Bring all your data into... Phocas

With Phocas your data is powerful, dynamic and clear
One source of data truth
- Gain fast, easy access to consolidated data (financial and non-financial) and empower your whole business to make data-driven decisions.
- With everyone collaborating on the same up-to-date data, identifying trends and making fast decisions becomes so much easier.
- Forecasts are made more accurate when they're driven from a single source of truth.

So much more than a spreadsheet
- Hit the ground running with built-in dashboards, customizable reports and ongoing support from real Phocas humans
- A user-friendly interface enables all users (not just the data experts) to interrogate data from macro to transactional level
- Use the unique ad hoc analysis layer, The Grid, to perform free-form analysis and pivot the data to view margin by customer, product or region.
Prior to Phocas no one trusted the data, and if there was something in the reports that was out they would blame the data. Now, if the report is showing a variance, people will consider other reasons for this because everyone is more informed and they trust the data.
Flexible, interactive, presentable
- Automated reporting enables you to create and customize income statement, balance sheet and cashflow statements with ease
- Include various reporting levels; multi-entity, branch, country, cost centre, without complex data manipulation
- Present insights to the wider business in a clear and impactful way using dashboards, charts and sparklines.
Prior to Phocas, we had eleven Excel spreadsheets to make one report x 100. The many levels of reporting is an amazing feature. Reports are automated every day without any human intervention.
Collaborative budgets, accurate forecasts
- Effortlessly create budgets and forecasts using up-to-date financial, sales and operational data
- Assign security, share workflows across departments and make collaboration an intrinsic part of the process
- Compare actual performance against budget by any variable or period, highlight areas for improvement and improve forecast accuracy
- Use budget scenarios and operational insights to drive your budget.
The Budgets and Forecasts tool has allowed us to automate and simplify the process and help us reduce mistakes. In Phocas, you have access to the audit trail, and you can see who's changed what and who has access to what. It makes the budgeting process a lot smoother."
A 5-step customized process
A team of experts will explain the software’s full capabilities, while at the same time building an understanding of your business framework, industry and data requirements. This project will require the engagement of a sponsor, ERP/IT manager, and the subject area expert from your team.
Let our customers give you the low down
Understand the past, operate better today, and plan well for the future