Boost WinMan reporting & analytics
Quick, obligation free

Made to enhance WinMan
Manufacturing and distribution businesses need tools designed for how they actually operate. Like WinMan, Phocas is purpose-built for the complexity of these industries. From managing multiple stock locations and fluctuating demand to navigating rising costs and tight margins.
Phocas enhances WinMan by giving teams faster access to data, speeding up month-end reporting, tracking product-level margins and forecasting inventory months ahead. It's built for operations, finance and sales teams to move faster and make smarter decisions – no spreadsheets or technical expertise required.
Together, WinMan and Phocas offer a powerful, integrated solution that helps businesses get more from their data and stay agile in a fast-changing landscape.

Self-serve analytics & reporting
- No code required: Non-technical users can explore data down to transaction detail and create custom reports and dashboards in seconds.
- Flexible: Create and automate profit & loss, balance sheet and cashflow statements for different departments.
- Real-time insights: Monitor KPIs across departments, save as favourites and set up ongoing alerts.
- Detailed visibility: drill down by branch, division, sales rep or product to gain instant answers.
- Custom calculations: Add metrics like gross profit per order or inventory days on hand that auto update.

Customer quote
Streamlined budgets & forecasts
- Flexible: build detailed financial, sales and production budgets in a familiar, spreadsheet-like interface – no manual errors and version control issues
- Automated: live data pulled from your Winman ERP feeds budgets and forecasts, so actuals are always reliable
- Collaboration: assign tasks, collect input across departments and approve budgets faster – all in one place
- Consolidate: connect plans across the business in one place; financial budgets, sales forecasts, headcount and demand planning

Scale faster with Phocas
When growth demanded more from the finance team, US manufacturer IMMY chose Phocas over additional hires. The result? Faster reporting, streamlined divisional budgets and confident data-driven decisions – like acquiring another company and restructuring departments.
Phocas helps IMMY move fast with accurate, consolidated data, live budgets and powerful scenario planning.
Customer quote

Fast, accurate data
- Automated: Live data is pulled from your WinMan ERP modules, multiple subsidiaries, countries, warehouses, or even additional ERPs – into one source of truth.
- Reliable performance: Handles big data volumes without lag.
- Secure: Data is accessible to everyone who needs it, while finance maintains employee-level security to protect sensitive information.
- Migration: quick to implement, providing uninterrupted dataflow, reporting, dashboards even during ERP migrations, upgrades or IT transitions.
- AI-assisted Analytics: fast-track data analysis for new users by asking questions like; ‘Which customers declined last quarter?’

Take a Phocas product tour
- Analytics
- Financial Statements
- Budgets & Forecasts
- Platform
Trusted by companies worldwide
The Phocas platform empowers over 3,000 businesses who make, move and sell products. 97% of customers stay with us year-on-year because our platform gives people confidence to run their businesses better.
- Asko
- Bayer
- Bupa
- Fuji Xerox
- Gazman
- Repco
- Sistema
- Thermofisher
- Hoyts
- KYB
- Husqvarna
- Johnstone Supply
- Karcher
- WD-40
- Yamaha
- Bunzl
Fast implementation, rapid ROI
- Dedicated support: an implementation team is assigned to work alongside your business to deliver a tailored, pre-built solution, ensuring smooth onboarding
- Experienced integration: pre-built connectors for leading ERPs; WinMan, Kerridge, Sage, SAP, Infor, NetSuite, Epicor + many more to align with your existing technology
- Secure data: benefit from secure data warehousing for multiple sources - gain a central, reliable data platform for your growing needs
- Accelerated insights: begin harnessing meaningful insights in approximately 8 weeks for a mid-size business, enabling you to fuel growth sooner

Clear, reliable implementation timeline
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Pre-launch
Week 1Meet Phocas team and confirm project scope, data sources and timelines
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Build
Weeks 2-4Create your Phocas cloud environment and connect to ERP data
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Validation
Weeks 3-5High-level validation and tests
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Launch
Weeks 6-8Ongoing data validation training and launch
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Pre-launch
Week 1Meet Phocas team and confirm project scope, data sources and timelines
-
Build
Weeks 2-4Create your Phocas cloud environment and connect to ERP data
-
Validation
Weeks 3-5High-level validation and tests
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Launch
Weeks 6-8Ongoing data validation training and launch
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Seamless inventory analysis
- Manage stock: ensure optimal inventory levels with a clear, up-to-date view of stock movement and self-serve reporting
- Forecast: compare live actuals to historical data and budgets to accurately forecast demand; which products need to be replenished, liquidated or relocated
- Trend analysis: quickly combine purchase history, sales forecasts, seasonal and market trends to accurately predict stock requirements months ahead
- Maximize profitability: accessible, up-to-date data empowers purchasing and inventory teams to optimize pricing and improve supply chain planning

Smart inventory management
"Phocas has helped us to analyze stock that isn't moving or is moving slowly, so we can move stock around to make the best use of it. This also helps us ensure our suppliers are stocking the right products for us or to plan our deliveries proportionately."
— Mark Law, IT Director at Hayley Group.

