Prophix vs. Upland PSA

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Prophix
Score 8.5 out of 10
Enterprise companies (1,001+ employees)
Prophix One, a Financial Performance Platform, is used to improve the speed and accuracy of decision-making within a harmonized user experience. To reduce complexity and uncertainty, the software offers automated insights and planning, budgeting, forecasting, reporting, and consolidation functionalities.N/A
Upland PSA
Score 5.8 out of 10
N/A
Upland PSA helps professional services teams grow their business.N/A
Pricing
ProphixUpland PSA
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ProphixUpland PSA
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
ProphixUpland PSA
Considered Both Products
Prophix
Chose Prophix
Prophix was right for what our company wanted and for our size at a good price, we left Hyperion for Prophix
Chose Prophix
We were using Micro before we migrated to Prophix, and I can easily tell that Prophix has a very high advantage over Micro. That's why we left Micro.
Chose Prophix
We previously used Spreadsheet Server to get information out of our ERP (Vista/TC-1). In general, Prophix is faster and more reliable than Spreadsheet server, but the specific integration between Prophix and our ERP (and Project Management Software InEight) has caused us issues
Chose Prophix
Prophix won out for visual aesthetics, flexibility in product use, and the reputation of the support team.
Chose Prophix
I'm not aware of other products or systems we considered. Our implementation was before I joined my current team.
Chose Prophix
Prophix is more user-friendly and easier to navigate.
Chose Prophix
Prophix stands out based on its capabilities for centralizing of financial data, automating workflows, reducing version controls, improving speed, more auditability and better collaboration.
Chose Prophix
User interface is cleaner and allows budget owners to use the system instead of the finance upload.
Chose Prophix
Epicor Financial Planning and Analysis (FP&A)
Chose Prophix
Prophix is so much easier to use that other platforms or products. It can be customized so much easier than other larger, more expensive products. I work for a small university where we have a small finance team and Prophix allows us to tailor reporting to emerging needs in …
Chose Prophix
While others might have an edge in dashboards, Prophix excels at workflows, processes, and reporting.
Chose Prophix
Prophix was already implemented when I joined the company, but in my previous job, we used OneStream, which seemed more complicated to set up and to update behind the scenes if the business changed.
Chose Prophix
In our opinion, Prophix is more flexible and cost-effective.
Chose Prophix
I haven’t used similar products.
Upland PSA
Chose Upland PSA
The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a …
Chose Upland PSA
Journyx was another option for us when we started looking to transition to a web-based system. Journyx is a very similar product to Tenrox and offers very similar perks.

Kronos is the system we use for payroll, as set by our corporate office. We have looked into configuring …
Chose Upland PSA
Tenrox as a system is one of my favorites, if not my favorite. I really like the system-structure and its capabilities. Previously, the only negative mark I gave Tenrox was customer service and as stated that has shown great improvement in the past months. Conversely, our other …
Chose Upland PSA
TENROX was the leader of time management at the time of investment. Other services had greater capabilities but did not have a sound time management database. Tenrox is now trying to compete with the other services but our company is not interested.
