Xero + Phocas
Get more out of your Xero data with Phocas
Based on 250+ customer reviews on
Out-of-the-box solution for Xero
- Simple to use, intuitive interface
- Custom dashboards and reporting
- Consolidates data from multiple Xero instances easily
- Ability to drill into the data and follow train of thought
- Cloud-based, secure platform
- Automated financial reporting
- Built-in metrics for key industries
- Secure and collaborative budgeting
- Accessible anywhere
Analytics for multiple Xero instances
Turn your Xero data into insights for smarter decisions
Combine operational and financial data to get a complete picture of your performance and empower your teams with accessible, real-time data.
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Replace spreadsheets with automated financial reporting
Eliminate discrepancies and rework of static spreadsheets with a single source of truth. Fast and easy reporting, consolidation and customization.
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Streamline your budgeting process
With Phocas’ secure and auditable workflow, you can directly collaborate with other key stakeholders in the budgeting process.
Learn more Success story 
Big ROI gains for giftware company, Splosh Australia
Before Phocas, we were running ad hoc manual reports. We didn’t run reports often so when we ran them, the results we’d get were surprising. We’d be amazed to see which products were and weren’t selling and which sales reps were selling less in certain areas compared to others.
— Laura Kendall, General Manager at Splosh.
Read case study Data is a business asset
Put your essential data in one place
When data is spread across different systems, it's hard to make fluid data-driven decisions. A direct feed of data from Xero and other systems into Phocas saves you time and reduces the need to maintain and rework static spreadsheets. Phocas brings critical data together and structures it in a user-friendly interface, becoming a single source of truth for people across all departments.
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Over 80 businesses of all sizes trust Phocas with their Xero 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 customers have to say.
“Phocas helps us deal with the issues that arise, and we methodically work through each one and move to the next.”
Rob Seely General Manager MUK Haircare
"Phocas is brilliant, takes advantage of all the latest technology and it integrates seamlessly with our MYOB Exo system."
Gary Dillon Operations Manager DMK
"Phocas tells you what's not happening in your sales or what could be happening in sales – that's what we care about."
Rohan Salisbury Managing Director iQuip
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.
