Now we want to hear from you:

• What's the one takeaway that stuck with you?

• Did anything shift how you're thinking about AI in your own finance workflows?

• What would you want us to dig deeper into next time: more customer stories, more product detail, more analyst perspective?

• Any questions from the session that weren’t answered? Ask here and we'll get a response.

Drop your thoughts below. We read every comment, and your feedback directly shapes what we build the next session around. Let's keep the conversation going!

We covered a series of real FP&A scenarios and worked through prompts live in the system, so you can follow along at your own pace, pause where you need to, and test the same prompts on your own setup.

Whether you're new to prompting or already writing prompts every week, there's something here to take back to your desk. Watch the replay if you missed the live session.

We'll cover four recent additions to the platform:

• Copilot for Office – close reporting requests in minutes, without leaving Excel or Teams

• Prophix One MCP Server – connect your governed Prophix data to the AI tools your team already uses

• Autonomous Planning Agent – hands off budget kickoffs and reforecast setup, with human checkpoints built in

• Bank Integration for Cash Management – daily cash visibility with transactions automatically classified against trading partners

It's a look at what these tools have actually delivered for customers on the platform.

If you're tuning in, drop a comment below. We want to know:

• What's one thing you're looking forward to hearing about today: the AI hype vs. reality discussion, the analyst view on EPM, the customer perspective, or the look at what's next for Prophix One?

• Which voices are you most curious to hear from: Prophix's leaders, Craig Schiff, or our customers?

• Your burning questions. Ask them in the live chat or drop them here and we'll make sure they get answered.

This is the room to be in if you want the real story on where Autonomous Finance is headed, straight from the people building and using it. Grab your coffee, get logged in, and let's see what unfolds.

Month 1 was all about diving in: trying out the suggested prompts and submitting as many as possible over the course of the month. Matt led the pack with 365 prompts, showing what's possible when you make Prophix One part of your daily workflow. Thank you, Matt, for setting the bar high and giving the rest of the community something to aim for.

We'd love to hear from you, Matt: what pushed you to jump into the challenge, and what stood out about the experience? Drop a comment below, we're all curious.

You shall receive an email from us shortly for you to claim your $50 gift card.

Month 2, the Best Result Challenge, is live now. If Matt's win has you thinking "I could do that too," here's your chance.

Attached below are nine real-world scenarios, grouped by role: Budget Owner, Financial Analyst, and Finance Leader. Pick the one that fits you, or whichever you relate to most. Each is built around a situation you've probably lived through, the kind where a well-built prompt saves you an hour, and a lazy one sends you down the wrong path with confident, wrong-looking data.

How to play:

1. Open the attached scenario sheet and find the ones tied to your role (or pick a curveball from another role, we won't stop you).

2. Take the scenario to Prophix One and build a prompt to solve it.

3. Drop a comment below on which scenario you tried, how your prompt performed, and what you'd change next time. We will be reviewing submitted prompts on the backend for accuracy, so the comment is your story, not your scorecard.

Why it matters:

Anyone can ask an AI agent a question. Fewer people ask the right one, specific enough to get a real answer instead of a technically correct but useless one. That gap is what this month is designed to close.

There are two ways to earn recognition this month: the participant who submits the highest number of prompts, and the participant whose prompts are the most precise. Every attempt sharpens the instinct that turns Prophix One Intelligence from "another tool" into the fastest way to get an answer you trust.

Jump in, try a scenario, and tell us how it went. 👇

I'm curious how organizations manage their WIP and Job Costing Forecast reports.

• Do you take a month-end snapshot of the reports, or do you simply use them as live reports?

• Do users ever need to look back at what the report looked like in prior months?

• For example, if a project was active last month but is now closed, the project no longer appears in the current month. If you switch the Time dimension back to last month, should that project reappear, or is a snapshot required to preserve that historical view?

I'd love to hear how others have approached this and what has worked best for you.

Hi Everyone,

I have created a Time Perspective (Default) calculation for Inception-to-Date (ITD) reporting.

My current reporting month is July 2027 (2027M04), and the fiscal year-end month is March 2028 (2027M12). The ITD calculation is intended to include all periods from Fiscal Year 2008 through Fiscal Year 2027 (240 periods).

The formula I am currently using is:

SUM( LastPeriods(240, [Time].[Default].&[2027M04]), [Time Perspective].[Default].&[BASE])

The ITD balance appears to be calculating correctly. However, I would appreciate your advice on whether this is the best approach.