Prophix Premier Partner — 12 Years USA & Canada
CFO's Plan
CFO's Plan
Home Solutions Financial Planning & Analysis Budgeting & Planning Forecasting Financial Close Financial Consolidation Reporting & Analytics Platform AI & Automation 300+ Integrations 16 Industries 80+ Customers 24 Whitepapers ROI Calculator Company Leadership Team 📅 Book a Free Demo
🏆 Prophix Premier Partner — 12 Years USA & Canada

Intelligent Finance.
Powered by AI.

CFO's Plan delivers Prophix One — the complete AI-powered FP&A platform transforming how finance teams plan, forecast, consolidate and report. 200+ implementations. 98% retention.

70%
Faster Budgets
200+
Implementations
12yr
Premier Partner
98%
Client Retention
🤖 AI Budget Agent Complete
Finance Dashboard — Live Live
$24.8M
Revenue
↑ 8.3%
68.4%
Margin
↑ 2.1%
2 days
Close Time
↓ 55%
Jan
Feb
Mar
Apr
May
Jun
AI Insight: Costs 3.2% below forecast. AI recommends reallocating $240K to Q3 growth initiatives.
✨ Close: 4.5 days → 2 days
🤖 Agentic AI — Purpose-Built for Finance Teams

Finance Teams That
Think Ahead.

Prophix One autonomous AI agents handle budget collection, reconciliations, and variance narratives — freeing your team to focus on decisions that move the business forward.

80%
Manual Work Cut
65%
Capacity Freed
Zero
IT Dependency
Real-time
AI Insights
🎯 Anomaly Auto-Detected
AI Intelligence Dashboard Live
93%
Budget Accuracy
↑ from 84%
16.7%
Forecast Gain
↑ YoY
$14K+
Annual Savings
Per Client
Q1
Q2
Q3
Q4
YTD
Proj
AI Alert: Detected $180K intercompany discrepancy. Auto-reconciled 847 transactions with full audit trail.
📋 Board Report Auto-Generated
🌎 USA & Canada — 200+ Implementations — 16 Industries

Your Trusted Prophix
Partner Since 2012.

From Fortune 500 divisions to high-growth mid-market companies — CFO's Plan has delivered 200+ Prophix One implementations with 98% client retention across USA and Canada.

200+
Implementations
98%
Retention Rate
16
Industries
24
Whitepapers
🏆 Premier Partner — 12 Years
Coverage — USA & Canada Live
🇺🇸
United States
All 50 States
🇨🇦
Canada
All Provinces
12yr
Partnership
Premier
Mfg
HC
Fin
SaaS
NPO
All
Expertise: Manufacturing, healthcare, financial services, nonprofit, SaaS and 11 more industries.
📊 98% Client Retention Rate
💡 Complete FP&A Solution — Built for Modern CFOs

Next-Gen Planning.
Built for CFOs.

Prophix One FP&A Plus delivers real-time planning at enterprise scale with AI-native forecasting, zero-latency calculations, and 300+ ERP integrations — all in one unified platform.

Real-time
Calculations
300+
Integrations
Cloud
AWS Native
6wk
Avg Go-Live
☁️ AWS 99.9% Uptime
FP&A Performance Metrics Live
20.9%
Forecast Accuracy
↑ Boulay
32%
Expense Accuracy
↑ SoundOff
6 wks
Avg Go-Live
Fast Deploy
Jan
Feb
Mar
Apr
May
Jun
FP&A Plus: Powered by Prophix Infinix — unlimited scale, real-time planning, AI-native forecasting.
🔌 300+ ERP Connectors
G2 Rating 4.8 / 5
Capterra 4.7 / 5
SOC 2 Type II Certified
AWS Cloud-Native
300+ ERP Integrations
Agentic AI Built-In
Prophix Premier Partner 12 Years USA & Canada All 50 States & Provinces 200+ Successful Implementations 16 Industries — 24 Whitepapers — 80+ Customers Prophix Premier Partner 12 Years USA & Canada All 50 States & Provinces 200+ Successful Implementations 16 Industries — 24 Whitepapers — 80+ Customers
Prophix One Platform

Every Finance Process. One Unified Platform.

From FP&A and budgeting to financial close and AI analytics — Prophix One covers the complete Office of the CFO.

📊

Financial Planning & Analysis

Driver-based models, AI insights, and real-time cross-functional collaboration.

Learn more →
💰

Budgeting & Planning

Replace spreadsheets with collaborative workflows cutting cycles by 70% with 93% accuracy.

Learn more →
🔮

Forecasting

AI-powered rolling forecasts, what-if scenarios, and predictive models.

Learn more →
💵

Cash Flow Planning

Know your cash position at any moment with unified actuals, forecasts, and treasury data.

Learn more →
👥

Workforce Planning

Connect HR data with financial models — headcount and compensation with instant P&L impact.

