Analytics + Finance =

A full business planning and analytics platform

Tired of wrangling multiple data sources? Does reporting and budget building leave little room for strategic planning and analysis? Phocas combines financial capabilities with analytics to bring you a powerful business planning and analytics platform.

Streamline your workflow and maximize your potential with Phocas

The Phocas product suite

Data Analytics

Access a single source of data truth

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Phocas customer quote

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. 

Financial Statements

Customize to suit your business

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Phocas customer quote

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 everyday without any human intervention.

Budgeting and Forecasting

Collaborative budgeting, efficient forecasting

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Phocas customer quote

The Budgeting and Forecasting 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." 


Drive growth, secure margins and ensure accuracy

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Unlock new opportunities by understanding your customers better

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We think you’ll love Phocas, but don’t just take our word for it

Based on 250+ customer reviews
G2 Users Love Us G2 Leader Winter 2023 G2 High Performer Mid-Market Winter 2023 G2 Fastest Implementation Mid-Market Winter 2023 G2 User Recommendation Small Business Winter 2023 G2 High Performer Europe Winter 2023 Capterra Shortlist 2023 GetApp Category Leaders 2023 Software Advice Front Runners 2023

Frequently asked questions

Understand the past, operate better today, and plan well for the future

BI dashboard
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