What AllStrategy does

AllStrategy is a Brazilian software company founded in 2003 and headquartered in Curitiba, Paraná, that develops and resells financial planning and cash management software under the Prophix brand for large enterprises and multinationals across Latin America. Its core platform consists of two cloud-delivered SaaS products — Prophix Plano (budget and strategic planning) and Prophix Fluxo (cash and treasury management) — built on Amazon Web Services infrastructure and supported by approximately 20 add-on modules covering planning, dashboards, strategic maps, KPI measurement, performance tracking, matrix budgeting (OMD), reports, action plans, and spreadsheet management on the planning side, plus cash flow, financial contracts, bank reconciliation, and routine management on the treasury side.

The platform's technical foundation rests on native integration with more than 50 ERP systems (including TOTVS, SAP, Oracle, Microsoft Dynamics 365, NetSuite, Senior, Datasul, Conta Azul, Mega, Sankhya, Tasy, MV, and Consinco), enabling automated data flow from clients' transactional systems into centralized budgets, dashboards, and forecasts. Specialized capabilities include multi-currency management, multi-entity consolidation, matrix budgeting (OMD), HR planning, and complex scenario analysis. Implementation services are delivered remotely or on-site by dedicated consultants, with reference projects completable in as little as four weeks.

AllStrategy operates a sales-led enterprise go-to-market combining direct sales, a multi-tier partner ecosystem (VARs, ISVs, System Integrators, Finders referral partners), and content-driven demand generation via its website, blog, e-books, and published customer case studies. Revenue derives from annual SaaS subscriptions plus implementation and consulting services, with pricing set on a quote-based per-customer basis. Following its 2025 merger with Prophix — a global software vendor founded in 1987 serving 3,000+ clients in 100+ countries — AllStrategy operates as the Brazil and Latin America arm of the multinational Prophix group, contributing more than 20 years of regional expertise and a base of over 30,000 active users to the combined platform. Target verticals include Healthcare, Industry/Manufacturing, Services, Distribution/Logistics, and Retail, with named customers spanning LATAM Airlines Brasil, Pipefy, Unimed Santa Catarina, Grupo MGB, Tecsul, Grupo Pratagy, New Max Industrial, Editora do Brasil, GRPCom, Colson do Brasil, RV Digital, and Grupo Bio.

Name

AllStrategy

Legal name

AllStrategy

Website

https://allstrategy.com.br

Company type

Private

Founded year

2003

Operating status

Operating

Short description

AllStrategy is a Brazilian SaaS vendor that develops and resells Prophix Plano (budget planning) and Prophix Fluxo (cash management) software for large enterprises and multinationals in Latin America, integrating with 50+ ERP systems and serving 3,000+ clients and 30,000+ active users.

Ownership category

akta.pro rank

Product category

Enterprise Financial Planning & Analysis (FP&A) Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

Keywords

• Budget planning software
• Cash management software
• Enterprise FP&A
• Cloud financial planning
• ERP-integrated budgeting

Headquarters

HQ city

Curitiba

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscriptions (SaaS): Software-as-a-Service (SaaS) subscription model for Prophix Plano (budget planning) and Prophix Fluxo (cash flow management) platforms. Delivered in the cloud via AWS, eliminating need for on-premise infrastructure.
2. Implementation and Consulting Services: Personalized implementation services delivered remotely or on-site, with specialized consultants providing training, parameterization, and project support. Thousands of hours of implementation experience across various company sizes and segments.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

AllStrategy develops and sells cloud-based SaaS financial planning software, anchored by two core products: Prophix Plano for enterprise budget and strategic planning and Prophix Fluxo for cash flow and treasury management. Both platforms are delivered on AWS infrastructure, integrate natively with 50+ ERP systems, and are licensed via annual subscription, supplemented by paid implementation and consulting services.

Product overview

AllStrategy offers a platform-plus-modules architecture centered around two core SaaS products: Prophix Plano for budget planning and strategic planning, and Prophix Fluxo for cash management and treasury automation. Prophix Plano serves as the primary platform for financial management and enables budget planning up to 4x faster, featuring modules for planning, dashboards, strategic maps, KPI measurement, performance tracking, reports, and action plans. Prophix Fluxo complements the offering with treasury-focused capabilities including cash flow management, financial contracts, bank reconciliation, and routine management. Both platforms integrate with major ERP systems (TOTVS, SAP, Oracle, Microsoft Dynamics 365, NetSuite, Senior, and others) and are hosted on AWS cloud infrastructure.

