"As AAA Northeast geography continues to grow, we’re faced with consolidating financial information from multiple territories and separate accounting departments. By using a separate system that overlays the general ledger, its made our lives so much easier in terms of gathering data, importing it into one central source, and using Prophix to be the consolidation for us."

AAA Northeast Rich Pacheco - VP, Finance & Administration

Financial budgeting and forecasting. Strategic and operational planning. Reporting and analysis. These important business processes require coordination between employees working in different departments—and sometimes those working in separate locations. To share information with others, do you often export data from an existing system, copy it to a spreadsheet, and then send it in an email?

Prophix’s Workflow Manager orchestrates important budgeting and planning processes to involve participation from all of the relevant users—directing them to their parts of important projects and making them accountable


Spend less time emailing coworkers. Hear from all stakeholders and capture their input directly with the ability to add cell comments and notes

Reduce data duplication by using a single unified database to store supporting details that help to explain budgets or justify expenditures

Workflow functionality provides a full audit trail, tracking all activities of the software’s users

Use Workflow Manager to easily assign tasks to users and facilitate approvals from multiple stakeholders. Automated notifications regarding important due dates promote greater visibility of corporate activities. Instead of working in silos, everyone in the company can participate in the planning process and respond to changes in real-time

Prophix integrates with Microsoft SharePoint (allowing users to share information between both systems), reducing the learning curve and limiting expenses

Prophix web client provides real time access to important planning and reporting tasks from anywhere and on any device