PHOCAS platform

An all-in-one business planning and analytics platform


The key to a successful, data-driven team

When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user.

Creating a data-driven culture is natural when everyone feels good about data. With the ability to self-serve and collaborate using a single source of truth, teams can make better decisions and build cohesive plans across departments to achieve companywide goals.

We are on a mission

Everything we do is to ensure our customers feel good about their data and get the most value out of it

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Turn your business data into insights for smarter decisions

A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information.

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Financial reporting and analysis to eliminate static spreadsheets

Allow your Finance team to share financial performance information across the business so people can manage their area’s expenses and financial KPIs proactively.

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A modern, collaborative approach to budgeting and forecasting

A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Keep track of budget plans in the cloud, from anywhere, at any time.

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Analyze margins and performance to ensure you’re never losing out

Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains.

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Unlock new opportunities by understanding your customers better

When your CRM data interlocks with actual sales information in Phocas, you can see, track and analyze opportunities and risks, and turn analysis into action.

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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.