Differentiator

Problem solved

Functional benefit

Products and services

• Prophix Plano Cloud-based SaaS software for enterprise budget planning and strategic planning that enables decentralized budget planning, real-time dashboards, scenario analysis, and ERP-integrated budget workflows for CFOs, controllers, and financial planning teams in large organizations.
• Prophix Fluxo (Cash Management)

Quantifiable outcome

• Budget planning up to 4x faster
• +6 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration35 records

Feature3 records

Partnerships

Five partnerships are on record, tiered support, core and minor.

• Finders (Referral Partners)supportChannel Partner/ Reseller/ DistributorProfessionals or companies with market influence and credibility who identify opportunities and refer potential clients. Partners receive commission for each qualified referral, providing a low-touch channel for lead generation.
• VARs (Value-Added Resellers)coreChannel Partner/ Reseller/ DistributorCompanies already operating in software sales and services that add Prophix solutions to their portfolio through resale, implementation, and ongoing support. Provides new revenue streams through implementation services.
• ISVs (Independent Software Vendors)coreTechnology or IntegrationSoftware manufacturers with technical expertise and complementary products such as ERPs, tax solutions, and HR management systems. Integrate with or bundle Prophix financial planning solutions.
• System IntegratorscoreImplementation/ SI/ Consulting PartnerBusiness and IT consulting firms partnered with major manufacturers that deliver complete implementation and support solutions for ERP systems. Recognized for strategic positioning and market trust.
• CX3 PradaminorStrategic or Co-development PartnerStrategic partnership to deliver real value to clients in analysis, control, and financial management by combining technology, financial intelligence, and high-performance consulting.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Anaplan: Anaplan is a leading cloud-native FP&A and business planning SaaS platform serving enterprise customers with budgeting, forecasting, and scenario modeling. It directly competes with Prophix Plano on enterprise FP&A, comparable subscription economics, and partner-led GTM motion.
• Workday Adaptive Planning: Workday Adaptive Planning (formerly Adaptive Insights) is a cloud FP&A solution tightly integrated with the broader Workday enterprise suite. It directly competes with AllStrategy/Prophix for enterprise budgeting, modeling, and reporting, especially among customers standardizing on Workday.
• Vena Solutions: Vena Solutions is a cloud FP&A platform built around Excel-native workflows, conceptually similar to AllStrategy's spreadsheet-module approach. It serves mid-market and enterprise finance teams and competes directly on usability and budgeting time-to-value.
• Jedox: Jedox provides enterprise planning, budgeting, and forecasting software with deep Excel integration and self-service modeling. It is comparable to AllStrategy on CFO-targeted planning, multi-scenario modeling, and ERP-connected workflows.
• Planful: Planful (formerly Host Analytics) is a cloud FP&A and financial close platform serving mid-market and enterprise customers. It directly competes with AllStrategy on budgeting, close management, and recurring subscription FP&A delivery.

Broad incumbents

• Oracle EPM Cloud (Hyperion / PBCS): Oracle EPM Cloud encompasses Hyperion and PBCS and is the broad incumbent in the EPM space. It bundles planning, consolidation, and reporting as part of Oracle's broader ERP/analytics portfolio and competes with AllStrategy in large enterprise FP&A and consolidation deals.
• SAP Analytics Cloud (with BPC): SAP Analytics Cloud combines planning, analytics, and BPC heritage planning capabilities as part of SAP's broader enterprise suite. It is a broad incumbent that competes for SAP-centric customers seeking native planning inside their ERP environment.

Emerging players

• Pigment: Pigment is an emerging, cloud-native FP&A platform gaining traction with venture-backed and mid-market enterprises. It competes with AllStrategy on usability, modern UI, and scenario modeling for fast-growing companies transitioning off spreadsheets.
• Datarails: Datarails is an emerging FP&A platform that keeps Excel as the user interface while layering automation, integration, and reporting. It competes with AllStrategy's spreadsheet-driven planning module and targets the same mid-market financial planning-and-analysis budget.

Regional players

• TOTVS: TOTVS is the largest Brazilian ERP and management software vendor with FP&A-adjacent capabilities natively integrated with its ERP suite. While not a direct cloud-FP&A competitor, it is the dominant Brazilian enterprise software player whose ERP stack AllStrategy routinely integrates with and competes around.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights6 records

Customer concentration

• Xx.com/AllStrategyBR

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AllStrategy