Take Control of Your Financial Future with Prophix
Prophix is a modern, AI-powered FP&A platform that helps finance teams take control of planning, budgeting, forecasting, reporting, and consolidation. Built for scalability and speed, it empowers organizations to make smarter, faster decisions with less manual effort. With Prophix, you can:
• Automate budgeting and rolling forecasts• Gain real-time insights with advanpced reporting
• Consolidate financials across multi-entity operations
• Analyze trends with powerful built-in analytics
• Eliminate errors by automating core finance processes
• Integrate seamlessly with your existing ERP systems
Citrin Cooperman and Prophix: AI-Driven FP&A Solutions to Power Strategic Growth
In just our first year together, Prophix Named Citrin Cooperman the "North America Emerging Partner of the Year" by having achieved the highest performance among all new partners.
Together, we provide a modern, integrated approach to budgeting, forecasting, reporting, and consolidation — built to meet the evolving needs of today’s finance teams.

FP&A Solutions Powered by Prophix One and Citrin Cooperman
By combining Prophix’s powerful technology with Citrin Cooperman’s finance transformation expertise, we deliver tailored FP&A solutions that create real, measurable value.
End-to-end support to get you up and running quickly — including system configuration, data integration, and user training.
Design intuitive, role-based, dashboards and reports that surface team insights — when they need them.
Move from static spreadsheets to agile, AI-powered planning with rolling forecasts and scenario modeling tailored to your business.
Beyond technology, we help align your finance function with strategic goals — driving efficiency, transparency, and performance at every level.
Streamline your financial close process and manage consolidated reporting across multiple entities or global structures with ease.
Who We Help
We collaborate with finance leaders across industries — from CFOs at high-growth companies to PE-backed portfolio firms — who are looking to modernize and scale their FP&A functions.
Case Study: Automated Budgeting for A&E Firm with Prophix CPM
Guernsey, an architecture and engineering firm, wanted to move from manual Excel-based budgeting to a faster, automated system. Citrin Cooperman helped them implement Prophix CPM software to modernize their financial planning. The project centralized financial data, streamlined reporting, and reduced errors. As a result, Guernsey finished its annual budget in three months, improved forecasting, and created a platform for future growth and efficiency.


From Spreadsheets to Modern FP&A
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