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WinMan + Phocas

Boost WinMan reporting & analytics

Are you tired of manually handling ERP data and struggling to create new reports? With Phocas, all your WinMan data + other sources are pulled together into one fast, self-serve Business Intelligence and Financial Planning & Analysis platform.

Quick, obligation free

4.8/5 on Capterra
4.6/5 on G2
Boost WinMan reporting \x26amp; analytics
Phocas integrations

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.

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Self-serve analytics & reporting

WinMan offers built-in reporting and dashboards, but you may find that customizations require IT assistance or that they lack the depth and flexibility required for complex analyses.
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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. 

Streamlined budgets & forecasts

While WinMan includes forecasting tools, Phocas offers a more intuitive, collaborative and detailed budgeting environment.
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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

Fast, accurate data

Phocas keeps your data flowing – no lag, no silos, no manual effort. From live WinMan data to AI-assisted insights, every team gets consistent access to the answers they need. 
See how Phocas + WinMan works
Phocas Integrations

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

Trusted by companies worldwide

Asko Bayer Bupa Fuji Xerox Gazman Hoyts Bunzl Husqvarna Johnstone Supply Karcher Repco Sistema Thermofisher WD-40 Yamaha
  • Asko
  • Bayer
  • Bupa
  • Fuji Xerox
  • Gazman
  • Repco
  • Sistema
  • Thermofisher
  • Hoyts
  • KYB
  • Husqvarna
  • Johnstone Supply
  • Karcher
  • WD-40
  • Yamaha
  • Bunzl

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.

See how Phocas stacks up against the competition

Oracle Cloud EPM vs Phocas

Oracle Cloud EPM Oracle Cloud EPM
vs
Phocas Software Phocas Software
Reporting / analysis: Oracle Cloud EPM 5.0, Phocas 10
5.0
Reporting / analysis
10
Recommendation: Oracle Cloud EPM 6.6, Phocas 8.6
6.6
Recommendation
8.6
Product satisfaction: Oracle Cloud EPM N/A, Phocas 8.5
N/A
Product satisfaction
8.5
Predictive planning: Oracle Cloud EPM 9.6, Phocas 8.5
9.6
Predictive planning
8.5
Predefined connectors: Oracle Cloud EPM 6.7, Phocas 8.4
6.7
Predefined connectors
8.4
Performance satisfaction: Oracle Cloud EPM 1.0, Phocas 8.4
1.0
Performance satisfaction
8.4
Planning content: Oracle Cloud EPM 7.3, Phocas 8.3
7.3
Planning content
8.3
Project length: Oracle Cloud EPM 4.4, Phocas 8.3
4.4
Project length
8.3
Ease of use: Oracle Cloud EPM N/A, Phocas 8.0
N/A
Ease of use
8.0
Innovation: Oracle Cloud EPM 8.6, Phocas 7.7
8.6
Innovation
7.7
Implementer support: Oracle Cloud EPM 2.3, Phocas 7.6
2.3
Implementer support
7.6
Vendor support: Oracle Cloud EPM 5.9, Phocas 7.4
5.9
Vendor support
7.4
Project success: Oracle Cloud EPM 5.3, Phocas 7.2
5.3
Project success
7.2
Driver-based planning: Oracle Cloud EPM N/A, Phocas 6.8
N/A
Driver-based planning
6.8

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Seamless inventory analysis

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Seamless inventory analysis

Smart inventory management

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Smart inventory management

Boost rebates profitability

Modernize your rebate management
Boost rebates profitability

Accurately forecast demand

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Accurately forecast demand

Simplify work with a single source of truth

id-analytics
Analytics
id-financial-statements
Financial Statements
id-budgets-forecasts
Budgets & Forecasts
id-rebates
Rebates
id-crm
CRM

An award-winning ERP partner

Based on 270+ customer reviews

Frequently asked questions

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

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