Phocas Software Reviews & Product Details

Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships.

Product Website

Seller

Phocas Software

Discussions

Phocas Software Community

Languages Supported

English

Overview by

Harley Peddie

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

Phocas Software Integrations

(7)

Verified by Phocas Software

Phocas Software Media

With centralized data, everyone can do more. Phocas pulls data from your ERP and any other source into one easily accessible platform, empowering everyone with deep-dive analytics, reporting and planning.

Phocas is an intuitive business intelligence solution. Simpler than data analysis in Excel because we‘ve done all of the hard work for you with pre-built solutions! Data shouldn’t be an enigma… dig deeper and analyze your data inside the simplified Phocas Grid. Customize reports and dashboards th...

Phocas Software Demo - Phocas Financial Statements

With Phocas Financial Statements analysis and reporting software’ powerful capabilities, you can close month-end in minutes instead of days! If consolidating financial statements has you worried about accuracy, forget about it! You can consolidate and integrate 3rd party data quickly and safely.

Phocas Software Demo - Phocas Budgets & Forecasts

Accelerate and simplify budgeting with Phocas’ driver-based budgeting and forecasting software. Building a budget doesn’t have to be a lonely task! With Phocas’s secure and auditable workflow, you can collaborate with other key stakeholders directly into the budgeting process.

Streamlines rebate management by automating calculations for payable and receivable rebates, ensuring accuracy and delivering more profitable outcomes. Built on a BI foundation, this self-serve tool makes it easy to identify trends, spot near misses, and assess overall performance. Enabling busin...

Phocas CRM connects sales analysis with tasks and activities, bringing together finance, customer, and sales data in one platform for accurate, real-time insights. Built on a BI foundation, it offers intuitive tools for contact and interaction tracking, lead and campaign management, and centraliz...

Learn how you can get quick and easy access to the information you need to make data-driven decisions with trusted data that’s pulled fresh from your ERP.

Trade Supply Group uses Phocas to get faster, automated financial reporting everyone in their business can use, cutting down the time their IT Team used to spend building static ad-hoc reports.

Stokes Electric Company streamlines financial reporting and budgeting with Phocas Financial Statements, cutting the time it takes to create monthly reports in half.

Crescent Parts & Equipment is able to support as many custom reports as their team needs, without spending "a ton of time training people" using Phocas analytics and reports

Savona Foodservice turned to Phocas to handle heaps of transaction data and enable anyone in their finance team to make informed decisions about their business with confidence.

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Peter W.

Senior Business Line Manager

7/21/2021

"Easy to use and Easy to action the findings"

5/5

What do you like best about Phocas Software?

Easy to use, great dashboard, good customer service Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

I have not found any faults with it so am happy with it Review collected by and hosted on G2.com.

Gary P.

Small-Business (50 or fewer emp.)

11/17/2020

"Phocas Software Revolutionized our Business"

5/5

What do you like best about Phocas Software?

The ease of extracting data and reports from our financial system.

Support and the knowledge base is phenomenal. the team understand what we want and how to achieve it. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The fact I need full user licences to utilize the CRM system. my admin team do not need access to the financial reports to the same level as every other department....but they are the most important when it comes to CRM so I would have to purchase several more licences for minimal use Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

I would definitely recommend Phocas to any SME business and have!

The ease of accessing data has revolutionised our business to be able to be more reactive and strategic which has made a positive direct impression on the bottom line and customer interaction Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

We solve problems on the move and as and when. We have worked with the team to access the information specific to us and it works wonders.

The team are fast to react and keep us in continuous dialogue vie the new ticketing system Review collected by and hosted on G2.com.

Verified User in Wholesale

Mid-Market (51-1000 emp.)

11/17/2020

"First-hand Phocas Software Review"

5/5

What do you like best about Phocas Software?

The ability to look at overall spend and profit per month, year, quarter etc and easily compare to same month previous year is a tool I use daily. It is simple to view percentage margins on both full sales history and individual items, and Phocas simply shows profit too. This makes it simple to target downgrading areas of business and makes gap analysis and market trends easy to track.

It is functional and intuitive to use. I can download spreadsheets of information or download the same information on charts and graphs for presentations. These functions are invaluable when time is short and you’re needing professionally presented information with a tight deadline. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

There is little to dislike. All information is laid out simply, so sales teams best get used to all of their accounts, sales history, margins and profit available to directors at the click of a button. But on a serious note, the only slight inconvenience is having to log in regularly if the account is left dormant. This is otherwise a good safety feature, and is easily resolved by saving log in details on your device and allowing auto fill passwords on the device too. Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

Phocas is a versatile tool which helps analyse multiple aspects of your business. Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

I am able to track individual spends of every customer, I can identify key accounts and easily analyse the types of products they use. This means I can specifically target these accounts with new items they don’t yet buy. When I have a meeting with a client I can always check their sales history before the meeting and focus on selling new lines through simple gap analysis. Review collected by and hosted on G2.com.

Andrew K.

Mid-Market (51-1000 emp.)

11/17/2020

"Sales & Marketing Control"

5/5

What do you like best about Phocas Software?

Having used Phocas over the years it is so easy and intuitive, allowing you to build simple or complex reporting dashboards for all areas of the business to see visually what is happening in the business. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Only issue is when we have a multi branch customer who is covered by different sales representatives, they can only see their specific sales and not for all the customer branches. Review collected by and hosted on G2.com.

Verified User in Construction

Enterprise (> 1000 emp.)

7/23/2021

"Phocas all in one place"

4.5/5

What do you like best about Phocas Software?

Easy to navigate every thing is in one place Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Training is required by the company to help sales team set up favourites Review collected by and hosted on G2.com.

Phil H.

Technical Customer Service Representative

Mid-Market (51-1000 emp.)

11/17/2020

"Amazing insights"

4.5/5

What do you like best about Phocas Software?

Phocas gives us so much insight in to our sales that every sales member is requesting more and more information from the data we had but couldnt find a way to use Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Chart colours are restrictive and outputs are limited Review collected by and hosted on G2.com.

Glenn W.

Area Sales Engineer

Enterprise (> 1000 emp.)

12/3/2020

"Phocas at work"

4.5/5

What do you like best about Phocas Software?

The ability to drill down to find the data I need on every customer Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

It can be quite a lengthy path to get what I need but easy path so not dissatisfied Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

N/A Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

Data covers most aspects of sales, knowledge of what, when, how many, etc excellent, I can drill down to find out what I need to know on a customers buying habits and fill a void if I find one Review collected by and hosted on G2.com.

Verified User in Building Materials

Enterprise (> 1000 emp.)

11/17/2020

"Excellent BI Tool"

4.5/5

What do you like best about Phocas Software?

The ease of use which allows for deep dive analysis to be completed at speed, also the breadth of the functionality with our business using Phocas for a number of functions Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Visualisation functionality of the data could be developed further to reduce the need to export and present through other platforms Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

11/17/2020

"This software is next level!!!"

5/5

What do you like best about Phocas Software?

The power of being able to put your finger on your most important sales data, and focus entirely on the data that is driving your business. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

My experience with the software is mostly positive. I can't think of any drawbacks of the software. Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

Ask for a demo from one of the team at Phocas, and see for yourself just how powerful this software is. I honestly don't really go a day without using it now. Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

It is helping us to see where our biggest sales opportunities are, and enabling us as a team to focus our limited resources on the most important opportunities. Review collected by and hosted on G2.com.