BUDGETING AND FORECASTING SOFTWARE

Budgeting and planning for greater accuracy and agility

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Why choose Prophix One^™ for budgeting and planning

Save time and increase accuracy

Leave disconnected spreadsheets and broken formulas behind. Quickly build and maintain your financial models to drive agility.

Customize your planning approach

Customizable cash flow and financial planning solution to fit your business needs. You have the flexibility to contribute to budgets, approve plans, and manage your numbers.

Automated efficiency

Set up your budget templates once, and Prophix One handles the rest, distributing budgets automatically and tracking changes for transparency and control.

Collaboration made easy

Real-time collaboration that's simple for your entire team. You can assign task owners and multiple approvers, set reminders and deadlines, and keep everyone engaged and aligned.

Next-Gen Finance with Prophix One^™

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Automate the budgeting process

Minimize mistakes and speed up your budgeting process. With workflow and standardized templates you can be confident that your budget contributors have access to the correct data at the right time.

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Single source of budgeting and planning truth

Centralize your data and gain unprecedented control, visibility, and efficiency of your budgeting and planning process. Prophix One is your single source of truth for budgeting and planning that provides real-time access to financial data.

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Integrated planning with instant results and no delays

Prophix One FP&A Plus offers integrated planning, allowing you to update sales projections, inventory plans, and workforce assumptions instantly, with real-time updates flowing directly into your financial forecasts. Backed by Prophix Infinix, you’re always working with the latest planning technology—built to scale as your business grows and designed to drive smarter, faster decisions across the organization.

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Plan smarter with AI-powered budgeting and planning

Supercharge your budgeting process with Prophix One Intelligence, the AI engine embedded across the Prophix One platform. Use Prophix Copilot to quickly uncover and explain variances between actuals and budgets through natural language interaction. Tap into Predictive Forecasting to anticipate future trends, outcomes, and generate AI-driven commentary that adds instant context to reports —no manual input required. It’s a smarter, faster way to plan with confidence.

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Finance as we know it is changing

What does the next generation budgeting and planning software look like for the Office of the CFO? Learn how to research, evaluate, and purchase budgeting and planning software. Check out the Ultimate Guide to Next-Gen Finance.

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Streamline budgeting and planning while improving collaboration

Reduce manual processes that lead to delays, errors, and data loss.

Transform budgeting and planning accuracy.

Increase flexibility with top-down and bottom-up planning.

Save time by eliminating error-prone spreadsheets.

Experience an integrated FP&A workflow.

TRUSTED BY OVER 2,500 CUSTOMERS

See how our customers took their budgeting and planning to the next level

SoundOff Signal

Improved income forecasting accuracy by 16.7%, increased accuracy of expense budgets by 32%. Time saved on month-end processes resulting in annual savings of more than $14,000 - all with Prophix.

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Health Connect America

Decreased month-end reporting process time from 4.5 days to 2 days, improved Operating Contribution actuals to budget variance by 63% from 16.1% to 6.0% variance to budget. Streamlined budgeting process and achieved external consulting cost savings of $79,380 annually.

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USA Properties

50% increase in budget accuracy combined with increased cost controls resulted in a 6.7% increase in operating margin. Reduced planning margin of error by 20%. 4x increase in number of projects under construction due to improved operational planning efficiency.

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Hear from real customers

Miami HEAT

Hear how the Miami HEAT transformed their budgeting process to become more efficient, streamlined, and painless.

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Skanska

Discover how Skanska optimized their budgeting process, bringing key tasks down from taking days to only minutes.

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USA Properties Fund, Inc.

Learn how Prophix helped USA Properties Fund, Inc. create a more seamless, uniform budgeting process.

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Jackson Hole Mountain Resort

Hear why Jackson Hole Mountain Resort calls Prophix One a "game-changer" for their budgeting process.

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Streamlined budgeting is our biggest win. With 67 Excel sheets having to be tied out, budget consolidation at the end of data entry was always a massive multi-day undertaking. We can now submit budgets, with confidence, to senior leadership and ownership with no fear of missing data.

Emily Bowling

Director of Operational Excellence, Reynolds Lake Oconee

We are using Prophix One for our monthly financial reporting, annual budgeting, and monthly WIP reporting. We’re also creating dashboard reporting for everyone from our PMs to our executive C-suite and Board of Directors. The time it takes to create these deliverables has been shortened significantly through the efficiencies gained using Prophix One.

Corey Hager

CFO, Miller Insulation Co., Inc.

Made for finance leaders

Discover Prophix One and unlock your potential for success.

Increase data accuracy and reporting efficiency, affording you more time for valuable analysis.

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Streamline close windows by eliminating manual processes and automating recurring ones.

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Accelerate financial processes and improve collaboration.

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Utilize AI to gain a deeper understanding of your business.

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Boost Excel’s financial modeling and planning capabilities and create insightful PowerPoint presentations.

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Gain visibility across your business with integrated cross-functional business planning.

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Collaborative account reconciliation for smarter, faster financial close.

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Join 2,500+ customers who are transforming the Office of the CFO

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Additional resources

Frequently asked questions

Budgeting and planning software is a type of financial software designed to help organizations create, manage, and monitor their budgets and financial plans. Budgeting and planning software streamlines the budgeting process, improves accuracy, enhances collaboration, and provides insights for better financial decision making.

Prophix One Workflow aligns all of your budget stakeholders into a single, unified budgeting process. To meet the unique needs of each budget owner, Prophix One provides the flexibility to input data either in Prophix One’s web interface or in Excel, via Contributor. Regardless of how you choose to enter your budget, data is automatically incorporated into your Financial Planning and Analysis planning model – no need to review multiple spreadsheets to aggregate data from multiple stakeholders. Data aggregation is automatic, and approvals are built in.

Version control is simplified in Prophix One, allowing budget owners to lock down the versions that users don’t have access to and easily update templates and reports so that users can only see the correct version.

Spreading in Financial Planning and Analysis is automatic. Users simply input the numbers they want at a summary level and are prompted to confirm how they want it spread to the lowest level (e.g., evenly, based on actuals, etc.). Other data manipulation capabilities allow for the flexibility to make uniform adjustments or accomplish more complex spreading that factors in multiple parameters.