Learn more →
🔗

Integrated Business Planning

Connect finance, operations, sales, and HR in one unified planning environment.

Learn more →

Financial Close Management

Accelerate month-end close with AI reconciliations and role-based approvals.

Learn more →
🏢

Financial Consolidation

Multi-entity, multi-currency, multi-GAAP consolidation with AI intercompany matching.

Learn more →
🔄

Intercompany Management

AI pairs transactions, flags discrepancies, and ensures eliminations are complete.

Learn more →
🧾

Account Reconciliation

AI-powered matching, exception management, and one-click sign-off workflows.

Learn more →
📋

Disclosure Management

XBRL tagging, collaborative review, and version control for all disclosures.

Learn more →
📄

Lease Accounting

ASC 842 and IFRS 16 compliance with automated amortization and journal entries.

Learn more →
📈

Financial Reporting

Board-ready reports from financial models with drill-down analytics and AI commentary.

Learn more →
📉

Visual Analytics

Interactive dashboards and self-service data exploration for all stakeholders.

Learn more →
🌿

ESG Reporting

GRI, SASB, TCFD, and SEC climate disclosure frameworks built in.

Learn more →
📊

Power BI Integration

Native Prophix connector for stunning Power BI reports and dashboards.

Learn more →
📑

MS365 Add-In

Budget owners work in Excel while Prophix maintains complete data control.

Learn more →
🤖

AI Financial Analytics

Natural-language queries, anomaly detection, and AI variance narratives.

Learn more →
View All Solutions →
70%
Faster Budget Cycles
93%
Budget Accuracy
55%
Close Time Reduction
200+
Implementations
Agentic AI — Prophix One Intelligence

Autonomous Finance Starts Here.

Over 65% of finance capacity is spent on manual tasks. Prophix One AI agents eliminate that so your team drives real business decisions.

🎯

Anomaly Detection

AI surfaces variances and risks before they impact business results.

💬

Natural Language Queries

Ask financial questions in plain English — get trusted answers instantly.

🔮

Predictive Forecasting

ML models detect trends and seasonality for statistically-grounded forecasts.

Budget Automation Agents

Autonomous agents collect and consolidate inputs — cutting cycles by 70%.

📝

AI Variance Narratives

Auto-generated board-ready commentary — instantly after close.

🔄

Auto Reconciliation

AI pairs transactions and ensures all eliminations are complete before close.

Explore All AI Capabilities →
16 Industries

Built for Your Industry.

Industry-specific templates, KPI frameworks, and certified consultants for every sector.

Explore All 16 Industries →
Customer Success

Finance Teams That Trust CFO's Plan

Real results from 200+ Prophix implementations across the USA and Canada.

★★★★★

CFO's Plan cut our month-end close from 4.5 days to 2 days. Budget accuracy improved from 83.9% to 99%. The ROI was evident within the first quarter. Absolutely transformative for our entire finance team.

HC
VP of Finance, Health Connect America
Healthcare · USA
★★★★★

Income forecasting accuracy improved 16.7%. Expense accuracy up 32%. We saved $14,000+ annually in process costs — all within 6 months of Prophix going live with CFO's Plan.

SS
CFO, SoundOff Signal
Manufacturing · USA & Canada
★★★★★

Net income forecast accuracy improved 20.9%. Operating income variance accuracy up 15%. CFO's Plan Prophix expertise and white-glove delivery is unmatched in North America.

BG
Finance Director, Boulay Group
Professional Services · USA
Read All 80+ Customer Stories →
Prophix Premier Partner — 12 Years

The North American Prophix Partner You Can Trust

Since 2012, CFO's Plan has maintained Prophix Premier Partner status through consistent delivery excellence and measurable client outcomes across the USA and Canada.

  • Prophix Premier Partner — highest certification tier, 12 consecutive years
  • 200+ successful Prophix One implementations across USA and Canada
  • All consultants certified across all Prophix One modules
  • 16+ industries with purpose-built templates and expertise
  • 98% client retention — we build relationships, not just implementations
  • Dedicated North American support in your time zone
Our 12-Year Story Talk to an Expert
CFO's Plan Team
12+
Years Premier Partner
200+
Implementations
Start Your Journey

Request a Free Prophix Demo

We'll prepare a personalized demo tailored to your industry, your systems, and your finance challenges.

📞
PHONE
972 994 6963
📍
OFFICE
1213 Corsicana Street, Dallas, TX 75215, USA
Prophix Premier Partner since 2012
Free 60-minute discovery call
Industry-tailored demo built for you
Response within 24 hours — guaranteed

Book Your Free Demo

Certified consultants respond within 24 hours.

Submitted directly to mark.jones@cfosplan.com · We never sell your data

Get Started Today

Ready to Transform Your Finance Function?

Join 200+ organizations across USA and Canada who trust CFO's Plan for Prophix excellence.