Prophix One Agents are AI-powered teammates that handle tasks, make suggestions, fill in gaps, and operate with built-in guardrails and full traceability. Two Agents are currently available on the Prophix One Platform: the Budgeting Agent, which helps finance and budget owners update headcount, salaries, and OPEX or revenue items in plain language, and the Reporting Agent, which turns questions into instant tables, charts, and variance commentary. Together, they speed up budgeting, reporting, and insight generation by automating the manual tasks that slow finance teams down and keep budget owners reliant on FP&A.

Prophix Copilot is a natural language interface for working with Prophix One Agents. Use it to delegate tasks, ask how-to questions, get insights from your data, and automate processes such as report distribution and budget reviews.

Prophix is one of the few vendors third-party certified by TrustArc for Responsible AI. We also hold SOC 2 Type 2, ISAE 3402 Type 2, ISO 27001, ISO 27017, ISO 27018, GDPR, HITRUST CSF® R2, and Cloud Security Alliance STAR certifications. For more details see our existing security practices.

Being TrustArc certified sets Prophix apart by verifying our AI systems meet global standards for responsible, ethical, and privacy-focused AI governance. The certification confirms compliance with strict criteria for transparency, accountability, and data protection, based on frameworks like the OECD AI Principles, NIST AI Risk Management Framework, and the EU AI Act. This shows Prophix’s commitment to AI that is auditable, trustworthy, and aligned with evolving regulations.

TrustArc certification also reinforces Prophix’s data governance practices, ensuring AI operates only on accurate, permission-controlled data and remains compliant with regulations like GDPR. With built-in security controls that enforce user-level data access, Prophix delivers secure, compliant AI interactions that protect sensitive information while providing reliable insights.

No. Prophix does not use your data to train third-party AI models.

We believe Agents combine human strategy with AI execution. They are not here to replace finance teams, but to augment them and help you achieve more.

Prophix One Agents are part of the Prophix One platform and are currently available through our FP&A Plus solution. Other Prophix AI capabilities can be purchased with individual Prophix One applications.

Like any AI system, Prophix One Agents are not always perfect. Every action is traceable and explainable, and they never act without your oversight, so you can always review their work.

AI in Excel makes you faster inside your spreadsheet, but it has no awareness of the financial model your organisation 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.