Chose Upland PSA
I was not part of the selection process just use the tool for my job
Chose Upland PSA
I think it is a very good product, but i didn't have a say in picking it
Features
ProphixUpland PSA
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Prophix
8.5
Ratings
12% above category average
Upland PSA
-
Ratings
Pixel Perfect reports8.80 Ratings00 Ratings
Customizable dashboards8.40 Ratings00 Ratings
Report Formatting Templates8.40 Ratings00 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Prophix
8.5
Ratings
9% above category average
Upland PSA
-
Ratings
Drill-down analysis8.90 Ratings00 Ratings
Formatting capabilities7.70 Ratings00 Ratings
Report sharing and collaboration8.90 Ratings00 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Prophix
8.7
Ratings
8% above category average
Upland PSA
-
Ratings
Publish to PDF8.90 Ratings00 Ratings
Report Versioning8.50 Ratings00 Ratings
Report Delivery Scheduling8.70 Ratings00 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Prophix
8.5
Ratings
13% above category average
Upland PSA
-
Ratings
Predictive Analytics8.50 Ratings00 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Prophix
8.9
Ratings
7% above category average
Upland PSA
-
Ratings
Multi-User Support (named login)8.80 Ratings00 Ratings
Role-Based Security Model8.70 Ratings00 Ratings
Multiple Access Permission Levels (Create, Read, Delete)8.90 Ratings00 Ratings
Report-Level Access Control9.00 Ratings00 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Prophix
9.2
Ratings
20% above category average
Upland PSA
-
Ratings
Responsive Design for Web Access9.20 Ratings00 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Prophix
8.5
Ratings
5% above category average
Upland PSA
-
Ratings
Long-term financial planning8.60 Ratings00 Ratings
Financial budgeting8.80 Ratings00 Ratings
Forecasting8.50 Ratings00 Ratings
Scenario modeling8.10 Ratings00 Ratings
Management reporting8.40 Ratings00 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Prophix
8.9
Ratings
14% above category average
Upland PSA
-
Ratings
Financial data consolidation8.90 Ratings00 Ratings
Journal entries and reports8.90 Ratings00 Ratings
Multi-currency management9.00 Ratings00 Ratings
Intercompany Eliminations8.60 Ratings00 Ratings
Minority Ownership8.80 Ratings00 Ratings
Local and consolidated reporting9.20 Ratings00 Ratings
Detailed Audit Trails8.60 Ratings00 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Prophix
9.1
Ratings
15% above category average
Upland PSA
-
Ratings
Financial Statement Reporting9.10 Ratings00 Ratings
Management Reporting9.20 Ratings00 Ratings
Excel-based Reporting8.80 Ratings00 Ratings
Automated board and financial reporting8.70 Ratings00 Ratings
XBRL support for regulatory filing9.60 Ratings00 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Prophix
8.5
Ratings
5% above category average
Upland PSA
-
Ratings
Personalized dashboards8.40 Ratings00 Ratings
Color-coded scorecards8.60 Ratings00 Ratings
KPIs8.20 Ratings00 Ratings
Cost and profitability analysis8.40 Ratings00 Ratings
Key Performance Indicator setting8.60 Ratings00 Ratings
Benchmarking with external data8.60 Ratings00 Ratings
Integration
Comparison of Integration features of Product A and Product B
Prophix
8.6
Ratings
6% above category average
Upland PSA
-
Ratings
Flat file integration8.70 Ratings00 Ratings
Excel data integration8.70 Ratings00 Ratings
Direct links to 3rd-party data sources8.50 Ratings00 Ratings
Best Alternatives
ProphixUpland PSA
Small Businesses

No answers on this topic

HaloPSA
HaloPSA
Score 8.1 out of 10
Medium-sized Companies
Centage
Centage
Score 9.4 out of 10
Planview AdaptiveWork
Planview AdaptiveWork
Score 8.4 out of 10
Enterprises
OneStream
OneStream
Score 8.8 out of 10
Planview AdaptiveWork
Planview AdaptiveWork
Score 8.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ProphixUpland PSA
Likelihood to Recommend
8.6
(0 ratings)
6.0
(0 ratings)
Likelihood to Renew
10.0
(0 ratings)
7.0
(0 ratings)
Usability
8.4
(0 ratings)
8.0
(0 ratings)
Availability
9.4
(0 ratings)
-
(0 ratings)
Performance
8.9
(0 ratings)
-
(0 ratings)
Support Rating
8.0
(0 ratings)
9.0
(0 ratings)
In-Person Training
8.3
(0 ratings)
-
(0 ratings)
Online Training
8.4
(0 ratings)
-
(0 ratings)
Implementation Rating
4.0
(0 ratings)
9.0
(0 ratings)
Configurability
9.0
(0 ratings)
-
(0 ratings)
Ease of integration
8.0
(0 ratings)
-
(0 ratings)
Product Scalability
8.4
(0 ratings)
-
(0 ratings)
Vendor post-sale
7.6
(0 ratings)
-
(0 ratings)
Vendor pre-sale
7.8
(0 ratings)
-
(0 ratings)
User Testimonials
ProphixUpland PSA
Likelihood to Recommend
Prophix is best suited if you have a very extensive budgeting process that currently relies on multiple Excel spreadsheets. It is also great if you have on-prem tools that may no longer be supported for reporting. It may not be appropriate if you require an unlimited number of mid-tier users, as it can be very expensive annually. It's definitely not a cheap tool, but the cost can at least be optimized based on users' use cases. In both organizations I've worked for that use it, cost has been mentioned.
