
Data gets things going to plan
Use Phocas to get unprecedented insight into ERP data to set targets and craft business strategies. Address concerns and prepare for issues proactively using straightforward data findings to guide you.
Engage your stakeholders with a secure collaborative solution that lets you connect with other departments to share financial and operational data for your budgeting, forecasting and planning cycle, turning your budgets into living, value-add tools that you can revise and adjust multiple times a year.
Creating accurate reports is simple
Jurox can concentrate on analysis rather than the lengthy process of gathering the data together, and then cross-checking and reformatting it.
Read case studyPhocas' collaborative approach to planning and analysis helps you meet challenges head-on
Phocas extends FP&A functions beyond the finance department to all strategic areas of the business so stakeholders can confidently forecast revenue or allocate resources for the year. Our all-in-one platform includes:
- Intuitive data analytics
- Flexible financial reporting
- Collaborative budgeting and planning

Phocas makes it easier to get data for decision-making


— Ingrid Vanlangenberg, Finance project manager at Whiting Holdings.
Systematic, proactive analysis
Phocas makes it simple for your users of all skill levels to review metrics, find actionable insights and determine the best course of action for your customers and your company.
- Say goodbye to data headaches with our seamless integrations and automated reporting
- Get deeper and stronger data analysis inside the simplified Phocas Grid
- Enable your team with an easy-to-use solution they can adopt quickly

Data that tells a story
Data can be the common language of your business — and Phocas is the engine that steers the conversation. Fully customizable dashboards and reporting consistently lead to the discovery of new opportunities that underpin execution plans and drive success.
- Observe your business performance anytime
- Instantly dive into the relevant data and find out more
- Customize your financial statements in minutes
- Simplify and automate month-end close

Clear opportunities. Mitigated risk
Your ability to seize opportunities and manage change hinges on the quality of information available to you and your team. Quickly identifying underlying issues means you can act immediately. And flexible, real-time reporting and tracking keeps output and results aligned with your longer-term strategic plan.
- Create a repeatable process that accelerates and simplifies budgeting
- Play out financial scenarios to understand variances
- Identify trends and pivot to achieve business goals

Why Phocas business planning and analytics?

Plan

Measure

Pivot
Hundreds of business leaders share the love
Source: The BI & Analytics Survey 23, BARC
Source: The BI & Analytics Survey 23, BARC
From spreadsheets to cloud xP&A eBook

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