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Uniware + Phocas

Boost Uniware with real-time business intelligence

Still exporting Uniware ERP data to Excel to track sales, inventory or financials? Phocas pulls Uniware data + other sources into one end-to-end BI and FP&A platform, delivering real-time insights and automated reporting. So, growing businesses can improve performance analysis and decision-making.
4.8/5 on Capterra
4.6/5 on G2
Boost Uniware with real\-time business intelligence
Phocas integrations

Made to enhance Uniware

Uniware gives you a solid Enterprise Resource Planning (ERP) foundation, while Phocas adds the purpose-built capabilities of a Business Intelligence and FP&A platform. With AI-assisted analytics, live financials and interactive dashboards, Phocas turns Uniware data into insights you can act on instantly – no spreadsheets or technical expertise required. 

Navigate\-manufacturing\-challenges

Extend Uniware, with Phocas

Uniware

Uniware
  • Data consolidation
    Connects core business functions but external data sources require manual handling
  • User experience
    Pre-set ERP reports or exports, often managed by a central team
  • Inventory management
    Standard inventory tracking by SKU or warehouse
  • Financial reporting
    Static ERP reports need exporting & manual manipulation for deeper analysis
  • Dashboards
    Limited native ERP visuals

Phocas

Phocas
  • Data consolidation
    Automatically pulls ERP data + other sources (CRM, sales, HRIS, multiple spreadsheets) into one view
  • User experience
    All business users empowered with AI-assisted BI analytics, self-serve custom reporting & planning
  • Inventory management
    Live visual dashboards show trends, gaps, targets vs actuals
  • Financial reporting
    Live profit & loss, balance sheet & cashflow with full drill down
  • Dashboards
    Unlimited, fully customizable interactive dashboards with drill-down to transaction data
Talk to a Uniware + Phocas expert

Self-serve analytics & reporting

Like many ERP systems, Uniware includes standard, static reports for operational needs. Generating custom, ad-hoc reports often requires exporting data to Excel or relying on IT support. Phocas complements Uniware by providing a user-friendly analytics layer on top of your ERP data. With Phocas connected to Uniware, everyone can build custom reports, monitor KPIs and explore data in seconds. 

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Customer quote

Customer quote

"Phocas gives users a visual, drag-and-drop way to develop complex reports, rather than requiring them to write scripts and SQL commands to extract data from the ERP. You don't need to know anything technical, just fields you want to report on. 

Fast, accurate data

Phocas keeps your data flowing – no lag, no silos, no manual imports. From live Uniware data to AI-assisted analytics, every team gets consistent access to the answers they need.
Phocas Integrations

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  • Analytics
    Analytics
  • Financial Statements
    Financial Statements
  • Budgets \x26amp; Forecasts
    Budgets & Forecasts
  • Platform
    Platform

Fast implementation, rapid ROI

Connecting data is one of our core strengths – it powers everything else our platform of products deliver. Our rapid deployment process is designed for seamless integration with multiple ERPs and diverse data sources.
Fast implementation, rapid ROI

Clear, reliable implementation timeline

  • Pre-launch

    Week 1

    Meet Phocas team and confirm project scope, data sources and timelines

  • Build

    Weeks 2-4

    Create your Phocas cloud environment and connect to ERP data

  • Validation

    Weeks 3-5

    High-level validation and tests

  • Launch

    Weeks 6-8

    Ongoing data validation training and launch

Timeline based on a mid-size business. Timeframe may vary dependent on requirements.

Boost inventory management

Uniware handles the day-to-day of inventory management, warehouse management and sales orders, while Phocas turns that data into forward-looking insight. Together, they help you shift from reactive fixes to proactive planning — optimizing pricing, balancing inventory levels and improving forecast accuracy to reduce costs and boost fulfillment.

Boost inventory management

Detailed tracking of inventory movement

Detailed tracking of inventory movement

Streamline budgets & forecasts

Uniware provides the basics for financial planning, with budgets and forecasts built from core ERP data. But most planning is done through static reports and spreadsheet exports, which limits flexibility and makes forecasting slow and manual. Phocas brings planning to life by connecting directly to Uniware and turning financials into a dynamic, collaborative process.

Book a Phocas planning demo
Streamlined budgets \x26amp; forecasts
Phocas Budgets & Forecasts

Scale faster with Phocas

Customer quote

“Our annual budget process is totally revamped and we are confident to make important structural changes within our business knowing we have reliable reporting tools. The ROI from Phocas is we can do more value-add tasks, resulting in improved efficiency and daily monitoring.”
Devin Moxley
Financial Controller at IMMY
Devin Moxley - IMMY

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  • Karcher
  • WD-40
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See how Phocas compares with other providers

Power BI vs Phocas

Power BI Power BI
vs
Phocas Software Phocas Software
Business benefits: Power BI 4.7, Phocas 10
4.7
Business benefits
10
Product satisfaction: Power BI 5.8, Phocas 10
5.8
Product satisfaction
10
Recommendation: Power BI 4.6, Phocas 10
4.6
Recommendation
10
Vendor support: Power BI 4.0, Phocas 9.7
4.0
Vendor support
9.7
Business value: Power BI 4.7, Phocas 9.6
4.7
Business value
9.6
Project length: Power BI 4.3, Phocas 9.6
4.3
Project length
9.6
Ease of use: Power BI 4.6, Phocas 9.4
4.6
Ease of use
9.4
Customer satisfaction: Power BI 5.2, Phocas 9.4
5.2
Customer satisfaction
9.4
Implementer support: Power BI 5.2, Phocas 9.1
5.2
Implementer support
9.1
Project success: Power BI 5.1, Phocas 8.9
5.1
Project success
8.9
Innovation: Power BI 5.4, Phocas 7.2
5.4
Innovation
7.2

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An award-winning ERP partner

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Frequently asked questions

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 forecasting… We can help.
Get a demo Understand the past, operate better today, and plan well for the future