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.

Streamline budgeting and processes while improving collaboration

Icon_Shrink Reporting Window

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.

Prophix Icons 810 Artboards 13 Save time deliver value e1675371821196 150x150

Save time by eliminating error-prone spreadsheets.

A solution for every leader


Chief Financial Officer

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

Learn more
Financial analyst

Financial Analyst

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

Learn more
Persona_Business leader

Business Leader

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

Learn more

Made for finance leaders

Discover our platform and unlock your potential for success.

Unify, organize, and analyze your data.

Learn more

Consolidate faster, more accurately with confidence.

Learn more

Accelerate financial processes and improve collaboration.

Learn more

Intelligent AI-powered insights and automation.

Learn more

Supercharge your budgeting and planning in Microsoft 365.

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.


in action