FINANCIAL DASHBOARD SOFTWARE
Tailored dashboards and reporting for real-time insights and full financial visibility
Why choose Prophix’s financial dashboard software
360° business view
Achieve a holistic view of your business and financial KPIs in a single view.
Interactive visual insights
Get answers faster with interactive visuals on a financial KPI dashboard.
Real-time dashboards
Automated data integration ensures your financial KPI dashboards are always up to date.
AI-driven analysis
Tell the story behind the results with AI-driven insights.

Customisable finance dashboards and data visualisations
Financial dashboard software is built for finance teams who need a clear, real-time view of business performance. With customisable dashboards and interactive visualisations, users can monitor how departments, regions, or business units are performing, all from a single screen. Stay on top of key metrics, assigned tasks, and priority views with dynamic updates that reflect your most current data.
Finance leaders and teams benefit from:
- A drag-and-drop interface that simplifies complex reporting. This plug-and-play approach allows users to build tailored financial reports without relying on IT, making it easier to focus on analysis and insight, not setup.
- Interactive visualisations, including side-by-side and waterfall charts. These tools offer a dynamic view of financial data, helping teams spot trends and variances instantly to support faster, more informed decisions.
- Ad-hoc analysis capabilities that allow users to explore data on the fly. With the ability to slice and dice across dimensions or hierarchies, teams gain greater control over their reporting system and data analysis.
Together, these features support more agile, informed decision-making helping organisations better manage cash flow and align with corporate performance management goals.

Quick, scalable AI insights for data-driven decisions
Finance leaders often struggle with fragmented systems, slow reporting cycles, and limited visibility across departments. Prophix One FP&A Plus addresses these challenges head-on by delivering instant data insights powered by AI that helps teams cut through complexity and act with confidence.
Built on modern cloud computing infrastructure, the platform processes large volumes of financial data in seconds, delivering a clear view into performance across business units, departments, and time periods.
Key benefits for CFOs and finance teams include:
- Faster access to accurate data, enabling quicker responses to changing business conditions.
- AI-generated narratives that explain the numbers behind your most complex financial reports, reducing manual effort and improving transparency.
- Deeper insight into trends, variances, and risk areas so you can make more informed decisions across planning cycles.
Whether you're navigating tight timelines or aligning strategy, Prophix One gives finance teams the visibility and insight to stay proactive, not reactive.

Automated reporting for fast and actionable financial insights
Prophix One visual analytics streamlines the reporting process, enabling finance teams to move faster with greater confidence. By automating the creation and distribution of financial reports, the platform saves time, reduces manual workloads, and minimises errors. Freeing teams to focus on what matters most: guiding business strategy.
With self-service reporting tools, users can quickly generate accurate, up-to-date reports without relying on IT. Built-in audit trails and version control ensure that reporting remains secure, transparent, and compliant.
Teams gain deep financial visibility across all business areas, with the ability to drill into and across data sets to uncover the story behind the numbers. These real-time financial insights help finance leaders stay aligned, informed, and ready to take action.
Comprehensive data integration for operational efficiency
Prophix One simplifies complex financial workflows by consolidating data from across your business into a single, connected platform. Seamless integration with ERP, accounting, CRM, and HRIS systems ensures that finance teams have immediate access to accurate, unified data that enables faster, more confident decision making.
Our MS365 Add-In connects with Microsoft Excel, Word, and PowerPoint, allowing teams to build formatted reports within the tools they already use. This streamlines workflows, eliminates manual data transfers, and ensures that reports are always built on real-time financial data. During presentations or reporting cycles, users can drill down into key metrics without leaving their document—bringing greater responsiveness and clarity to every conversation.
The platform also supports business intelligence and performance management by enabling detailed analysis through interactive charts, graphs, and natural language AI narratives. These tools not only speed up data interpretation but also ensure that everyone, from analysts to executives, is aligned with a clear, accurate view of the numbers.

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.
MS365 Add-In
Boost Excel’s financial modelling and planning capabilities and create insightful PowerPoint presentations.
Integrated Business Planning
Gain visibility across your business with integrated cross-functional business planning.
Account Reconciliation
Collaborative account reconciliation for smarter, faster financial close.

Finance as we know it is changing
What does next-generation of FP&A software look like for the Office of the CFO? Learn how to research, evaluate, and purchase intercompany management software with the Ultimate Guide to Next-Gen Finance.
Success stories with financial dashboard software
Frequently asked questions
What are financial KPI dashboards?
Financial KPI dashboards, delivered through advanced financial dashboard software, allow finance teams to track and analyse key performance indicators in real time. By presenting data through intuitive charts and graphs, these dashboards simplify complex information, making it easier to monitor financial health, spot trends, and support faster, more informed decisions.
Can I put key metrics into my dashboards like gross margin percentage?
Yes, you can bring any account in Prophix One onto your dashboards and have the data update automatically, or if you have metrics that are not in Prophix One, you can still put these into your dashboards and manually update them, as needed.
What sort of analysis can I do with Prophix One Dashboards?
With Prophix’s financial dashboard software, users can perform real-time, ad-hoc analysis directly from any chart or graph. Drill into underlying data, explore transactional details, or open linked reports for deeper context. AI-powered chart insights also reveal patterns and drivers behind your numbers, making it easier to act with clarity.
Can non-finance stakeholders benefit from Prophix financial dashboard software?
Yes. Prophix One dashboards are easy to use and tailored for cross-functional teams, giving stakeholders access to real-time metrics that support faster, more informed decisions.
How do Prophix AI-powered dashboards provide real-time decision support?
AI surfaces trends and variances as they happen, so finance leaders and business users can act on insights immediately, not after the fact.
What security features does Prophix offer for sensitive financial data?
Prophix uses role-based access controls, audit trails, encryption, and compliance with leading data security standards to protect your financial information.