Collaborative budgeting and forecasting
A cloud-based budget planning solution to make collaboration easy and ongoing
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Turn your budgets into living, value-add tools and replace the static, outdated versions that you create just once a year.
Fast and easy forecasting for the whole business
No longer an administrative job for the finance team – invite sales and operations into the budgeting process to inform more accurate and robust forecasts across the business. Build trust in the numbers with one centralized budget. Empower teams to see how they’re tracking to budget and reforecast easily in real-time throughout the financial year. Collaborate without fear with user permissions and audit trails.
Know your cashflow position at any time with
Combine your profit & loss (income statement), balance sheet and cashflow together to forecast the business' profit, future cash position and financial health. Gain clear visibility of forecasted peaks and troughs throughout the years.
With Phocas’ intuitive modern features, you’ll be budgeting in no time
Engage your stakeholders with a secure collaborative solution
Start planning with confidence
With user-friendly workflows you no longer need to worry about version control issues, security of sensitive data or audit trails
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Turn your budgets into living, value-add tools and replace the static, outdated versions you create just once a year.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.
Hear from Phocas Budgeting and Forecasting users
Epicor imp. partner