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Cross-Company Financial Planning: Cohesive Planning Across Your Organization

Aligning People, Process, and Technology to Streamline Planning

See Our Planning Demo

Accelerate Planning with Greater Speed and Accuracy

Better Financial Planning for the Entire Company

If your business has multiple branches, product lines, departments, and locations, you know what a challenge it can be to collect important data and maintain organizational alignment. And, once the data is collected, it’s even harder to apply that information to a cohesive financial plan that can be implemented across your organization.

Prophix is purpose built to bring your people and processes together to more easily facilitate budgeting, planning and forecasting. Prophix provides a CPM platform that easily integrates with your business systems providing you with a single view into your data while facilitating the process with workflow automation.

By providing the insights key stakeholders require while also enabling real-time data entry into budgets and forecasts without the need for time consuming and error-prone spreadsheets, Prophix expedites the planning process with greater accuracy. Prophix is your centralized planning platform to:

  • Easily collaborate and align across departments
  • Accelerate the budget cycle with greater accuracy
  • Create rolling forecasts that can be adjusted to shifts in business or economy
  • Better manage costs against forecasts
  • Reduce business risk
  • Save time
  • Simplify the planning cycle

Explore the benefits of cross-company financial planning.

Promote Departmental Alignment & Collaboration

When something happens in one area of your company, how will it impact the other departments? Every department in your company has its own important role to play. Providing an integrated planning platform to your marketing, sales, operations, and finance teams helps everyone work together towards the same goals. With Prophix, you can optimize strategic planning and resource allocation, empowering your business to strike the perfect balance between revenue and expense planning for maximum profitability.

Predict Outcomes

With improved analysis and a better understanding of your entire business, you’re able to quantify the financial impact and risk of every decision you make. You can also answer “what-if” scenarios and determine how each department will be impacted. With these insights, you can better validate plans and ensure you have a plan for every possible scenario no matter what the market throws your way.

Track Progress

Know exactly where to focus your organization’s efforts. Prophix provides your leaders with a holistic understanding of performance drivers and helps you identify your top profit drivers. That way, you can allocate time and resources to endeavors with the greatest financial gains. Whether that means focusing on customer profitability or product line production, get the insight you need to drive performance with Prophix.

Save Time

Prophix allows you to combine people, processes, and technology. Prophix saves you time by efficiently managing versions, calculations, centralizing data collection, improving communications, and utilizing powerful unifying technologies to reduce risk and improve the quality of future planning, reporting, and analysis. Welcome to your future foundation - Prophix!

Plan Your Way with Prophix for Microsoft 365

Prophix for Microsoft 365 leverages the power of cloud technology to help make the most of your data so that you can make faster and more informed decisions where and when you need to. Work more organically across platforms with the choice and flexibility that Prophix provides and drive forward the speed and efficiency of your Corporate Performance Management software. Prophix for Microsoft 365 seamlessly integrates Prophix data with Microsoft 365 elements to improve your planning efficiency, provide the added flexibility to manipulate data and contribute to budgets in both Prophix and Excel, and even make Prophix data available in PowerPoint for interactive presentations.

Learn More About Prophix and Microsoft 365
With Prophix giving us a full understanding of our financials and how they relate to decision making, we hold our people accountable.

Rich Pacheco VP, Finance & Administration AAA Northeast

Additional Resources

Wired for Financial Success at Southwire Study
Case Study: Wired for Financial Success at Southwire
Video: Integrated Financial Planning Demo
Analyst Review: 451 Research Business Impact Brief
Analyst Review: 451 Research Business Impact Brief


Is there a limit to the number of “what-if” scenarios available in your software?
Can dashboards be customized across the different divisions involved in cross-company financial planning
Does Prophix allow for driver-based planning?

See Prophix’s Cross-Company Financial Planning in Action

Set Up a Demo with Prophix Today

Prophix makes it possible for all your departments to work and plan together in unison. You’ll achieve a whole new level of collaboration and profitability with cross-company financial planning..

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