Phocas

About Phocas

Phocas is a SaaS solution providing business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses in manufacturing, wholesale distribution, and retail. It helps businesses connect, understand, and plan.

Phocas partners with ERP systems including Epicor, Sage, Oracle NetSuite. It extends ERP capabilities by pulling data from ERP, CRM, spreadsheets and other systems into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, financial statements, budgeting, forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions.

Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks including consolidating financial and operational data. It assists with preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates.

Phocas Analytics is a BI tool that makes self-serve analytics achievable for everyone by centralizing data from your ERP and other systems into one intuitive platform. With advanced drill-down capabilities, AI-powered queries, and custom pivot tables, users can explore data effortlessly—from high-level overviews to transaction-level details. Ad hoc reporting tools make it simple to create reports and dashboards in minutes, while KPI alerts empower teams to visualize and act on insights that drive improvements across branches, divisions, sales, products, or customers.

Phocas Financial Statements connects businesses to performance by transforming ERP data into dynamic, up-to-date profit and loss, balance sheet, and cash flow statements. Designed to save time and reduce risk, the tool automates financial reporting, integrates prebuilt formulas and ratios for accuracy, and allows users to drill down to transaction-level details to uncover and resolve performance issues quickly. With customizable statements, secure access controls, and intuitive dashboards, finance teams can focus on strategic insights while sharing clear, actionable data across the business.

Phocas Budgets & Forecasts is a modern, intuitive tool designed for seamless and connected planning across your business. Consolidating financial budgets, sales forecasts, headcount, and demand planning into one platform, it enables teams to collaborate effortlessly with robust workflows, user permissions, and audit logs—ensuring accountability and accuracy. With live actuals and driver-based functionality, you can easily track performance, compare plans to results, and quickly reforecast as needed. This self-serve tool can adapt and support business growth with the ability to handle more complex or detailed budgeting. Helping you make informed decisions for a clearer, connected future.

Phocas Rebates streamlines rebate management by automating calculations for payable and receivable rebates, ensuring accuracy and delivering more profitable outcomes. Built on a BI foundation, this self-serve tool makes it easy to identify trends, spot near misses, and assess overall performance. Enabling businesses to maximize profitability and strengthen trading relationships. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities.

Phocas CRM bridges the gap between sales analysis and sales tasks by connecting finance, customer, and sales data in a single, intuitive platform. Designed for real-time insights, it empowers businesses with accurate sales reporting and streamlined account management.