Phocas Financial Statements

Financials at the heart of your business are brought to life

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Modernize your finance function

Static and siloed spreadsheet-based reporting negatively impacts the agility and performance of mid-market businesses. Unshackle finance teams from the grind of static reporting, liberate the numbers that make your business tick and help your business thrive with proactive attention on revenue, expenses and financial KPIs with Phocas Financial Statements.

Democratize financial data
Meet the needs of the C-suite, boards and business users for live financial data delivered securely by finance.
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See it in action

Make your financial reporting more efficient and inclusive

A direct-feed of data from your ERP into Phocas Financial Statements saves you time and reduces the need to maintain and rework static spreadsheets. Reports are customized to suit your business and updated automatically. Month-end consolidation is faster, with more time to explore the numbers in the dynamic format, build dashboards with visualizations and export to Excel for further modelling. 

General ledger security Give branches and regional teams permission-based access to run their numbers and view their statements without affecting the general ledger.
Dynamic reporting Dynamic reporting allows you to create and automate any number of reports specific to the nuances of your business, customized by content and layout.
Fast decision-making To stay competitive, companies have to react faster to every situation. Financials can be reviewed in real time so critical decisions can be made on the spot.

Explore a live and dynamic user interface

Your critical financial data sits in a data analytics environment making it easier to analyze. This way, any figure can be investigated, and answers can be found quickly so you can be proactive and move decision-making forward.

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Personalize for your audience

Financial statements (profit & loss/income statement, balance sheet and cash flows) can be customized to suit the board or branch managers.  Add visualizations or calculations such as EBIT, margins and ratios that update automatically.

Customize your cash flow statement
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Get a snapshot view of specific timeframes and areas

Visualize your financial ratios and KPIs to understand the performance of different entities or branches side-by-side. Build financial knowledge within your business with impactful charts and prompts so everyone can spot trends and variances.

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Take a guided tour of Phocas Financial Statements.
Try free for 30 days. No credit card required.

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Hear from Phocas Financial Statements users


Convenience + speed


Different views, one source of truth


Useful numbers for those in need

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Is Phocas a match for your growing business?

See it to believe it Customers are blown away when they first see what's possible with Phocas. Why don't you take some time to tell us about your data challenges and let's see if we can help.
Helpful advice We have grown up with businesses that make, move and sell products and have a lot of data. Our consultants aim to be trusted advisors who can give you data management options.
What it takes to get Phocas Even if your data is a mess, you think you’ve got it licked with Excel, it’s in your too hard basket or someday maybe list. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain.