Collaborative budgeting and forecasting
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.
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Collaborative
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.
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Driver-based
Start planning with confidence
Budget and forecast with confidence with a driver-based financial model that incorporates accounting, workforce, sales and operational data.
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Workflows
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.
Worksheet
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.
Drivers
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.
Forecasting
Budgets are only as good as the latest forecast. Compare actual performance to budget and highlight focus areas for targeted conversions and better re-forecasts.
"We had been looking for a faster, simpler way to budget to replace Excel. The first impression with Budgeting and Forecasting during testing and working with the team at Phocas has been enlightening. We believe Phocas will help us implement the great game of business methodology within our business, getting more of our team engaged and understanding the secret language of business 'the financials'."
Billy Hart
Group CFO
"The potential to centralize WD40’s entire Europe budgeting program into a single source of truth. The advantages of combining sales data budgets onto the GL is a game-changer for the budgeting process. It removes complex spreadsheets and coupled with workflow and approval processes, ensures the business is only a click away from seeing the current status of budgets or forecasts."
Jonathan Kemp
Epicor imp. partner
"Phocas Budgeting and Forecasting is an excellent addition to Phocas’ financial offering. It will allow us to budget more thoroughly while saving time. I love that you are able to assign category/accounts to individuals for review, to ensure each department has a say in the budgeting process. I am looking forward to rolling out this product with our live data to budget for 2021."
Justin Capar
Controller
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.
