Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Streamline Epicor reporting & analysis for smarter decisions
Are you tired of manually handling your ERP data and struggling to create new reports? With the EDA Suite powered by Phocas, your Epicor data + other sources are pulled together into one platform. It's fast, accurate and completely self-serve for all users.
4.8/5 on Capterra
4.6/5 on G2
One platform for BI & Financial Planning
The EDA Suite is a great fit for wholesale distribution, manufacturing and retail businesses.
Made for Epicor
Phocas has been seamlessly integrating with Epicor ERPs for many years. We assess your needs up front to ensure products within the EDA Suite are the right fit, paving the way for a fast return on investment. Our dedicated implementation team takes are of all the heavy lifting, achieving in a matter of weeks what can take other providers 1 -2 years (and beyond) to complete.
Phocas works with Epicor BisTrack, E8, E9, E10, Eagle, Eclipse, LumberTrack, Prelude, Prophet 21, Vision, CMS, iScala, Kinetic, Advanced MES, Mattec
EDA: Epicor Data Analytics
All your data in one place
- Auto consolidation: save hours with Epicor ERP data + multiple other sources pulled together into one platform
- Phocas AI: fast-track data analysis for new users
- Self-serve: build and customize reports and dashboards in minutes, from scratch or using pre-built templates
- KPIs: report on metrics relevant to your department, save as favourites and set up ongoing alerts
As a global manufacturing business, EDA makes life a lot easier for us. We didn’t have to provide internal resources to build out our own BI solution, and we don’t have to worry about the ingress into the system and to have to get that data. EDA has done it for us."
— Greg Heeley, Chief Technology Officer at Sistema Plastics.
Epicor + Phocas customer
EDA Financial Statements
Smarter financial reporting
- Efficient: create and automated profit & loss, balance sheet and cashflow statements for cross-functional teams in minutes
- Split: quickly split reports like profit & loss to compare divisions, subsidiaries, regions, cost centre
- Self-serve: drill down into transaction-level data and drive improvements by branch, division, sales rep, product, customer
- Customize: add visualizations or calculations such as revenue and gross profit per rep, or days stock cover that auto update
Why Epicor users love EDA Financial Statements
Hear first-hand from Epicor customers about how EDA Financial Statements is improving efficiencies and enabling them to bring in more detail to their reporting. Learn how it's self-serve functionality empowers teams to achieve more.
EDA Budgets & Forecasts
Streamlined planning
- Fast: a flexible, custom-built budgeting tool that’s as user-friendly as a spreadsheet
- Automated: live data pulled from your Epicor ERP feeds budgets and forecasts, so actuals are always reliable
- Collaboration: assignment, submission and approval processes make cross-functional input quick and painless
- Consolidate: connect plans across the business in one place; financial budgets, sales forecasts, headcount and demand planning
EDA Rebates
Boost profitability
- Automated: stay on top of payable and receivable rebates with a self-serve tool that speeds up rebate management
- Accurate: live data automatically flows through from EDA's BI core, ensuring rebates statuses are always accurate and up to date
- Improved analysis: this self-serve tool makes it easy to analyze trends, spot near miss opportunities and report on overall performance
- Win-win partnerships: an efficient, accurate tool that helps you maximize profits and opportunities for you and your key partners
LSC unlocks Epicor data and improves decision-making companywide
If the team doesn’t have access to their dashboards, there’s a state of panic. We rely on and love using Phocas, so it is a huge part of our business. It lets them know how well we’re on track, and there’s a lot of companywide goals that we have that we use Phocas for to really give us the absolute accurate numbers that we need.
— Gordon Howell, Data engineer at LSC.
Epicor Data Analytics
Achieve new levels of business insight
Epicor Data Analytics is Phocas' best-in-class data analytics solution designed for Epicor customers. The platform empowers over 700 businesses worldwide to make better decisions by delivering high-level trend data, sales intelligence and intuitive reporting capabilities.
Hundreds of businesses of all sizes trust Phocas with their Epicor data to thrive
Lightning fast
Being fast means you can use it every day to change how you lead, plan and sell. Reporting and ad-hoc queries deliver immediate results. Modern business leaders get up and running quickly - running their own analysis and reporting in a matter of hours. No need to work in spreadsheets or ask an expert for help.
Incredibly flexible
Phocas users improve decision-making and collaborate more efficiently with finance, sales, purchasing, marketing, IT and the executive team. With an easy-to-use, flexible toolkit, Phocas presents accurate, accessible data streams so that everyone can leverage the same unified source of truth.
Super friendly
Ease of use is our strong suit. Phocas was built from the ground up with the non-technical user in mind, enabling business leaders to access their data without any extra hassle. You can easily access data from the top level down to the ground floor and manage data visibility and access for every other member of your team.
Don't take our word for it
Here is what Phocas + Epicor customers have to say.
"Phocas is so flexible that we can see everything exactly how we want to see it."
Tim Janes
Operations Specialist
Johnstone Supply - Kenilworth Group
Operations Specialist
Johnstone Supply - Kenilworth Group
"You can see things a lot more frequently, rather than they may have been missed prior to having Phocas.”
Clint Agee & David Vollenweider
National Sales Company
National Sales Company
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.
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