How is Phocas different from NetSuite's built-in reporting?

NetSuite provides standard financial reports with high-level aggregations, but finance teams often need more granular analysis and flexibility. Phocas gives you drill-down to transaction detail, customizable statements, visual dashboards, and the ability to analyze financial data alongside operational metrics—all without building complex saved searches or purchasing expensive add-ons. Think of it as the analytical layer above NetSuite that makes your data more accessible and actionable.

Can we consolidate multiple NetSuite instances or legal entities?

Yes. Phocas handles multi-entity consolidation including multiple currencies, different chart of accounts structures, and complex organizational hierarchies. You can view consolidated results or drill into individual entities, all in one platform.

How long does implementation take?

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.

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

How secure is our NetSuite data with Phocas?

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.

What's involved in the sales process?

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.

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.

Netsuite financial reporting & FP&A software

NetSuite financial reporting without the complexity

Phocas automatically transforms your NetSuite financial data into accurate reports and meaningful insights. Drill to transaction detail, customize statements, and blend financial with operational data—without saved searches or expensive add-ons.

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NetSuite financial reporting without the complexity

NetSuite reporting issues How Phocas works How it helps Testimonials FAQs

Is NetSuite financial reporting harder than it needs to be?

If you're using NetSuite for financial reporting, you're not alone in feeling frustrated.

Limited granular analysis

NetSuite shows high-level aggregations only. Drilling into detail requires building complex saved searches.

Multi-entity consolidation challenges

Consolidating subsidiaries requires expensive add-ons and extensive customization.

Technical expertise required

Customizing reports requires saved search expertise or purchasing additional modules.

Siloed financial and operational data

Can't easily combine financial performance with operational metrics. Getting a complete business view is difficult.

Seamless NetSuite integration

Your complete financial picture

Certified 'Built-for-NetSuite' partner with pre-built integrations for NetSuite + multiple other systems.
Works with multiple subsidiaries and keeps your account structure intact.
View financials by trading entity, division, department, branch, or cost center.
Go live with pre-built templates in approximately 6-8 weeks for a mid-size business.

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How Phocas helps

One platform for NetSuite financial reporting and analysis

Phocas eliminates complexity and connects seamlessly with NetSuite to deliver automated, accurate financial reporting.

Current NetSuite processes

High-level aggregations only
Multi-entity consolidation requires add-ons
Complex saved searches for custom reports
Limited filtering in standard reports
Financial and operational data siloed
Lack of visualization
Requires technical expertise
Advanced features require expensive add-ons

NetSuite extended with Phocas

Phocas

Drill to granular transaction detail with one click
Phocas

Built-in consolidation across subsidiaries and currencies
Phocas

Drag-and-drop custom views
Phocas

Filter by any dimension instantly
Phocas

Blend financial and operational data seamlessly
Phocas

Visual dashboards and charts built-in
Phocas

Self-service reporting that everyone can use
Phocas

FP&A capabilities included out of the box

Talk to a NetSuite + Phocas expert

NetSuite vs Phocas comparison
Current NetSuite processes	NetSuite extended with Phocas
High-level aggregations only	Phocas Drill to granular transaction detail with one click
Multi-entity consolidation requires add-ons	Phocas Built-in consolidation across subsidiaries and currencies
Complex saved searches for custom reports	Phocas Drag-and-drop custom views
Limited filtering in standard reports	Phocas Filter by any dimension instantly
Financial and operational data siloed	Phocas Blend financial and operational data seamlessly
Lack of visualization	Phocas Visual dashboards and charts built-in
Requires technical expertise	Phocas Self-service reporting that everyone can use
Advanced features require expensive add-ons	Phocas FP&A capabilities included out of the box
	Talk to a NetSuite + Phocas expert

Real-world feedback from Phocas customers

"Phocas Financial Statements allows us to see profits of each of our business premises with ease. There is plenty more functionality for us to set up but Phocas is very capable of allowing us to set this up easily."

Karen Barton
Finance Director
FB Chain

"The analysis we do now is incredibly comprehensive, allowing us to understand the root causes of variances and performance issues accurately. When we spot a trend, we action it immediately."

Dean Nicolaides
Senior Management Accountant
Zeder Corporation

"Currently, almost all parts of our business are using Phocas. We are using it, our salespeople are using it, the purchasing department is using it, and the accounting department is using the finance system, we are even paying our salesman of the commission database now. Using Phocas makes me feel like I have more value for my company and we can make more valuable decisions."

Kevin Talbert
Director of Inventory Control
Parrish-Hare

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 financial 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.

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NetSuite financial reporting without the complexity

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