Financial Statements

Financials at the heart of your business are brought to life with Phocas Financial Statements


 

Phocas Financial Statements allows you to track your business performance alongside your sales,
inventory and marketing data for a complete financial picture.

Permission based access

Permission-based access

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.

On-the-fly analysis

On-the-fly analysis

Transforms cumbersome financial reporting jobs into on-the-fly analysis, and really fast answer finding. Bring Phocas functionality into your financial dataset consolidation and analysis.

Quick answers

Quick answers

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

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

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.

Better planning

Better planning

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.

Got data? Get results

Do more than scratch the surface, with Phocas, get results.

Phocas software provides advanced business intelligence technology to empower your team with real-time data for actionable insight.

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