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    We are happy to be a B Corp Certified business

    2 MIN
    latest posts

    What is Driver Based Planning?

    3 MIN
    latest posts

    New Phocas feature integrates sales and operational drivers

    3 MIN
    latest posts

    What is Driver Based Planning?

    3 MIN
    latest posts

    New Phocas feature integrates sales and operational drivers

    3 MIN
    latest posts

    We are happy to be a B Corp Certified business

    2 MIN

    Why the future of finance depends on new skills

    3 MIN
    May 18, 2022

    As many economies emerge from the pandemic, the “Great Resignation” has brought people's issues sharply into..

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    finance financial statements HR dynamic reporting

    5 things you need for financial reporting in the data decade (and how to get them)

    4 MIN
    May 10, 2022

    How much time does your finance team spend collecting, sifting, and analyzing data?

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    BI basics finance executive financial statements dynamic reporting data analytics budgeting and forecasting

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    Smart Financial Statements: What business leaders need to know

    3 MIN
    April 22, 2022

    There is perhaps nothing more dangerous than for an organization to base decisions on inaccurate or..

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    How to get smart Financial Statements and improve profitability

    3 MIN
    April 22, 2022

    While there are numerous metrics to describe a business, the real measure of success is profitability. Think..

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    How to improve forecast accuracy

    2 MIN
    April 22, 2022

    Are your forecasts as close to reality as possible – or are they missing the mark?

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    finance executive financial statements dynamic reporting budgeting and forecasting

    How scenario planning helps you take control in uncertainty

    3 MIN
    April 11, 2022

    It’s no secret the most successful, forward-thinking organizations can adapt to change fast. They have an eye..

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    finance executive financial statements dynamic reporting budgeting and forecasting

    Why it’s time to rethink financial forecasting

    3 MIN
    March 22, 2022

    The demands on finance teams are changing. As organizations face increasing uncertainty, business functions..

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    finance executive financial statements KPIs dynamic reporting budgeting and forecasting sxsw

    Here's what's really holding back your finance transformation

    2 MIN
    March 17, 2022

    Most organizations know they need digital transformation – but too many aren’t delivering.

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    finance executive financial statements KPIs dynamic reporting budgeting and forecasting

    The data trends you need to know for 2022

    2 MIN
    February 18, 2022

    With the new year well underway, it looks like organizations will be facing another roller-coaster year of..

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    BI basics finance executive trends financial statements

    Are spreadsheets ruining your relationship with financial analytics?

    3 MIN
    February 14, 2022

    It’s 6.00pm on Friday night. Your desktop is a spreadsheet mosh pit and you’re drowning in numbers.

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    New Year's resolution for CFOs: more data discovery

    3 MIN
    January 28, 2022

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

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    Why driver-based planning is important for modern FP&A

    3 MIN
    December 8, 2021

    Success in today’s rapidly shifting economy depends on a lot of external and internal factors.

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    Top 10 financial analysis blogs of 2021

    3 MIN
    December 1, 2021

    The Phocas business intelligence blog was created to provide free advice about data and add value to the way..

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    Festival wraps with leverage ratios

    2 MIN
    November 3, 2021

    As we wrap up our festival of metrics, we’re shining the spotlight on leverage ratios.

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    BI basics finance financial statements dynamic reporting data analytics

    Make day-to-day financial tasks a treat, not a trick

    2 MIN
    October 29, 2021

    Around this time of year, we embrace the spooky, creepy, and downright terrifying.

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    Keep the festival going with efficiency ratios

    2 MIN
    October 27, 2021

    As we continue on our festival of metrics, today we’re headlining with efficiency ratios.

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    BI basics finance financial statements dynamic reporting data analytics

    More festival vibes with liquidity ratios

    2 MIN
    October 21, 2021

    Any great festival takes place over several days and involves different types of entertainment, food, and..

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    Taste the difference: Transform your financial spreadsheets

    2 MIN
    October 19, 2021

    Everyone uses spreadsheets because they are flexible and have a multi-purpose nature. But they are not always..

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    BI basics finance executive financial statements dynamic reporting data analytics budgeting and forecasting

    What festival vibes can be given to profitability ratios

    3 MIN
    October 13, 2021

    There’s nothing quite like the experience of attending a festival.  

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    4 steps to digitize the finance office

    2 MIN
    October 5, 2021

    We all know that digital transformation is more than just a buzzword.

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    Are you keen to speed up the month-end close process?

    3 MIN
    September 29, 2021

    Management accountants are their own worst enemies. Why? Because they always deliver the month-end reports..

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    BI basics finance financial statements dynamic reporting data analytics

    Collaborative FP&A – a Q+A session to understand how it works

    5 MIN
    September 13, 2021

    The kind of analysis FP&A teams provide has long been about financial data.

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    More validation of staffing models can take pressure off cashflow

    2 MIN
    September 8, 2021

    There is much debate about how best to compensate people to motivate them.

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    Make headcount planning integrate with budget and drive business success

    2 MIN
    August 31, 2021

    Staff related expenses are one of the highest and most complex costs in an organization. So, it’s essential..

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    Chairman’s statement - FY2021

    3 MIN
    August 27, 2021

    The financial year ending 30 June 2021 marked a most eventful and exciting year at Phocas Software. 

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    BI basics company updates financial statements budgeting and forecasting

    How can financial data analytics enhance decision-making?

    3 MIN
    August 20, 2021

    Financial data analytics can be applied to companywide performance in a wide variety of ways such as..

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    7 top sales KPIs for manufacturing teams

    2 MIN
    August 11, 2021

    Sales professionals working in manufacturing know customer behaviour is changing and is continuing to evolve...

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    How to automate financial statements in minutes

    2 MIN
    June 10, 2021

    What does the month-end look like in your business?

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    How to achieve corporate financial performance on a mid-market budget

    3 MIN
    June 3, 2021

    Monitoring the performance of your business is a critical part of current and future success. Unfortunately,..

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    financial statements dynamic reporting BI software budgeting and forecasting

    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 (FP&A)...

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    product updates financial statements dynamic reporting BI 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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    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). He..

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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 it..

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    BI 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 efforts,..

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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 experience,..

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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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    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 vendor..

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    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, securing..

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    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 opportunities..

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    BI 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 you..

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    BI 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 for..

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    BI basics finance executive financial statements BI dashboards

    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 spreadsheets.

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    BI 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 financial..

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

    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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    BI 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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    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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    BI 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 building..

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    BI 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 the..

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    BI 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 specific..

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    BI 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 generate..

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    BI basics finance wholesale distribution executive financial statements dynamic reporting data analytics

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