your finance function

Financials at the heart of your business are brought to life

Static and siloed spreadsheet-based reporting negatively impacts the agility and performance of mid-market businesses. Unshackle finance teams from the grind of static reporting, liberate the numbers that make your business tick and help your business thrive with proactive attention to revenue, expenses and financial KPIs with Phocas Financial Statements.

Democratize financial data

Meet the needs of the C-suite, boards and business users for live financial data delivered securely by finance.

Watch demo


Explore a live and dynamic user interface

Your critical financial data sits in a data analytics environment, making it easier to analyze. This way, any figure can be investigated, and answers can be found quickly so you can be proactive and move decision-making forward.

Take a guided tour of Financial Statements


Personalize for your audience

Financial statements (profit & loss/income statement, balance sheet and cash flows) can be customized to suit the board or branch managers. Add visualizations or calculations such as EBIT, margins and ratios that update automatically.

Customize your cash flow statement


Get a snapshot view of specific timeframes and areas

Visualize your financial ratios and KPIs to understand the performance of different entities or branches side-by-side. Build financial knowledge within your business with impactful charts and prompts so everyone can spot trends and variances.


Make your financial reporting more efficient and inclusive

Take a guided trial of Phocas now

A direct-feed of data from your ERP into Phocas Financial Statements saves you time and reduces the need to maintain and rework static spreadsheets. Reports are customized to suit your business and updated automatically.

Month-end consolidation is faster, with more time to explore the numbers in the dynamic format, build dashboards with visualizations and export to Excel for further modelling.

Watch this 8-min demo to see it in action.

Democratize financial data

Meet the needs of the C-suite, boards and business users for live financial data delivered securely by finance

General ledger security

Give branches and regional teams permission-based access to run their numbers and view their statements without affecting the general ledger

Dynamic reporting

Dynamic reporting allows you to create and automate any number of reports specific to the nuances of your business, customized by content and layout

Fast decision-making

To stay competitive, companies have to react faster to every situation. Financials can be reviewed in real-time so critical decisions can be made on spot

Hear from Phocas Financial Statements users


Convenience + speed


Different views, one source of truth


Useful numbers for those in need

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.