Financial reporting software for Microsoft
Financial reporting and forecasting directly from Microsoft 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?
4.8/5 on Capterra
4.6/5 on G2
Self-serve Microsoft financial reporting
- Easy: create and automate profit & loss, balance sheet and cashflow statements for cross-functional teams in minutes
- Accurate: reports update automatically with data pulled directly from your Microsoft ERP + any other source
- Self-serve: drill down into transaction-level data and drive improvements by branch, division, sales rep, product, customer
- Customize: add visualizations or calculations such as EBIT, margins and ratios that auto update.
Streamlined budgets & forecasts
- Time-saver: a user-friendly planning tool that speeds up budgeting and enables you to get more detailed
- Accurate: use live actuals pulled from your Microsoft ERP to accurately forecast your future balance sheet position and financial health
- Consolidate: connect plans across the business in one place; financial budgets, sales forecasts, headcount and demand planning
- Collaborate: improve cross-functional input and accountability with robust workflows and user-based permissions.
Detailed budgets reveal growth opportunities
Using Phocas, Savona Food Service has moved away from manual reporting and limited visibility of budgets. Now with automated reporting and quick, easy access to all their data including budget actuals, sales teams are more proactive and hitting targets. Plus, budgets are now built at a granular level, revealing more growth opportunities.
Auto consolidation
- Efficiency: save hours, even days of data wrangling with financial and operational data automatically consolidated
- 360 view: data is pulled from multiple ERPs, subsidiaries, branches, countries into one consolidated view
- Compare: Quickly switch from a high-level overview to analyze against division, time period or branch
- Migration: can be quickly implemented to provide uninterrupted dataflow, reporting, dashboards during ERP migrations.
Built for Microsoft
Phocas has been supporting Microsoft customers with self-serve BI and FP&A solutions for many years. Perfecting an implementation process that's fast, fully supported and provides a single source of truth for all your data.
- Microsoft Dynamics 365
- Microsoft Dynamics AX
- Microsoft Dynamics Business Central
- Microsoft Dynamics GP
- Microsoft Dynamics NAV
- Microsoft Excel
Microsoft + Phocas customer
A great deal of time and money savings for PBS
"It’s very rewarding to give staff and teams access to data that they can understand and drill themselves."
— Matt Williams, Managing Director at Professional Beauty Solutions.
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."
— Scott Sokoly, Business System Administrator at Trade Supply Group.
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
Easy ad-hoc 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.
See how Phocas stacks up against the competition
Based on hundreds of customer reviews on BARC.
Power BI vs Phocas
Power BI 
vs
Phocas Software 
Product satisfaction: Power BI 5.8, Phocas 10
5.8
Product satisfaction
10
Recommendation: Power BI 4.6, Phocas 10
4.6
Recommendation
10
Vendor support: Power BI 4.0, Phocas 9.7
4.0
Vendor support
9.7
Project length: Power BI 4.3, Phocas 9.6
4.3
Project length
9.6
Ease of use: Power BI 4.6, Phocas 9.4
4.6
Ease of use
9.4
Implementer support: Power BI 5.2, Phocas 9.1
5.2
Implementer support
9.1
Innovation: Power BI 5.4, Phocas 7.2
5.4
Innovation
7.2
Excel vs Phocas
Excel 
vs
Phocas Software
Product satisfaction: Excel 2.4, Phocas 10
2.4
Product satisfaction
10
Recommendation: Excel 1.0, Phocas 10
1.0
Recommendation
10
Vendor support: Excel 1.7, Phocas 9.7
1.7
Vendor support
9.7
Project length: Excel 8.5, Phocas 9.6
8.5
Project length
9.6
Ease of use: Excel 3.6, Phocas 9.4
3.6
Ease of use
9.4
Implementer support: Excel 3.9, Phocas 9.1
3.9
Implementer support
9.1
Innovation: Excel 2.8, Phocas 7.2
2.8
Innovation
7.2
Insight software IDL vs Phocas
Insight software IDL 
vs
Phocas Software
Product satisfaction: Insight software IDL 2.9, Phocas 8.5
2.9
Product satisfaction
8.5
Recommendation: Insight software IDL 3.2, Phocas 8.6
3.2
Recommendation
8.6
Vendor support: Insight software IDL 2.2, Phocas 7.4
2.2
Vendor support
7.4
Project length: Insight software IDL 3.6, Phocas 8.3
3.6
Project length
8.3
Ease of use: Insight software IDL N/A, Phocas 8.0
N/A
Ease of use
8.0
Implementer support: Insight software IDL 1.0, Phocas 7.6
1.0
Implementer support
7.6
Innovation: Insight software IDL 2.7, Phocas 7.7
2.7
Innovation
7.7
Source: The Planning Survey 24, BARC
Board vs Phocas
Board 
vs
Phocas Software
Product satisfaction: Board N/A, Phocas 8.5
N/A
Product satisfaction
8.5
Recommendation: Board 7.9, Phocas 8.6
7.9
Recommendation
8.6
Vendor support: Board 4.8, Phocas 7.4
4.8
Vendor support
7.4
Project length: Board 1.3, Phocas 8.3
1.3
Project length
8.3
Ease of use: Board 9.1, Phocas 8.0
9.1
Ease of use
8.0
Implementer support: Board 3.0, Phocas 7.6
3.0
Implementer support
7.6
Innovation: Board 3.6, Phocas 7.7
3.6
Innovation
7.7
Source: The Planning Survey 24, BARC
Jedox vs Phocas
Jedox 
vs
Phocas Software
Product satisfaction: Jedox 7.4, Phocas 8.5
7.4
Product satisfaction
8.5
Recommendation: Jedox 6.5, Phocas 8.6
6.5
Recommendation
8.6
Vendor support: Jedox 5.8, Phocas 7.4
5.8
Vendor support
7.4
Project length: Jedox 3.8, Phocas 8.3
3.8
Project length
8.3
Ease of use: Jedox 6.9, Phocas 8.0
6.9
Ease of use
8.0
Implementer support: Jedox 5.3, Phocas 7.6
5.3
Implementer support
7.6
Innovation: Jedox 4.6, Phocas 7.7
4.6
Innovation
7.7
Source: The Planning Survey 24, BARC
Prophix vs Phocas
Prophix 
vs
Phocas Software
Product satisfaction: Prophix 7.5, Phocas 8.5
7.5
Product satisfaction
8.5
Recommendation: Prophix 7.3, Phocas 8.6
7.3
Recommendation
8.6
Vendor support: Prophix 7.2, Phocas 7.4
7.2
Vendor support
7.4
Project length: Prophix 6.6, Phocas 8.3
6.6
Project length
8.3
Ease of use: Prophix N/A, Phocas 8.0
N/A
Ease of use
8.0
Implementer support: Prophix 5.6, Phocas 7.6
5.6
Implementer support
7.6
Innovation: Prophix 5.5, Phocas 7.7
5.5
Innovation
7.7
Source: The Planning Survey 24, BARC
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.
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.
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."
— Rodney Macnamara, General Manager at Abcoe Distributors.
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.
Operational & financial driven budgets
- Incorporating sales and operational data into your planning helps drive your budget.
- Balance workforce planning and inventory with changing business needs.
- Assess up-to-date performance data and create more accurate demand forecasts.
See Phocas Budgets and Forecasts in action
Phocas Budgets and Forecasts is a cloud-based planning tool that handles complex and detailed budgeting requirements while also being refreshingly easy to use.
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."
— Justin Caper, Controller at American Metals.
Award-winning financial reporting software
Based on 270+ customer reviews
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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