March 2026 | Jedox
- Astute Dimension
- Apr 22
- 4 min read
News in Brief
AI Market
The AI market is still moving quickly, but the focus is changing. The conversation has shifted away from prompt engineering and toward governed execution, measurable workflow gains and control. Grant Thornton found that 68% of CFOs expect IT and digital transformation spend to rise. Gartner says AI and digital talent is finance’s top near-term challenge. Wolters Kluwer says 87% of finance leaders believe expectations of the CFO are expanding as AI becomes more embedded in decision-making. [1]
Enterprise Performance Management
In EPM, the market is moving fast. BARC reports that fewer than 20% of organisations have fully integrated planning and analytics, and that data management remains a major challenge. At the same time, agentic AI is emerging as a core innovation theme, with vendors starting to embed AI-led execution into planning and performance workflows. [2]
BARC
BARC is an independent analyst firm that researches data, analytics and corporate performance management platforms, and publishes market reports and vendor evaluations for buyers. Jedox continues to perform strongly in BARC evaluations. Its strengths in flexibility, integrated planning and business-user ownership still stand out, while the platform continues to expand its AI and security capabilities. [3]
Agentic AI
The EPM market is maturing, but vendors are advancing at different speeds. Agentic AI is becoming the central innovation theme, with more attention on AI-powered planning, reporting and analysis, support for consolidation and close processes, and workflow automation across finance. [2]
March brought Oracle’s Fusion Agentic Applications, Board’s FP&A and Controller Agents, Anaplan’s CoModeler, Custom Analyst and Agent Studio, and Pigment’s Modeler Agent. [4]
Microsoft also previewed Planning in Fabric IQ, aiming to bring planning closer to Fabric semantic models. Vena acquired Acterys to deepen its Microsoft position, while Snowflake previewed Project SnowWork as an agentic workflow layer built on governed enterprise data. [5]
The Key Constraint
Leaders are investing in AI, but the conversation is shifting. The emphasis is moving from discovery to governance, capability and ROI.
The harder constraint now is talent. It’s not a lack of ideas but the people, operating discipline and data foundations required to turn prototypes into repeatable business practice. [1]
In the Press
CFO.com:
HPE’s CFO Marie Myers aims to transform finance operations via AI
Marie Myers framed AI not as a sidecar, but as a way to move finance from retrospective performance analysis to forward-looking enterprise intelligence.Original source: CFO.com [6]
CPA Practice Advisor:
Gartner says CFOs need to rethink the ROI of AI investments
Gartner’s Sydney message was that CFOs should stop treating AI as one investment case and instead think in portfolios of routine, analytical and transformational bets.Original source: CPA Practice Advisor [7]
SiliconANGLE:
Snowflake previews project to automate workflows with AI agents
SiliconANGLE’s coverage focused on Snowflake’s broader point that agentic workflows only become useful when they are grounded in governed data, business context and traceable actions.Original source: SiliconANGLE [8]
ITPro:
Fragmentation is poison — how Microsoft is targeting disparate data to boost AI adoption
ITPro’s FabCon coverage highlighted Microsoft’s effort to tighten data management and business context inside Fabric as a prerequisite for agentic AI.Original source: ITPro [9]
Jedox Updates
Security and Risk
In a recent UpGuard security assessment, Jedox received an industry-leading score, well above the average for comparable platforms.
Jedox also added new security functionality, including support for customer-managed Azure Key Vault encryption keys.
AIssisted Planning was extended earlier in the year, and new AI capabilities are now being previewed to partners in April. [3]
Conclusion
AI is being pulled into finance, planning and performance workflows. At the same time, leaders are looking past demos and asking relevant questions about trust, control, operating fit and business value.
The next phase of this market will be shaped by organisations that can make AI useful.
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] Grant Thornton, Grant Thornton survey: CFOs accelerate tech spending as AI momentum increases https://www.grantthornton.com/insights/press-releases/2026/march/cfos-accelerate-tech-spending-as-ai-momentum-increases
Gartner, Gartner Survey Reveals Acquiring and Developing AI and Digital Talent Is CFOs’ Top Near-Term Challenge https://www.gartner.com/en/newsroom/press-releases/2026-03-23-gartner-survey-reveals-acquiring-and-developing-ai-and-digital-talent-is-cfos-top-near-term-challenge
Wolters Kluwer, Future Ready CFO Report finds CFOs have stepped into the role of orchestrator https://www.wolterskluwer.com/en/news/pr-2026-future-ready-cfo-report
[2] BARC, Plan. Analyze. Decide. Why Integrated Planning and Analytics Are Indispensable in 2026 https://barc.com/news/plan-analyze-decide/
[3] BARC, Jedox Reviews, Ratings & Experiences 2026 https://barc.com/review/jedox/
Jedox Knowledge Base, Bring Your Own Key https://knowledgebase.jedox.com/jedox/cloud/cloud-byok.htm
Jedox Knowledge Base, AIssisted Planning Release Notes https://knowledgebase.jedox.com/release-notes/release-notes-aissisted-planning.htm
[4] Oracle, Oracle Introduces Fusion Agentic Applications https://www.oracle.com/news/announcement/oracle-introduces-fusion-agentic-applications-2026-03-24/
Board, Office of Finance AI Agents with Continuous Planning Platform https://www.board.com/news/office-of-finance-ai-agents-continuous-planning-platform
Anaplan, Anaplan Announces Latest AI-Driven Innovations and Applications to Advance Enterprise Decision-Making https://www.anaplan.com/news/anaplan-announces-latest-ai-driven-innovations-applications-to-advance-enterprise-decision-making/
Pigment, On the path to $100M: Pigment launches AI Intent Modeling https://www.pigment.com/newsroom/modeler-agent-launch
[5] Microsoft Fabric Blog, Introducing Planning in Microsoft Fabric IQ: From historical data to forecasting the future https://blog.fabric.microsoft.com/en-us/blog/introducing-planning-in-microsoft-fabric-iq-from-historical-data-to-forecasting-the-future/
Vena, Vena Completes Acterys Acquisition to Accelerate Orchestrated Planning for the Microsoft Ecosystem https://www.venasolutions.com/newsroom/vena-completes-acterys-acquisition
Snowflake, Snowflake Launches Project SnowWork, Bringing Outcome-Driven AI to Every Business User https://www.snowflake.com/en/news/press-releases/snowflake-launches-project-snowwork-bringing-outcome-driven-ai-to-every-business-user/
[6] CFO.com, HPE’s CFO Marie Myers aims to transform finance operations via AI https://www.cfo.com/news/hpes-cfo-marie-myers-aims-to-transform-finance-operations-via-ai/813102/
[7] CPA Practice Advisor, Gartner Says CFOs Need to Rethink the ROI of AI Investments https://www.cpapracticeadvisor.com/2026/03/25/gartner-says-cfos-need-to-rethink-the-roi-of-ai-investments/180193/
[8] SiliconANGLE, Snowflake previews project to automate workflows with AI agents https://siliconangle.com/2026/03/18/snowflake-previews-project-automate-workflows-ai-agents/
[9] ITPro, Fragmentation is poison: How Microsoft is targeting disparate data to boost AI adoption https://www.itpro.com/technology/artificial-intelligence/fragmentation-is-poison-how-microsoft-is-targeting-disparate-data-to-boost-ai-adoption
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