Need better NetSuite reporting & insights?

Is NetSuite reporting harder than it needs to be?
NetSuite users come to us with the same recurring frustrations - so you're not alone.
Tough data access
It’s a struggle to get data out of NetSuite when you need it.
Time drain
Inventory blind spots
IT bottleneck
Relying on IT or consultants to create saved searches and custom reports.
Finally, NetSuite reporting without the hassle
Phocas transforms your NetSuite data into clear, visual dashboards that anyone on your team can use. No technical skills required.
Current NetSuite processes
- Hours spent pulling reports
- Waiting on support from IT/consultants
- Need SQL/technical skills for custom reports
- Data spread across different systems
- Outdated Excel exports
- Complex NetSuite navigation
NetSuite processes extended with Phocas
- Phocas
Get insights in seconds - Phocas
Self-serve tools all teams can use - Phocas
Quickly build custom reports yourself with drag-and-drop - Phocas
Data auto consolidated in one simple view - Phocas
Always current, real-time data - Phocas
Easy-to-use custom dashboards with drill down
Current NetSuite processes | NetSuite processes extended with Phocas |
Hours spent pulling reports | Phocas Get insights in seconds |
Waiting on support from IT/consultants | Phocas Self-serve tools all teams can use |
Need SQL/technical skills for custom reports | Phocas Quickly build custom reports yourself with drag-and-drop |
Data spread across different systems | Phocas Data auto consolidated in one simple view |
Outdated Excel exports | Phocas Always current, real-time data |
Complex NetSuite navigation | Phocas Easy-to-use custom dashboards with drill down |
Talk to a NetSuite + Phocas expert |
What makes Phocas perfect for NetSuite
Phocas brings all your financial, sales and operational data together. Purpose-built for businesses that need strategic insights, not just data.
A complete view of your business
- Certified Built-for-NetSuite partner with pre-built connector for NetSuite + other business systems.
- Bring all your data together in one secure, well-governed platform.
- No custom coding or complex setups.
- Start exploring connected data and seeing useful insights in about 8 weeks.

Instant reports, no waiting on others
- Build new reports in minutes, not hours.
- Slice and dice data, drill down by. branch, division, sales rep or product for instant answers.
- Monitor KPIs across departments, save as favorites and set up ongoing alerts.
- Add specific metrics that update automatically.

Your entire team can use it from day one
- No SQL expertise required.
- Anyone on your team can create custom dashboards.
- Intuitive drag-and-drop interface.
- Built for everyday business users, not technical experts.

Answer 'why' questions instantly
- Click any number to seer the transactions behind it.
- Trace issues back to their source in seconds.
- No more switching between multiple NetSuite screens.
- Complete audit trail from dashboard to detail.

Find opportunities you're missing
- Bring sales, inventory, finance, HRIS, CRM data together.
- See how customer buying patterns impact inventory and cash flow.
- Connect sales results to profit performance.
- Spot cross-department trends that affect your bottom line.
- Uncover issues and missed growth potential.

Make decisions based on current data
- Near real-time data sync from your NetSuite ERP.
- Automatic overnight updates, or customized frequency – you choose.
- No more manually exporting saved searches.
- Always see your latest transactions.

Your NetSuite data, working for you
See real-world example of NetSuite + Phocas solving your daily reporting challenges.
Spot risks early, prevent churn
- Easily track customer buying patterns month-over-month.
- Get automatic alerts when customer buying trends decrease.
- Quickly see which products are losing traction by customer.
- Identify upsell opportunities ahead of competitors.

Cut down on dead stock and avoid stockouts
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Spot slow-moving inventory before it becomes a problem.
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See which items sell together for better bundling.
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Track inventory turns by location and season.
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Get reorder alerts based on actual sales velocity.

Build financial reports twice as fast
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Generate P&L reports in minutes, not hours.
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See profitability by product line, customer, or region.
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Track cash flow with real-time AR/AP insights.
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Compare budget vs. actual with automatic variance analysis.

Customer testimonials

Customer quote
"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."

Customer quote
"While NetSuite reporting is good, it isn’t always easy to generate and access interactive reports quickly... whereas if we do it in Phocas it’s very quick for us to twist and turn data."

Customer quote
"Tracking customer spend was a major challenge for us prior to Phocas. It has helped us be a lot more responsive - faster in identifying customers that may be walking away or turning to competitors."
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 NetSuite data and solves your reporting challenges.
- 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.
- See live demonstrations of Phocas products.
- View dashboards specific to your industry and use cases.
- Get answers to technical questions from our NetSuite specialists.
- We'll help you set up a proof of concept to test the platform.
- We'll provide assistance in building a business case for internal stakeholders.
- You'll receive a detailed implementation timeline & pricing quote.
Frequently asked questions
Most NetSuite 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 NetSuite 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.
Yes. Our NetSuite experts handle custom fields and unique setups. We've connected hundreds of customized NetSuite systems. Unlike other vendors who struggle with NetSuite's complexity, we map your custom setup into Phocas dashboards seamlessly. We work with your saved searches, not against them.
SuiteAnalytics requires significant technical expertise and often incurs additional support costs. Phocas gives you ready-made dashboards that work right away. Your whole team can create custom reports without coding. You get the insights you wanted from SuiteAnalytics, but with Phocas on board everyone can actually use it from day one.
Absolutely. Phocas doesn't replace NetSuite - it makes all the reporting and data challenges you're experiencing better. You keep using NetSuite for daily work. Phocas gives you better reporting and insights. Most customers use both: NetSuite for operations and Phocas for making data-driven decisions.
Yes, including complex multi-entity setups. We handle NetSuite setups with multiple companies, currencies, and time periods. You can see data from all companies together or look at each one separately.
No problem. NetSuite might be your ERP backbone, but we can connect your CRM, e-commerce platforms, warehouse management systems, or other tools you use. This gives you a complete business view, not just the NetSuite piece. Finally, you'll be able to see how all your systems work together.
Definitely not. Phocas is designed for business users who are tired of being dependent on technical experts. If you can navigate NetSuite (even with its challenges), you'll find Phocas very straight-forward and logical. We provide comprehensive training to get your team comfortable quickly. No more waiting for that one person who knows how to build saved searches.
Not at all. Phocas connects to NetSuite safely using read-only access and pulls data overnight. Your daily NetSuite performance stays exactly the same, while you get lightning-fast reporting in Phocas. We're NetSuite Built-for-NetSuite certified partners, so Oracle has validated our approach.
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 NetSuite 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 NetSuite 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.