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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Prophix

    Score8.4 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

    Score5.8 out of 10
    N/AUpland PSA helps professional services teams grow their business.

    $15

    per month

    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
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    ProphixUpland PSA
    Considered Both Products
    Prophix Software
    No answer on this topic
    Upland Software
    No answer on this topic
    Key User Insights
    Would buy again
    97%
    Would buy again
    201 Answers
    No answers on this topic
    Delivers good value for the price
    97%
    Delivers good value for the price
    161 Answers
    No answers on this topic
    Happy with the feature set
    98%
    Happy with the feature set
    204 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    129 Answers
    No answers on this topic
    Implementation went as expected
    81%
    Implementation went as expected
    119 Answers
    No answers on this topic
    Features
    ProphixUpland PSA
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Prophix and Upland PSA
    Feature
    Prophix
    8.4
    66 Ratings
    11% above category average
    Upland PSA
    -
    Ratings
    Pixel Perfect reports8.628 Ratings00 Ratings
    Customizable dashboards8.359 Ratings00 Ratings
    Report Formatting Templates8.362 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Prophix and Upland PSA
    Feature
    Prophix
    8.4
    183 Ratings
    8% above category average
    Upland PSA
    -
    Ratings
    Drill-down analysis8.8180 Ratings00 Ratings
    Formatting capabilities7.6174 Ratings00 Ratings
    Report sharing and collaboration8.8166 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Prophix and Upland PSA
    Feature
    Prophix
    8.6
    162 Ratings
    8% above category average
    Upland PSA
    -
    Ratings
    Publish to PDF8.8153 Ratings00 Ratings
    Report Versioning8.4122 Ratings00 Ratings
    Report Delivery Scheduling8.6139 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Prophix and Upland PSA
    Feature
    Prophix
    8.3
    72 Ratings
    12% above category average
    Upland PSA
    -
    Ratings
    Predictive Analytics8.372 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Prophix and Upland PSA
    Feature
    Prophix
    8.8
    172 Ratings
    5% above category average
    Upland PSA
    -
    Ratings
    Multi-User Support (named login)8.7163 Ratings00 Ratings
    Role-Based Security Model8.6164 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.8169 Ratings00 Ratings
    Report-Level Access Control8.9110 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Prophix and Upland PSA
    Feature
    Prophix
    9.1
    84 Ratings
    21% above category average
    Upland PSA
    -
    Ratings
    Responsive Design for Web Access9.184 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Prophix and Upland PSA
    Feature
    Prophix
    8.4
    298 Ratings
    4% above category average
    Upland PSA
    -
    Ratings
    Long-term financial planning8.5249 Ratings00 Ratings
    Financial budgeting8.7284 Ratings00 Ratings
    Forecasting8.3266 Ratings00 Ratings
    Scenario modeling8.0220 Ratings00 Ratings
    Management reporting8.3277 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Prophix and Upland PSA
    Feature
    Prophix
    8.7
    224 Ratings
    11% above category average
    Upland PSA
    -
    Ratings
    Financial data consolidation8.8184 Ratings00 Ratings
    Journal entries and reports8.7119 Ratings00 Ratings
    Multi-currency management8.894 Ratings00 Ratings
    Intercompany Eliminations8.5113 Ratings00 Ratings
    Minority Ownership8.650 Ratings00 Ratings
    Local and consolidated reporting9.1155 Ratings00 Ratings
    Detailed Audit Trails8.5142 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Prophix and Upland PSA
    Feature
    Prophix
    9.0
    270 Ratings
    10% above category average
    Upland PSA
    -
    Ratings
    Financial Statement Reporting9.0251 Ratings00 Ratings
    Management Reporting9.1259 Ratings00 Ratings
    Excel-based Reporting8.7233 Ratings00 Ratings
    Automated board and financial reporting8.6207 Ratings00 Ratings
    XBRL support for regulatory filing9.524 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Prophix and Upland PSA
    Feature
    Prophix
    8.3
    244 Ratings
    10% above category average
    Upland PSA
    -
    Ratings
    Personalized dashboards8.2228 Ratings00 Ratings
    Color-coded scorecards8.5162 Ratings00 Ratings
    KPIs8.0178 Ratings00 Ratings
    Cost and profitability analysis8.3172 Ratings00 Ratings
    Key Performance Indicator setting8.5147 Ratings00 Ratings
    Benchmarking with external data8.4106 Ratings00 Ratings
    Integration
    Comparison of Integration features of Prophix and Upland PSA
    Feature
    Prophix
    8.5
    263 Ratings
    5% above category average
    Upland PSA
    -
    Ratings
    Flat file integration8.6212 Ratings00 Ratings
    Excel data integration8.5228 Ratings00 Ratings
    Direct links to 3rd-party data sources8.4202 Ratings00 Ratings
    Best Alternatives
    ProphixUpland PSA
    Small Businesses
    No answers on this topic
    Autotask PSA
    Score7.6 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Workday Professional Services Automation
    Score8.2 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Planview AdaptiveWork
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ProphixUpland PSA
    Likelihood to Recommend
    8.5
    (321 ratings)
    6.0
    (11 ratings)
    Likelihood to Renew
    10.0
    (16 ratings)
    7.0
    (6 ratings)
    Usability
    8.3
    (140 ratings)
    8.0
    (1 ratings)
    Availability
    9.4
    (31 ratings)
    -
    (0 ratings)
    Performance
    8.8
    (30 ratings)
    -
    (0 ratings)
    Support Rating
    8.0
    (123 ratings)
    9.0
    (1 ratings)
    In-Person Training
    8.1
    (12 ratings)
    -
    (0 ratings)
    Online Training
    8.2
    (15 ratings)
    -
    (0 ratings)
    Implementation Rating
    4.0
    (20 ratings)
    9.0
    (1 ratings)
    Configurability
    9.0
    (11 ratings)
    -
    (0 ratings)
    Ease of integration
    8.0
    (31 ratings)
    -
    (0 ratings)
    Product Scalability
    8.2
    (28 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.5
