Phocas Software

Since 2001, Phocas Software has been passionately working with customers world wide with the mission to make them feel good about their data.  During this time, the company has grown to over 1,700 customers, and has received many awards and accolades for their product and service along the way.

Phocas Software’s goal is to provide a simple, but robust business intelligence application that serves departments and roles across the organization.  With Phocas, people gain better insight to the health of the company, and it gives them more confidence in the decision made.

Phocas Analytics

A cloud-based data analytics solution designed for the everyday user.
Phocas Analytics delivers a powerful analytical capability that summarizes
and visualizes complex information. Building dashboards and scorecards
is straightforward but what sets Phocas Analytics apart is its ad-hoc
analysis layer – the Grid. Unlike other tools, people can move from the
Phocas dashboard to underlying business data transactions. The user
decides how much detail to see and in what format.

Top 3 Benefits

Simple, self-service design so anyone can perform in-depth data analysis.

Easy customization to suit your business needs.

Reliable integration with all major ERP/CRM systems plus other data sources and accessible from desktop or mobile interfaces.

Phocas Financial Statements

Allows your finance team to share financial performance information
across the business so people can manage their area’s expenses and
financial KPIs proactively. Data from your ERP is fed directly into Phocas
Financial Statements, leaving the ERP data intact to ensure ledger data
integrity. Financial statements (profit & loss, balance sheet and cashflows)
can be customized.

Top 3 Benefits

Time savings for finance: fast and easy monthly reporting, consolidations,
comparisons, customizations.

Reduce maintenance and rework of
static spreadsheets.

Discrepancies between teams resolve faster with a single source of truth.

Phocas Budgeting & Forecasting

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.

Top 3 Benefits

Familiarity of Excel (look & feel) but with data integrity and peace of mind.

Detailed driver-based planning

Modelling with multiple scenarios

Phocas Rebates

Businesses that rely on tight product margins and operate in multitiered
supply chains use Phocas Rebates for enhanced discount and
commission management. Phocas Rebates allows commercial and
finance teams to bring order to rebate rules, with everything visible in the
one place, from one source of data.

Top 3 Benefits

Phocas Rebates complements the Phocas Analytics data analytics solution.

Negotiate better rebate contracts.

Save administration time by quickly creating supporting documents for rebate  claims right down to the transaction level.

Phocas CRM

Phocas CRM is a simple customer relationship management system
that integrates with Phocas Analytics. When your CRM data interlocks
with actual sales information in Phocas, you can see, track and analyze
opportunities and risks, helping you turn analysis into action.

Top 3 Benefits

Access Phocas CRM anywhere, from your web browser using any device.

Deliver great customer service by getting a holistic view of your customer.

Find new opportunities by combining with data analytics.

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