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All-in budgets and forecasts

Budgeting and forecasting can be taxing, with various departments struggling to access and consolidate vital data. Version control issues and broken formulas make the manual planning process time-consuming. Managing expectations is hard with static budgets quickly becoming outdated or losing relevance.

Make manual, static budgeting a thing of the past, with Phocas.

All-in budgets and forecasts

Steer your business forward with companywide FP&A

Everyone on the same page

Real-time collaboration

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Budgeting and Forecasting
Customer quote
“The budgeting process has been challenging, but now using Phocas, we can assign areas to individuals who are directly responsible and then review all the data and provide financial insights back to each of them. People found this process more sophisticated and worthwhile” 
Flexible

Make your budgets adaptive

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Driver based budgeting and forecasting
Customer quote
I love that you are able to assign category/accounts to individuals for review, to ensure each department has a say in the budgeting process.
Drag, drop, click

Easy to use

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Easy to use
Customer quote
We didn't want to put something out there that was too complex. With Phocas, it was just drag, drop and click, everything was right there. This was going to be easy for everyone to jump onboard.
Fast and easy

Rolling forecast

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Rolling forecast
Customer quote
We've implemented monthly budgeting for the field sales team, which they have access to daily. And they're actually knocking on my door waiting for the system to update because they want access to that data immediately so they can react."
Cashflow budgeting

3-Statement budgeting software

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3-Statement budgeting software
At a glance

Easily see what's going on

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Easily see what's going on

See Phocas in action

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See Phocas in action

Hear why Phocas is revolutionizing the way businesses budget and forecast

Hear why Phocas is revolutionizing the way businesses budget and forecast

Frequently asked questions

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

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