Phocas Software

What is Phocas Software?

Phocas is an all-in-one business planning and analytics platform that provides a single governed source of truth, fed directly from a company's ERP, accounting, and other systems. The platform aims to address the pain points that mid-market businesses face with gaining insights, reporting, tracking performance, managing sales teams, planning spend, managing cash flow, building budgets, forecasting, and completing month-end tasks

Highlights

• Ability to access data from multiple sources, including ERP and accounting systems, in a single platform
• Customizable dashboards and ad-hoc analysis capabilities that allow users to view data in a format that suits their needs
• Seamless integration with major ERP or CRM programs, enabling a quick start that can be easily customized
• Automated month-end reporting and simplified consolidation of multiple entities
• Budgeting and forecasting functionality that allows for easy budget revisions and a more dynamic process
• Mobile access to real-time data, enabling users to access information anywhere, anytime
• Governed implementation and business-based user security to ensure productivity and focus on core business activities
• Mapping capabilities that combine transactional and geospatial data for visualizing profitability and performance across locations