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Financial Planning That Finance Teams Control.

Prophix is a financial performance management platform that puts budgeting, forecasting, and reporting in the hands of finance—not IT. Replace spreadsheet chaos with connected, controlled planning.

Prophix Is Right For You If.

Your budget process lives in spreadsheets and email attachments
Your budget process lives in spreadsheets and email attachments
You need scenario modelling capabilities that Excel cannot provide
You need scenario modelling capabilities that Excel cannot provide
Your finance team spends more time collecting data than analysing it
Your finance team spends more time collecting data than analysing it
You want rolling forecasts alongside annual budgets
You want rolling forecasts alongside annual budgets
You need management reporting integrated with planning
You need management reporting integrated with planning
You want finance to own the planning system, not depend on IT
You want finance to own the planning system, not depend on IT

What Prophix Delivers.

Budgeting
TOUCH
Budgeting
Budgeting

Structured budget workflows with submission, review, and approval. Version control built in.

Forecasting
TOUCH
Forecasting
Forecasting

Rolling forecasts with driver-based models. Update assumptions and see impact immediately.

Scenario Planning
TOUCH
Scenario Planning
Scenario Planning

Multiple scenarios maintained and compared. Model what-if situations without spreadsheet complexity.

Consolidation
TOUCH
Consolidation
Consolidation

Automated consolidation across business units. Currency translation and elimination rules.

Reporting
TOUCH
Reporting
Reporting

Financial and management reports. Board packages and executive summaries.

Workflow
TOUCH
Workflow
Workflow

Submission routing, approval chains, and status tracking. Everyone knows where things stand.

How Organisations Use Prophix.

Annual Budget Cycles
Annual Budget Cycles
Structured collection, consolidation, and approval of annual budgets across departments.
Rolling Forecasts
Rolling Forecasts
Monthly or quarterly forecast updates that keep planning current.
Scenario Modelling
Scenario Modelling
Strategic planning with multiple scenarios for board and investor discussions.
Management Reporting
Management Reporting
Automated report generation for leadership review and distribution.
How We Implement Prophix

How We Implement Prophix.

Prophix implementation combines technology configuration with process design. We document your planning process, configure the platform to support it, integrate with your ERP, and train your team.

Typical implementation runs 3-4 months. We aim to have you live before your next major planning cycle.

Connecting Prophix to Your Data.

Sage X3
Actuals for variance reporting.
Other ERPs
Pre-built and custom connectors.
Power BI
Visualisation of planning data.
Excel
Import/export for familiar workflows.
Sage 300 People
Headcount and compensation data.

Understanding Prophix Costs.

Prophix licensing is typically based on users and modules. Implementation investment depends on complexity. Budget includes:
Software subscription
Software subscription
Implementation services
Implementation
services
ERP integration
ERP integration
Training
Training
Ongoing support
Ongoing support

Frequently Asked Questions.

How is Prophix different from Excel? Prophix provides structure, version control, workflow, and auditability that Excel cannot. Finance teams maintain Excel skills while gaining enterprise capability.
Can we still use Excel with Prophix? Yes. Prophix integrates with Excel for data entry and export. You gain control without losing familiar tools.
How long until we can run our first budget on Prophix? Typical implementations complete in 3-4 months. We recommend targeting a planning cycle at least one quarter out.
Does Prophix work with ERPs other than Sage? Yes. Prophix integrates with most major ERP systems through pre-built connectors or custom integration.
What training does our team need? We provide role-based training for contributors, power users, and administrators. Most users are productive within days.

See Prophix in Action.

Request a demo to see how Prophix transforms planning workflows. Or book a Fit Call to discuss your planning challenges.