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What is Prophix?

Prophix serves as an all-encompassing software solution tailored for corporate performance management (CPM), catering to the diverse requirements of businesses of all scales and industries. By unifying budgeting, planning, forecasting, financial consolidation, and reporting capabilities within a single platform, Prophix facilitates a shift from conventional Excel practices, ultimately improving organizational performance. Available in both on-premises and cloud versions, it has earned the confidence of numerous companies worldwide, enabling them to efficiently automate and streamline critical financial processes. This powerful software not only supports businesses in making well-informed decisions but also plays a crucial role in fostering strategic growth and development. Additionally, its user-friendly interface ensures that teams can quickly adapt and benefit from its comprehensive features.

What is Banker's Dashboard?

Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.

Media

Media

Integrations Supported

Olix365
SYSPRO ERP
Sage X3
Zoho Directory

Integrations Supported

CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Prophix Software

Date Founded

1987

Company Location

Canada

Company Website

www.prophix.com

Company Facts

Organization Name

Deluxe

Date Founded

1915

Company Location

United States

Company Website

www.deluxe.com/business-operations/bankers-dashboard/

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Close

Not specified

Financial Reporting

Not specified

Medical Accounting

Not specified

Sales Forecasting

Not specified

Sales Planning

Not specified

Strategic Planning

Not specified

Categories and Features

Banking

Corporate Banking
Credit Union
Investment Banking
Multi-Branch
Private Banking
Retail Banking
Transaction Monitoring

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Data Source Integrations
Functions / Calculations
Interactive
Private Dashboards
Scorecards
Visual Analytics
Widgets

Financial Management

Budgeting & Forecasting
Consolidation / Roll-Up
Financial Reporting
Investment Management
Revenue Recognition

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Research

Not specified

Financial Services

Analytics
Branch Optimization
Performance Management

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