FP&A built on BI for CA ANZ members
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Faster month-ends. Sharper business decisions
Month-end shouldn’t feel like starting from scratch. Too often, data arrives late, reports are rebuilt every close and adjustments live outside your reporting tools. When multiple teams need different views, finance ends up fielding requests instead of focusing on the insights that drive the business.
In this exclusive session for CA ANZ members, Phocas in-house Chartered Accountant and Subject Matter Expert, Daniel Harrison will explore:
- why month-end is still time-consuming and prone to errors, even in well-resourced finance teams
- how spreadsheets, offline adjustments and late data can undermine control, consistency and confidence in the numbers
- the wider impact of extended closes on senior management visibility, performance tracking and decision-making
- how FP&A tools such as dedicated financial statement software, can help the finance function tackle common month-end challenges
This session is built for finance teams under pressure to deliver timely, accurate and actionable reporting so the business can pivot quicker and make sharper decisions.
How we help
Plan with confidence across your business
Connect everyone in your business to up-to-date data and make manual, static planning a thing of the past. Whether a financial budget, inventory plan or sales forecast, you'll find it as easy to use as a spreadsheet – just faster and custom-built.
Always know exactly what's going on
Automated tools for faster, easier financial reporting
Phocas' human-friendly FP&A software means you can automate month end, ad hoc and management reporting. No more manual processes, just agile analysis and problem solving.
Flexible, connected budgeting and forecasting
Navigate market forces and drive sales growth
Tap into insights for a smarter supply chain
Tap into insights for a smarter supply chain
Across branches, divisions, product lines, customers and employees - your people can quickly get to the data they need and put it to work.
Know if your rebates programs are working
Bring your data and people together
Phocas pulls financial and operational data from ERPs and multiple data sources so finance teams can plan in detail with other business partners across branches or divisions. Planning is continuous and active with built-in data management and reporting.
Whether a financial budget, headcount plan or cash forecast, a BI and FP&A platform like Phocas makes them all easy to create with built-in workflows and templates.
Hear from Phocas subject matter expert and CA, Dan Harrison
Want quick access to your data? You need Phocas
- Infor
- Oracle NetSuite
- Epicor
- Klipboard
- Microsoft
- MYOB
- Sage
- SAP
Quality winemaker adds Phocas for timely results
The Tahbilk Group turned to Phocas to consolidate data from across its business into interactive, drillable dashboards. Everyone reviews their numbers daily instead of waiting for the next month. Better reporting helps everyone make clear decisions and respond faster to customers.
Customer quote
Uniquely integrated platform
CA webinar sessions
Faster month-ends. Sharper business decisions
6 ways to get accurate consolidated data, fast
Proactive planning to navigate market volatility
The evolving role of Finance: driving strategy, insights, and growth
Hot FP&A trends for 2025
Dynamic reforecasting: how to keep your budget relevant
5 steps to business planning success
Data-driven modelling and forecasting
From reactive to proactive: transforming your budgeting and forecasting approach
5 ways to reduce finance admin time with data analytics
The future of analytics and financial reporting
Collaborative financial planning and analysis (FP&A)
Understand the past, operate better today, and plan well for the future