Boost rebates profitability
- Automated: stay on top of payable and receivable rebates with a self-serve tool that speeds up rebate management
- Accurate: prevent overpayments or under claiming rebates with real-time data and automated calculations
- Improved analysis: review rebate programs including structure – are they driving sales, and view impact on profit and margin in one place
- Win-win partnerships: track customer target accruals, use near-miss analysis, explore ‘what if’ scenarios and showcase potential earnings in person

Accurately forecast demand
- Detailed: analyze patterns for different market segments such as customer demand by product class, geography, sales channel, purchase history
- Reforecast: easy access to live actuals empowers teams to adjust forecasts to align with changing inventory needs
- Seasonal: tap into historical data and analyze your seasonal sales trends to create more accurate inventory forecasts
- Review: easily review your forecast accuracy by comparing it to actuals

Simplify work with a single source of truth
Frequently asked questions
Yes - Phocas specializes in combining business data, most often ERP and financial data, with other non financial data sources. Providing one trusted platform to measure, track and plan your ongoing business operations quickly and easily.
Phocas started as a BI solution, so we understand the ins and outs of data manipulation. Our customers loved the enhanced capabilities that Phocas brought to their ERP that they started asking for financial analysis and budgeting and forecasting capabilities too.
Our focus is creating software and tools that anyone in your organization can use to understand sales, operations and logistics, making sure that your team can plan and forecast based on a solid foundation of trustworthy data.
Data analytics, or business intelligence (BI), is the process of interpreting key business data to understand how an organization is performing, both financially and operationally.
Data analytics software is designed to retrieve, analyze, transform, and report on business data and metrics. This software provides organizations with an integrated view of their overall business by combining multiple data sets, such as enterprise resource planning (ERP) systems, CRM, HR, Payroll and e-commerce. BI can also be used to identify trends, uncover insights, and make informed business decisions.
This is the process by which businesses regularly plan, review and control their finances.
The budget is a company's financial plan of intent for 12-months. This will incorporate data from finance, operations, sales, inventory and other company information to enable them to set goals and to monitor and manage their finances.
The forecast is a more detailed financial plan for a set amount of time, such as the last 6 or 3 months of the financial year.
Budget forecasting is when businesses regularly track actual performance numbers and compare them to the budget. Any insights or risks gleamed from this assessment can then be used to re-forecast the remainder of the budget period. This way, potential issues can be mitigated before they become a major risk, or swift action can be taken when responding to rapid economic or environmental change.
When you’re armed with this information in real-time, you have more control of your financial position throughout the year. It also enables you to take take action to avoid greater risks in the long term, while at the same time helping you to achieve your business goals.
Financial statement software is a program designed to automate the process of creating reports such as profit and loss (income statement), balance sheet and cashflow statements. It achieves this through the extraction of real-time data from ERP, CRM and multiple other data sources, and helps to ensure accuracy, consistency, and compliance with accounting standards.
Statements are fully customizable to suit your business needs with an intuitive interface that enables free-form data analysis. Visualizations such as dashboards, graphs, charts and Sparklines also help to connect the wider business to performance as it's easy to provide an at-a-glance view of your finances.
There are several benefits of using financial data analysis platform over Excel or other manual reporting methods:
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Time-saving: It frees up the finance team from time-consuming reporting tasks by automating entire processes, allowing for faster reporting, consolidation, and customization.
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Accuracy: Data is pulled directly into the platform which ensures accuracy and reduces the risk of errors that can occur when maintaining and reworking static spreadsheets.
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Standardization: It enforces standardization across financial statements, budgets and reports to ensure consistency and enables comparisons across different periods.
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Collaboration: It enables teams to collaborate and work simultaneously in a secure and auditable environment. This can improve communication and reduce the risk of data discrepancies.
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Reporting: It provides advanced reporting capabilities, such as customizable templates and interactive dashboards. This makes it easier to visualize data and identify patterns and trends.
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Security: It provides better security features than Excel, including data encryption, user access controls, and audit trails. This can help protect sensitive financial data from unauthorized access or modification.
- Customizable: You can add calculations to the statements such as EBIT, margins and ratios.
While Excel can be a useful financial reporting tool, a complete suite of analysis, financial statement and forecasting tools can help businesses streamline their financial reporting processes, improve accuracy, and make better, faster decisions based on real-time data.
Understand the past, operate better today, and plan well for the future
