Confident decisions. Delivered.
All your data in one place
Get more from the ERP you’ve invested in, with every team working from the same clean data.
- Your ERP plus CRM, sales, inventory, AR/AP, purchasing and Excel data, together in one platform
- 25 years of experience with the ERPs distributors and manufacturers run on, such as Epicor, NetSuite, Infor, Kerridge, Sage and SAP
- Data is mapped and validated, then synced daily or as needed, so dashboards, reports and AI answers draw on current numbers
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Move to a new ERP or combine several after an acquisition, and reporting keeps working from one consistent set of numbers
Your data has answers. Now you can just ask.
Conversational AI that already knows your business: chat with your ERP data using Workspaces, powered by PACE, the Phocas Agentic & Conversational Engine.
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Ask and follow up as often as you like across sales, purchasing and finance data in a single question
- Answers come from the same clean, modeled data behind your dashboards and reports
- Open any answer directly in the Grid to drill to the transaction, build a dashboard or chart, save it as a favorite or share the conversation
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Every answer carries a confidence score: high when it came straight from your data, lower when it was inferred or estimated, or when not all the data was present
- Workspaces only answers from your Phocas data, respects each person's existing permissions, and never uses your business or transaction data to train shared or public AI models
- Gets more useful the longer you use it, learning more context and preferences over time
Analytics in action: Take a video tour
See Analytics put to work through a series of short videos. Highlighting common pain points and the specific solutions Phocas delivers.
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Conversational AI grounded in your data
Explore Workspaces, powered by PACE - Phocas' Agentic and conversational AI Engine. Anyone can explore, ask, and arrive at strategic insight grounded in the Phocas data you trust. -
Quick and easy access to data
Learn how you can get quick and easy access to the information you need to make data-driven decisions with trusted data that’s pulled fresh from your ERP. -
Self-serve reports and alerts
Break-free of the cycle of back-and-forth report requests and revisions with IT. Take a look at how easy it is to set up reports and alerts in Phocas. -
Drill down and follow your train of thought
Learn how Phocas lets you drill into your data to get super-fast answers and understand what is happening and why. -
Identify opportunities to grow sales
See how Phocas can grow sales by helping your reps quickly identify easy wins, such as cross-sell opportunities in a few clicks. -
Track profitability of sales
With Phocas you can easily track the actual margins you’re making and identify customers who may be less profitable than they first appear. -
Optimize stock
Forget managing stock using your ERP or spreadsheets – see how Phocas makes it super easy to stay on top of your inventory.
Interactive dashboards that are easy to create, share and understand at a glance
Anyone on your team can create a dashboard worth looking at, and it looks sharp on a phone, a warehouse wall or in a PDF.
- Apply your brand colors, logo, dark mode and images placed directly on the dashboard
- Wallboard display fits a large screen without scrolling and stays up to date without logging back in
- Choose the best vizualisation for the job, flip any card to see the detail behind the number, and quickly jump from high level KPIs to underlying data to slice, dice and answer questions
- Start from a ready-made template or use AI to create what you need with less effort (beta)
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Combine databases such as purchasing and sales on one dashboard, and export a clean PDF with grids, tabs and filters that make insights easy to explore
User friendly ad hoc analysis and reporting, down to transaction detail
- Drill from a headline number to cost center, GL code and the individual transaction in the Grid
- Build reports your way: add calculation columns from a familiar function list, and set conditional formatting rules that highlight outliers automatically
- Open transaction mode to work through every transaction behind a number, with your settings carried across
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Save reports and share them with your team, or set alerts on any value column, including status changes
Ranked #1
for product satisfaction and performance & scalability
"It‘s the king of ad-hoc analysis systems, highly flexible and user friendly, the ability to drill down to transactional level detail and back up to high level numbers in 1 or 2 clicks is great for non technical users."
Project Manager BI/Analytics, IT
Construction >2,500 employees
BARC The Analytics & AI Survey 27
Expert-led implementation, full support
People choose Phocas because they see value quickly and get support that leads to high ROI and successful outcomes.
- A dedicated implementation consultant guides you from discovery to go-live
- Your ERP is connected, mapped and validated against existing reports
- Out-of-the-box dashboards and reports with KPIs for your role and industry are ready from day one
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Training at go-live and ongoing support from specialist teams in the US, UK and ANZ
The product's brilliant, but more importantly, the support, technical knowledge and flexibility of the product.
Implementation Success
Report & Dashboard Focus peer group
| Product | Implementation Success |
|---|---|
| Phocas | 8.33 |
| Qlik Sense | 8.2 |
| Domo | 8.2 |
| Power BI | 7.6 |
| Tableau | 7.3 |
Giving everyone the same starting point means people are having the same conversations about performance.
Self-serve BI for power users and non-technical users
Everyone from the sales rep to the CEO can build reports, use dashboards, and harness AI to do analysis on their own.
- A familiar spreadsheet-style interface and clear report formatting makes it easy to build reports
- User friendly for anyone to slice, dice, and drill into the detail for deeper insights
- Easily save and share data via alerts and dashboards
- Workspaces AI makes all of this even easier
- Administrators can add data sources and configure Phocas with drag and drop
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Phocas Academy courses and the user forum help every team become self-sufficient and stay up to date on the latest features
Only Phocas gives general users the flexibility to drive further into reports without needing to involve IT.
Self-Service & User Experience
Selected products from the Report & Dashboard Focus peer group.
| Product | Self-Service | User Experience |
|---|---|---|
| Domo | 7.8 | 8.2 |
| Phocas | 7.7 | 8.1 |
| Qlik Sense | 7.4 | 8.0 |
| Power BI | 7.1 | 7.5 |
| Tableau | 6.8 | 7.3 |
| Peer group average | 7.4 | 7.7 |
Phocas Analytics benefits
Ad hoc analysis
Build the report you need and follow any number to the transaction, for example to find customers below a margin threshold.
Conversational AI
Chat with your ERP data, for example to summarize your top-performing products this quarter.
Dashboards
Give every team a clear picture of performance on any screen, for example a sales dashboard on the warehouse wall.
Collaboration
Get everyone working from the same numbers, for example a margin dashboard shared with the whole sales team.
Reporting
Create reports that keep your whole team on track, from high-level KPIs to the detail that drives performance. For example a weekly branch sales report sent to every manager.
Security & compliance
Bring data into every workflow safely, with permissions that control who sees what. Like branch managers seeing only their branch. SOC 2 Type 2 and GDPR compliant.
Understand the past, operate better today, and plan well for the future
