Budgeting & forecasting software for finance

Go beyond spreadsheets to budget smarter

Phocas helps you build detailed, accurate budgets and forecasts, fast. No broken formulas or chasing down data, just one platform where you can track live performance and re-forecast with ease.
4.8/5 on Capterra
4.6/5 on G2
Go beyond spreadsheets to budget smarter

Steer your business forward with companywide FP&A

Seamlessly connects with your ERP

  • Infor
  • Oracle NetSuite
  • Epicor
  • Klipboard
  • Microsoft
  • MYOB
  • Sage
  • SAP

Why budgeting feels harder than it should

Time drain

Conflicting data

Irrelevant budgets

No accountability

How Phocas helps

One place for all your planning

Budgeting & forecasting

Build rolling forecasts you can adapt easily

Build rolling forecasts you can adapt easily
user permissions

Granular control, down to the cell

Granular control, down to the cell
Collaborative planning

Budgeting everyone can follow

Budgeting everyone can follow
Users love Phocas

Customer testimonials

Real-world feedback from Phocas customers
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Customer quote

"The advantages of combining sales data budgets onto the GL is a game-changer. It removes complex spreadsheets and coupled with workflow and approval processes, ensures the business is only a click away from seeing the current status of budgets or forecasts."

Jonathan Kemp | Implementation Partner | WD\-40
Jonathan Kemp
Implementation Partner
WD-40
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Customer quote

“The budgeting process has been challenging, but now using Phocas, we can assign areas to individuals who are directly responsible and then review all the data and provide financial insights back to each of them. People found this process more sophisticated and worthwhile”

Randy Scott | ERP Manager | Tom Duffy
Randy Scott
ERP Manager
Tom Duffy
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Customer quote

“Our budget is live for more days as a direct result of Phocas 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 | Immy
Devin Moxley
Financial Controller
Immy
FAQs

Your questions, answered

Choosing the right software

Download the buyer's guide
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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