Insights and real-world examples to help finance teams drive better decisions, and improve performance
AI is no longer a future consideration for finance — it's already reshaping how leading teams plan, report, and close. But most CFOs still lack a clear roadmap for moving from experimentation to strategy. This guide provides a structured, three-step framework to assess your AI readiness, build your strategy, and progress toward autonomous finance with confidence.
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ERP systems are built for transactional accuracy — not strategic planning. When finance teams try to force their ERP to handle complex forecasting, multi-entity consolidation, and scenario modeling, performance suffers and analytical capability is compromised. This guide explains how pairing your ERP with a Corporate Performance Management platform creates the division of responsibility that high-performing finance teams rely on to close faster, plan smarter, and deliver better decisions.
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Most organizations have cleared the IFRS 16 implementation hurdle — but compliance is just the starting point. This guide breaks down what it takes to maintain accurate, audit-ready lease accounting as portfolios evolve.
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See how Housing 21, a UK-based not-for-profit social housing provider, replaced fragmented spreadsheet-driven budgeting with a governed, audit-ready financial planning process built for long-term accountability.
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For many EMEA finance teams, the close technically works — until it doesn't. Spreadsheet-driven processes may hold up in calm periods, but under pressure from FX volatility, audit scrutiny, and multi-entity complexity, the cracks surface fast. This guide shows finance leaders how to move from a fragile, manual close to one that holds up under any conditions.
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Using financial data in AI tools like Claude and ChatGPT is powerful, but risky. Data gets stale when it leaves your source system, calculations can’t be trusted, and general AI lacks financial context. Prophix One MCP grounds every AI prompt in live, governed finance data. Connect directly to your Prophix models, overlay Reporting Agent intelligence, and prompt with confidence. Prophix One access controls are enforced, and every calculation runs on Prophix One’s deterministic foundation.
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You live in Microsoft Office. Financial data lives elsewhere. When a stakeholder needs a deck, a quick answer, or an ad-hoc visual, the manual work begins. Find data, export to spreadsheets, run analysis, build visuals, and copy-paste into slides or chats. Prophix Copilot puts governed Prophix data and agents for FP&A and Close where you work in Office. Ask a question in your flow and get instant answers and visuals with zero context switching.
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Every budget kickoff, post month end close and reforecast starts the same: clearing data, rolling forward templates, fixing links, and auditing formulas. Spreadsheet prep steals time needed to understand your numbers and what's driving them.
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Building a cash view from manual bank downloads and transaction tagging wastes hours and exposes liquidity risk. Without a daily view into how bank balances feed your operating plan, you can't be sure your cash position covers short-term obligations or funds mid-term objectives.
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With 91% of finance AI pilots delivering low or moderate impact, the real challenge isn't speed to prototype; it's governance, security, and long-term total cost of ownership. This guide provides a framework for evaluating the build vs. buy decision based on where your organization actually stands today.
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See how the Prophix One Consolidation Agent helps finance teams investigate financial consolidation results faster. Ask questions in plain language and get clear, concise answers grounded in your Audit Trail data, without rebuilding reports, digging through filters, or exporting to spreadsheets.
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Gain insights from the 2026 Wisdom of Crowds® Enterprise Performance Management Market Study by Dresner Advisory Services. Now in its 12th annual edition and based on direct feedback from EPM users and buyers, this independent, data-driven report benchmarks where the market stands today and where it's heading. Whether you're evaluating EPM solutions or shaping your organization's planning strategy, it provides the industry perspective and peer comparisons to support confident, informed decisions.
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Vivie, a Minnesota-based senior living and in-home care provider, ran its entire budgeting process in Excel — building templates by hand and manually keying in data from Point Click Care. By implementing Prophix One FP&A Plus, the finance team scaled through a major merger without adding headcount.
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ERP systems are built for transactional accuracy — not strategic planning. When finance teams try to force their ERP to handle complex forecasting, multi-entity consolidation, and scenario modeling, performance suffers and analytical capability is compromised. This guide explains how pairing your ERP with a Corporate Performance Management platform creates the division of responsibility that high-performing finance teams rely on to close faster, plan smarter, and deliver better decisions.
View Whitepaper
Building a financial model shouldn't take months. But translating ERP data, existing reports, and business logic into a working model means weeks of manual mapping and back-and-forth before your team can do any real analysis.
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Finance teams buy planning software to move faster — then spend weeks just getting data ready. The Architect Agent changes that, connecting your ERP, interpreting your reports, and building a validated financial model automatically.
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Prophix One brings AI-powered budgeting, forecasting, multi-year planning, and reporting together in one unified platform—built for the unique governance and transparency demands of airport authorities and infrastructure organizations. With seamless ERP integration, scenario planning, and collaborative workflows, finance teams gain a true single source of truth. Learn how Prophix One helps public-sector finance teams move beyond disconnected spreadsheets, enable driver-based scenario planning, and deliver the clarity and confidence needed for long-range infrastructure decisions.
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