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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 PivotXL?

Elevate the capabilities of your financial planning and analysis spreadsheets by incorporating our Corporate Performance Management software, which offers seamless integration with Microsoft Excel. Enhance your data organization and automate tedious tasks to optimize both operational and financial planning workflows. The intuitive interface allows for the creation of cubes, which can encompass various dimensions, dimension members, and measures, making data management more structured. You can effortlessly link Excel cells to any cell within a cube, ensuring a smooth flow of information. Our innovative Microsoft add-in enables the straightforward uploading and downloading of data from the cloud directly into your spreadsheet templates. Leverage Pivot tables alongside other business intelligence tools to analyze your data in diverse ways that suit your needs. Furthermore, the built-in workflow manager allows for the crafting of complex tasks and the attachment of templates, streamlining task completion and approval processes without the hassle of manual steps. Customize alerts and notifications to keep users updated on critical information. If you often find yourself sending Excel files back and forth or depending on a Corporate Performance Management system only to return to Excel for formatting needs, it may be the perfect opportunity to explore PivotXL for a more streamlined approach. By utilizing PivotXL, you can revolutionize your data management practices and achieve a significant boost in productivity while ensuring your team works more efficiently together.

Media

Media

Integrations Supported

Olix365
SYSPRO ERP
Sage X3
Zoho Directory

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
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
Web-Based 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

HealthPlotter

Date Founded

2013

Company Location

United States

Company Website

www.pivotxl.com

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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Fixed Asset Management
Payroll Management
Project Accounting
Tax Management

Budgeting

"What If" Scenarios
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 Intelligence

Ad Hoc Reports
Dashboard
Key Performance Indicators
Performance Metrics
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Qualitative Analysis

Finance

Not specified

Financial Close

Not specified

Financial Reporting

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

Reporting

Data Source Connectors
Financial Reports
Forecasting
OLAP
Sales Reports
Scheduled / Automated Reports

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