Get better insight into your financial performance

Discover our purpose-built financial reporting and analytics tool that integrates with all your business data in Phocas. This new finance tech will empower everyone in your company to make informed decisions and drive success.

Get your Financial Statements demo
Integrate your financial data

Our expert explains

Hear about the latest financial technology that is transforming the finance function of more than 800 global businesses from Jordena Tibble - a chartered accountant and financial statements product specialist at Phocas.
Our expert explains
Real-world experiences with
Financial Statements

Why people love
Financial Statements

Hear from customers first-hand about their experience integrating Financial Statements into Phocas Analytics. 
Why people love Financial Statements

Financial Statements product walk-through

Connect people to performance with a dynamic view of your finances by adding Financial Statements to your Analytics solution.

Did you know 45% of new Phocas Analytics customers also buy Phocas Financial Statements? Why… because Business Intelligence (BI) and Financial Planning and Analytics (FP&A) work hand-in-hand to bring finance, sales and operational teams together - driving growth in product-oriented businesses like yours.

BI + FP&A lets you:

  1. Spot opportunities and risks and drill down to transaction details to see what’s driving them
  2. Give visibility and direction to end business users
  3. Remove manual work of creating and customizing financial statement reporting
  4. Work with actuals. There’s no second guessing if the data is correct because the formulas and ratios are baked into the tool
Presented by
Harry Eldridge
Harry Eldridge
Technical Pre-Sales Manager
Rebecca Ambrose
Rebecca Ambrose
Head of Customer Marketing

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Packed with time-saving features

Unburden your finance team and unlock the company-wide benefits
Get your Financial Statements demo

Consolidate your data

Efficiently access financial and non-financial data directly from your ERP

Accurate formatting

Pre-built statements, formulas and ratios allow for quick configuration

Tailored reporting

Easily meet one-off reporting needs and automate sharing

Financial analysis

Supports extended financial analytics from within statements

Easy visualizations

Empower non-financial teams with clear, visual and useful information

Build it your way

Customize your flexible statements to display exactly how you prefer

No manual processes

Reduce manual work arounds, hours each week and team headcount

True collaboration

Everyone in your business can see and understand financial position

Working smarter

Phocas Financial Statements brings automated financial reporting and
actionable insights daily to more than 800 organisations.
Fuzzy Gateway Supply GUD Prochem Pipeline Products Tom Duffy Company Trade Supply Group
Don't take our word for it! Here is what some of our Financial Statements customers have to say.
"In Phocas, we can have financial statements consolidated or split any way we want. We can choose to see just revenue and profit or right down to individual expense lines."
Read the case study
Scott Sokoly
Business System Administrator
Trade Supply Group
Trade Supply Group
"I was looking for a solution that would allow the Executive team and Board to view the company's performance across 14 different business entities. Phocas Financial Statements was the perfect solution to have this summarised or split out in an easy to view format."
Paul Jreige
CIO
GUD Holdings
GUD Holdings
"Prior to Phocas Financial Statements, we would have to pull data, dump it into Excel and manipulate it before we could really see the results. Now we can just open it up and the statements are built, we no longer have to build them and manipulate them before we can analyze them. It’s real-time."
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Justin Capar
Controller
American Metals
American Metals
"Automating our financial statements was a major step for our company and is saving time and resources. Executives now have access to dashboards that give them a snapshot of what is happening with the business, including one-day, month-to-date, year-to-date sales; gross profit percentages; and average sales per invoice, among other data points."
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Dennis Karpinski
Director of E-commerce and Business Analysis
Eastern Industrial Supplies
Eastern Industrial Supplies
"One of the great features with EDA Financial Statements is that I can drill right down into transaction level, I don’t have to go to through all the journals."
Amanda Ware
Director of Accounting and HR
Stokes Electric Company
Stokes Electric Company
"Currently, almost all parts of our business are using Phocas. We are using it, our salespeople are using it, the purchasing department is using it, and the accounting department is using the finance system, we are even paying our salesman of the commission database now. Using Phocas makes me feel like I have more value for my company and we can make more valuable decisions."
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Kevin Talbert
Director of inventory control
Parrish-Hare
Parrish-Hare