www.jedox.com/en/trust/
Across the Jedox Ecosystem
January was strong on enablement and community learning, with practical sessions for teams modernising planning (without losing the Excel comfort zone).
Highlights worth sharing:
Partner enablement (UK):
CFMS hosted a January session focused on solving common Excel problems in budgeting and forecasting through OLAP modelling.
Jedox training:
Database Specialist Training (late January) aimed at new users who need the foundations for reading/writing data and structuring dimensions and cubes.
Looking ahead:
Public events calendar, including APAC-focused items and ANZ webinars.
Customer & partner community:
Americas Customer & Partner Summit 2026 (Austin).
What the Press is Saying
Jedox appeared on a some top EPM lists.
People Managing People
Jedox was listed as best for AI-supported planning and forecasting https://peoplemanagingpeople.com/tools/epm-software/
The CFO Club
Best EPM software listed Jedox as best for mobile https://thecfoclub.com/tools/best-epm-software/
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.
If you have news or developments you’d like featured in the February newsletter (press coverage, ecosystem updates, new releases), we’d love to hear from you!
Warm regards,
Astute Dimension
Helping you translate planning into performance.
Comments