Month-end reporting
Month-end taking ages? Speed it up by 50% with Phocas!
If you're trying to manage month-end on spreadsheets alone, Phocas could be a game changer for you. It replaces static monthly reporting with dynamic real-time reports where the headache of version control becomes a thing of the past. You can even consolidate multiple trading companies + entities in a single click.
4.8/5 on Capterra
4.6/5 on G2
It’s time to consolidate your financial reporting data and rescue your finance team from the pain of month-end
With the help of Phocas Financial Statements, you'll have:
- A single, governed source of truth for your business
- Ad hoc analytics, reporting, and dashboards
- The ability to drill down to transaction level with ease
-
Automated finance packs and board reports
- More time to spend working on value-add activity
Powering thousands of data-driven companies worldwide
Henry Schein
Bunzl Industrial Safety
Thermo Fisher Scientific Australia
Husqvarna Construction Products
Johnstone Supply
Stark Group
Gazman
WD-40- Monument Tools
- Becker Electric Supply
Steiner Electric
Guest Supply Sysco
Seasol
Sistema
KYB
Triton
TJM Australia
Nassco
Baylis & Harding
Morelli Group
DMK
Flournoy
Flexible financial reporting with access to all your company data
Get secure cloud-based access to your general ledger data, so you can easily keep tabs on your Profit & Loss, Balance Sheet, Cash Flow and Trial Balance. With Phocas you can quickly spot inaccuracies in your nominal ledger; enabling you to make adjustments as you go and take the pressure off your month-end or even year-end period.
Make the numbers accessible to the whole business but on your terms
You can fully customize your Financial Statements however you like including different layouts and access controls for each of your stakeholders depending on the information you need them to see. Users can even self-serve and drill down to answer their own queries about month-end with the help of interactive dashboards.
One-stop solution to financial data management
Our FP&A software integrates with more than 200 ERP solutions and provides business data cleansing, enrichment, provenance, and governance. This creates a single source of truth for all your operational planning and financial data.
Continuous planning with automated financial consolidation
Data from your ERP or business application is automatically and constantly updated in Phocas financial analysis software, so you can always drill down into current transactional data. Sharable visualizations and reporting tools let you check on business performance anytime, from anywhere.
Sales managers spend less time analyzing data and more time with customers
Operations can increase revenue by strategic purchasing and inventory management
Finance can streamline their workflow by using an ERP that allows side-by-side P&L comparisons
Ad hoc analysis is easy with Excel exports
Exporting to Excel is a breeze, and you can keep your file hierarchy and formulas for further data manipulation.
SOC 2 standards for security and availability? We're compliant!
That's right! And we've also achieved best practice standards according to security partners AWS and CrowdStrike.
Budgeting, financial reporting, and analytics forever after
Budgeting, financial reporting and analytics all working together on one business planning platform for a single source of truth. Publish budgets back into Financial Statements or bring in new data sources for additional analysis.
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 analytics… We can guide you. Let’s see if we can help.
