Retool your planning

Successful planning requires consolidated data, buy-in and the ability to measure the budget against actuals throughout the year

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Excel is great. But FP&A is out of its comfort zone.

Upgrade your planning software from Excel to customized FP&A to help your team stay accountable to budget targets, make faster and more confident business decisions, and automate month-end statements based on actual results.

In this eBook, you’ll learn how Phocas brings BI and FP&A together to solve your manual data handling issues and involves more people in your budgets and forecasts in a secure, fast all-in-one platform.

We cover how the platform can:

improve efficiency and productivity
achieve a single source of truth
facilitate cross-functional collaboration and accountability
visualize performance and find trends manually and with AI.

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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 forecasting… We can help.

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