SPRING 2026 LAUNCH

Hand Off the Work. Own the Growth.

Hear What People are Saying

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CFO Shortlist

"Prophix's Architect Agent solves the problem most vendors ignore: the weeks of data modeling and core configuration that lengthen the time to value for most Finance organizations. By automating that foundational work, Prophix gives mid-market CFOs a governed, audit-ready platform they can build on immediately, which is exactly what's required before agentic AI can deliver real financial value."

Rob Konferowicz, Founder

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ViewPoint Health

"With Prophix Copilot it essentially gives every one of my program directors their own personal financial analyst. Prophix didn’t just share an AI vision — they delivered on it." 

Eric Naughton, CFO

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BPM Partners

"Prophix is delivering on its vision for Autonomous Finance, which aligns with our own: a governed data foundation as the system of record, with a finance-managed operating model on top leveraging a series of governed agents and the deep domain expertise built into Prophix. The end result is faster cycle times, trustworthy outputs available when and where they’re needed, and finance teams freed from routine tasks to lead the discussion of results."

Craig Schiff, CEO and Lead Analyst

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Eagle River

"What excites me about Prophix Copilot for MS Teams isn't just what it does for me — it's what it does for my entire team. From accountants running variance analysis to executives needing a quick budget snapshot, it delivers real value right where we already work. The direction Prophix is heading makes it one of the most compelling investments we've made in our finance tech stack."

David Norris, Director of Business Operations

Frequently Asked Questions (FAQs)

How Do I Access Prophix Copilot for Microsoft Teams? 

Any Prophix One user with the right access can use Copilot directly in Microsoft Teams. Just add it from the Teams Apps menu, log in with your Prophix credentials, and select the agent that matches your licensed solution.

Are all AI Prophix One AI capabilities included as part of your Prophix One subscription.

AI in Excel makes you faster inside your spreadsheet, but it has no awareness of the financial model your organization runs on. There's no governance, no audit trail, no consolidation logic, and no visibility into what others are doing with the same data. Prophix provides a single governed foundation with all of that built in, so when AI runs on top of it, it's working with clean, current, trustworthy numbers. Without that foundation, AI just accelerates work against outdated information.

No. Prophix does not allow third-party AI models to be trained on your data or make that data accessible to other customers or third parties. 

The Architect Agent accelerates the early phases of implementation by automatically mapping your data structures to a dimensional model and ingesting your current reports. Work that would otherwise take weeks of manual effort with the risk of setup errors, now happens automatically. Your team starts using Prophix sooner, not after a full implementation is complete.

The Consolidation Agent will be available to all Prophix One Financial Consolidation customers in late Q2. Timing may shift as we finalize the release.

You Can’t Afford to
Keep Doing Things Manually

Early adopters of an Autonomous Finance approach are already weeks ahead every cycle. The gap will only widen. Lead the shift in under 8 weeks.