Phocas Budgeting and Forecasting

Collaborative budgeting and forecasting


A cloud-based budget planning solution to make collaboration easy and ongoing

Built using the latest technologies, Phocas Budgeting and Forecasting is a dynamic and user-friendly cloud-based solution that automates the manual budgeting process. All your data and reports are saved in the cloud, enabling you to securely access your financial budget plans and forecasts and seek feedback from area owners with a workflow-based financial budget approval process. The solution provides an intuitive Phocas interface, while retaining familiar spreadsheet formats to accelerate adoption.

Accurate budgets and forecasts

Turn your budgets into living, value-add tools and replace the static, outdated versions that you create just once a year.

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Easy to use

With Phocas’ intuitive modern features, you’ll be budgeting in no time

Designed with the business user in mind, the worksheet maintains the familiar feel of a spreadsheet but with many modern intuitive features and short cuts.


Engage your stakeholders with a secure collaborative solution

User-friendly budgeting allows contributors to readily engage in the process, gain a deeper understanding of the financial data and be more accountable for their numbers.


Start planning with confidence

Budget and forecast with confidence with a driver-based financial model that incorporates accounting, workforce, sales and operational data


With user-friendly workflows you no longer need to worry about version control issues, security of sensitive data or audit trails

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The yearly budget season can be taxing as most departments struggle to access vital data to build a budget. With Phocas, you’ll access financial reports, as well as sales and operational data to help you build a budget and plan with confidence. Assign security and share workflows with colleagues so they can directly contribute to the budget.

Turn your budgets into living, value-add tools and replace the static, outdated versions you create just once a year.

See Phocas Budgeting and Forecasting in action.



Automate and streamline budget collaboration with an intuitive assignment, submission, and approval process for each account code line. With built-in security set by Finance, GL codes are only visible to the rightful people.


Designed to have familiar spreadsheet features while retaining a modern Phocas feel, users can navigate the budget worksheet with ease, add commentary to cells and have visibility to other users’ changes in real-time.


Data in non-financial databases can be leveraged so that the true budget drivers including sales and headcount data are included in your budgeting process


Re-forecast estimates during the budget period to form the basis of the next year’s budget. Prepare your forecasts easily, by bringing in current year actuals to-date and revising budget assumptions.

Hear from Phocas Budgeting and Forecasting users

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 analytics… We can guide you. Let’s see if we can help.