ISV Partners

Prophix

Financial planning and performance management for Sage X3 and Sage Intacct customers. Prophix helps finance teams streamline budgeting, forecasting, reporting and analysis, improving visibility and control while supporting faster, more confident business planning.
Compatible: X3, Intacct
Category: BI & Reporting
Integration: API Integration
Stage: 1+

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Mysoft legislation projects

Move finance from spreadsheet firefighting to forward planning.

Who is it for?

Sage X3 and Sage Intacct organisations where budgeting, forecasting, consolidation and management reporting are becoming too complex for disconnected spreadsheets and manual finance processes

What will you gain?

A more controlled way to plan, forecast, consolidate and report, giving finance teams more time to analyse performance and support better decisions.

Where does it fit?

Prophix sits alongside Sage X3 and Sage Intacct, using Sage finance and operational data to support budgeting, forecasting, consolidation, reporting, workflow and financial close.

How it works with Sage X3 & Sage Intacct

From Sage actuals to future financial plans.
One platform for the Office of Finance.

Connect Sage data

Prophix connects with Sage data, giving finance a stronger base for planning, reporting and forecasting.

Build planning models

Teams can create financial and operational models across entities, departments, regions and business units.

Automate budgeting

Budget cycles move through structured workflows, approvals and inputs instead of scattered spreadsheets and email trails.

Forecast with confidence

Forecasts can be updated using Sage actuals, scenarios and changing business assumptions.

Consolidate the numbers

Multiple entities and data sources can be brought together for clearer group-level financial performance.

Support the close

Reconciliations, controls and workflows help reduce risk across close, audit and reporting processes.

Proven at scale

400+

shared Sage customers use Prophix across Sage X3, Sage Intacct and wider Sage platforms.

3000+

customers worldwide use Prophix to simplify planning, budgeting, forecasting and reporting.

100+

countries covered by Prophix’s global financial performance management footprint.

 

Nearly 40 years

of finance software experience behind Prophix’s planning, consolidation and performance platform.
What changes for finance & leadership

Field productivity the finance team can feel.

Faster budget cycles

Structured workflows and automation reduce spreadsheet chasing, version control issues and manual budget consolidation.

More confident forecasting

Finance teams can model scenarios, update assumptions and forecast across entities from connected Sage data.

Stronger close control

Consolidation, reconciliation and workflow tools help reduce risk across close, audit and reporting activity.

Who it's for

Built for Sage finance teams planning beyond the ledger.

If your finance team is spending too much time collecting data, checking spreadsheet versions or rebuilding reports, Prophix helps turn Sage data into a more controlled planning process.

CFOs and finance leaders

Create a clearer view of business performance, future scenarios and the financial impact of strategic decisions.

FP&A teams

Build budgets, forecasts, scenarios and models without relying on disconnected spreadsheets and manual consolidation.

Controllers

Improve consolidation, reconciliation, close management and reporting controls across entities and business units.

Multi-entity organisations

Forecast and consolidate across companies, departments, regions and reporting structures from one planning platform.

Operational budget owners

Give non-finance teams structured ways to contribute budgets, assumptions and forecasts without breaking the model.

Growing Sage businesses

Move from spreadsheet-heavy planning to a scalable finance process as reporting complexity increases.

Frequently Asked Questions

Your Questions.
Mysoft's Expertise.

Can Prophix reduce our spreadsheet-based budgeting process?

Yes. Prophix replaces scattered budget files with structured workflows, approvals, assumptions and controlled finance models.

Yes. Prophix supports forecasting across entities, business units, departments and regions from connected Sage data.

Yes. Prophix supports financial consolidation, account reconciliation, close workflows and reporting controls.

Yes. Workflow tools let department owners submit inputs while finance keeps control of the wider model.

Yes. Prophix supports Sage X3 and Sage Intacct, with Sage-specific integration and shared customer experience.

Mysoft helps align Prophix with your Sage setup, finance structure, reporting requirements and planning process.

Next step

Give finance a better way to plan ahead.

We help you review your current budgeting, forecasting and close processes, then identify where Prophix can reduce manual work and improve financial control.

Your Challenges

Growth Bottleneck

When your back office can't keep pace

AI Mandate

Board has asked for a credible AI strategy

Scale Ambition

Infrastructure for 2X, 3X+ growth

Compliance Event

Acquisition, audit, or regulatory change

Who we serve

CFO & Finance Director

AI strategy, close cycle, scalable infrastructure

COO & Operations Director

Integrated operational ERP and supply chain

CTO & IT Director

Architecture, integration, security, and TCO

CEO & Board

Investment case, governance, strategic finance

AI Transformation Stages

The Journey - Overview

How we take you from stage 1 to stage 4

Stage 1 — Operational Foundation

Building the platform your business deserves

Stage 2 — Intelligent Automation

Remove the manual transactional layer

Stage 3 — AI Augmented Finance

Intelligence at the speed of the business

Stage 4 — Agentic Finance Governance

Finance at scale without headcount growth

Frameworks & Tools

Agentic Finance Governence

Board-defensible AI governance

Finance Operations Review

Structured discovery process

ISV Partner Ecosystem

Netstock, Nectari, Avalara and more

Platforms

Compare Platforms

Sage Intacct vs Sage X3, find your fit

Sage Intacct

AI-enabled, cloud-native finance solution

Sage X3

AI-driven, scalable, comprehensive ERP

X3CloudDocs

AI document and workflow automation

Full Ecosystem

Netstock, Nectari, Avalara and more

Release Hub

Information on each release of our platforms

Services

Sage X3 Implementation

Structured delivery for successful implementation

Support Services

Expert support that keeps you moving

Localisation & Legislation

Local compliance for global operations

Upgrade to Sage X3 or Intacct

Looking to upgrade your ERP or FMS to Sage?

Sectors

Manufacturing & Distribution

Solutions for complex operations

Food & Beverage

FEFO, traceability, compliance, and scalability

Chemical & Pharmaceutical

Formula management, regulatory and quality control

Professional Services

Project accounting, revenue recognition

SaaS & Subscription Business

Subscription billing, revenue recognition

Financial Services

Multi-entity, regulated environments

Charities & Not-for-Profit

Fund accounting, SORP compliance

Content

Content Hub

Selection of blogs and content

Video Hub

Selection of Mysoft & Sage videos

Events & Webinars

Events, roundtables & webinars

Whitepapers & Guides

In-depth PDF DLCs

Demo Hub

On-demand demos

Bootcamps & Insights

AI Bootcamp

AI in plain English for finance

ERP Bootcamp

ERP selection and implementation

FMS Bootcamp

Financial management systems

Cloud Migration Bootcamp

Moving your ERP to the cloud

Strategic Insights

Agentic AI. Reality versus hype

In Focus & Resources

SaaS & Technology Finance

In-focus, ARR, revenue recognition

Master Data Management

In focus, the AI data foundation

AI ready finance guide

Free download asset

ERP Selection Framework

Six stage evaluation process

CFO Strategy

Finance as a growth enabler

Operational Transformation

AI in AP, AR and beyond

Who we are

Our Story

Over 20 years, first Sage X3 partner

Meet the Team

50+ in-house Sage experts

Careers

Join Mysoft

Refer an Organisation to Mysoft

Know any company that might benefit from our services?

Contact us

Start a conversation with our team

Credentials

Sage Tech Partner & Platinum Club

Only UK Tech & Business partner with the highest partner tier badge

Community & Giving Back

Supporting local initiatives