Powered by Phocas Software

Phocas

Phocas customers enjoy out-of-the box Acumatica integrations and content combined with a UI that can be tailored at the business, functional role, or even user level. Phocas builds and delivers a portfolio of tools designed to help users solve their data centric problems - including analytics and reporting, financial analysis, budgeting and forecasting, and more. Phocas is a self-service BI designed for broad-based user adoption and 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. This simple, self-service design allows anyone to perform in-depth data analysis, easily customize to suit your business needs and is a reliable integration with your Acumatica ERP/ CRM systems, plus other data sources and accessible from desktop or mobile interfaces

Phocas Financial Statements offers financial reporting and analysis that eliminates static spreadsheets. It 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 Acumatica 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.

Phocas Budgeting and Forecasting offers the familiarity of Excel (look & feel) but with data integrity and peace of mind. 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.

Acumatica Certified Application
  • 2022 R1, 2021 R2
  • Fulfilled by ISV
  • Connected with Acumatica
  • Always Current
Benefits for Your Business

Key features

  • An out-of-the-box solution customized for Acumatica Cloud ERP
  • Easy-to-use, self-service design empowers users
  • Custom dashboards and reporting to fit your business
  • Sync multiple data sources together
  • Quickly drill into data and follow your train of thought
  • Create, share, present or email information for increased collaboration
  • Secure, cloud-based platform
  • Built-in metrics for key industries
  • Accessible anywhere
  • Simple, user-friendly interface; intuitive and logical
  • Easy set-up and can be used by anyone, including non technical people

About Phocas Software

Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Our software brings together organizations’ most useful data from their Acumatica ERP and other business systems and presents it in a way that makes it easy to analyze by anyone.

Building dashboards is straightforward but what sets Phocas apart is its ad-hoc analysis capabilities. Unlike other business intelligence (BI) tools, Phocas makes it easy to move from dashboards to underlying business data transactions. The user decides how much detail to see and in what format. Phocas simplifies data management through powerful analytics and visualization tools and revolutionizes the way people interact with their own information.

We help finance teams modernize their financial reporting and eliminate the burden of managing static spreadsheets with our Budgeting and Forecasting and Financial Statements products. Phocas Budgeting and Forecasting is a powerful, easy to use and modern budgeting and forecasting solution that works seamlessly with Phocas Financial Statements and Phocas Analytics. With Phocas Budgeting and Forecasting, you can keep track of budget plans in the cloud from anywhere, at any time. A workflow-driven approach allows stakeholders to collaborate securely in real-time for accurate budgets and shortening budget cycle times. Interactive forecasting capabilities allow business leaders to reforecast estimates easily during the budget period or prepare a rolling forecast to keep pace with changing conditions.

Phocas Financial Statements allows your finance team to share financial performance information across the business to manage their area’s expenses and financial KPIs proactively. Data from your Acumatica ERP is fed directly into Phocas Financial Statements, leaving the ERP data intact to ensure data integrity. Financial Statements (profit & loss/income statement, balance sheet and cash flows) can be customized. With your critical financial data sitting in a data analytics environment, your data is much easier to analyze. Figures can be investigated, and answers can be found quickly to move decision making forward.

Our analytics and financial solutions help businesses report, budget and react faster, while engaging all stakeholders with intuitive tools that take the pain out of multiple iterations and back-and-forth processes.

Phocas is loved by users, with a 98% annual customer retention rate. Phocas is top ranked in 34 categories on the latest BARC The BI Survey 19, including customer satisfaction, project success, business benefits, ease of use, project length and 100% of respondents recommended Phocas. In 2020, Phocas was voted by users as the top business intelligence software product and the top dashboard software product by Gartner’s Software Advice FrontRunners.

Resources

Datasheet

Screenshots

Customer Reviews

Yurik, Dave
Railhead Corporation
It is working well
February 26th, 2021

We are using Phocas for Purchasing, Inventory, Sales, and AR looking to expand it to Manufacturing, CRM, & Field Services. The system updates automatically nightly and the performance is hard to beat. We have created a number of favorites for specific users to get their reporting. We are just scratching the surface of what Phocas can do.

Coats, Brandi
Riley Sales Inc
Customer support is fantastic 5 stars
June 18th, 2020

We use Phocas Data Analytics for Inventory, Sales, and AR. There is really anything I don’t like about it. It updates automatically nightly and I get all my reporting out of there as does the leadership team at Riley.

Great opportunities for developers
and software companies

Become an ISV Partner