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Planning Agent Product Tour

See how Prophix One Autonomous Planning Agent automates budget kickoffs, rollovers, and reforecasts with a single prompt.

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Planning Agent Product Tour

Every budget kickoff, post month end close and reforecast starts the same: clearing data, rolling forward templates, fixing links, and auditing formulas. Spreadsheet prep steals time needed to understand your numbers and what's driving them.

In this 2-minute tour, see how Planning Agent helps you:

  • Build and trigger recurring FP&A processes with pre-built, skill-based workflows.
  • Stay in control with review checkpoints that pause for approval.
  • Schedule automated runs so your post-close processes start on time and reforecasts are ready.

Prophix One Autonomous Planning Agent handles the manual prep, configuration, and validation. Your team delivers the budget and reforecast.

Build it once. Run it on schedule. Stay in the loop. 

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