Meet the Prophix One Reporting Agent: Turning Finance Data into Insights

It’s 9 a.m., and your leadership meeting starts in 30 minutes. You’re pulling numbers from your ERP, checking formulas in Excel, updating charts in PowerPoint, and hoping nothing has changed since your last refresh.

Then the CFO asks: “How did operating expenses this quarter compare to the same quarter last year?”  

For many finance teams, this is when the scramble starts. You dig through spreadsheets, build new pivot tables, rework charts, and by the time the answer is ready, the conversation has already moved on.

This cycle is far too familiar: reporting eats up time, drains FP&A capacity, and forces business partners to wait for answers. Finance ends up reacting instead of leading.

That’s exactly why we built the Prophix One Reporting Agent – to help finance teams turn questions into insights, right in the flow of work. 

What is the Prophix One Reporting Agent?

The Reporting Agent is an AI-powered teammate inside Prophix One Intelligence – the AI engine that powers the entire Prophix One platform. Instead of waiting on static reports or spending hours on spreadsheets, it gives you immediate clarity into performance. It answers questions in plain language and surfaces insights with charts, tables, and variance commentary.  

With the Reporting Agent, you don’t wait for the month-end package, you get fast, trusted insights right when you need them. 

Who is Prophix One Reporting Agent for?  

The Reporting Agent is designed for finance leaders and business partners who need answers quickly, without adding to the FP&A team workload:

• Functional budget owners who want real-time clarity into their department’s spending and performance.
• FP&A managers and heads of finance who field constant “can you run the numbers?” requests from executives and need to respond on the spot.
• CFOs and finance leaders who want to anticipate business questions and guide strategic discussions without delay. 

What can the Prophix One Reporting Agent help with?  

Today, the Reporting Agent helps finance teams and business leaders to:

• Ask questions about financial and operational data in plain language
  • “Why are Q2 operating expenses higher than last year?”- delivered instantly with variance tables and charts  
• Understand what’s driving performance  
  • Identify the drivers behind the numbers without building complex pivot tables.
• Spot unusual patterns early
  • Detect anomalies before results are finalized, providing an early-warning system.
• Run variance analysis in seconds
  • Go from question to ready-to-share tables, charts, and commentary without manual formatting. 

Before and after with the Prophix One Reporting Agent

How does the Reporting Agent work?

Using the Reporting Agent is simple and intuitive:

1. Ask in plain language – Instead of hunting through menus or building from scratch, just request what you need: 
   “Show me the departmental expense variance for Q2.”
2. Refine with follow-ups – Highlight drivers, add visuals, or reformat for executives vs. department heads? Just ask. The Agent adapts the report in seconds.
3. Stay in control – You’re always the decision-maker. The Reporting Agent provides clarity and structure, but you approve, adjust, and guide the narrative. 

Security and trust built in  

We know finance runs on trust. That’s why security and privacy are at the core of the Reporting Agent.

• Third-party certified Responsible AI: Prophix meets industry-leading certifications, ensuring AI is safe, transparent, and explainable.
• Role-based access: Users only see the data they’re authorized to access.
• Glass-box AI: Every action is explainable, every number traceable.

With the Reporting Agent, you get the speed of AI without compromising control. 

Why it matters?  

Traditional reporting slows finance down. The Reporting Agent accelerates it – turning reporting from a manual chore into a strategic advantage.

When finance delivers clear, trusted insights faster, the impact is felt across the business:

• Clarity: Instant visibility into performance drivers.
• Capacity: FP&A gets time back to focus on strategy instead of manual report building and formatting  
• Confidence: Every decision is backed by reliable, explainable insights.

That’s why the Reporting Agent matters. It doesn’t just save time, it empowers finance to step out of the reporting grind and step into the role of strategic business partner. 

The Full Vision

Today, the Reporting Agent delivers instant insights. But that’s just the beginning.

Our vision is to go further – empowering finance teams with agents that:

• Autonomously create reports and presentations, tailored to each audience.
• Continuously detect anomalies and alert teams before issues escalate.
• Power scenario planning and forecasting at the speed of conversation.

This is the roadmap to Autonomous Finance – and the Reporting Agent is your first step.