Data+, Fiplana, or Jedox? A comparison of planning solutions

Planning directly in Qlik or using a dedicated planning platform? That is the key difference between Data+, Fiplana, and Jedox. We show which solution best fits your architecture, processes, and licensing model.

 

Which software is right for your financial and corporate planning?

Data+, Fiplana, and Jedox are often mentioned together when it comes to digitalizing planning processes. All three help companies capture planning data, consolidate information, and respond more quickly to changing conditions.

However, they cannot be compared on a like-for-like basis, as they belong to different product categories.

  • Jedox is a standalone planning software solution. 

    It operates independently of any BI environment and comes with its own data storage, user interfaces, and user management. Integration with Qlik is possible, but not required.

  • Data+ and Fiplana are extensions for Qlik. 

    Both require an existing Qlik environment. They cannot be used without Qlik Sense or Qlik Cloud.

This difference is not a minor detail. It determines which solutions are actually viable options for your organization.

The key difference: standalone software or Qlik extension

  •  Data+FiplanaJedox
    ProduktkategorieAdd-on for QlikAdd-on for QlikStandalone planning software
    Qlik required?YesYesNo
    User interfaceQlikQlikWeb, Excel, Mobile
    Data storageConnected database, used within the Qlik data modelConnected database, used within the Qlik data modelOwn database and dedicated planning model
    User managementVia QlikVia QlikOwn user management
    Use without a BI platformNot possibleNot possiblePossible

This leads to a clear sequence for selecting the right solution.

  • Step 1: Is Qlik already in use – and should it remain the central platform?

    If Qlik is not currently in place and there are no plans to introduce it, Jedox is the only viable option among the three. In this case, Data+ and Fiplana would not be alternatives, as they would require the introduction of Qlik first.

    If Qlik is already established, the question changes: Should planning take place within the existing Qlik landscape, or should a separate planning platform be introduced alongside it?

    Arguments in favor of extending Qlik include: no second system landscape, no parallel user management, analysis and data entry within the same application, and no need for users to switch interfaces.

    Arguments in favor of a standalone platform include: complex, multidimensional planning models, Excel remaining a central working environment for Finance, planning processes spanning multiple business functions, and greater independence from the BI strategy.

  • Step 2: If planning is to take place in Qlik – Data+ or Fiplana?

    Only at this stage does a direct comparison between Data+ and Fiplana become relevant. Both are Qlik extensions with writeback capabilities, and both operate at the same architectural level. The key difference lies in their focus:

    Data+ is geared toward operationalizing processes. Interactive data entry, forms, workflows, approvals, and collaboration are at the core – for Finance as well as for operational use cases.

    Fiplana is focused on financial and corporate planning. Budgeting, forecasting, scenarios, planning models, and governance are its main areas of emphasis.

Jedox – the standalone planning platform

Jedox is a comprehensive software platform for FP&A, performance management, and enterprise-wide planning. Financial and operational planning processes are brought together in a central environment that operates independently of any BI platform.

At its core is a dedicated multidimensional data model. Information from ERP, CRM, HCM, and other source systems is integrated into the planning process. Users can work via the web interface, Excel, or mobile devices – all based on the same centralized model.

Typical Jedox capabilities

    • Financial planning and FP&A
    • Budgeting and forecasting
    • Scenario planning and simulation
    • Financial modeling and financial consolidation
    • Management reporting
    • Integrated business planning across multiple departments
    • Operational planning
    • Workflow support
    • Data integration from multiple source systems
    • Excel integration
    • Web and mobile access
    • AI-assisted planning and forecasting

Relationship with Qlik

Jedox can be combined with existing BI environments. In a Qlik landscape, this creates a clear division of responsibilities: Jedox handles planning, modeling, and consolidation, while Qlik remains the platform for analytics and reporting. Planning data from Jedox can then be analyzed in Qlik.

This combination is a deliberate choice to operate two systems – with the advantage that each can play to its strengths, but also with the additional effort of operating, integrating, and licensing both platforms.

Jedox Dashboard

When is Jedox particularly suitable?

Jedox is well suited to organizations looking to establish a centralized and scalable planning platform – especially when multiple business functions are involved in integrated planning processes, sophisticated planning models and consolidation logic are required, or Excel is expected to remain an important working environment for Finance.

