Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Phocas AI
1:19 min
Phocas AI makes it easy to get quick answers and insights by letting you ask questions that relate to your business databases. This is especially useful for new or occasional users who might not be familiar with all the features. You can ask questions in your own words and see the steps taken to get the results, helping you learn along the way.
Supporting documentation
Help & support Related video tutorials
Analytics Filter data in Flex Modes
Learn how to quickly find what you need by filtering data using the Focus button and keyword search options in Flex Modes.
1:48 min
