Financial planning software

Financial reporting and forecasting can be taxing, with various departments struggling to consolidate data. Multiple spreadsheets, version control issues, broken formulas; it's a manual, time-consuming process that limits visibility.
What if there was a better way?

Quick, obligation free

4.8/5 on Capterra
4.6/5 on G2
Financial planning software

Phocas - the better way to analyze, forecast and budget

3-statement forecasting

Our platform has been built to work seamlessly with your ERP and any other data source. We partner with over 200 of the world's best ERP systems so we know exactly how to get the most out of your data.
3\-statement forecasting

Self-serve financial reports

Self\-serve financial reports

Seamless integration with your ERP

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

Whiting Holdings halves financial reporting time

Whiting Holdings halves financial reporting time

Auto consolidation

Customize financial reports with ease
Customer quote

Customer quote

It's always been a nightmare for us to produce consolidated financial statements that are broken down by branch, division, or are consolidated for the entire company. Now we have the ability to consolidate or spilt them any way we want and at any level of detail. From the very top level (revenue and profit), down to viewing individual expense lines."

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

Easy ad-hoc analysis

Easy ad\-hoc analysis

#1 Reporting/Analysis & Predictive Planning

Insight software IDL vs Phocas

Insight software IDL Insight software IDL
vs
Phocas Software Phocas Software
Reporting / analysis: Insight software IDL 4.9, Phocas 10
4.9
Reporting / analysis
10
Recommendation: Insight software IDL 3.2, Phocas 8.6
3.2
Recommendation
8.6
Predictive planning: Insight software IDL 3.6, Phocas 8.5
3.6
Predictive planning
8.5
Driver-based planning: Insight software IDL 3.4, Phocas 6.8
3.4
Driver-based planning
6.8
Vendor support: Insight software IDL 2.2, Phocas 7.4
2.2
Vendor support
7.4

Anaplan vs Phocas

Board vs Phocas

Jedox vs Phocas

Prophix vs Phocas

Vena vs Phocas

Visually presentable insights

Visually presentable insights

Detailed budgets reveal growth opportunities

Detailed budgets reveal growth opportunities

User-friendly forecasting

User\-friendly forecasting
Customer quote

Customer quote

Phocas is definitely easy to use, our team don't have to rely on central office to get the reporting they need. The biggest benefit, however, is the flexibility to drill down to the next level of data and set up standard ways to look at things. It just makes life easier."

Compare budgets to actuals

Compare budgets to actuals

Operational & financial driven budgets

Operational \x26amp; financial driven budgets

See Phocas Budgets and Forecasts in action

See Phocas Budgets and Forecasts in action

Real-time collaboration

Real\-time collaboration
Customer quote

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."

Award-winning financial reporting software

Based on 270+ customer reviews

Fast implementation, full support

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