Prophix

Connects finance workflows and automates routine work so teams can plan, close, and report faster with trusted, audit-ready insights.

Get financial answers, analysis, and charts in familiar tools while delegating routine finance work to Prophix One agents.

Makes live, governed Prophix data available in AI tools to support financial analysis, current dashboards, and board-ready reporting.

Build Prophix skills and improve analysis through flexible online, blended, and instructor-led training.

Helps customers deploy Prophix, build internal capability, and resolve product issues through implementation, training, and support.

Prophix One

Prophix One is an AI-powered financial performance platform that connects planning, close, consolidation, reconciliation, cash management, lease accounting, disclosure management, and reporting on a governed data foundation. It supports driver-based budgets, rolling forecasts, scenario modeling, multi-entity consolidation, cash flow planning, and financial disclosures. Embedded AI agents assist with finance workflows, while integrations connect the platform to existing business systems. Traceability, role-based approvals, audit trails, and security controls help teams manage financial processes with confidence.

• Unify Finance Workflows
  Keep plans, close processes, consolidation, reconciliation, cash management, lease accounting, and reporting connected to a shared data foundation, helping teams reduce handoffs and work from consistent information.
• Build And Adapt Financial Plans
  Create budgets, refresh forecasts as assumptions change, and compare scenarios using drivers and actuals across entities, departments, and cost centers.
• Automate Account Reconciliation
  Match high-volume transactions, surface exceptions, carry forward prior-period baselines, and coordinate reviews with approval and audit records.
• Automate Multi-Entity Consolidation
  Consolidate entities, translate currencies, process eliminations and sub-consolidations, and support complex ownership structures and statutory reporting with traceable adjustments and visibility into process status.
• Reconcile And Eliminate Intercompany Balances
  Help entities identify and resolve discrepancies in shared transaction views, then prepare matched balances and elimination entries for consolidation.
• Create Board-Ready Financial Reports
  Generate reports from financial models, review consolidated results, trace figures to transaction detail, and use variance insights to understand performance.
• Forecast And Monitor Cash
  Review current cash and projected flows across entities, forecast short-term needs, assess liquidity risks, identify overdue receivables, and produce cash reports.
• Automate Lease Accounting
  Calculate lease balances under supported accounting standards, update them when terms change, generate journals and disclosures, and connect lease data to other finance workflows.
• Prepare And Manage Financial Disclosures
  Create disclosures from governed data, automate XBRL/iXBRL tagging and filing, and coordinate report authoring, review, approvals, and version management.
• Automate Financial Tasks And Approvals
  Configure task sequences, approval routes, reminders, and escalation to keep financial cycles moving, with current status visibility and traceable decisions.
• Automate Routine Finance Work
  Delegate routine finance tasks to embedded agents operating within governed workflows, while retaining visibility into automated actions.
• Trace Financial Data And Decisions
  Follow reported figures to their sources and review logged changes, approvals, assumptions, and actions to support financial scrutiny and audit preparation.
• Connect And Govern Business Data
  Bring data from existing systems into finance workflows through connectors and flexible connection methods, manage routine mappings, and trace financial figures back to source systems.
• Manage Growing Entity Complexity
  Support finance processes across entities and currencies, adapting models and structures as the organization grows or changes.
• Process Large Financial Datasets Quickly
  Work with large data volumes and account structures while keeping plans and records responsive for finance teams.
• Protect Financial Data
  Control user access and protect financial information with encryption, authentication options, backups, and security controls designed for finance data.
• Collect And Review Budget Inputs
  Coordinate budget submissions and approvals through defined workflows while keeping activity traceable.
• Connect Workforce Plans To Forecasts
  Bring workforce assumptions into financial planning so finance can account for headcount and compensation in budgets and forecasts.

Prophix Copilot

Prophix Copilot is a natural-language interface for working with Prophix One agents and financial data. Users can ask questions about financial performance and close processes, get insights and answers, and create charts, tables, and analysis from Prophix data. Copilot can be used inside Prophix or Microsoft Office applications, including Teams, Excel, PowerPoint, Word, and Outlook. It also lets users delegate tasks to agents, ask how-to questions, and automate processes such as report distribution and budget reviews.

Category: AI Assistant Software

• Get Clear Financial Answers
  Ask finance and close questions in everyday language and get answers and insights from Prophix data, reducing the need to search reports or wait for someone else to retrieve figures.
• Create Charts And Tables
  Generate visual and tabular outputs from Prophix data by asking, helping users bring financial insights into their work without manually rebuilding them.
• Delegate Finance Tasks
  Direct tasks to Prophix One agents through a natural-language interface, including finance work and questions about using Prophix.
• Work With Prophix Data In Office
  Access Copilot and Prophix data from familiar Office applications to ask questions and create insights without switching away from work in progress.
• Automate Routine Finance Work
  Automate specified finance processes and recurring tasks with Prophix One agents, reducing manual effort in activities such as report distribution and budget reviews.
• Use Governed Financial Data
  Ground answers in governed Prophix data to support confidence in company-specific financial information used for decisions.
• Get Prophix Guidance
  Ask how-to questions and get help using Prophix through the Knowledge Assistant.

