Intelligent AI-powered insights and automation

Spot trends faster

Stop performing ad-hoc analysis to get to the answers you need. Contribution insights will instantly help you understand variances over time or between scenarios letting you know which factors drove the rise or fall of a value on a report as well as the breakdown of the underlying data.

Shrink your reporting windows

Report Insights automatically writes the line item commentary in your reports, so users don’t have to. Its AI-driven narrative means users will spend less time analyzing reports, looking for trends and changes, and documenting them. Create meaningful reports faster and empower your stakeholders to self-serve with access to a consistent narrative surrounding your business’s most important data.

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Improve collaboration and alignment

Chart insights uses natural language AI to give you the story behind your data visualizations. Stop spending hours digging through spreadsheets, interpreting dashboards, or waiting for analysts to investigate. Insights generate an accurate narrative around your data to ensure all your stakeholders are on the same page.

Save time by automating repetitive tasks

Acting as your virtual assistant, task assistant increases your efficiency by helping to automate repetitive tasks. Ask task assistant to see what’s on your plate that day, schedule a process or distribute reports to the team, and then consider it done. By automating repetitive tasks that can eat up a third of a finance manager’s time, task assistant frees them up to focus on more strategic work.

Accelerate important insights and automate repetitive tasks

Expedite analysis and insights for faster decisions.

Shrink reporting windows with intelligent and automated narration.

Improve collaboration with consistent and accurate insights.

Improve efficiency by automating recurring tasks.

A solution for every leader

Chief Financial Officer

Provide data clarity to empower your organization to drive financial performance and be prepared for the road ahead.

Financial Analyst 

Be a trusted advisor through meaningful insights and prepare your leaders for the road ahead.

Business Leader

Protect your profit margins through increase visibility into your costs and billings.

Made for finance leaders

Discover our platform and unlock your potential for successs.

Shrink management and board reporting windows with automation.

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Interactive visualizations provide context, measure performance, surface powerful insights, and accelerate decision-making.

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Unleash the power of your data and draw more accurate conclusions with self-serve reporting and analysis tools.

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Optimize financial performance with a platform designed by finance professionals for finance professionals.

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Frequently asked questions about AI Insights

Simply click on any supported chart on your Prophix dashboard to get the important insights communicated to you visually or by voice.

Right-click on a number within a Prophix Template and select “Show insights”.

On any report, right-click on the notes section for the Virtual Financial Analyst to automatically populate a trend or variance narrative for that row of data.

You can ask Task Assistant to tell you what your specific assigned tasks are for the day, or open a report, run a forecast, distribute a report and automate over a dozen more tasks. 

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