Resources

Helpful reads and watches

Blog

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Mobile CRM that helps sales teams do their job

6 min read

Phocas product highlights 2025

6 min read

Struggling to track adjustments outside your ERP?

6 min read

Financial contingency planning

5 min read

Case studies

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Plug and play reporting for House of Electrical Supplies

2 min read

Real-time data access with Phocas improves eCommerce growth at top distributor

2 min read

PSS Industrial Group leverage Phocas for real-time conversations across its supply chain

3 min read

Modernizing 130 years of success at Eddy Group with Phocas

2 min read

Guides

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Get accurate consolidated data

FP&A beyond Excel for NetSuite users

5 ways NetSuite ERP users can feel good about their data

The ultimate financial planning and analysis guide

Podcasts

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Anticipating customer needs is the future of B2B sales

34 min

What is vendor managed inventory and how does it work at Caprice Homewares?

28 min

The ins and outs of data at Midwich: a global audio visual business

33 min

Can caring for others drive business performance?

37 min

Videos

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Automated exception reporting improves efficiency across the business

How Eastern Industrial Supplies uses Phocas to track web sales, improve integrations and drive growth

How PSS Industrial Group uses Phocas for clear visibility of supply chain performance

How e-commerce team use Phocas to empower teams with self-service data

Webinars

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Driving Growth in the Metals Industry: Analytics and Financial Planning with Phocas

Discover innovative company-wide reporting methods that will take your metals business to the next level.

Faster month-ends. Sharper business decisions

Join this practical Phocas Financial Statements webinar to see how finance teams get to the numbers faster — so business leaders and finance can spot underperformance, investigate variances and make confident decisions without manual rework.

The Lean Finance Playbook for Growing SyteLine Companies

Scale smarter with modern financial reporting and budgeting for SyteLine users.

On-demand

Phocas Highlights 2025

It’s a wrap! Catch up on everything new in Phocas this year and get a first look at what’s coming in 2026, all in one live, engaging virtual event you won’t want to miss!

Learn & evaluate

Support & training

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