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Empower Your Business with Intelligent Performance Management from Prophix

Smarter Finance Starts Here


Citrin Cooperman is helping finance leaders move beyond spreadsheets and into strategic decision-making. In partnership with Prophix — the creators of Prophix One, a powerful financial performance platform — Citrin Cooperman delivers AI-driven insights across every aspect of financial planning and analysis (FP&A), and unlocking business success. 

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.

Citrin Cooperman and Prophix: AI-Driven FP&A Solutions to Power Strategic Growth

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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.
Prophix One Implementation and Integration

End-to-end support to get you up and running quickly — including system configuration, data integration, and user training.

Custom Dashboards and Reporting

Design intuitive, role-based, dashboards and reports that surface team insights — when they need them.

Budgeting, Forecasting, and Scenario Planning

Move from static spreadsheets to agile, AI-powered planning with rolling forecasts and scenario modeling tailored to your business. 

Strategic FP&A Advisor

Beyond technology, we help align your finance function with strategic goals — driving efficiency, transparency, and performance at every level. 

Consolidation and Close

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.

Automated Budgeting for Architecture and Engineering 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. 

Contact Us Today

If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.