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    The business benefits of measuring lost sales

    3 MIN
    latest posts

    Bring your profit and loss statement to life and react faster to emerging trends

    2 MIN
    latest posts

    Phocas rates 50/50 in Capterra's top data analysis tools of 2021

    2 MIN
    latest posts

    Bring your profit and loss statement to life and react faster to emerging trends

    2 MIN
    latest posts

    Phocas rates 50/50 in Capterra's top data analysis tools of 2021

    2 MIN
    latest posts

    Phocas and Epicor partnership on display at Insights 2021

    2 MIN

    How companywide financial planning and analysis works on a BI platform

    3 MIN
    May 26, 2021

    Every business owner understands the importance — and pitfalls — of financial planning and analysis..

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    product updates financial statements dynamic reporting business intelligence software budgeting and forecasting

    Why financial transparency improves employee confidence?

    3 MIN
    May 19, 2021

    As a finance team member, you know how important it is to regularly share financial data and insights with..

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    financial statements culture customer success budgeting and forecasting

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    Dave Boorman brings business nous to Phocas

    3 MIN
    May 3, 2021

    Phocas Software is excited with the appointment of  Dave Boorman as the new Chief Financial Officer (CFO)...

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    Cash flow statement customization made easy

    1 MIN
    April 21, 2021

    Having a clear understanding of the movement of cash through your business - where it comes from and how..

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    business intelligence basics finance executive financial statements dynamic reporting data visualizations

    Strategies for making budgeting and planning more efficient

    3 MIN
    April 7, 2021

    Every year, you grapple with a long, intense, and tedious budgeting process — and despite your best..

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    product updates financial statements dynamic reporting budgeting and forecasting

    5 reasons to get rid of your Excel budget template

    3 MIN
    March 31, 2021

    It’s a familiar predicament for most business owners and their finance managers: once a year, you must..

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    product updates financial statements dynamic reporting budgeting and forecasting

    What is variance? Plus other budgeting tips

    3 MIN
    March 24, 2021

    Month-end close is a high-stress, intense time for your finance team. Each month they face a different..

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    product updates financial statements budgeting and forecasting

    How to achieve a seamless budgeting process

    3 MIN
    March 17, 2021

    As a finance professional, you know all too well the labor-intensive task of budgeting each year.

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    5 ways to eliminate spreadsheet dependency with a new budgeting tool

    3 MIN
    March 10, 2021

    For most finance teams, spreadsheets are the go-to resource for determining how well a business is..

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    product updates financial statements dynamic reporting budgeting and forecasting

    Collaborative solutions for companywide budget consolidation

    2 MIN
    March 2, 2021

    If you ask businesspeople who get involved in the traditional budgeting process to describe the..

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    finance financial statements dynamic reporting budgeting and forecasting

    Phocas launches new budgeting software

    3 MIN
    February 25, 2021

    For many, the budget process is a dreaded task or a necessary evil. Yet we also know an accurate budget is..

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    product updates financial statements budgeting and forecasting

    The CFO tech outlook for 2021: digitization and growth

    4 MIN
    February 10, 2021

    Please make everything automated, accurate and intuitive across the business while helping all departments..

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    BI vendor Phocas raises funds to build predictive analytics

    3 MIN
    February 3, 2021

    With its eyes on expansion and predictive analytics product development, a veteran Australian-based BI..

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    company updates financial statements data analytics

    Phocas raises $45 million in capital raise

    3 MIN
    January 28, 2021

    Business intelligence software company Phocas has raised one of the biggest rounds of 2021 so far,..

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    New Year's resolution for CFOs: more data discovery

    3 MIN
    January 1, 2021

    Data discovery is the process of collecting raw data from your various databases and systems, and..

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    business intelligence basics finance executive financial statements

    Empowering remote finance teams with the right tools

    3 MIN
    December 22, 2020

    For finance teams, the transition to remote work during COVID-19 has brought a mix of various..

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    business intelligence basics finance executive financial statements BI dashboards

    How to choose the right business intelligence solution for your business

    3 MIN
    December 11, 2020

    Business Intelligence is key to making the most of the data generated by your company because it allows..

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    business intelligence basics executive financial statements BI dashboards

    Accounting analytics – how business intelligence helps

    2 MIN
    November 23, 2020

    A decade ago, an accountant balanced the daily transactions and prepared a statement of profit and loss..

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    Financial data visualizations - how they help businesspeople communicate

    3 MIN
    November 16, 2020

    Humans are wired to love numbers over text, pictures over written content, and dashboards over..

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    business intelligence basics finance executive financial statements Epicor/Epicor Eclipse BI dashboards

    Ad hoc financial analysis and reporting for everyone

    2 MIN
    October 18, 2020

    In many companies, the IT department creates a library of pre-built templates for generating static..

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    business intelligence basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    Financial Statement Reporting Software: A friend for your finance team

    2 MIN
    October 13, 2020

    Finance teams have been opposing the arrival of Financial Statement Reporting Software for a simple reason..

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    business intelligence basics finance executive financial statements dynamic reporting

    The evolution of financial statement planning and analysis

    2 MIN
    October 7, 2020

    Your finance team may be wasting their precious time in preparing outdated static reports, to provide..

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    business intelligence basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    How can data analytics enhance financial decision-making?

    3 MIN
    September 17, 2020

    Data analytics can be applied to financial analysis in a wide variety of ways such as developing company..

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    business intelligence basics finance executive financial statements

    Financial Reporting - it's time to automate and modernize

    3 MIN
    August 20, 2020

    With today’s critical need for accuracy, completeness and speed in financial reporting, the finance team..

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    finance financial statements dynamic reporting

    What's new in manufacturing software?

    3 MIN
    August 10, 2020

    In manufacturing, most companies can’t make products any faster or cheaper, so they need to achieve..

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    manufacturing financial statements data analytics data visualizations KPIs and metrics

    Attract and keep the best finance talent with financial analysis software

    3 MIN
    August 5, 2020

    There is a global shortage of finance talent. Yet there is also a growing push toward having a more modern..

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    business intelligence basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    Why a single source of truth for data management is critical for HVAC&R company

    2 MIN
    July 29, 2020

    Resolute Industrial (Resolute) is the largest independent provider of temporary HVAC&R solutions in North..

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    case study business intelligence basics finance plumbing and HVAC executive financial statements

    How sharing data makes financial performance everyone’s responsibility

    2 MIN
    July 22, 2020

    The finance team has always turned to numbers to answer its questions, and as the current economic..

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    business intelligence basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    How Trade Supply Group customizes financial statements across 14 locations

    2 MIN
    July 17, 2020

    Trade Supply Group, New York, operates a number of companies that specialize in the distribution of..

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    business intelligence basics finance executive financial statements dynamic reporting

    How to democratize data-driven decision-making?

    3 MIN
    July 8, 2020

    The need to know what decision-making is critical when everything is a priority has been highlighted by..

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    business intelligence basics finance executive financial statements decision-making dynamic reporting

    Improve interdepartmental communication with dynamic financial reporting

    3 MIN
    June 17, 2020

    Departmentalization has its benefits — department members can align their skillsets, concentrate on..

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    business intelligence basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    Five ways data analytics helps cash flow management during a downturn

    4 MIN
    April 16, 2020

    With the global economy in trouble, many companies are unable to maintain desired profit margins and..

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    business intelligence basics finance wholesale distribution executive financial statements dynamic reporting data analytics

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