And importantly: Jedox is the only one of the three solutions that can also operate without Qlik.

In short: Jedox is a standalone planning and performance management platform that can be integrated with Qlik – but does not depend on it.

Learn more about Jedox

Kriterium Data+ und Fiplana Jedox Produktkategorie Add-ons für Qlik Eigenständige Planungssoftware Voraussetzung Bestehende Qlik-Umgebung Keine BI-Plattform erforderlich Systemlandschaft Ein System Zweites System neben der BI-Landschaft Benutz

Data+ is a modular extension suite for Qlik Cloud and Qlik Sense. Users do not just analyze data; they work with it directly within their Qlik applications: entering values, writing data back, completing forms, adding comments, and initiating approval processes.

The user interface remains entirely within Qlik. There is no second system and no separate login.

Typical Data+ capabilities

    • Writeback directly in Qlik
    • Structured data entry
    • Custom forms
    • Workflows, approvals, and task routing
    • Status processes
    • Comments and collaboration
    • File upload
    • Time and task planning
    • Planning and forecasting
    • Integration into existing Qlik applications

The focus is on operationalization and collaboration: Data+ is designed for users across different roles to work together on a shared process – with inputs, comments, responsibilities, and approval steps all within the same application.

Data+ Dashboard

When is Data+ particularly suitable?

Data+ is a strong option when Qlik already plays an important role in data analytics and existing applications need to be extended with interactive business processes.

Budget planning is just one possible use case. Data+ is deliberately not limited to Finance: Sales planning, operational data capture, supply chain processes, production controlling, and customized approval workflows can also be implemented directly within Qlik.

In short: Data+ turns a Qlik application into an environment where data is not only analyzed, but also edited, enriched, and integrated into business processes.

Learn more about Data+

Fiplana – modern FP&A and integrated financial planning in Qlik

Fiplana is also an extension for Qlik, but it follows a more FP&A- and xP&A-oriented approach. Planning and writeback are integrated bidirectionally into Qlik: planners can enter budgets, update forecasts, simulate scenarios, and analyze variances within their familiar analytics environment.

This creates a direct connection between analysis and planning. New assumptions and planning values can be entered and their impact evaluated immediately.

Typical Fiplana capabilities

    • Integrated financial planning
    • Budgeting and forecasting
    • Scenario planning and simulation
    • Writeback
    • Budget-versus-actual comparisons and rolling forecasts
    • Role-based planning
    • Versioning, audit trails, and governance
    • Workflow support
    • Comments
    • Integration of multiple data sources
    • Planning for Finance and other business functions

In addition to planning functionality, Fiplana also offers capabilities for data entry and commenting. These are designed specifically around the planning process and are more focused in scope and collaboration depth than those offered by Data+.

Fiplana Dashboard

When is Fiplana particularly suitable?

Fiplana is especially relevant when Qlik is already the central analytics interface and a comprehensive FP&A or xP&A solution should be implemented directly within it – without introducing a separate planning platform.

The combination of planning, simulation, writeback, and analytics enables Finance and Controlling teams to automate planning processes while working from a consistent data foundation.

In short: Fiplana brings in-depth FP&A capabilities into the existing Qlik environment.

Learn more about Fiplana

Comparing the solutions at the right level

Level 1: Jedox vs. the Qlik extensions

  • CriterionData+ and FiplanaJedox
    Product categoryAdd-ons for QlikStandalone planning software
    PrerequisiteExisting Qlik environmentNo BI platform required
    System landscapeOne systemSeparate system alongside the BI landscape
    User interfaceQlikWeb, Excel, Mobile
    User managementVia QlikStandalone
    Data modelQlik data model plus connected databaseDedicated multidimensional planning model
    ConsolidationNot a core functionComprehensive capabilities
    Excel usageAnalysis and planning take place in QlikExcel as a fully integrated interface
    Scaling across business functionsVia additional Qlik applicationsVia centralized models and roles
    Implementation effortBuilds on the existing Qlik landscapeRequires setting up a separate platform

Level 2: Data+ vs. Fiplana

  • Both solutions are Qlik extensions with writeback capabilities. At this level, a direct feature comparison is useful.

