During the webinar, RSM Partner John De Goey talks about how mid-market organizations are approaching AI adoption today. From there, the Prophix team walks through what that looks like in practice: role-based dashboards with chart insights, a configurable WIP report (job-to-date, live vs. historical snapshots), and drill-across to transaction and invoice detail.
The demo also covers Prophix Copilot for what-if scenario analysis, the budgeting agent for scenario-based headcount planning, and the new MCP server connection, which lets Claude, Copilot, or ChatGPT query Prophix data directly with role-based security intact. Watch the replay to see how these pieces fit together in a live finance workflow.