Delivering a user-friendly, drill-through business intelligence solution that allows you to actively analyze, slice and dice and view your financials by branch, product or region.
View and analyze your income statement/profit & loss (P&L), balance sheet, cash flow and trial balance directly in Phocas,
combining international accounting standards (IAS) with
on-the-fly data analysis, visualization, dashboarding and the simple permission-based access loved by Phocas users.
Design your own finance database with easy budget uploads and account-based streams and take your financials beyond reporting into analysis and data-driven decision making.
Give branch and district leaders permission-based access to financial datasets to run their numbers, see their profit and loss/income statement, and reduce reporting demands on finance teams.
Transforms cumbersome financial reporting jobs into
Use the Phocas grid to do your analysis in a structured view and do all the filtering, and all the question asking/answering you might want to do.
Powerful and simple
Arm your team with access to key financials data, and they can filter the data any way they like, and produce a P&L around that information. Phocas is a powerful and simple way to give your users access and control.
Follow the money
Quickly view the split between investing,
financing and operating activities to track
cash flow at the beginning and end of finance periods specified by you.
Use Phocas trial balance mode to display a list of closing balances of accounts on a certain date and, in keeping with a typical trial balance, help locate errors. This is the first step towards the preparation of financial statements.
Phocas software provides advanced business intelligence technology to empower your team with real-time data for actionable insight.