Seamlessly integrate financial planning and reporting with the MS365 Add-In

Get the best of both worlds for seamless budgeting and planning
Leverage the data centralization, automation, and planning power of Prophix One with the added flexibility to contribute to budgets or manage financial planning within Microsoft Excel.

Streamline workbooks with enhanced data for faster decisions
Use Prophix One Analyzer or Prophix One Contributor with your existing or new workbooks to leverage Excel capabilities while enhancing them with Prophix One’s powerful modeling and planning tools.

Customized Excel workbooks for dynamic planning
Create customized, dynamic reports with functions that work just like Excel functions. This allows you to update data within your Excel workbook and push it back to Prophix One.
Streamline collaboration and ensure data accuracy in Excel
Enable cross-functional collaboration within Excel, eliminating disconnected spreadsheets and providing a single source of truth for your data.
Next-Gen Finance with Prophix One™

Streamline workflows with Prophix One Contributor for improved collaboration
With Contributor, cross-functional stakeholders can open Prophix One planning templates in Excel and input data directly without compromising data integrity, thanks to automated workflows and user security settings. Once complete, submit it for approval or write the data back to Prophix One based on their security access, streamlining your workflows and fostering collaboration.

Enhance Excel reports with Prophix One Analyzer to drive better decisions
Prophix One Analyzer allows users to incorporate Prophix One data within Excel to build sophisticated reports. Whether using a pre-built Data View or using Prophix One Analyzer functions to retrieve specific member values, member names, and cell comments from your models, you can easily customize reports to meet your needs. Once complete, you can seamlessly push the data back to Prophix One for in-depth analysis and informed decision-making.

Create dynamic PowerPoints for real time financial insights
Prophix One Presenter integrates KPIs, charts, and reports into Microsoft PowerPoint, providing real-time data and automated updates. Customize interactive presentations to foster collaboration, accelerate decision-making, and ensure stakeholders have the insights needed to achieve impactful business outcomes.
Join 2,500+ customers who are transforming the Office of the CFO

Made for finance leaders
Discover Prophix One and unlock your potential for success.
Reporting & Analytics
Increase data accuracy and reporting efficiency, affording you more time for valuable analysis.
Financial Consolidation
Streamline close windows by eliminating manual processes and automating recurring ones.
Automation & Workflow
Accelerate financial processes and improve collaboration.
AI Insights
Gain a deeper understanding of your business with AI.
Integrated Business Planning
Gain visibility across your business with integrated cross-functional business planning.
Account Reconciliation
Collaborative account reconciliation for smarter, faster financial close.
Frequently asked questions
Can I use Excel to contribute to my budgets in Prophix One?
Yes, you can use Prophix One Contributor, an Excel Add-In, to contribute to your budgets in Prophix One. It's as easy as receiving a notification provided by Prophix One Workflow, which notifies you whenever there's work for you to complete. Simply click the link to open your Excel workbook and log into Prophix One within Excel. Perform data entry the same way as you are used to in Excel. Once done, you can save and submit your work, or if you are working offline, simply save it and submit it later.
When working in Prophix One Contributor or Prophix One Analyzer, is it possible to use Excel functions?
Yes, both Prophix One Contributor and Prophix One Analyzer support Excel functions so that you can perform calculations and data analysis. Simply open your Excel workbook in Prophix One Analyzer or access the workbook through the link provided for Prophix One Contributor and log into Prophix One. From there, you can use Excel functions in the cells designated for data entry. Once you have finished, you can save your work and submit it when you’re ready.
What are some use cases for Prophix One Analyzer?
Prophix One Analyzer is ideal for Excel power users who would prefer to perform complex financial modeling, such as statistical forecasting or sales funnel forecasting using their Prophix One data.
Can I save data back to Prophix One FP&A Plus?
Yes, you can save data back to Prophix One FP&A Plus with Prophix Analyzer and Prophix Contributor. However, since security access from Prophix One is carried over to Excel, permissions to write back data are based on license types and data access set within Prophix One.
How much implementation effort is required by administrators for Prophix One Contributor?
Prophix One Contributor requires no additional user training. No migration effort is involved because Prophix One Contributor uses the Prophix One FP&A Plus functionality existing in the Web Client: the same workflow tasks, template files, template formatting, and data permissions.
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