- Why Phocas
- Use cases
Business planning and Analytics
Planning for tomorrow's growth with confidence
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.
Phocas' 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
“Phocas created a lot of efficiencies in our finance team, we've actually reduced the number of days to roll out reports from 10 to about 5. It allows us to report and dashboard KPIs within our organization, and also allows us to make decisions quite easily by getting to the source of the data very quickly.”
— 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
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?
Today’s finance leaders are expected to have a broader span of control across disparate organizations, and Phocas helps them have a single source of truth.
Line of business leaders need to have a clear line of sight into every asset, resource, risk and possible disruption to meet challenges head-on.
Leaders need to connect financial implications to highlight possible business outcomes and make changes
BARC’s The BI Survey 19 report
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.