Phocas Platform

An all-in-one business planning and analytics platform

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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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Phocas Analytics

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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Phocas Financial Statements

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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Phocas Budgeting and Forecasting

A modern, collaborative approach to budgeting and forecasting

A dynamic and user-friendly solution with the 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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Phocas Rebates

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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Phocas CRM

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.

Get a demo

An all-in-one business planning and analytics platform

The key to a successful, data-driven team

We are on a mission

Get to know the Phocas products

Analytics

Financial Statements

Budgeting and Forecasting

Rebates

CRM

Turn your business data into insights for smarter decisions

Financial reporting and analysis to eliminate static spreadsheets

A modern, collaborative approach to budgeting and forecasting

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

Unlock new opportunities by understanding your customers better

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

Let’s talk

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