Powered by Phocas Software

Phocas

Phocas is a Business Intelligence and Financial Planning and Analysis (FP&A) platform purpose built for mid-market businesses using Acumatica ERP systems. Designed to be easy-to-use by everyone, Phocas products empower you to analyze data, create dynamic custom financial reports, build budgets and forecasts and manage rebates. Our products work together smoothly to make it easier for you to better plan your financial future and run your business day-to-day.

We are Acumatica experts, so we know exactly how to put your data to work in the ways you need - meaning your entire organization can connect, understand and plan better together. With Phocas on your team, tasks are automated, insights flow on-demand, and your people can focus on doing the work that has the biggest impact on your bottom line. This is why we built our platform and it’s how we make people feel good about data.

Technically validated versions
2026 R1, 2025 R1, 2022 R1, 2021 R2
  • Connected with Acumatica
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
  • Analytics & Reporting | AI-powered dashboards with automated reporting and flexible drill-down analysis
  • Acumatica-certified partner: Connects with all Acumatica Cloud ERP editions
  • Acumatica-certified partner | Connects with all Acumatica Cloud ERP editions

About Phocas Software

Phocas is a SaaS company delivering an all-in-one BI and FP&A platform built for wholesale distribution, manufacturing and retail businesses, serving over 2,800 companies and 48,000 users across the US, UK, Australia and New Zealand.

Phocas connects directly to your Acumatica ERP + over 200 data sources, pulling everything together into one secure, accessible platform. Designed to be easy to use by everyone, Phocas empowers you to analyze data, create dynamic custom financial reports, build budgets and forecasts and manage rebates. Helping you better plan your financial future and run your business day to day.

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.

Discover More Extensions

0 Reviews
Nectari Software Inc
2 Reviews
Fulfilled by Acumatica

Great opportunities for developers
and software companies

Become an ISV Partner