Which MYOB versions does Phocas integrate with?

Phocas connects to multiple MYOB products, including MYOB Advanced, MYOB AccountRight, MYOB Premier, MYOB EXO and MYOB Greentree . We've been seamlessly integrating with MYOB for many years, so setup is quick and low-risk. We also integrate with 200+ other ERP systems and data sources, so you can consolidate information from multiple systems in one place.

How long does implementation take?

Most MYOB 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 MYOB experts have done hundreds of these connections before, so you're in good hands.

Can you show me information about plans and pricing?

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 queries, unlimited reports and dashboards, customer support and training, and new product updates including AI features.

Can Phocas handle multi-entity consolidation?

Yes, including complex multi-entity setups. We handle MYOB environments with multiple companies, currencies and chart of accounts structures. You can see data from all entities together or look at each one separately.

Do we need technical skills to use Phocas?

Definitely not. Phocas is designed for non-technical business users. Our intuitive interface enables finance, operations and sales teams to build their own reports and dashboards without IT support.

What about data security?

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 MYOB 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.

What's the process after we request a demo?

We start by learning about your MYOB 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.

Will I have support to train my team?

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.

Business intelligence & financial planning for MYOB

Enhance your MYOB reporting beyond spreadsheets

Phocas connects to your MYOB data and delivers fast, accurate reports and collaborative planning, working seamlessly alongside your MYOB system. Minimise spreadsheet reliance and streamline consolidation — with one self-serve platform that brings all your data together.

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Enhance your MYOB reporting beyond spreadsheets

Reporting challenges How Phocas works How it helps Testimonials FAQs

Typical reporting challenges

Getting more from your MYOB reporting

As your business grows, reporting demands expand too. More data, more entities, and more planning complexity can make fast, flexible insights harder to achieve.

Spreadsheet dependency

Many teams export MYOB data into spreadsheets to build additional reports, which can lead to slower, manual processes and version control challenges.

Custom reporting needs

Building tailored financial reports or cross-functional views can require additional configuration or reporting expertise, which may slow access to insights and delay month-end close.

Advanced planning capabilities

As planning needs become more complex, teams often look for additional tools to support rolling forecasts, scenario planning, and collaborative workflows.

Self-serve analytics

As businesses scale, teams often need deeper drill-downs and self-serve access to insights. Managing complex queries and dashboards at scale can create bottlenecks when teams need fast answers.

How Phocas helps

Enhance your MYOB reporting

Phocas extends your MYOB investment with clear dashboards and insights that anyone on your team can use. No technical skills required.

Current processes

Excel often used to extend reporting
Standard financial reporting with core dimensions
Advanced planning often managed in additional tools
Consolidation managed across multiple entities
Limited drill-down capabilities
Data stored across multiple systems

With Phocas

Phocas

Self-serve reporting anyone can use
Phocas

Flexible statements with unlimited custom views
Phocas

Centralised planning with rolling forecasts, scenario planning and built-in workflows
Phocas

Automated multi-entity consolidation
Phocas

Instant drill-down to any transaction detail
Phocas

All data in one place for a full business view

Talk to a MYOB + Phocas expert

MYOB vs Phocas comparison
Current processes	With Phocas
Excel often used to extend reporting	Phocas Self-serve reporting anyone can use
Standard financial reporting with core dimensions	Phocas Flexible statements with unlimited custom views
Advanced planning often managed in additional tools	Phocas Centralised planning with rolling forecasts, scenario planning and built-in workflows
Consolidation managed across multiple entities	Phocas Automated multi-entity consolidation
Limited drill-down capabilities	Phocas Instant drill-down to any transaction detail
Data stored across multiple systems	Phocas All data in one place for a full business view
	Talk to a MYOB + Phocas expert

Real-world feedback from Phocas customers

"Before we had Phocas, we were saying a lot of things that were just a feel; it wasn't actually the truth... With Phocas, it breaks it down and gives us the real answers."

Luke McEnaney
Group Sales Manager
Bowens

"The advantages of combining sales data budgets onto the GL is a game-changer. It removes complex spreadsheets and coupled with workflow and approval processes, ensures the business is only a click away from seeing the current status of budgets or forecasts."

Jonathan Kemp
Implementation Partner
WD-40

"Every decision I’m making on a day-to-day basis is based on Phocas. Phocas makes me feel confident. There are a lot of unknowns in business and there are a lot of things that Phocas can give me that become ‘knowns’ very quickly or easily."

Don Scott
Owner & National Sales Manager
Timberline Bathroom Products

What happens when you request a demo?

Let us show you a 30-minute demo tailored to your business. We'll show you how Phocas connects to your MYOB data and solves your reporting challenges.

Talk to a Phocas expert

A Phocas team member will contact you to set up an initial meeting.
We'll listen to understand your use case and technical requirements.
We will then schedule a personal demo with an expert to show you Phocas in action.

Frequently asked questions

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

Enhance your MYOB reporting beyond spreadsheets

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