Consolidated financial reporting software

Phocas - the better way to understand performance at every level
Auto consolidation
- Save hours, even days of data wrangling with automated financial data integration and consolidation
- Automatically pull data from multiple ERPs, subsidiaries, branches, countries or currencies into one consolidated view
- Quickly switch from a consolidated overview to analyze against division, time period or branch
- Drill down into transactional source data for performance variances.

Self-serve financial reporting
- Customize and automate profit & loss, balance sheet and cashflow statements for cross-functional teams in minutes
- Quickly split reports like profit and loss to compare divisions, subsidiaries, regions, cost centres
- Make it simple to compare performance across time periods and against budgets, then drill into the underlaying detail
- Add visualizations or calculations such as EBIT, margins and ratios that update automatically

Fluid budgeting & forecasting
- Stay on-top of your cash position with three-way budgets and forecasts that sync automatically from your ERP
- Use your profit and loss to drive your balance sheet and cashflow forecasts
- Use live actuals to accurately forecast your future balance sheet position and financial health

Making budgeting and forecasting a piece of cake

Easy trend analysis
- Drill down into underlying transactions for further interrogation of performance
- Easily make side-by-side comparisons such as year-on-year variances
- Sparklines (mini charts) allow you to quickly see trends and spot anomalies
- View budget data in dashboards, to tell and explore your financial forecasting story

Customer quote
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
Visually presentable insights
- Build, customize and share unlimited dashboards and workflows, creating a clear business overview
- Visualize financial ratios and KPIs side-by-side, connecting different divisions, subsidiaries, branches to performance
- Quickly switch from visualizations to underlying data where you can slice and dice the metrics
- Present live data insights to non-finance teams using graphs, pie charts and Sparklines (mini charts) that are easy to understand.

#1 Reporting/Analysis & Predictive Planning
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User-friendly forecasting
- An intuitive interface design offers a familiar format to Excel spreadsheets
- Swiftly navigate the budget worksheet, securely assign tasks, add commentary to cells, and gain full visibility of changes in real time
- Follow your train of thought and drill deeper to answer questions without the fear of breaking something
- The rate of user adoption is a direct reflection of ease of use - 97% of users recommend Phocas.

Compare budgets to actuals
- Budgets are only as good as the latest forecast. Compare actual performance to budget, highlight focus areas for improvement and create better re-forecasts.
- Turn your budgets into living, value-add tools for the whole business.
- Access financial data and reports, as well as sales and operational data to help you confidently build robust forecasts across the business.
- Assign security, share workflows across departments and make collaboration an intrinsic part of the process.

Secure, fast and reliable
Better plan your financial future and run your business day-to-day with Phocas FP&A and BI. With clear, dynamic data and purpose-built features, the integrated planning benefits flow throughout your business.
- Handles big data volumes and processing with fast load times
- Favors one system for input and analysis to streamline all data source types
- Offers a human-friendly and flexible user experience
- Provides a secure end-to-end software solution with technology partners AWS and CrowdStrike, plus security and privacy compliance for SOC 2 Type 2 and GDPR.

See Phocas Budgeting and Forecasting in Action
Phocas Budgeting and Forecasting is a cloud-based budget planning solution that automates the budgeting process. It's dynamic, user-friendly, and the ability to collaborate in real-time with people across your business is a game changer.

Real-time collaboration
- Access financial, sales and operational data from one trusted source of truth.
- An intuitive assignment, submission and approval process means everyone is accountable - no more chasing feedback.
- Built-in security means you'll only see what you're permitted to see and action.
- Budget changes are updated in real-time so version control issues are a thing of the past.

Customer quote
I love that you are able to assign category/accounts to individuals for review, to ensure each department has a say in the budgeting process."
Fast implementation, full support
Understand the past, operate better today, and plan well for the future
