Revolutionise Month-End: Financial Statements and Budgets & Forecasts made easy

Steer your community business forward with companywide FP&A.

$Revolutionise Month\-End: Financial Statements and Budgets \x26amp; Forecasts made easy$

Phocas Software is a proud UBT rebate supplier, providing Business Intelligence and Financial Planning & Analysis solutions to 200+ UBT clients globally. Discover how to empower your finance teams with streamlined, hassle-free reporting and make manual, static budgeting a thing of the past.

In this session, we'll discuss:

How Phocas Financial Statements simplifies month-end reporting with customisable statements, drill-down insights, and interactive dashboards
The power of quick, easy budgeting and forecasting in Phocas to keep everyone aligned, whether for sales or financial planning
How Phocas AI connects more people to useful information while fast-tracking decision-making
How to bring all of your key business functions together with one central platform for all your BI and FP&A needs
Automating your month-end process and customising management reports using Phocas

Presented by

Bramley Devenish

Rebates Department Manager

UBT

Jonathan Notman

Technical Pre-sales Consultant

Sean Bennison

Senior Account Executive

Registration

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Tuesday 16 September, 2025 2:00 PM BST

Thursday 18 September, 2025 8:00 AM BST

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On-demand

Budgets and Forecasts beyond Excel

Does the thought of creating budgets and forecasts in spreadsheets fill you with dread? Get everyone on the same page and effectively steer your business by making manual, static budgeting and forecasting a thing of the past.