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Dynamic, custom financial statements

When financial statements are customizable and blend financial and operational data, it’s easy to onboard the wider business with the bigger financial picture.

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Dynamic, custom financial statements

How Phocas streamlines financial reporting - 1:17s

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Based on 270+ customer reviews on
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In Phocas, we can have financial statements consolidated or split any way we want. We can choose to see just revenue and profit or right down to individual expense lines.

Financial Statements in action: Take a video tour

See Financial Statements put to work through a series of short videos. Highlighting common pain points and the specific solutions Phocas delivers.

Enhanced data analysis

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Self-serve reports

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Self-serve reports
Customer quote
Prior to Phocas Financial Statements, we would have to pull data, dump it into Excel and manipulate it before we could really see the results. Now we can just open it up and the statements are built, we no longer have to build them and manipulate them before we can analyze them. It’s real-time. 

 

Interactive visualizations

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Interactive visualizations

Accessible, accurate data empowers teams

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More ownership and understanding of the numbers
Customer quote
Before sales reps visit a customer, they can pull up their dashboard so they know what to pitch really quickly. It's easy to pull this information on Phocas rather than the ERP - it's a lot quicker.

FP&A built on BI

What sets Phocas apart is its uniquely integrated platform that brings BI and FP&A together. Helping businesses to make smarter decisions based on real-time data, this combination also ensures budgets don't just become set-and-forget tools.

Reporting/Analysis
10
Phocas
7.8
Anaplan
9.5
Board
9.8
Prophix
6.2
Vena
Recommendation
8.6
Phocas
9.1
Anaplan
7.9
Board
7.3
Prophix
9.2
Vena
Predefined Connectors
8.4
Phocas
2.8
Anaplan
8.0
Board
8.0
Prophix
1.0
Vena
Planning Content
8.3
Phocas
5.4
Anaplan
2.7
Board
8.6
Prophix
5.5
Vena
Vendor Support
7.4
Phocas
5.2
Anaplan
4.8
Board
7.2
Prophix
6.5
Vena

We think you’ll love Phocas, but don’t take our word for it

Based on 270+ customer reviews

Frequently asked questions

Understand the past, operate better today, and plan well for the future

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