Integrated business planning

Plan with confidence across your business

Do all your planning in one platform and connect all your business units.

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.

Connect business goals with financial targets

Get a demo
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.

Integrate planning with financial reporting and analysis

Integrate planning with financial reporting and analysis

Real-time 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.

Secure, fast and reliable

Secure, fast and reliable

Why Phocas for integrated business planning?

Plan

Plan

Measure

Measure

Pivot

Collaborate

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

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 analytics… We can guide you. Let’s see if we can help.
Get a demo Understand the past, operate better today, and plan well for the future