Microsoft reports without waiting on IT

Most Microsoft connections are live within 6-8 weeks. The timeframe can depend on factors such as your ERP, number of data sources you want to include, and the cleanliness and business rules associated with your data. Once our team looks at your data, we'll tell you exactly how long yours will take. We handle the technical setup while you focus on training your team. Our Microsoft experts have done hundreds of these connections before, so you're in good hands.

Phocas uses a subscription model. Your yearly cost is based on how many people in your company need access to Phocas. Your total investment includes a one-time implementation fee to get you set up, plus annual costs for user subscriptions and a platform fee. The annual platform fee covers automatic data updates from your ERP, data access and security, fast loading times and quick searches, unlimited reports and dashboards, customer support and training, and new product updates including AI features.

Dynamics shows you what happened. Phocas shows you why it happened and what to do next. Dynamics gives you separate reports for different parts of your business. Phocas connects the dots between sales, inventory, and finance so you can see the complete picture. 

You could—but that’s where most businesses get stuck. Excel reports take hours of manual work every month, are prone to errors, and quickly become outdated or inconsistent across teams. Every time your data changes, formulas break and version control turns into a nightmare. Phocas replaces this manual, error-prone process with automated, accurate, and always up-to-date reporting. Your data flows directly from the source into intuitive dashboards, so you can trust your numbers, save hours each month, and make faster, smarter decisions.

Absolutely. Multi-entity consolidation and currency conversion is exactly what Phocas is built for. Instead of manually juggling spreadsheets to consolidate data across your legal entities, Phocas automatically pulls data from all your Dynamics entities and produces consolidated financial statements in minutes. You can view everything in your reporting currency or drill into each entity's local currency - all in one place. 

Definitely not. Phocas is designed for business users who are tired of being dependent on technical experts. If you can use Microsoft Dynamics, you can use Phocas. We provide comprehensive training to get your team comfortable quickly.

Security is paramount. Phocas is responsible for the security of your data and provides a stable end-to-end solution. Our team constantly reviews our applications and processes to ensure any security, compliance and privacy issues are addressed, communicated and resolved immediately. We understand your ERP contains your most sensitive business data. We invest in the latest technology and work closely with reputable partners, Amazon Web Services and CrowdStrike to manage your data locally in both a secure and sustainable way. We continually meet best practice security and privacy compliance with SOC 2 Type 2 and GDPR.

We start by learning about your Microsoft setup and what reports you need. Then we show you a custom demo with examples that match your requirements. After the demo, if there's mutual interest, we'll walk you through implementation, provide ROI calculations and help build your business case. We believe in transparency. No surprises, no pushy tactics.

Yes, everyone in your business with a subscription to a Phocas product will receive an introductory training session for that software so they can hit the ground running. Everyone also has ongoing support from a dedicated Phocas account manager, on-demand tutorials online and free monthly training sessions globally.