CROSS COMPANY PLANNING

Collaborative planning that drives accountability and understanding

An integrated planning approach gives you the tools you need to be agile, resilient, and competitive in today’s complex and interconnected marketplace.

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Align teams effortlessly with Prophix Copilot

Cross-company planning doesn’t have to mean endless emails and disconnected spreadsheets. Prophix Copilot brings AI-powered clarity to complex, multi-departmental planning. Ask questions like “How do marketing and sales forecasts align?” or “What’s driving variance across regions?” and get instant , contextual insights. Whether you're unifying inputs from finance, operations, HR, or sales, Copilot helps you break down silos, surface key trends, and keeps everyone confidently moving in the same direction.

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Share your vision

Bring all of your operational budgets together in one place to align objectives and strategies and create a unified approach that amplifies collective impact.

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Build trust with easy collaboration that drives success

With Prophix One FP&A Plus, you can transform how you plan across your organization. Automate template distribution and collection using Prophix One Workflow for easy cross-functional collaboration. Break down data silos and reduce manual errors, so your teams can work more efficiently and generate faster, more accurate outcomes that will prepare your organization for the future.

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Drive accountability

Keep budget contributors accountable by incorporating Line Item Details or Detailed Planning models for specific elements of the cross-company plan. Use Workflow to incorporate levels of approval to ensure budgeted numbers are justified.

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Incorporate diverse perspectives

Incorporate inputs from across the business. Security Manager lets you assign access to any contributor, from Customer Service representatives to the CEO, so you can add everyone’s input quickly and easily.

Align people, process and technology

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Foster greater collaboration

Encourage collaboration and open communication across departments to maximize efficiency.

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Be proactive, not reactive

Be quick and agile in your response to changing market conditions.

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Strengthen long-term relationships

Nurture interdepartmental partnerships and create lasting value across the business.

A solution for every leader

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Chief Financial Officer

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

Automate processes and unlock your analytical mind with on-demand analysis and monitoring of cash flows.
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Business Leader

Protect your profit margins through increased visibility into your costs and billings.
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Financial Analyst

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

Protect your profit margins through increased visibility into your costs and billings.
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Made for finance leaders

Discover Prophix One and unlock your potential for success.

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Reporting & Analytics

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

Financial Analytics

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

Financial Consolidation

Accelerate financial processes and improve collaboration.

Platform: Workflow

Utilize AI to gain a deeper understanding of your business.

Platform: AI Insights

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

MS365 Add-In

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

Integrated Business Planning Software

Collaborative account reconciliation for smarter, faster financial close.

Account Reconciliation Software

Frequently asked questions

How do I ensure that operational leaders only see data that is relevant to them?

Prophix One Security allows you to configure each model and limit the data the user sees. Additionally, dashboards and templates can have multiple pages (e.g., by Department or Line of Business) so that users can easily find the data they need.

Prophix One Workflow allows you to setup reminders when a task is approaching its deadline and when it is overdue. To ensure your budget timelines don’t get pushed out due to late submissions, you can set a task deadline, after which any outstanding tasks will be automatically submitted and completed.

Prophix One Workflow owners and observers to keep track of all the tasks in a project through a tasks tile on a Prophix One Dashboard, or directly within Workflow Manager. Quickly view who owns a task, its status and any comments associated with the task.

Ready to see Prophix One™  in action?

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