Klipboard + Phocas
Custom Klipboard financial reports and analysis
4.8/5 on Capterra
4.6/5 on G2
Out-of-the-box solution for Klipboard
- Simple to use, intuitive interface
- Custom dashboards and reporting
- Cloud-based, secure platform
- Ability to drill into the data and follow train of thought
- Consolidates multiple data sources
- Automated financial reporting
- Built-in metrics for key industries
- Secure and collaborative budgeting
- Accessible anywhere
Analytics for K8, K8LV, MAM.
Phocas powers thousands of data-driven companies worldwide
Henry Schein
Bunzl Industrial Safety
Thermo Fisher Scientific Australia
Husqvarna Construction Products
Johnstone Supply
Stark Group
Gazman
WD-40
Hoyts- Monument Tools
- Becker Electric Supply
Steiner Electric
Guest Supply Sysco
Seasol
Sistema
KYB
Triton
TJM Australia
Nassco
Baylis & Harding
Morelli Group
DMK
Flournoy
Advanced analytics
Act on your Klipboard data
- Hit the ground running with built-in dashboards and customizable reports, easily combing your Klipboard ERP data with other data sources such as your CRM
- A user-friendly interface enables all users (not just the data experts) to interrogate data from macro to transactional level
- Use the unique ad hoc analysis layer, The Grid, to perform free-form analysis and pivot the data to view margin by customer, product or region.
Success story 
All the information you need at the press of a button
You get as much there as you want to find. At the press of a button, you get all the information that you need. I would recommend Phocas for the time saving and the cost-saving. Whichever way you look, there is a benefit. Worth its weight in gold.
— Chris Journet, UK Sales Manager at Shaftec.
Financial statements
Customize to suit your business
- Automated reporting effortlessly consolidates both financial and operational data
- Gain more time for regular, deeper analysis and provide answers to on-the-spot questions in just a few clicks
- Make holistic business decisions based on complete data; chart the impact of your actions by tracking KPI trends and sharing data insights
Customer quote
Phocas has improved us as a company. If you need to analyse your data in a structured way, get Phocas and use it!
— Michele Laybourn, Commercial Director at Morelli.
Budgeting and forecasting
Collaborative budgeting, efficient forecasting
- Workflows allow financial and non-financial contributors to collaborate in real time, accelerating budget cycles and improving accuracy
- Use operational insights to drive your budget
- Easy-to-use interface, secure task assignment and real-time visibility of changes
- Move away from static Excel spreadsheets and turn budgets into living value-add tools for financial and non-financial engagement
Customer quote
Phocas simply gives us the opportunity to make key commercial decisions based on real-time hard facts in a timely manner. The teams at Phocas and Klipboard worked seamlessly on the implementation, done with great efficiency and minimal fuss.
— Bob Jarvis, Commercial Manager at Ashworth.
Over 200 businesses of all sizes trust Phocas with their Klipboard 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.
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.
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