Intuitive BI and Financial Reporting for Acumatica
Phocas Software is an add-on for Acumatica that unites management, finance, sales, and operations with real-time access to the critical numbers driving the business, ensuring all departments are aligned. It enhances visibility across the board to improve customer service and strengthens financial oversight. With Phocas, the need for waiting on updates and reports is eliminated, enabling prompt strategic actions and fostering more reliable business planning.
Take Back The Time Spent on Spreadsheets
Spreadsheets are likely not the right tool for a lot of your business practices such as financial reporting, building budgets, sales forecasting, tracking performance, managing stock, or a lot of other tasks. With Phocas, you can eliminate spreadsheets from these tasks and save your team time and resources.
Phocas has the perfect solution to:
- Foster collaboration and accountability
- Help everyone visualize performance and find trends
- Achieve a single source of truth
- Allow people to be more productive and interrogate comprehensive data
- Provide strong security
Drive Results with Phocas
40 %
Increase in sales via new opportunities
300%
Increase in reporting speed
70%
Decrease in report requests to IT
40%
Decrease in administration costs
7.5%
Reduction in inventory holding costs
Phocas Modules
Phocas Analytics
Phocas Analytics simplifies navigating data from broad visual overviews down to detailed insights, aiding in informed decision-making. It displays vital data in a user-friendly interface for easy access to both historical and predictive analysis.
Phocas Analytics Features & Benefits
Visualization
Dashboards and scorecards are designed for effortless sharing, customization, and construction, granting all members within the organization straightforward access to essential data.
Data Collection
A cloud-driven platform that syncs with more than 200 data sources, not restricted to particular ERPs, MRPs, financial systems, or CRM platforms.
Cloud Based
Phocas Software operates in the cloud and is accessible through any web browser, allowing users to access their data on multiple devices from anywhere in the world.
Ad-hoc analysis
Experts in business intelligence and data analysis. Phocas distinguishes itself with its distinctive ad-hoc analysis feature, The Grid, simplifies the process for business users of all levels to access and analyze both financial and non-financial data deeply.
Dashboards
Why settle for Excel spreadsheets and static reports? Viewing real-time data on interactive dashboards is not only simpler but also more gratifying. Simplifying the analytics and data discovery process is essential for effectively navigating the complexity of your data.
Collaboration
Align with your team by sharing facts and figures, working collaboratively towards common objectives. Instead of scattered information across emails, spreadsheets, and various systems, initiate a collective dialogue from a single, centralized source of truth.
Reporting
Effortlessly transition from a detailed visual analytics overview to the granular specifics to grasp the entire narrative. Phocas focuses on intuitively displaying transaction data with in-depth tools that represent real-time or historical performance.
Phocas Budgeting and Forecasting
Phocas Budgeting and Forecasting offers a dynamic, cloud-based tool that streamlines the traditional manual budgeting method. It combines an intuitive interface with well-known spreadsheet layouts to ensure quick and easy adoption.
Phocas Budgeting and Forecasting Features & Benefits
budget drivers
Data from non-financial databases can be utilized to ensure that key budget influencers such as sales, headcount, and capital expenditure data are incorporated.
budget worksheet
Designed to have familiar spreadsheet features, while retaining a modern Phocas feel, users can navigate the budget worksheet with ease.
headcount driver
This functionality securely integrates HR data into your budgets, aligning talent forecasting with sales estimates, projected expenses, and other budgetary projections.
Company Wide solution
Phocas offers an all-encompassing solution that equips users in every operational area of the business with the tools they need for empowerment.
Budget workflows
Simplify and enhance budget collaboration by automating the submission and approval process for each line of account code.
protect your data integrity
Control versioning and ensure that all participants in the budgeting process have access to the most current information (a single source of truth).
keep track of your budget in the cloud
Your data and reports are stored in the cloud, enabling access from any location and at any time.
Phocas Financial Statements
Phocas Financial Statements enables your finance team to disseminate financial performance data throughout the company, empowering individuals to proactively oversee their respective area’s expenses and financial key performance indicators.
Phocas Financial Statements Features & Benefits
Live and dynamic user interface
Your essential financial information is housed within a data analytics platform, streamlining the analysis process. This enables rapid discovery of answers, allowing you to be proactive and advance decision-making.
Get a snapshot view
Display your financial ratios and KPIs to compare the performance of various entities or branches at a glance. This helps to cultivate financial acumen within your business.
Customise your view
Financial reports such as profit & loss/income statements, balance sheets, and cash flow statements can be tailored to meet the needs of company users, from board members to branch managers.
Self-service reporting
By setting appropriate permissions, users can independently seek answers to their inquiries rather than depend on the Finance department, and they can interact with data to obtain insights for making informed and prompt decisions.
Cloud-based
Phocas Financial Statements is a dynamic cloud-based financial management reporting tool that's accessible through any web browser, allowing users to access their data across various devices.
Company-wide solution
Phocas provides a comprehensive solution that enables users throughout all facets of the business to harness its capabilities.
General ledger security
Allow branches and regional teams to access and manage their own financial figures and statements through permission-based controls, without impacting the general ledger.
Fast decision-making
To maintain a competitive edge, companies must respond swiftly to any situation. Real-time financial review enables the making of crucial decisions immediately.
Phocas ERP Integrations
Business-chaNGING INSIGHTS FROM YOUR ACUMATICA DATA
- Turn your Acumatica data into insights for smarter decisions
- Replace spreadsheets with automated financial reporting
- Streamline your budgeting process
transform sage intacct data analysis across your business
- Turn your Sage data into insights for smarter decisions
- Replace spreadsheets with automated financial reporting
- Streamline your budgeting process
Phocas Customer Testimonials
Playlist
"Phocas has delivered that professionalism, meaning our sales team is fully prepared with all of its needed data. Being able to delve into the data with both hands is a powerful thing."
Robbie Devenish
Sales Manager Stewart's
