FINANCIAL WORKFLOW SOFTWARE

Accelerate financial processes and boost collaboration with Workflow

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Next-Gen Finance with Prophix One™

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Transform your financial workflow software experience with Prophix One™

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Protect your data

Prophix One enhances compliance and security by automating regulatory tracking and preserving audit trails. Workflow processes are created to meet compliance requirements.

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Automate reminders

With Prophix One, you can automate due date and overdue reminders. Additionally, you can automatically submit overdue tasks if a deadline is missed.

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Dynamic access control for templates

Configure your template for maximum visibility, and Prophix One will automatically limit what end-users receive via Workflow based on their security settings.

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Seamless real-time collaboration

Assign task owners to complete specific tasks with multiple approvers. Customize reminders and deadlines to keep everyone engaged and aligned.

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Eliminate errors, repetitive tasks, and spreadsheets

Optimize your workflows by streamlining collaboration and efficiency. Eliminate the pitfalls of redundant spreadsheets, such as circular references, broken formulas, and multiple copies. With Prophix One Workflow, you can spend more time consolidating and analyzing data, leading to better insights and informed decision-making.

Workflow notifications
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Streamline workflow automation

Automate your workflow process by easily configuring necessary dependencies to initiate and automatically deliver tasks to end-users. Keep stakeholders aligned and accountable through deadline notifications and reminders, ensuring timely completion of processes.

Prophix One's flowchart template
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Tailored collaborative workflows

Customize your workflow to fit your organizational needs. Create reminders to input, approve, and/or reject your financial data and maintain a comprehensive audit trail while your end users collaborate in the same space in real time and make, informed business decisions.

Join 3,000+ customers who are transforming the Office of the CFO

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Hear from real customers

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ServiceMaster of Canada

Learn how ServiceMaster eliminated spreadsheets with Workflow, empowering them with greater financial planning efficiency.

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WesleyLife

Hear from WesleyLife on how they use Workflow to automate approvals, and get the inputs they need to connect the approval process.

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Skanska

Learn about how Skanska leverages Workflow to streamline their budgeting and forecasting processes.

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Precinmac

Discover how Precinmac uses Workflow to automate board decks and give them increased confidence in their numbers.

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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

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

Additional resources

September 4, 2024
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Account Reconciliation
19 min read

The 10 best account reconciliation software in 2025

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August 14, 2024
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Budgeting and Planning
16 min read

Ultimate Guide to Budgeting & Forecasting

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July 18, 2024
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Financial Planning and Analysis
8 min read

Real customer reviews on cash flow software

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Frequently asked questions

What is financial workflow software?

Financial workflow software is a tool created to optimize financial processes within an organization. It enables businesses to automate tasks, collaborate effectively, and maintain audit trails related to budgeting, forecasting, and reporting.

Prophix One Workflow enables you to track task status through the workflow tasks manager. You can easily identify tasks that are not started, in progress, completed, or overdue. Additionally, project administrators have the ability to view task status through the workflow builder, either in list or flow mode. They can also restart a task if required.

Prophix One Workflow drives task completion to meet deadlines through several built-in options. Each task has a due date, and you can configure reminder notifications to alert task owners of upcoming tasks. Additionally, you can set deadlines and mark tasks as complete even once the deadline passes, ensuring continuous progress in the overall business cycle.

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