What systems can Prophix integrate with?

Prophix can integrate with various systems including ERP, CRM, HRIS, and more, such as Salesforce, HubSpot, UKG Pro, Workday HCM, NetSuite, Microsoft Dynamics 365, SAP S/4HANA, Sage Intacct, Deltek, CMiC, MRI, and Ellucian.

How does Prophix handle data integration?

Prophix automates data integration, reducing manual data entry by consolidating data from multiple sources into one platform, providing a single source of truth.

Does Prophix offer custom API integration?

Yes, Prophix offers a custom API integration through its open connection framework, allowing flexible and tailored data integration with virtually any system

UNIFIED DATA INTEGRATION

Financial data integration software built for finance teams, not IT

Connect your ERP, CRM, and HRIS into a single finance-owned source of truth — no middleware, no IT backlog.

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Your data lives in multiple systems. None of them talk to each other.

Your data lives in too many places

ERP, HRIS, CRM, flat files, and spreadsheets held together by hope and a monthly scramble. You spend more time building the dataset than using it.

Every system change breaks something

A new ERP module, a headcount change in your HRIS, a new sales territory in the CRM — each one creates a new gap between your data and your plan.

Finance shouldn't need IT to get its own data

Requesting a new data feed, waiting on a ticket, watching the budget cycle slip. The data exists. You just can't get to it.

What Financial Data Integration Software makes possible

Connect every system your plan depends on. Finance-owned, governed, and auditable from day one.

Connect your ERP

Pre-built connectors to 120+ ERP systems mean your actuals flow in automatically, so there's no manual export, no re-keying, and no lag between what happened and what your plan reflects.

Supported ERPs include: SAP, Microsoft Dynamics 365, Sage Intacct, Sage 300, Acumatica, Oracle, Deltek, SYSPRO, Viewpoint, Ellucian, and 100+ more.

Integrate your HRIS

Headcount, compensation, and labour data feed directly from your HRIS into your workforce planning models. Finance owns the model. HR owns the data. Nobody re-keys anything.

Supported HRIS platforms include: UKG Pro, Workday HCM, ADP Workforce Now, Ceridian Dayforce, and more.

Connect your CRM

Pull pipeline, bookings, and revenue data directly into your financial forecasts. No exports. No reconciliation. One version of the number that both Finance and Sales can stand behind.

Supported CRM platforms include: Salesforce, HubSpot, Microsoft Dynamics 365, Monday Sales CRM, Nimble, and more.

Connect anything else

If data exists somewhere in your business, Prophix One can bring it in — cloud, on-premise, or legacy. Finance manages every connection through an intuitive interface. No tickets. No middleware vendor. No IT bottleneck.

Supported connection types: API, FTP/SFTP, ODBC, JSON, SOAP, flat file imports.

3,000+ finance teams. 120+ connected systems. Minimal dependency on IT.

Most integration tools move data. Prophix One governs it — with four decades of encoded financial logic in every connection.

Why Prophix One financial data integration is different

Finance-owned. Not IT-dependent.

Prophix administrators can manage every connection through an intuitive UI. Add a new system, update a data feed, or change a mapping — no tickets, no developers, no waiting.

Audit trail from source to report.

Every number in every plan, forecast, and board report is traceable back to its source system — meeting the highest standards of security and compliance. When the auditor asks where that number came from, Finance can answer instantly.

No 3rd-party middleware required.

Prophix's integration layer is built in-house and is purpose-built for financial data. No additional vendor to manage, pay for, or troubleshoot.

Your model ready in minutes through the Architect Agent

The Architect Agent maps your source systems and pulls in your data to build your model quickly — so Finance can get up and running without weeks of setup. IT provides credentials, and the Architect Agent handles the rest, recommending connection logic and flagging issues before they slow you down.

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Finance teams that connected their data — and never looked back

From unstable ERP feeds to reliable data, automatically.

Rappahannock integrated their ERP with Prophix One to eliminate unstable data feeds and build plans on a single, reliable source of truth.

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Multiple systems. One governed platform Finance owns.

USA Properties connected multiple data systems into Prophix One — replacing a graveyard of Excel files with one governed platform that finance actually owns.

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Manual consolidation eliminated. One single source of truth.

AMI streamlined planning by making Prophix One their single source of truth — eliminating the manual data consolidation that consumed their close cycle.

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Real-time visibility into Sage data.

SummitStone Health Partners achieved seamless data integration between Prophix One and Sage, giving their finance team real-time visibility without manual intervention.

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The path to Autonomous Finance starts here

Most platforms add AI on top of your data. Prophix governs it inside your plans, forecasts, and close — governed, auditable, and owned by Finance.

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Frequently asked questions

Financial data integration software connects an organization's ERP, HRIS, CRM, and other operational systems into a single governed source of truth for financial planning, reporting, and analysis. Unlike generic middleware or iPaaS tools, purpose-built financial integration — like Prophix One — embeds financial logic, audit trails, and governance controls directly into the data pipeline, so every number that flows into a plan or report is validated, traceable, and owned by Finance.

General-purpose data integration platforms are built for technical users moving any kind of data between any systems. Financial data integration is purpose-built for the finance use case: pre-built connectors to ERPs and finance systems, governance designed for audit requirements, and a no-code interface so finance analysts can manage integrations without filing IT tickets. Most finance teams find general tools require IT support that defeats the purpose.

Prophix One integrates with 120+ ERP systems including SAP, Microsoft Dynamics 365, Sage Intacct, Sage 300, Acumatica, Oracle, Deltek, SYSPRO, Viewpoint, and Ellucian. Connections are available through pre-built connectors, open APIs, FTP/SFTP, ODBC, and flat file imports — so Finance can connect to virtually any ERP without custom development or third-party middleware.

No. Prophix One's integration layer is purpose-built for financial data and operates independently — no third-party iPaaS vendor required. Finance teams can manage every connection directly through Prophix's intuitive interface, without IT support or middleware licensing costs.

Modern financial data integration software is designed for finance ownership. Prophix One has pre-built connectors and an intuitive interface that allows analysts can configure new data sources, adjust mappings, and resolve issues without requiring IT support. IT remains involved for security, access provisioning, and major system changes.

Prophix One supports daily, hourly, and near-real-time data updates depending on your configuration — moving well beyond the overnight batch syncs that force finance teams to plan on yesterday's data. For organisations running 20M+ records, updates complete in under 5 seconds. See Prophix One FP&A Plus to learn more.

Prophix One connects directly to leading HRIS platforms including UKG Pro, Workday HCM, ADP Workforce Now, and Ceridian Dayforce. Headcount, compensation, and labour data flow automatically into workforce planning models, giving Finance real-time visibility into people costs without relying on HR to pull and format reports.

Yes. Prophix One integrates with Salesforce, HubSpot, Microsoft Dynamics 365, Monday Sales CRM, and Nimble, bringing pipeline, bookings, and ARR data directly into financial forecasts. This eliminates the manual translation between sales and finance that leads to multiple versions of the revenue number.

Ready to see Prophix One™ in action?

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UNIFIED DATA INTEGRATION

Financial data integration software built for finance teams, not IT