All-in Budgeting and Forecasting
The budgeting season can be taxing as various departments struggle to access and consolidate vital data to build a budget. Multiple spreadsheets, version control issues, broken formulas; it's a time-consuming process and it thwarts collaboration.
What if there was a better way?
Phocas, the better way to budget and forecast
- Access financial, sales and operational data from one trusted source of truth.
- An intuitive assignment, submission and approval process means everyone is accountable - no more chasing feedback.
- Built-in security means you'll only see what you're permitted to see and action.
- Budget changes are updated in real-time so version control issues are a thing of the past.
— Justin Capar, Controller at American Metals.
- Incorporating sales and operational data into your planning helps drive your budget.
- Balance workforce planning and inventory with changing business needs.
- Assess up-to-date performance data and create more accurate demand forecasts.
Easy to use
- An intuitive interface worksheet design offers a familiar format to Excel spreadsheets.
- Swiftly navigate the budget worksheet, securely assign tasks, add commentary to cells, and gain full visibility of changes in real time.
- Follow your train of thought and drill deeper to answer questions without the fear of breaking something.
- The rate of user adoption is a direct reflection of ease of use - 97% of users recommend Phocas.
— Jim Hinkle, Chief Financial Officer at Superior Tire Service.
- Budgets are only as good as the latest forecast. Compare actual performance to budget, highlight focus areas for improvement and create better re-forecasts.
- Turn your budgets into living, value-add tools for the whole business.
- Access financial data and reports, as well as sales and operational data to help you confidently build robust forecasts across the business.
- Assign security, share workflows across departments and make collaboration an intrinsic part of the process.
- Use your profit and loss to drive your balance sheet and cashflow forecasts.
- Confidently forecast your future balance sheet position and financial health.
- Gain full visibility of cashflow peaks and troughs throughout the year.
See Phocas in action
Phocas Budgeting and Forecasting is a cloud-based budget planning solution that automates the budgeting process. It's dynamic, user-friendly, and the ability to collaborate in real-time with people across your business is a game changer.