BUDGETING & PLANNING

Budget and plan with greater speed, accuracy, and agility

Save time and increase accuracy

Leave disconnected spreadsheets and broken formulas behind. Quickly build and maintain your planning models leveraging OLAP technology for multi-dimensional planning, calculations, and analysis. 

Customize your planning templates using built-in controls to lock certain areas and prevent accidental data entry. This simplifies data entry for users and reduces errors due to over-written formulas. 

Prophix greatly simplifies data collection, versioning, and consolidation to save you time and money.

Improve collaboration and streamline data gathering

Prophix simplifies collaboration across your entire team. With the ability to set owners and multiple approvers of tasks while helping team members adhere to deadlines with reminders and deadlines, Prophix keeps everyone engaged and aligned within a unified planning process.

For occasional contributors, give them the flexibility to populate their data entry templates using either Prophix or Microsoft Excel, review and approve versions, and submit data back to your central Prophix model, as part of an integrated workflow.

Plan your way

Prophix provides the flexibility to customize your planning models to match your business needs. Regardless if you plan “top-down” or “bottom-up,” you can plan your way.

Plus, you’ll have the freedom to contribute to budgets, approve plans and manipulate your numbers using the software you are most comfortable with. Whether you prefer the feature-rich Prophix web interface or appreciate the familiarity and convenience of Microsoft Excel®, Prophix’s workflow and planning automation capabilities will ensure you are budgeting and planning faster and more accurately than ever.

Learn more about MS 365

Streamline budgeting and processes while improving collaboration

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

Improve budgeting and planning accuracy.

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

Save time by eliminating error-prone spreadsheets. 

A solution for every budgeting & planning leader

Chief Financial Officer

Provide data clarity to empower your organization to drive financial performance and be prepared for the road ahead.

Financial Analyst

Be a trusted advisor through meaningful insights and prepare your leaders for the road ahead.

Business Leader

Predict your revenues and manage costs to drive business growth and agility.

Made for finance leaders

Discover our platform and unlock your potential for successs.

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

Learn more

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

Learn more

Enable better collaboration and streamline business processes with workflow automation.

Learn more

Utilize AI to gain a deeper understanding of your business.

Learn more

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

Learn more

Frequently asked questions

Prophix uses workflows to align all of your budget stakeholders into a single, unified budgeting process and provides the flexibility to input data either in the modern Prophix web interface or in Excel. Data entry is automatically incorporated into your planning model – no need to review multiple spreadsheets to aggregate data from multiple stakeholders and approvals are built in.

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

Spreading in Prophix is simple. 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 include Adjust Data and Infoflex.

See Prophix in action