Financial planning & Analysis software

Manage company-wide intelligence and access with ease

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Create visibility and shared goals with customizable data visualization

Free up the finance team from the grind of static reporting by being able to put critical financial numbers directly into a data analytics environment, making it easier to access, analyze and use for reporting. Go from high-level overviews to granular site-specific P&Ls with flexible reporting, built to meet your needs. With our easy-to-use financial planning and analytics solution, you can ensure that you (and your entire team) have access to critical data for everyday decisions.

It started with automating low margin sales

ProChem now analyzes all of its data. It has databases in Phocas for finance, sales, purchasing and stock.

Read the case study

Bring data into play

Make planning and
analysis more efficient
and collaborative

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Replace spreadsheets with automated financial reporting

Eliminate discrepancies and rework of static spreadsheets with a single source of truth. Fast and easy reporting, consolidation and customization.

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Streamline your budgeting process

With Phocas’ secure and auditable workflow, you can directly collaborate with other key stakeholders in the budgeting process.

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Combine operational and financial data for a 360° view of your business performance

Turn your business data into insights for smarter decisions company-wide

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Success story

From a week to one day

 

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“Month-end reports would take us a week. We now have that on day one of the new month, so one day report and with no manual work.”
— Nathan Bluett, Chief Executive at Islands Petroleum.

ACTIONABLE INTELLIGENCE

Real-time data powering pivotal decisions

Your critical business decisions rely on pinpoint data accuracy, and data that’s even a few days old can lead to inaccuracy. FP&A solution consolidates data from your business systems and allows you to easily view and analyse information - from sales to marketing to purchasing - to get a real-time, full-funnel view of company performance. Get the insights you need to plan your business growth.

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EFFICIENT REPORTING

Simplify reporting on both sides with quick access to data

Streamline access to information to people on the ground while giving them a clear understanding of performance expectations and up-to-date KPIs. Customize financial reports to suit your business, and they will update automatically. Month-end close is 2x faster and you have more time to explore the numbers in the dynamic format, build dashboards and export them to Excel for further modelling.

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collaborative planning

Data integrity and peace of mind

A dynamic and user-friendly financial budget planning and forecasting solution. Keep track of budget plans in the cloud, from anywhere, at any time. A workflow-driven approach allows multiple stakeholders to collaborate securely in real time for accurate budgets. Interactive forecasting capabilities allow business leaders to re-forecast estimates easily during the budget period or prepare a rolling forecast to keep pace with market conditions.

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Phocas benefits for finance and accounting

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Slice and dice data

Create data views that help you power critical company decisions, with customizable dashboards built to serve your specific business model

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Create a unified vision

Create controlled visibility for your entire team, and decide which information should be shared to help create a singular view of company success

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Work within your stack

By layering directly onto your existing ERP, Phocas can integrate with existing data streams, allowing for ease of use and providing certainty that the data is accurate and up-to-date

Hundreds of finance leaders share the love

  based on customer reviews on
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Phocas

10

Product Satisfaction


9.4

Ease of Use


9.6

Business Value


9.4

Customer Satisfaction


10

Recommendation

QlikView

5

Product Satisfaction


3.3

Ease of Use


4.7

Business Value


4.2

Customer Satisfaction


2.9

Recommendation

Domo

7.2

Product Satisfaction


9.8

Ease of Use


4.4

Business Value


6.1

Customer Satisfaction


4.4

Recommendation

Power BI

5.8

Product Satisfaction


4.6

Ease of Use


4.7

Business Value


5.2

Customer Satisfaction


4.6

Recommendation

Looker

7

Product Satisfaction


5.8

Ease of Use


7.7

Business Value


7.8

Customer Satisfaction


7.9

Recommendation

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Companywide financial planning and analysis eBook

Quickly grasp your competitive position to ask the right questions and challenge assumptions with an intuitive financial software. Download the eBook to learn more.

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.