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 comprehensive business planning and analytics platform.
Streamline your workflow and maximize your potential with Phocas
The Phocas product suite
Make better business decisions using smart products that are intuitively simple for everyone to use
Data Analytics Learn more
Access a single source of data truth
- Consolidate ERP, CRM and multiple other data sources into one accessible business planning and analytics platform
- With an intuitive interface and visualization tools, people of all skill levels can become more data-driven
- Hit the ground running with built-in dashboards, customizable reports and ongoing support from real Phocas humans
Financial Statements Learn more
Customize to suit your business
- Automated reporting effortlessly consolidates both financial and operational data
- Gain more time for regular, deeper analysis and provide answers to on-the-spot questions in just a few clicks
- Make holistic business decisions based on complete data; chart the impact of your actions by tracking KPI trends and sharing data insights
Budgeting and Forecasting Learn more
Collaborative budgeting, efficient forecasting
- Workflows allow financial and non-financial contributors to collaborate in real time, accelerating budget cycles and improving accuracy
- Use operational insights to drive your budget
- Easy-to-use interface, secure task assignment and real-time visibility of changes
- Move away from static Excel spreadsheets and turn budgets into living value-add tools for financial and non-financial engagement
Rebates Learn more
Drive growth, secure margins and ensure accuracy
- Save time by setting up clear and flexible rules - from simple to complex, and ensure critical accuracy
- Make informed purchasing and inventory decisions and accurately forecast profits with automated real-time reporting
- Track rebates down to transactional level to maximize returns instantly
- Visual dashboards provide at-a-glance understanding of rebate performance
CRM Learn more
Unlock new opportunities by understanding your customers better
- Interlock CRM data with actual sales information and identify, track and analyze opportunities and risks, turning data analysis into action
- Gain complete clarity on what actions and activities drive customer revenue
We think you’ll love Phocas, but don’t just take our word for it
Based on 250+ 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 analytics… We can guide you. Let’s see if we can help.
