Phocas Budgeting and Forecasting

Discover a modern streamlined approach to budgeting and forecasting

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A cloud-based budget planning solution to make collaboration easy and ongoing

Built with the latest technologies, Phocas Budgeting and Forecasting is a cloud-based embedded solution that connects to your business process applications. Phocas’ intuitive interface, while retaining some familiar aspects of spreadsheets also provides intuitive modern features to accelerate adoption. All of your data is saved in the cloud, enabling you to dynamically access your reports, budgets, and forecasts from anywhere to collaborate safely with colleagues accelerating the planning process.

Accurate budgets and forecasts
Turn your budgets into living, value-add tools and replace the static, outdated versions that you create just once a year.

With user-friendly workflows you no longer need to worry about version control issues, security of sensitive data or audit trails

The yearly budget season can be taxing as most departments struggle to access vital data to build a budget. With Phocas, you’ll access financial reports, as well as sales and operational data to help you build a budget and plan with confidence. Assign security and share workflows with colleagues so they can directly contribute to the budget.


See Phocas Budgeting and Forecasting in action


Automate and streamline budget collaboration with an intuitive assignment, submission, and approval process for each account code line. With built-in security set by Finance, GL codes are only visible to the rightful people.


Designed to have familiar spreadsheet features while retaining a modern Phocas feel, users can navigate the budget worksheet with ease, add commentary to cells and have visibility to other users’ changes in real-time.


Data in non-financial databases can be leveraged so that the true budget drivers including sales and headcount data are included in your budgeting process.


Re-forecast estimates during the budget period to form the basis of the next year’s budget. Prepare your forecasts easily, by bringing in current year actuals to-date and revising budget assumptions.


Through the budget cloning capabilities, users can quickly clone a budget retaining its integrity and use the clone as a base budget for next year’s planning or to model scenarios to understand the financial impact to the business.

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Collaborative FP&A: make better decisions faster

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easy to use

With Phocas’s intuitive modern features, you’ll be budgeting in no time

Designed with the business user in mind, the worksheet maintains the familiar feel of spreadsheet but with many modern intuitive features and short cuts.


Engage your stakeholders with a secure collaborative solution

User-friendly budgeting allows contributors to readily engage in the process, gain a deeper understanding of the financial data and be more accountable for their numbers.

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Start planning with confidence

Budget and forecast with confidence with a driver-based financial model that incorporates accounting, workforce, sales and operational data

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Hear from Phocas Budgeting and
Forecasting users

More feedback from our customers

We had been looking for a faster & simpler way to budget to replace Excel. The first impression with Budgeting and Forecasting during testing and working with the team at Phocas has been enlightening. We believe Phocas will help us implement the great game of business methodology within our business, getting more of our team engaged and understanding the secret language of business 'the financials'.

Billy Hart

Group CFO, HG Group

The platform offers great flexibility to create budgets from past results of sales and financial data (also in Phocas), with control when working with multiple contributors and entities. As we move our budgeting process onto this platform it will save hundreds of hours of data entry and validation.

Mitchell Suckling

System Manager, HG Group

Phocas Budgeting and Forecasting is an excellent addition to Phocas’ financial offering. It will allow us to budget more thoroughly while saving time. I love that you are able to assign category/accounts to individuals for review, to ensure each department has a say in the budgeting process. I am looking forward to rolling out this product with our live data to budget for 2021.

Justin Capar

Controller, American Metals Supply Company

The potential to centralize WD40’s entire Europe budgeting program into a single source of truth. The advantages of combining sales data budgets onto the GL is a game-changer for the budgeting process. It removes complex spreadsheets and coupled with workflow and approval processes, ensures the business is only a click away from seeing the current status of budgets or forecasts.

Jonathan Kemp

MD, Wisx + Epicor implementation partner, WD40

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Register for a free 30-minute Budgeting and Forecasting consultation by completing the form below

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