Phocas AI is the full range of artificial intelligence features built into the Phocas platform; spanning analytics, financial planning and operations – so every part of your workflow gets smarter.

What can I ask Phocas AI?

You can ask plain-language questions about the data already available in Phocas, including sales, customers, products, branches, divisions and business performance. For example, you could ask which customers are growing, which products are declining, or where sales have changed compared to a previous period.

How does natural language chat work in Phocas Analytics?

Natural language chat lets users ask business questions in everyday language. Phocas AI interprets the question, queries the relevant Phocas data and returns an answer without requiring the user to manually navigate databases or build a report.

Do users need BI or data analysis experience to use Phocas AI?

No. Phocas AI is designed to make analytics easier for people across the business, including sales, purchasing, inventory, finance and leadership teams. Users can ask questions in plain language and see the steps behind the answer, helping them learn as they go.

How does Phocas AI help sales teams?

Phocas AI helps sales teams focus on the right accounts and actions. It can surface at-risk and growth opportunities, summarize what has changed for a customer, recommend next-best actions and turn voice notes into follow-up tasks, helping reps prepare faster and keep deals moving.

What is the Phocas MCP Server?

The Phocas MCP Server is designed to connect your AI ecosystem to trusted Phocas data. It gives teams a way to use business data from Phocas in approved AI tools and workflows, while keeping the data foundation controlled and secure.

Is my data safe when using Phocas AI?

Yes. Your transactional data remains within the Phocas environment and is not shared externally. AI features and capabilities operate under our existing security and data governance controls. Following the same access controls, encryption standards, and operational safeguards including SOC 2 Type 2 compliance and GDPR.

Does Phocas AI replace dashboards and reports?

No. Phocas AI complements dashboards, reports and analytics workflows. Dashboards are still useful for monitoring known metrics, while AI helps users ask follow-up questions, explore changes and get to answers faster.

What makes Phocas AI different from using a generic AI chatbot?

Phocas AI works with the trusted business data already structured in Phocas. That means users are not just asking a general chatbot for advice; they are asking questions grounded in their own sales, operational, purchasing, inventory and finance data.

Can Phocas AI make mistakes?

AI-generated answers should always be reviewed before relying on them, especially when making important business decisions. Phocas AI helps by showing the steps behind an answer, so users can understand how the result was created and validate it against their business context.

Secure Phocas AI | Connected to your data | Faster answers, more value

AI built to help you run your business better

For 25 years, Phocas has been helping customers use data to understand their business and make smarter decisions. Now trusted AI is built into the platform so your teams get faster answers, make better calls and get more value every day.

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AI built to help you run your business better

How it works See it in action AI features Natural language chat AI for sales Coming soon Data security FAQs

What makes Phocas AI work for your business

Distributors and manufacturers are sitting on a goldmine of valuable data. Phocas connects it all and adds AI where it genuinely creates value, with the security, context and control your business needs.

Connected, trusted data

Your ERP, financial, sales and operational data in one clean, secure foundation. Every AI output traces back to numbers your team trusts.

Built for your industry

25 years of distribution and manufacturing context built in. Relevant, grounded insights and actions from day one.

A complete platform

Integrated BI and FP&A for sales, operations, finance and leadership. AI enhances each — all from a single vendor.

A partner, not just a product

With 2,900+ customers, proven support and a robust product roadmap, you can rely on us to deliver value while you focus on your business.

AI Account Mapping

AI does the heavy lifting on account mapping. You stay in control

AI analyzes your chart of accounts and suggests where each account belongs in your statement, turning hours of manual mapping into minutes of review
Every suggestion comes with a confidence rating, so you can accept the obvious ones quickly and focus attention where it's needed
Nothing is saved until you approve it. Accept, adjust or map manually, and edit any mapping later
When you add new accounts to your chart of account, run AI mapping again to slot them into your existing statements

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Real-world AI, already working

“Team members can simply type natural-language questions. They might want to know, 'What suppliers offer item X with the same form and fit?' or 'Which top 10 products from supplier Y share common XX-type features?'. Our users don’t need to manually drill into menus or reports. Phocas AI has helped us see more benefits in other departments.”

Melanie Baker, Director of Supply Chain - PSS Industrial Group

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Go from signal to revenue faster
with AI for sales

Easily spot at-risk and growth accounts to protect revenue and find expansion opportunities
Get customer summaries in seconds, so reps walk into every call prepared
AI-suggested next-best actions based on the biggest revenue opportunities
Turn voice notes into follow-up tasks automatically to save time and keep deals moving

Learn more about Sales Performance Suite

Go from signal to revenue faster with AI for sales

Coming soon

We’re continually expanding Phocas AI across the platform, adding practical features where they create real business value and taking advantage of the latest AI technology.

Here's what's in active development:

MCP Server: connect your AI tools to trusted Phocas data
Decision intelligence for distributors: AI to close the gap between insights and action by automating routine work, flagging decisions that need a human, and supporting the ones only people can make.

"We've been building for distribution and manufacturing businesses for 25 years. We know the problems, the workflows, we hold the data, we know what a good margin looks like, and where things get complicated. When we apply AI, we're not figuring out the use cases – we already know them. That's why our customers see the benefit quickly.

— Blair Cassidy, Chief Product and Technology Officer at Phocas Software.

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Backed by the Phocas Trust Layer

All AI in the Phocas platform runs on the same security and governance framework – this is known as the Phocas Trust Layer. It brings together permissions, business context and security controls you can rely on to protect your data in Phocas.

No matter what you're asking an AI feature in Phocas to do, these guardrails stay in place. Built on Amazon Bedrock's enterprise-grade security, so you can trust it.

AI must follow permission and access controls
Your data is never used to train public AI models
Built on Phocas security & governance
Designed so you can check the result

Learn more about Phocas Trust Layer

Frequently asked questions

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.

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