Which ERP systems does Phocas integrate with?

Phocas connects to 200+ ERP systems and data sources including Oracle NetSuite, Infor, SAP, Microsoft Dynamics, MYOB, Sage, Epicor, Kerridge, Acumatica, Deltek, Xero and many more. If you have a specific ERP, contact us to confirm integration availability.

How long does implementation take?

Most 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.

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.

What's involved in the sales process?

We start by learning about your ERP 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.

Inventory planning & optimization software

Turn inventory data into cash flow

Phocas helps you see what's moving, what's not and where to focus next – using data from your ERP, spreadsheets and any other data source. Get up-to-date inventory insights that can help free up working capital and keep the right stock on hand.

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4.8/5 on Capterra

4.6/5 on G2

Common inventory problems How Phocas works How it helps Testimonials FAQs Choosing software

Why inventory management feels harder than it should

When finance and operations teams come to us to help them solve their inventory problems, we see these same recurring frustrations – so you’re not alone.

Excess inventory tying up cash

Too much stock sits on shelves, locking up cash and increasing carrying costs. Without clear visibility into slow-moving items, teams often hold more inventory than they need just to feel safe.

Poor demand planning accuracy

Forecasts based on gut feel, basic ERP tools or manual spreadsheets can't keep up with seasonality and change. This leads to overbuying some items and running short on others.

Lack of multi-location visibility

When inventory is spread across warehouses or branches, it’s hard to see the full picture. This often results in excess stock in one location and shortages in another.

Poor integration with ERP & existing data

Inventory data lives in the ERP, but turning it into useful insight usually means manual exports and spreadsheets. By the time reports are ready, the data is already out of date.

How Phocas helps

Streamline your inventory management

Phocas turns up-to-date inventory data into clear dashboards and insights that anyone on your team can use. No technical skills required.

Current processes

Hours spent building inventory reports in Excel
Static forecasts that can't adjust to changes
Inventory data scattered across different systems
Limited visibility into stock across locations
Slow response to aging or slow-moving stock

With Phocas

Phocas

Self-serve inventory reporting anyone can use
Phocas

Flexible forecasting with scenario planning and trend analysis
Phocas

All inventory data in one place for a full business view
Phocas

Multi-location and multi-warehouse insights
Phocas

Alerts to spot issues before they impact cash flow

Talk to an expert

Power BI vs Phocas comparison
Current processes	With Phocas
Hours spent building inventory reports in Excel	Phocas Self-serve inventory reporting anyone can use
Static forecasts that can't adjust to changes	Phocas Flexible forecasting with scenario planning and trend analysis
Inventory data scattered across different systems	Phocas All inventory data in one place for a full business view
Limited visibility into stock across locations	Phocas Multi-location and multi-warehouse insights
Slow response to aging or slow-moving stock	Phocas Alerts to spot issues before they impact cash flow
	Talk to an expert

Real-world feedback from Phocas customers

"If you're struggling to get access to your data and to understand what's going on with your customers and your products, then I would certainly use Phocas to bring that to life."

Mike Morgan
Managing Director
Savona Foodservice

"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
Operations Manager
Parrish-Hare

“Our data in Phocas, combined with our retail partners' sales data lets us plan inventory to place the right commitments with our resources and vendors overseas. This allows us to make sure we're holding the right number of weeks stock domestically to meet demand. It ensures that we are running a profitable business.”

Harvey Lewis
General Manager
Caprice

FAQs

Your questions, answered

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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Turn inventory data into cash flow

Seamlessly connects with your ERP