Prophix Software Features

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Based on 96 Prophix Software reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Based on 90 Prophix Software reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Based on 92 Prophix Software reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Based on 89 Prophix Software reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Based on 94 Prophix Software reviews and verified by the G2 Product R&D team. Scours data for actionable insights.

Based on 92 Prophix Software reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.

Based on 93 Prophix Software reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Based on 80 Prophix Software reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Based on 89 Prophix Software reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Based on 86 Prophix Software reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Based on 68 Prophix Software reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.

As reported in 103 Prophix Software reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

As reported in 97 Prophix Software reviews. Define budget structure elements and how they are linked hierarchically

Keeps track of all versions of a budget and allows users to compare versions 104 reviewers of Prophix Software have provided feedback on this feature.

As reported in 101 Prophix Software reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses 72 reviewers of Prophix Software have provided feedback on this feature.

Based on 97 Prophix Software reviews. Users can customize standard budget periods (3, 9, or 12 months)

Based on 87 Prophix Software reviews. Consolidate multiple budgets from different departments or business entities

Users with administrative access rights can modify budgets 86 reviewers of Prophix Software have provided feedback on this feature.

Based on 89 Prophix Software reviews. Workflows are used to define the steps required to alter budgets and who needs to approve changes

Based on 101 Prophix Software reviews. Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets This feature was mentioned in 91 Prophix Software reviews.

Based on 85 Prophix Software reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year) 86 reviewers of Prophix Software have provided feedback on this feature.

As reported in 29 Prophix Software reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Based on 95 Prophix Software reviews. Project out as the year progresses to accommodate trends that affect key business drivers.

As reported in 90 Prophix Software reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

As reported in 76 Prophix Software reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Project out as the year progresses to accommodate trends that affect key business drivers.

Generate cash flow reports in order to see where money is coming in and where it's going

Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

As reported in 22 Prophix Software reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Based on 22 Prophix Software reviews. Data from multiple systems can be centralized into a single repository

Financial data can be validated to avoid duplicates and errors This feature was mentioned in 22 Prophix Software reviews.

Administrators can define and manage the reporting structure and access rights to each report This feature was mentioned in 22 Prophix Software reviews.

Templates that can be used to create new reports without starting from scratch 22 reviewers of Prophix Software have provided feedback on this feature.

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date This feature was mentioned in 22 Prophix Software reviews.

As reported in 20 Prophix Software reviews. Include most common financial KPIs such as gross and net profit margin, or working capital

Based on 21 Prophix Software reviews. Standard financial reports are provided out of the box

Ability to analyze financial statements such as income statement and balance sheet 21 reviewers of Prophix Software have provided feedback on this feature.

Users can drill down to the detail level of each transaction or financial entry 20 reviewers of Prophix Software have provided feedback on this feature.

Dashboards can be customized to display different types of data from various sources This feature was mentioned in 21 Prophix Software reviews.

Users can modify standard financial KPIs and metrics This feature was mentioned in 21 Prophix Software reviews.

As reported in 21 Prophix Software reviews. Allow users to edit reports and to combine multiple reports

A dedicated portal for external users with limited access to the system 20 reviewers of Prophix Software have provided feedback on this feature.

Monitors the financial performance of multiple entities This feature was mentioned in 21 Prophix Software reviews.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Add one-time or recurring items to your cash flow and add line items for each payment or deposit.

Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.

Cash flow forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns

Automates the transfer of data between an organization's ERP system and its bank

Streamlines the exchange of information between internal systems

Automatically extracts data required for cash forecasting and liquity reporting

Restricts access to certain users within an organization, or provides access for third parties

Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software

Based on 37 Prophix Software reviews and verified by the G2 Product R&D team. Data from multiple systems can be centralized into a single repository

Based on 44 Prophix Software reviews and verified by the G2 Product R&D team. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Based on 31 Prophix Software reviews and verified by the G2 Product R&D team. Match invoices, payments, and bank statement information

Based on 43 Prophix Software reviews and verified by the G2 Product R&D team. Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Based on 38 Prophix Software reviews and verified by the G2 Product R&D team. Offers standard financial reports out of the box

Based on 42 Prophix Software reviews and verified by the G2 Product R&D team. Allows users to edit reports and to combine multiple reports

Based on 32 Prophix Software reviews and verified by the G2 Product R&D team. Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.

Based on 22 Prophix Software reviews and verified by the G2 Product R&D team. Adjusts journal entries in order to have an accurate balance sheet and income statement

Based on 40 Prophix Software reviews and verified by the G2 Product R&D team. Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Based on 40 Prophix Software reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Based on 46 Prophix Software reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets.

Based on 46 Prophix Software reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution.

Automates the process of comparing financial transactions between different accounts, statements, or systems

Helps match transactions recorded in the company's books with those in the bank statement

Alerts users when exceptions and discrepencies can't automatically be resolved

Uses algorithms, such as rule-based matching, fuzzy logic, or machine learning techniques to help with comparing large sets of data

Ensures that financial records are accurate and precise, reducing the chances of errors that could lead to audit issues

Meets industry-specific compliance requirements and supports regulatory standards

Offeres customizable reporting features to provide a clear overview of the financial reconciliation process and any issues that may need attention

Provides a detailed history of reconciliations and supports the accuracy of financial records

Integrates with accounting platforms to allow the import and reconciliation of financial data

Integrates with inventory management systems to help reconcile financial data related to product movements, purchases, and sales

Integrates with ERP systems to reconcile financial data across various modules and departments

Integrates with banking systems to import and match bank transactions

Uses features such as multi-factor authentication (MFA) to help ensure that only authorized users can access the software

Complys with regulations and standards, such as Sarbanes-Oxley (SOX), GDPR, or HIPAA

Provides ability to score accounts based on potential revenue to prioritize accordingly.

Provides ability to structure topline revenue goals.

Segment accounts based on ideal customer profile and business objectives.

Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

Forecast sales data for sales teams, individual reps, territories, or products.

Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.

Abilty to create and run "what-if" scenario modeling to inform business decisions.

Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.

Define territories to ensure optimized market coverage and allocate resources appropriately.

Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.

Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.

Design quota targets based on factors such as account size, rep performance, and pipeline needs.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.

Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.

Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies.

Generates AI-assisted financial reports and provides thorough analytical insights.