Management Reporting Software
Dynamic, custom management reporting
Make it easy for management to stay connected to financial performance and empower them to drive results
Quick, obligation free
4.8/5 on Capterra
4.6/5 on G2
How Phocas streamlines reporting - 1:17s
Fast, easy, accurate
- Schedule automated reports according to management needs; daily, weekly, fortnightly, monthly
- Accurate management reports delivered regularly and on time leaves more time for strategic analysis
- Feel confident in reporting data accuracy with consolidated financial (GL, AP, AR) and operational data updating automatically
- Leverage prebuilt templates, formulas and ratios
- Empower users with self-service reporting, relieving pressure on finance
Customer quote
Being able to wake up whenever and they can start their day and have all their daily, weekly, monthly reports in their inbox is critical."
— Tony D’Aquisto, Vice President of Operations at Replenex.
Infor + Phocas customer
Self-serve ERP reports
- Self-serve: reports and dashboards can be built and customized in minutes; from scratch or using pre-built templates
- KPIs: report on metrics relevant to your department, save as favourites and set up ongoing alerts
- Granular visibility: drill down to transactional-level data by branch, division, sales rep, product, customer and gain instant answers
- Phocas AI: fast-track data analysis for new users
- Time & cost: self-serve reporting prevents a backlog of requests to IT and Finance, and avoids escalating consultant costs
Analysis at your fingertips
- An intuitive data analytics environment makes it easy for management to drill down, analyze and share insights
- Regular management analysis ensures action items are quickly resolved, preventing month-end surprises
- Easily investigate any data and find quick answers, enabling a fast response to multiple scenarios at once
- Gain full visibility of cashflow and inventory, and analyze sales and revenue data to identify trends and growth opportunities
- Comparing actuals with budgeted performance is much simpler, allowing you to regularly revisit the budget and re-forecast with ease.
Customer quote
"We started out needing some better financials – a little cleaner, a little more information... One of the great features with the financials is that I can drill right down into transaction level, which is fantastic because it really helps me find those outliers a lot easier. It really does save a lot of time. So, a few minutes instead of a couple of hours."
— Amanda Ware, Director of Accounting & HR at Stokes Electric Company.
Epicor + Phocas customer
Trusted by companies worldwide
The Phocas platform empowers 2,900+ businesses who make, move and sell products. 97% of customers stay with us year-on-year because our platform gives people confidence to run their businesses better.
- Asko
- Bayer
- Bupa
- Fuji Xerox
- Gazman
- Repco
- Sistema
- Thermofisher
- Henry Schein
- KYB
- Husqvarna
- Johnstone Supply
- Karcher
- WD-40
- Yamaha
- Bunzl
Customize management reports with ease
- Effortlessly customize management reports without complex SQL or continuously outsourcing customizations at an additional cost
- Include various reporting levels; multi entity, branch, country, cost centres, without the need for complex data manipulation
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Create and save custom filters such as product, customer or time period - apply them to reports to make then more targeted
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Add visualizations or calculations such as EBIT, margins and ratios that update automatically
Customer quote
Prior to Phocas Financial Statements, we would have to pull data, dump it into Excel and manipulate it before we could really see the results. Now we can just open it up and the statements are built, we no longer have to build them and manipulate them before we can analyze them. It’s real-time.
— Justin Caper, Controller at American Metals Supply Company.
Improve understanding with visual KPIs and financial ratios
- Build, customize and share dashboards and workflows, creating a clear business overview
- Visualize financial ratios and KPIs side-by-side to improve understanding of the performance of different entities and branches
- Quickly switch from visualizations to underlying data where you can slice and dice the metrics
- Impactful charts and prompts make data easy to understand
Drive cross-functional collaboration
- Sales teams can review their own income statement (P+L) and then analyze their revenue and expenses by a number of variables
- Unite your team with a single set of accurate numbers
- Provide branches or regional teams with permission-based access without affecting the general ledger
Customer quote
Before sales reps visit a customer, they can pull up their dashboard so they know what to pitch really quickly. It's easy to pull this information on Phocas rather than the ERP - it's a lot quicker.
— Jared Lombardi, Director of Finance at AAMP Global.
We think you’ll love Phocas, but don’t take our word for it
Based on 270+ customer reviews
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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