Align revenue planning with pipeline data by connecting your CRM to Prophix One. Integrate with top CRM platforms like Salesforce, HubSpot, Monday Sales CRM, Microsoft Dynamics 365, and Nimble, so you can seamlessly combine forecasts, sales performance, and customer data—no spreadsheets or exports needed. Gain deeper insight into revenue drivers, improve forecast accuracy, and bring your sales and finance teams onto the same page.

Prophix One connects to diverse systems using APIs, FTP/SFTP, JSON, SOAP, and ODBC. This allows seamless data integration from cloud, on-premise, and legacy platforms. Enabling unified and automated financial planning and reporting across the organization while maintaining flexibility, security, and scalability.

Bringing all your financial data into a single unified system gives you a holistic view of your company performance, so you can generate valuable insights. With financial data integrations that are ideal for connecting to your accounting, ERP, CRM, and HRIS systems, Prophix One ensures your data is secure, encrypted, and available 24/7.

Take control of your financial data with Prophix One data integration. It is designed to be user-friendly, allowing administrators to easily add and manage data integrations without reliance on IT. Prophix One financial data integrations are simple to set up and don’t rely on complex coding or costly third-party solutions. Once you have established a link to your data sources, it’s pretty much set and forget!