BI and FP&A together for smarter decisions

AI-enabled insights, planning and reporting for wholesalers and manufacturers to get the most out of their ERP.
Fast to implement, easy to use.
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4.8/5 on Capterra
4.6/5 on G2
BI and FP\x26amp;A together for smarter decisions

How we help

Business planning
Plan with confidence across your business

Plan with confidence across your business

Connect everyone in your business to up-to-date data and make manual, static planning a thing of the past. Whether a financial budget, inventory plan or sales forecast, you'll find it as easy to use as a spreadsheet – just faster and custom-built.

Join thousands of data-driven companies using Phocas worldwide

Over 3,000 businesses who make, move and sell use Phocas every day to connect to centralized data, understand results and plan for the future together. 97% of customers stay with us year-on-year because our platform gives people confidence to run their businesses better.

Read success stories
Asko Bayer Bupa Fuji Xerox Gazman Hoyts Bunzl Husqvarna Johnstone Supply Karcher Repco Sistema Thermofisher WD-40 Yamaha
  • Asko
  • Bayer
  • Bupa
  • Fuji Xerox
  • Gazman
  • Repco
  • Sistema
  • Thermofisher
  • Hoyts
  • KYB
  • Husqvarna
  • Johnstone Supply
  • Karcher
  • WD-40
  • Yamaha
  • Bunzl

Need answers? Just ask Phocas AI

We’ve turbo-charged Analytics with integrated AI for lightning-fast insights into what’s going on across your products, sales and customers. Everyone (especially beginners) can “just ask” to get more out of your investment.

Learn more about Phocas AI
Need answers? Just ask Phocas AI

Want quick access to your data? You need Phocas

Straightforward, cost effective and secure integrations to over 200 data sources including the world's leading ERPs used by manufacturing, distribution and retail businesses

  • Infor
  • Oracle NetSuite
  • Epicor
  • Kerridge Commercial Systems
  • Microsoft
  • MYOB
  • Sage
  • SAP
Infor Oracle NetSuite Epicor Klipboard Microsoft MYOB Sage SAP
Explore our integrations

Uniquely integrated platform

You choose the products that align with your business needs and future growth

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id-analytics
Analytics
 id-financial-statements
Financial Statements
 id-budgets-forecasts
Budgets & Forecasts
 id-rebates
Rebates
 id-crm
CRM

People-centric software support is never far away

Through phone and web-based help we support thousands of manufacturing, distribution and retail customers with getting maximum value from Phocas. We’re committed to your success.

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People\-centric software support is never far away
BARC The Planning Survey 24

Phocas #1 in Reporting/Analysis

Phocas scored 8 top rankings and 26 leading positions in BARC's global business planning survey with a perfect 10/10 in the 'Reporting/Analysis' category across all three of our peer groups
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Phocas #1 in Reporting\/Analysis

Human-friendly tech loved by all departments

At Phocas, we believe in delivering a great user experience. Because when software makes your job easier, it becomes invaluable. That's a win for you and us, and there's nothing we love more than a confident customer who is seeing real-world growth in their partnership with us.

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Customer quote

“Using Phocas makes me feel like I have my finger on the pulse and I can react immediately, but more importantly, so can my team.”
Mike Morgan
Managing Director at Savona Foodservice
G2 Easiest To Use
GetApp Category leaders
Capterra Shortlist
Software Advice Front runners
Mike Morgan - Savona Foodservice

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
Get a demo Understand the past, operate better today, and plan well for the future