  • CriterionData+Fiplana
    Primary focusOperationalization and collaborationPlanning, forecasting, and FP&A
    WritebackCore componentCore component 
    Data entryCore functionality – structured input, custom forms, file uploadData-entry functions within the planning context
    Workflows and approvalsCore functionality – freely configurable, including task routing and status processesIntegrated into planning processes
    CollaborationStrong focus – comments, tasks, responsibilities, and multiple roles within the same processCommenting within the planning context, with a narrower scope
    Interfaces and integrationsBroad range of integrations for operational source systems and processesFocused on planning-related integrations
    BudgetingYesYes
    ForecastingYesYes
    Scenario planningCan be configured individually within the Qlik solutionStrong component of the FP&A functionality
    Versioning and audit trailsVia process and status logicIntegrated into the planning functionality
    GovernanceVia Qlik permissions and workflowsRole-based planning with governance capabilities
    Scope of applicationFinance and operational use cases in equal measurePrimarily Finance, extendable to other functions through xP&A
    Typical user groupBusiness departments and operational rolesFinance and Controlling

  • The product positioning and integration approaches are based on current manufacturer and Informatec product information.

Which planning solution is right for your company?

There is no universal answer to the question of the “best planning software.” What matters is the role the solution is intended to play within your architecture.

  • Jedox is particularly suitable if …

    • Qlik is not in use, or planning is deliberately intended to operate independently of it.
    • a central planning platform is to be established for multiple business functions.
    • financial and operational planning should be connected within a shared model.
    • complex planning models, consolidation, and scenario planning are required.
    • Excel should remain an important working interface for Finance.
    • web, Excel, and mobile access should be combined within one platform.
    • the solution should scale across additional business functions.

    Typical approach: We want to establish a central platform for integrated planning and performance management – independently of the BI tools we use alongside it.

  • Data+ is particularly suitable if …

    • Qlik Cloud or Qlik Sense is already used extensively.
    • users should be able to enter and edit data directly in Qlik.
    • writeback is a core requirement.
    • forms, approvals, and workflows are needed directly within Qlik.
    • many users with different roles collaborate within the same process.
    • operational use cases beyond Finance should also be implemented.
    • no second system should be introduced.

    Typical approach: We want to make our existing Qlik solution interactive and connect analytics, data entry, and business processes.

  • Fiplana is particularly suitable if …

    • Qlik is the existing analytics platform.
    • budgeting and forecasting are the primary requirements.
    • scenarios and simulations are required on a regular basis.
    • Finance and Controlling processes should be further automated.
    • an integrated FP&A/xP&A solution is needed without introducing a standalone planning platform.
    • planning data and analytics results should be used within the same environment.

    Typical approach: We want to professionalize our financial planning while consistently building on our existing Qlik landscape.

Data+ Fiplana Jedox Vergleich

Licensing models compared

  • In addition to functionality and architecture, the licensing model is an important consideration. Here too, a meaningful comparison is only possible within the same product category.

    The Qlik extensions: Data+ and Fiplana

    Both solutions build on existing Qlik licenses and only require additional licenses for users who actively write data. Users who only view results do not require an additional extension license; they only need access to the underlying Qlik application.

    Data+ bundles the suite’s functionality within a single licensing model. Licensed Data+ users can write data using the extensions, with licensing scaling according to the number of these users.

    Fiplana differentiates licensing by functional scope: An Edit license includes the Edit and Form functionality, while a Plan license extends this scope to include planning functions such as Plan and Plan Dual KPI and also includes the Edit and Form functionality.

    The key factor when comparing the two is therefore how many users actively write data – and, in the case of Fiplana, how many of those users require the full planning functionality.

  • The standalone platform: Jedox

    Jedox combines platform packages with user roles. Current packages include, among others, Essential, Business, Professional, and Professional Plus. In addition, Jedox distinguishes between Full User, Planner, and Viewer roles: Full Users receive broad access to functionality, Planners focus on planning, budgeting, and forecasting, while Viewers consume reports, dashboards, and KPIs.

    Because Jedox is a standalone platform, read-only users are also licensed – unlike with the Qlik extensions, where these users are covered by the existing Qlik license. Additional models, integrations, and functionality can be added depending on requirements.

