Home Platform Financial Statements Software
Trend, track, analyze

Turn reporting and analysis into a well-oiled machine

Consolidating financial and operational data, reporting, analysis and data interpretation are time-consuming processes that can overwhelm even the most seasoned finance professionals.

Free up your finance team to do more complex analysis while building knowledge of financial performance across your business.

Turn reporting and analysis into a well-oiled machine

Welcome to shareable, cloud-based analytics

Automate

Get time back to spot the trends

Get a demo
Get time back to spot the trends
Customer quote
It's always been a nightmare for us to produce consolidated financial statements that are broken down by branch, division, or are consolidated for the entire company. Now we have the ability to consolidate or spilt them any way we want and at any level of detail. From the very top level (revenue and profit), down to viewing individual expense lines.
Analyze

Explore a live and dynamic user interface

Get a Phocas demo
Explore a live and dynamic user interface
Customize

Personalize for your audience

Customize your cash flow statement
Personalize for your audience
Customer quote
Prior to Phocas Financial Statements, we would have to pull data, dump it into Excel and manipulate it before we could really see the results. Now we can just open it up and the statements are built, we no longer have to build them and manipulate them before we can analyze them. It’s real-time. 

 

Visualize

Get a snapshot view of specific timeframes and areas

Get a snapshot view of specific timeframes and areas
Engage

More ownership and understanding of the numbers

More ownership and understanding of the numbers
Customer quote
Before sales reps visit a customer, they can pull up their dashboard so they know what to pitch really quickly. It's easy to pull this information on Phocas rather than the ERP - it's a lot quicker.

Make your financial reporting more efficient and inclusive

Get a demo
Make your financial reporting more efficient and inclusive

Frequently asked questions

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

BI Dashboard