    (25 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    7.9
    (22 ratings)
    -
    (0 ratings)
    User Testimonials
    ProphixUpland PSA
    Likelihood to Recommend
    Prophix Software
    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.
    Incentivized
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    Upland Software
    We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).
    With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.
    Incentivized
    Read full review
    Pros
    Prophix Software
    • Reporting - single report that can be opened by multiple users, each will see only aspect specific to them based on their security access.
    • Budgeting - workflow driven budget data collection, visibility of its current status, ability to take action to ensure timely completion. Ability to snapshot budget data at a point in time. Ability to perform what-if scenarios.
    • Forecasting - as above with added benefit of either reusing budget level of grain or forecasting at high level.
    • Granular planning - ability to create unlimited number of subsidiary models to assist with the planning process. Non-financial data collected during budget/forecast process help with operation planning and variance analysis.
    Incentivized
    Read full review
    Upland Software
    • We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
    • Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
    • Tenrox has a great email reminder system for when people need to submit or approve timesheets.
    Incentivized
    Read full review
    Cons
    Prophix Software
    • 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.
    Incentivized
    Read full review
    Upland Software
    • Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
    • Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
    • (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!
    Incentivized
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    Likelihood to Renew
    Prophix Software
    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
    Read full review
    Upland Software
    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.
    Read full review
    Usability
    Prophix Software
    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.
    Incentivized
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    Upland Software
    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.
    Incentivized
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    Reliability and Availability
    Prophix Software
    There have been very few times that Prophix has not been available and we have been informed ahead of time. The only issue that we have is when we update cubes or import information and run processes during working hours which stops access for a short period of time but this is more about our processes than Prophix.
    Incentivized
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    Upland Software
    No answers on this topic
    Performance
    Prophix Software
    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.
    Incentivized
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    Upland Software
    No answers on this topic
    Support Rating
    Prophix Software
    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.
    Incentivized
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    Upland Software
    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.
    Incentivized
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    In-Person Training
    Prophix Software
    Training is essential for this software to be successful for any company. We unfortunately had a bad implementation and training manager so I can say with confidence that if we had the CSM we have now - we would be light years ahead of our knowledge of the system. I highly suggest taking all training opportunities and not rushing the implementation training
    Incentivized
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    Upland Software
    No answers on this topic
    Online Training
    Prophix Software
    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.
    Incentivized
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    Upland Software
    No answers on this topic
    Implementation Rating
    Prophix Software
    Prophix Consulting should bring, in house, chargeable expertise in Oracle EBS table access for Drill Across and provide reasonable limits on dimension member combinations so there are no unreasonable expectations about the application of multi dimensional cubes to detail, such as revenue by product and customer.
    Incentivized
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    Upland Software
    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.
    Incentivized
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    Alternatives Considered
    Prophix Software
    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
    Incentivized
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    Upland Software
    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 connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.
    Incentivized
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    Scalability
    Prophix Software
    Prophix is a capable tool of growing with an organization and the uses for different items in the software. Our organization was able to scale the product to lots of different end users and the needs of the departments. There are plenty of updates and features to grow and bring in new data.
    Incentivized
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    Upland Software
    No answers on this topic
    Return on Investment
    Prophix Software
    • Prophix has made it possible to move away from some Excel reporting we were doing, which allows for 50% quicker reporting on a monthly basis.
    • Although it has saved us time, an improved PowerPoint feature that automatically updates our decks would save an additional 75% on top of what we already do.
    • Our Board Reporting has improved by 10 hours by moving our reports fully into Prophix.
    Read full review
    Upland Software
    • Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
    • We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
    • A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).
    Incentivized
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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.