CoPlanner vs Prophix One
CoPlanner
coplanner.com
Prophix One
prophix.comSide by side
| Figure | CoPlanner | Prophix One |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| API | — | Yes |
| Plans published | 0 | 1 |
| Spec score · Financial Planning & Analysis Software | 7.5 (#47) | 8.2 (#11) |
| AI | CoPlanner says its controlling software uses artificial intelligence for evaluations. | Prophix describes embedded AI agents for finance workflows, accessible in Microsoft Teams, with actions traceable and outputs auditable. |
| Budgeting | Yes | Yes |
| Financial consolidation | Yes | Yes |
| Forecasting | CoPlanner provides forecasting and scenario analysis for business decisions. | Yes |
| Founded | The company page says CoPlanner was founded 35 years ago; it does not give a calendar year on that page. | 1987 |
| Headquarters | Graz, Austria | Toronto, Ontario, Canada |
| Integrations | The company offers interfaces to common systems and databases and describes SAP data export through Theobald-Connector to an MSSQL database. | Prophix says it connects to 300+ ERPs, HRISs, and CRMs, and lists NetSuite, SAP, Sage, Microsoft Dynamics, Oracle, Workday, Salesforce, and HubSpot as examples. |
| Planning | The software supports short- and long-term plans, budgeting, cost-center planning, and top-down or bottom-up planning. | Its FP&A tools support driver-based budgets, rolling forecasts, and scenario modeling across multiple entities. |
| Product | CoPlanner is controlling software for business planning, financial planning, forecasting, analysis, reporting and consolidation. | Prophix One is a unified financial performance platform for planning, budgeting, forecasting, reporting, and consolidation. |
| Purpose | CoPlanner is controlling software for financial planning, budgeting, forecasting, analysis, reporting and consolidation. | Prophix One is a financial performance platform for planning, close, consolidation, and reporting on a shared data foundation. |
| Scenario modeling | Yes | Yes |
| Security | The requirements page says an SSL/TLS certificate, provided by the customer, is needed to establish encrypted communication between server and client over HTTPS. | Prophix lists SOC 2 Type II, ISAE 3402 Type 2, ISO 27001, ISO 27017, ISO 27018, and HITRUST attestations. |
| Support | CoPlanner offers support for technical and business questions through a support team, an online help portal, and a customer download area. | Prophix provides a Help Center, Community, Academy, and Cloud System Status links for customers. |
| Variance analysis | Yes | Yes |
Plans
In their own words
Prophix One
Prophix One is a cloud-based financial performance platform for finance teams, covering planning, budgeting, forecasting, reporting, close, consolidation, and workforce planning. Its planning tools support driver-based budgets, rolling forecasts, and scenario modeling across multiple entities. Consolidation includes intercompany eliminations, multi-currency translation, and minority interest calculations. Account Reconciliation offers role-based approvals, status visibility, audit trails, and automated matching that surfaces exceptions. Lease Accounting supports ASC 842 and IFRS 16. The platform connects to more than 300 ERP, HRIS, and CRM systems, including NetSuite, SAP, Sage, Microsoft Dynamics, Oracle, Workday, Salesforce, and HubSpot; connection methods include APIs, FTP/SFTP, ODBC, JSON, SOAP, and flat file imports. Embedded agents can update budgets from plain-language instructions and create tables, charts, and variance commentary from questions. Prophix says customer data is not used to train third-party AI models. The platform is hosted on AWS, and pricing is on request. Prophix was founded in 1987 and is headquartered in Toronto.