Explore what’s next with Phocas
Get early access to upcoming features and innovations, so you can start exploring new capabilities, provide feedback, and stay ahead of what’s coming next in the Phocas platform.
What’s available in Early Access
- AI Financial Statements
Leverage AI to streamline how financial statements are created and analyzed, helping you work faster and uncover insights with less manual effort. - CRM Workflow Management
Manage your sales pipeline with a flexible, visual workflow tool designed to track deals through customizable stages and keep your team aligned. - CRM Voice Integration
Capture notes and next steps using voice after meetings, turning conversations into actions quickly without slowing down your workflow.
Financial Statements 
CRM 
More updates you might be interested in
Financial Statements Simpler creation, greater flexibility, and more control with Financial Statements
Manage statements has been upgraded to give you a more intuitive and flexible way to create, edit, and organize your financial statements. With a cleaner layout and improved editing experience, it’s easier to build, customize, and manage statements with confidence.
What’s new
- Export exactly what you need
Export values only on new style workbooks, removing formula complexity and speeding up even the most data-heavy spreadsheets.
Phased rollout
- Improved editing experience
A more intuitive editing area with clearer tabs, simplified controls, and flexible styling makes it easier to customize statements and understand how they’re structured. - Simpler formula creation
Build calculations faster with click-to-select references and an improved formula experience—no need to rely on complex syntax or documentation. - Better visibility and control
Clearer options for showing/hiding items, setting performance direction, and styling rows give you more precision over how your statements are presented.
Insights From insight to action in one seamless workflow
Phocas now gives sales teams a clearer path to revenue with two tightly connected tools. Insights delivers out-of-the-box visualisations, drill-downs, smart search and powerful filters. Helping reps surfaces at-risk accounts and high-value opportunities instantly.
Alongside Insights, the refreshed CRM delivers a smoother, modern experience with faster filtering, mobile optimisation and Outlook calendar sync, so reps can act on those insights without friction. Together, they create a seamless workflow – spot the opportunity in Insights, jump straight into CRM to follow up and keep every conversation moving.
Financial Statements Close faster with connected financials
Financial Statements got a modern “glow up” with integrated journals, eliminations and advanced scenario planning that keep everything connected to your ERP.
Create, duplicate and reverse journals without leaving Phocas and analyse your group results with more accuracy and less spreadsheet work. Watch how you can speed up month-end close by up to 50%.
Analytics 
Budgets & Forecasts 
Rebates 