Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Real value, real fast
Fast implementation, quick wins
Got business challenges to solve or goals you're eager to reach? You need the right software, and you need it now. Forget waiting six months, a year or even longer for deployment. At Phocas, we understand the need for speed and for success. Our rapid deployment process delivers solutions in weeks, meaning less stress for you and a swift win for your company.
- Dedicated support: An assigned team work alongside your business to assess your needs and goals
- Experienced integration: Pre-built connectors for leading ERPs; Infor, NetSuite, Epicor, Kerridge, Sage, SAP + many more
- Secure data: Phocas provides secure data warehousing with multiple data sources mapped for seamless updates and ongoing validation
- Fast: approximately 8 weeks for a mid-size business to deliver a tailored, pre-built solution
Clear implementation timeline
Transparency and clear communication are the building blocks to a successful, stress-free implementation. Here's an estimated overview of what you can expect from a Phocas.
Human-friendly tech that users love
- Instant familiarity: Phocas has a gentle learning curve. It's clean, user-friendly design makes it easy to understand and use from day one
- Self-serve: Build and customize reports and dashboards in minutes – from scratch or using pre-built templates. No IT assistance or coding skills needed
- AI-assisted: Democratise data analysis for new and non-technical users with AI-powered analysis - just ask a question, get instant insights
- Custom tools: Phocas is purpose-built meaning tasks take fewer clicks and save effort spent on manual processes
"Phocas is definitely easy to use, and our team don't have to rely on the central office to get the reporting they need. The biggest benefit, however, is the flexibility to drill down to the next level of data and set up standard ways to look at things. It just makes life easier."
Save time, save money
Phocas is here to help your business work more smoothly and improve your financial results. We aim to provide clear benefits you can truly see, helping you use your data insights to achieve real savings in both time and money.
Phocas makes your day-to-day tasks easier by taking care of the manual, time-consuming data work. This means your team can make quicker, well-informed choices and find simpler ways to manage your important business activities.
When your work flows better, it leads to genuine cost savings. Many businesses use Phocas to get smarter about key operational processes seeing them reduce overheads, minimise wastage or overstock and zero in on sales opportunities.
Company-wide benefits
When Phocas is used throughout your company, rather than within a single department, the benefits multiply. It breaks down information silos, fostering better teamwork and providing a shared understanding of how the entire business is performing.
- A single source of truth: Ensure all departments—from sales and marketing to operations and finance—are working from the same consistent data, leading to better alignment on goals.
- Cross-departmental collaboration: Enable teams to easily share insights and foster a more co-operative and efficient environment.
- Smarter decisions: With a complete, real-time overview of the entire business, you'll make better decisions in response to market changes.
- Empowered employees: Give everyone easy access to the right data, encouraging a culture where everyone can contribute to data-driven improvements.
- Streamlined operations: Improve efficiency in processes that span multiple departments by using a common platform for analysis and reporting.
Transparent, predictable costs
We don't believe in pitching our solutions as 'free' and then escalating costs with each additional requirement.
We prefer an upfront, inclusive approach that's tailored to your specific business needs. Ensuring you remain in control and only pay for what you need.
- Implementation: A one-off fee includes a fully managed, supported and tailored implementation, delivering a pre-built solution in about 8 weeks
- Custom pricing: Costs are determined by a needs assessment, considering factors like your chosen platform products, the number of full-user or viewer licences, and data refresh frequency, among others
- All inclusive: Includes data warehousing (historical + current), self-serve custom reporting and unlimited custom dashboards – no costly external consultants needed
- Predictable: Unlike tiered models, Phocas offers a stable and transparent cost structure, allowing you to accurately budget your operating costs
We're with you at every step
- Self-guided learning: Build your skills at your own pace with courses in the Phocas Academy.
- Find answers fast: Access detailed how-to's and in-depth information anytime with our Phocas user documentation.
- Learn with peers: Join the Phocas User Group (PUG) training for specialist group sessions, attend PUG live events, and forum discussions.
- Get expert help: Receive personalized support for your specific questions from our dedicated support desk.
- Expand your knowledge: Explore our expansive library of resources including on-demand guides, reports, webinars, and videos to learn new techniques.
- Stay inspired & informed: Discover the latest on our blog and see how companies like yours are achieving their goals with customer success stories.
Global experts, fast-tracked success
Best support I've dealt with to date, really can't emphasize it enough. Everyone I've met from the Phocas team is always very knowledgeable, friendly, and willing to go above and beyond to help! On a product standpoint, consistent updates, user friendly, and very easy to use. Very happy with Phocas!"
Scale quickly, empower growth
- Add new locations: Quickly integrate new branch data to instantly monitor performance, compare sites and equip your new teams with insights from day one.
- Integrating Acquisitions: Rapidly consolidate and analyze data from acquired businesses (even disparate systems) for a quick, unified view and immediate performance insights.
- Expanding your team: Onboard new hires faster quickly giving them relevant data access for immediate productivity and informed decisions.
- Upgrading your tech-stack: Phocas lets you quickly connect to your new ERP on in-coming system data to ensure your team maintains uninterrupted access to analytics.
"The sales and implementation team are second to none when it comes to their professionalism and understanding of our market. This is why we exclusively trust Phocas as our BI partner."
Executive Director of Enterprise Sales
ASA Automative Services
Director of BI
Crescent Parts & Equipment
"The advantages of combining sales data budgets onto the GL is a game-changer. It removes complex spreadsheets and coupled with workflow and approval processes, ensures the business is only a click away from seeing the current status of budgets or forecasts."
Epicor implementation partner
WD-40
Understand the past, operate better today, and plan well for the future
