Go beyond spreadsheets for NetSuite budgeting

Yes, Phocas is designed for businesses with complex needs, including consolidating multiple companies, managing different currencies and handling inter-company transactions. You can budget at the entity level and roll up to consolidated views.

Yes. Phocas respects your NetSuite account structure and lets you budget at whatever level of detail you need - from high-level department budgets to detailed account-level planning.

NSPB was designed for enterprise complexity, while Phocas is built for mid-market teams who need powerful capabilities without the technical barriers. Your entire team can contribute to budgets, not just finance, using an intuitive interface that requires no technical expertise. Most implementations take 6-8 weeks with pre-built templates, and scenario planning, forecasting, and workflows are included out of the box rather than requiring additional configuration.

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.

Yes. Phocas is flexible tool. You can create custom budget models, add your own formulas and plan for things like headcount, capital expenses, or sales demand in a way that matches your business.

Absolutely. Phocas fits into your current workflow. You can import existing budgets, maintain your approval processes, and adopt features as your team is ready.

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.

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.