Audience

Manufacturers, distributors, and retailers who want better data insights

About Phocas Software

Phocas offers a cloud-based BI and financial planning and analysis (FP&A) platform tailored for mid-market businesses who make, move and sell. Our intuitive platform makes data analysis and financial planning accessible and straightforward, empowering cross-functional teams to make confident, data-driven decisions. Seamlessly integrating with ERP systems like Epicor, Sage, and Infor, Phocas consolidates data into one centralized platform, unlocking ERP potential and improving workflows across the business.

Phocas’ key features are: intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently.

Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, the Phocas platform provides the clarity you need to stay ahead.

Pricing

Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Phocas Software
Founded: 1999
United Kingdom
www.phocassoftware.com

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Phocas Software Frequently Asked Questions

Q: What kinds of users and organization types does Phocas Software work with?
Q: What languages does Phocas Software support in their product?
Q: What kind of support options does Phocas Software offer?
Q: What other applications or services does Phocas Software integrate with?
Q: Does Phocas Software have a mobile app?
Q: What type of training does Phocas Software provide?
Q: Does Phocas Software offer a free trial?
Q: What pricing for support is available for Phocas Software?
Q: What pricing for training is available for Phocas Software?

Phocas Software Product Features

Big Data

Collaboration
Data Blends
Data Mining
Data Visualization
Data Cleansing
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Natural Language Generation (NLG)

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Predictive Analytics

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Visual Analytics
Widgets
Themes

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Discovery

Visual Analytics
Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification

Data Visualization

Analytics
Dashboard Creation
Filtered Views
OLAP
Visual Discovery
Content Management
Relational Display
Simulation Models

Qualitative Data Analysis

Collaboration
Data Visualization
Quantitative Content Analysis
Statistical Analysis
Annotations
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Sentiment Analysis
Text Analytics
User Research Analysis

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Email Reports