Prophix One MCP Server

Prophix One MCP Server provides a secure, governed connection between live Prophix data and AI tools such as ChatGPT or Claude. It enables financial analysis with deterministic calculations, including variance analysis and performance-driver tracking. It can also feed stakeholder workflows and dashboards without manual refreshing and automate visual and board-ready report creation without opening Prophix.

• Connect AI Tools To Governed Prophix Data
  Provides AI tools with a secure, governed connection to live Prophix data so teams can work with current financial information in their chosen tools.
• Analyze Financial Performance With Deterministic Calculations
  Enables financial analysis grounded in live Prophix data, with deterministic calculations for variance analysis and performance-driver tracking.
• Create Board-Ready Reports Quickly
  Automates visual and board report creation using Prophix data, including PowerPoint board decks, without opening Prophix.
• Protect Data With Role-Based Controls
  Supports secure access to Prophix data through enterprise security and role-based controls.
• Keep Stakeholder Dashboards Current
  Feeds stakeholder workflows and dashboards with Prophix data without requiring manual refreshes.

Prophix Academy

Prophix Academy provides training and certification programs for administrators, end users, and technical users. Courses help learners improve their analysis and use Prophix technology. Training is available through self-directed online courses, blended learning that combines asynchronous lessons with live virtual instruction, and instructor-led courses offered remotely, at Prophix offices, or at a customer site. Membership provides access to the course library, online training, live sessions, knowledge assessments, and more.

• Build Skills Across Prophix Roles
  Training is designed for administrators, end users, and technical users, helping each group develop its understanding of Prophix technology and its use in analysis.
• Access The Full Training Bundle
  Membership brings the course library, online training, live practice sessions, and knowledge assessments together in one bundle for ongoing learning and staff training.
• Learn At Your Own Pace
  Flexible online access lets learners choose when to complete lessons, use an internet-enabled device, and revisit training as needed.
• Combine Online Lessons With Live Practice
  Complete self-paced materials and join a live virtual session with an instructor for practical work, best-practice guidance, and answers to questions.
• Practice With Expert Guidance
  Gain hands-on practice in the Prophix One environment with instructor guidance, remotely or at a Prophix or customer location.
• Learn Prophix Tools And Workflows
  Learn about a range of Prophix functions, including reporting, budgeting, planning, integration, dashboards, administration, and financial consolidation.
• Earn CPE Credits Through Training
  Earn up to 30 CPE credits through online training or up to 26 through blended learning, subject to state board acceptance of individual courses.
• Choose The Relevant Academy Portal
  Customers and partners can access the Academy through dedicated portal links.

Prophix Professional Services

Prophix Professional Services helps customers implement and get ongoing value from Prophix solutions through a flexible, hands-on approach. Implementation can be tailored to the customer’s preferred level of involvement and may cover budgeting, forecasting, personnel planning, revenue planning, and reporting. Services include requirements gathering, visioning, solution architecture, project management, documentation, and testing through a five-phase implementation framework. Prophix also provides knowledge transfer, training, and customer support from financial application specialists, product specialists, and IT professionals. Support resources include an online portal with a searchable knowledge database, issue status tracking, and direct communication with product experts, as well as weekday phone support in North America.

• Resolve Issues With Specialist Help
  Get assistance from financial application, product, and IT specialists for user questions and technical problems.
• Tailor Implementation To Your Needs
  Choose an involvement level and implementation plan that fits your priorities, with milestone dates established to support deployment.
• Plan And Deliver Your Prophix Solution
  Access planning, architecture, project management, documentation, and testing services to support implementation across financial processes.
• Find Answers And Track Support Issues
  Search support information and product documentation, monitor issue status in real time, and communicate directly with product experts through the online portal.
• Build Your Team’s Solution Expertise
  Equip your team to maintain and advance its Prophix solution through knowledge transfer during implementation.
• Guide Deployment Through Five Phases
  Follow a defined sequence from initiation and discovery through execution, deployment, and transition.
• Learn In The Format That Fits
  Choose in-person training at your location, attend at Prophix offices, or learn online through Prophix Academy.
• Reach Support By Phone
  North American customers can call the support desk during its stated weekday hours for assistance.
• Connect And Share Product Feedback
  Customers can participate in the Prophix community and submit suggestions or ideas through the feedback forum.
• Check Cloud Updates And Maintenance
  Consult cloud system status information for service updates and maintenance.