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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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.

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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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
Financial Chart of Accounts Mapping: automatically matches your chart of accounts to financial statements – with confidence ratings to guide your review – so setup takes hours, not days.
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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Secure AI you can trust

Phocas AI seamlessly integrates with all your data - sales, operational, purchasing; and digs into it securely
Your transactional data remains securely within the Phocas environment - nothing is shared externally
The Phocas platform provides a secure end-to-end solution, partnering with AWS and CrowdStrike security to follow industry best practice
Phocas continually meets industry best practice with Security and Privacy compliance for SOC 2 Type 2 and GDPR.

Learn more about Phocas data security

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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