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Integrated business planning

Plan with confidence across your business

Do all your planning in one platform and connect all your business units.
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Plan with confidence across your business

Bring your data and people together

Bring your data and people together
Customer quote

Data and people are central to integrated business planning (ibp). Phocas pulls all your financial and operational data from your ERP and multiple data sources so you can plan in detail across branches or divisions. Now your planning is continuous and active with built-in data management.

Whether a financial budget, sales and operations planning or a demand forecast, an integrated business planning platform like Phocas makes them all easy to create with built-in workflows and templates.

— Daniel Harrison, Chartered Accountant and subject matter expert at Phocas.

Connect business goals with financial targets

Phocas Budgets & Forecasts steers your future direction by integrating your financial and operational goals with your strategic planning. Specialized plans for sales, operations and HR can be included in your planning with easy identification of revenue and expense drivers.

  • Forecast sales, plan for customer demand and model pricing strategies
  • See the impact of scenario planning across operations and supply chain management
  • Budget the specific costs of every person across your business using the headcount drivers
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Connect business goals with financial targets
Success Story

Whiting Holdings halves financial reporting time

Whiting Holdings halves financial reporting time
Customer quote
Phocas created a lot of efficiencies in our finance team, we reduced the number of days to roll out reports from 10 to 5. It allows us to report and dashboard KPIs within our organization, and also make decisions easily by getting to the source of the data quickly.

— Ingrid Vanlangenberg, Finance Project Manager at Whiting Holdings.

Integrate planning with financial reporting and analysis

Compare budgets with actuals and analyze results. Connect your model to financial reporting and roll plans forward with month end. Report any way and share relevant financial performance.

  • Customize financial statements for consolidated and branch reporting
  • Update and share management reports to understand financials and make accurate decisions
  • Measure financial and operational metrics and visualize results in dashboards
  • Understand your opportunities and risks by quickly going back to your transactional source data
Integrate planning with financial reporting and analysis

Real-time collaboration

Reimagine your old models with Phocas Budgets & Forecasts designed for collaboration and flexibility. Bring everyone together with secure workflows so they can add value and be accountable for the areas they control.

  • Collaborative workflows are built-in with an audit trail to look back on
  • Security controls for many users to see and action information they are responsible for
  • Adjust and align resources based on the knowledge and experience of people across your business
  • Driver-based functionality enables the inclusion of all operational planning in the collaboration.
Real-time collaboration
Customer quote
The budgeting process has been challenging, but now using Phocas, we can assign areas to individuals who are directly responsible and then review all the data and provide financial insights back to each of them.
— Randy Scott, ERP Manager at Tom Duffy.

Kerridge Commercial Systems + Phocas customer

Secure, fast and reliable

Better plan your financial future and run your business day-to-day with Phocas FP&A and BI. With clear, dynamic data and purpose-built features, the integrated planning benefits flow throughout your business.

  • Handles big data volumes and processing with fast load times
  • Favors one system for input and analysis to streamline all data source types
  • Offers a human-friendly and flexible user experience
  • Provides a secure end-to-end software solution with technology partners AWS and CrowdStrike, plus security and privacy compliance for SOC 2 Type 2 and GDPR.
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Secure, fast and reliable

Why Phocas for integrated business planning?

Plan

Plan

Achieve a single source of truth across divisions with Phocas so finance teams can create collaborative budgets and forecasts.

Measure

Measure

Compare budget numbers with actuals for a clear line of sight into every asset, resource, risk and opportunity so you are ready to act.
Collaborate

Collaborate

Automate processes and secure inputs from business partners so budgeting, headcount planning and demand planning is smoother.

FP&A built on BI

What sets Phocas apart is its uniquely integrated platform that brings BI and FP&A together. Helping businesses to make smarter decisions based on real-time data, this combination also ensures budgets don't just become set-and-forget tools.
The table below shows customer ratings for our platform's reporting and analysis capabilities (10/10) and other features in the independent global planning survey.

Reporting/Analysis
10
Phocas
7.8
Anaplan
9.5
Board
9.8
Prophix
6.2
Vena
Recommendation
8.6
Phocas
9.1
Anaplan
7.9
Board
7.3
Prophix
9.2
Vena
Predefined Connectors
8.4
Phocas
2.8
Anaplan
8.0
Board
8.0
Prophix
1.0
Vena
Planning Content
8.3
Phocas
5.4
Anaplan
2.7
Board
8.6
Prophix
5.5
Vena
Vendor Support
7.4
Phocas
5.2
Anaplan
4.8
Board
7.2
Prophix
6.5
Vena
Source: BARC The Planning Survey 24

Frequently asked questions

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

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
Get a demo Understand the past, operate better today, and plan well for the future