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Tenrox has been the only solution we can find that can make a simple timesheet that basically turns the old Excel timesheet into an online cloud based glorified Excel sheet. No drop downs for employees to pick through and little room for error. The reporting could be great but not in the way we have customized it. The reports are useless most of the time and writing a report is very difficult. If you want a nonprofit adapted timesheet for multiple funders and contracts without any frills or reporting then this is it!
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Pros
  • Reports are very customizable - once you learn how to create reports, it is really easy to design the final output you'd like.
  • The tool is easy to use, especially for those that don't work in the finance function.
  • It offers an excellent workflow capability to send out tasks to cost center owners all over the company.
  • We love the ability to create and customize cubes.
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  • You can create a report combining virtually any field that the application tracks, so in this way it's a very flexible tool. There are also very flexible workflows and security settings within the app so that you can really make it fit your organizational structure, whatever that may be.
  • You can download the report into Excel and work with the data in Pivot tables to get even more customized reports.
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Cons
  • Ability to filter report views for report binder without creating duplicate reports.
  • More extensive documentation and examples in the ProCalc library.
  • More ProCalc functions that deal with the time dimension and allow functions that can utilize the system date. So if it is day 8 of the month.
  • Ability to save company color scheme for use in reporting.
  • Would like to create a link between the account dimension and another dimension so I can easily report on account properties. For example, an account property could be columns in a report.
  • Would like to see the ability to have a report view on a dashboard. The tables are poorly formatted, and I’d like more formatting ability.
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  • Their customer service is horrible, every email I send they insist on following up with a scheduled phone conference to tell me they can't help me. I have wasted hours on conference calls over the years.
  • They upgrade their products but none of their upgrades will work with their current customer's system or "customizations". We are stuck with a 5 year old product that will only work with Internet Explorer on a PC and only when the browser is in compatibility mode. Even this functionality is touch and go.
  • They have continuously failed to make time off accruals for a semi-monthly payroll a possibility.
  • Anytime you ask them to upgrade you to their latest product they first tell you that will be another $3,000 and then they find out their upgrade isn't compatible with your settings.
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Likelihood to Renew
The system works well for us, and meets all of our needs. All of our future plans can and will be achieved within Prophix, so there is no need to pursue another product. Prophix has continuously proven to improve their product over the years, which provides an even higher level of confidence in this tool, and future developments
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I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
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Usability
I don't rate anybody a 10 because I believe there's always room for improvement, so I'll go with an 8. And I'm giving 8 because it has helped us do more than we were doing before, and I believe there's still room for improvement.
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I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
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Reliability and Availability
The availability in Prophix is relatively good. We have occurred random outages in different versions that wipe out data, which can be brought back. Or we have ran into system wide slowness that impacts all users in the system, but we have been able to get more capacity to supply our performance.
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No answers on this topic
Performance
Prophix has always performed consistently. We are using on-premise so many factors can contribute to slower than desired performance, most having nothing to do with Prophix itself. If we move to the web-client cloud based solution I believe performance will even be better.
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No answers on this topic
Support Rating
We’ve gotten moved around a lot and so we don’t always know our pod people. Also when we book sessions with a random person it seems like we have to take the first 15-20 minutes explaining our system and process.