  • LicensingData+FiplanaJedox
    Basic principleUnified suite licenseFunction-based user licensesPackages combined with user types
    Licensed usersUsers with active Data+ writebackEdit or Plan usersFull User, Planner, and Viewer
    Read-only usersCovered by existing Qlik licenseCovered by existing Qlik licenseLicensed as Viewer
    Additionally requiredQlik licensesQlik licensesNo additional platform license
    ScalingBased on number of Data+ usersBased on seats and required functionalityBased on package, user roles, models, and extensions
    Public standard pricingCustom quoteCustom quoteCustom quote

How much do Data+, Fiplana, or Jedox cost?

Flat-rate pricing is rarely meaningful for professional planning solutions – and a direct price comparison across both product categories can be misleading. Data+ and Fiplana build on an existing Qlik landscape, whereas Jedox is licensed as a complete standalone platform.

A more useful comparison is based on the specific decision scenario:

  • Qlik is already in place and planning should remain within it – compare Data+ and Fiplana. The key factors are the number of users who actively write data and, for Fiplana, how those users are split between Edit and Plan functionality. Read-only users do not incur additional extension license costs.

  • A standalone platform is required – calculate Jedox. The relevant factors are the selected package, the distribution of Full Users, Planners, and Viewers, the scope of the planning models, and the required integrations. In this case, read-only users are also included in the licensing calculation.

  • Both approaches are under consideration. In that case, the decision should not be based on license costs alone. The total cost perspective should also include operating and maintaining a second system, the integration effort between planning and analytics, training requirements for an additional user interface, and the internal resources available.

We calculate your scenario for the solutions that are genuinely relevant and show how the cost structure changes depending on your requirements – including the effort involved beyond the pure license costs.

Together, we find the right solution

Are you looking to modernize your financial planning, replace existing Excel-based processes, extend Qlik with planning capabilities, or establish integrated business planning?

Together with you, we assess:

    • your existing systems and data sources
    • whether and how Qlik is embedded in your architecture
    • your current planning processes
    • the requirements of Finance and other business functions
    • user groups and roles
    • integration requirements
    • scalability and future use cases
    • licensing and operating models

The result is a planning solution that fits your organization, IT landscape, and business objectives.

Frequently asked questions about Data+, Fiplana, and Jedox

Yes. Data+ and Fiplana are extensions for Qlik Sense and Qlik Cloud. Both require an existing Qlik environment and cannot be used without it.

Yes. Jedox is a standalone planning solution with its own data storage, interfaces, and user management. A BI platform is not required.

Yes. Jedox can be connected to existing BI environments, including Qlik. In this setup, planning and consolidation take place in Jedox, while Qlik is used for analytics and reporting.

That depends first and foremost on your architecture. Without Qlik, Jedox is the only one of the three solutions that can be used independently. With Qlik in place, the key question is whether planning should remain within the existing environment – in which case Data+ or Fiplana are relevant – or whether a separate planning platform should be introduced.

Both are Qlik extensions with writeback capabilities and therefore operate at the same architectural level. Data+ focuses more strongly on operationalizing processes: interactive data entry, forms, workflows, approvals, and collaboration, including use cases beyond Finance. Fiplana is more strongly focused on FP&A, with budgeting, forecasting, simulation, versioning, and governance at its core.

Yes. Data+ supports planning and forecasting directly within Qlik Cloud and Qlik Sense. Planning values can be used together with existing analytics data and stored via writeback.

Yes. Fiplana provides bidirectional integration with Qlik and supports data entry, writeback, planning, forecasting, and scenario analysis within the Qlik environment.

Both Fiplana and Jedox extend beyond traditional financial planning. Fiplana follows an xP&A approach within the Qlik landscape, while Jedox provides a standalone platform for financial and operational planning across multiple business functions.

Data+ and Fiplana license users who actively write data and build on existing Qlik licenses; read-only users are covered by Qlik. Data+ uses a unified suite model, while Fiplana distinguishes between Edit and Plan licenses. Jedox combines platform packages with Full User, Planner, and Viewer roles and also licenses read-only users.

Updated: 28.09.2026