Need better Xero reporting & insights?

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.

Think of it this way: Xero is great at managing your finances, but it wasn't built for business intelligence. It's like having a great calculator but needing a computer for complex analysis. Phocas takes your Xero data and turns it into the strategic insights you need to grow your business. You keep using Xero exactly as you do now.

You could, but here's what we see: most business owners spend 5-10 hours a month building reports in Excel, and they're still not getting the insights they need. Plus, Excel reports break when your business changes. Phocas gives you professional business intelligence that updates automatically and grows with your business.

Xero shows you what happened. Phocas shows you why it happened and what to do next. Xero gives you separate reports for different parts of your business. Phocas connects the dots between sales, inventory, and finance so you can see the complete picture.

Nothing changes in Xero. You keep using Xero exactly as you do today. Phocas works in the background, automatically pulling your data to create better reports and insights. Your team will love having both tools working together.

Many of our Xero customers also use apps like Shopify, WooCommerce, HubSpot, or inventory management systems. Phocas can connect to these as well, giving you a complete business intelligence picture beyond just your Xero financial data.

No technical skills required. Phocas is designed for business users, not IT teams. If you can use Xero, you can use Phocas. We provide comprehensive training to get your team comfortable quickly.

Security is paramount. 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 Xero 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 Xero 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 account manager, on-demand tutorials online and free monthly training sessions globally.