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The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
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In-Person Training
We worked with a consultant provided by the vendor for implementation. Training involved online and in person. The in person training was done throughout the implementation. It was very hands on training. As we worked through sections of the set-up, we were training on how to use various features within the product. It made learning the system very easy.
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No answers on this topic
Online Training
We used our system and created a test cube to work with our own data. We ran through the different functions of Prophix and covered alot of material. We did two sessions a week, with homework tasks assigned. We were able to ask questions and cover any questions during the followup sessions.
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No answers on this topic
Implementation Rating
Since company's IT department was not part of the implementation and it was done only by an executive assistant who did not have extensive knowledge about finance and accounting it was done VERY Poorly and haphazardly. Nothing was done properly and it was not planned correctly. It worked for short term but after 2 years we had to re-do all the cubes and it was very hard to fix and correct things
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The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
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Alternatives Considered
Prophix is so much easier to use that other platforms or products. It can be customized so much easier than other larger, more expensive products. I work for a small university where we have a small finance team and Prophix allows us to tailor reporting to emerging needs in real time without having to reconfigure clunky systems with expensive modifications
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Tenrox as a system is one of my favorites, if not my favorite. I really like the system-structure and its capabilities. Previously, the only negative mark I gave Tenrox was customer service and as stated that has shown great improvement in the past months. Conversely, our other primary system (Advantage) has always provided us with excellent customer service as one of their strongest points, which made it even more frustrating to have those issues with Tenrox support. I did not select Tenrox myself, but if I were shopping around now, I would be very very likely to decide on Tenrox. I would recommend it, so long as the system fits the needs of your business and staff
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Scalability
I gave Prophix a 10 on scalability because we currently deploy the solution to department heads across our entire organization and never have any issues with those individuals using or accessing the system to look at their financial information within premade templates . They currently enter budgets and review reports within the system currently. The only issue is they cannot typically use the ad hoc functionality because that would require higher level licenses that cost more and it is not worth it to give them more costly licenses since they really aren't working in the system quite like the robust finance users
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Return on Investment
  • Reduced time to produce reports and compile budget leaving the team with more time to analyse the data, rather than concentrating on just compiling reports or budgets.
  • Improved visibility and variance reporting capability providing actionable insights to stakeholder.
  • The above points lead to greater buy-in into reporting and planning processes.
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  • Tenrox has caused headaches across offices and the frustrations with reporting is huge. It's been great to have a starting point to track hours and try to see what is billable and non-billable, but after this was implemented across our company where are seeing the negative ROI as its been so difficult to pull these reports accurately across teams, individuals, and clients!
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ScreenShots

Prophix Screenshots

Screenshot of Prophix One Portal: One single point of entry into Prophix One through its portal simplifies access and authentication but also allows seamless movement between applications.Screenshot of Chart Insights, one of the AI Insights capabilities that utilizes Artificial Intelligence and Natural Language Processing to provide enhanced business awareness.  Chart Insights extends the important details contained within dashboards, and analyzes the complete dataset behind the dashboard, automatically surfacing the data relationships not obvious in dashboard visualizations alone. It then provides a summary of key performance metrics found buried within Prophix charts.  It also summarizes the important insights in plain English.Screenshot of Prophix One Financial Planning & Analysis: Prophix's self-serve dashboards and visualizations are directly integrated with data, workflow tasks, announcements, and external URLs and databases. Dashboard Studio helps users to be informed and make better business decisions.Screenshot of Detailed interactive charts and graphs that Prophix offers to uncover insights. Prophix’s visual analytics are linked directly to data with transaction details.  There is no need to input the numbers.  Prophix does this tedious work, automatically.Screenshot of Prophix’s Workflow Manager, used to assign tasks to users and facilitate approvals across the business.  Stakeholder input can be captured directly with the ability to add comments and notes in a single unified database.Screenshot of Cell Comments, that allow users to add supporting details like notes and attachments to data.  Since comments are stored with the data, they can be viewed in any template along with their trailing history. Cell Comment Reports can also be generated to show all comments from any data view in one convenient report.