Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Acumatica reporting & data analysis
Are you tired of manually handling ERP data and struggling to create new reports? With Phocas, all your Acumatica data + other sources are pulled together into one platform. It's fast, accurate and completely self-serve for all users.
Based on 270+ customer reviews on
Made for Acumatica
Phocas has been working with Acumatica ERPs for many years. Our implementation process is fast and fully supported, paving the way for a quick return on your investment.
Phocas is an Acumatica certified partner and connects seamlessly with all Acumatica Cloud ERP editions.
Watch demoReal-time data across all systems
- Automated: Acumatica Cloud ERP + other data sources like Excel files, CRM and HRIS are auto pulled into one central platform.
- Accurate: Up-to-date data flows across financial reports, dashboards, financial statements, budgets, forecasts, rebates.
- Reliable: Phocas handles big data volumes while maintaining fast, reliable performance.
- Secure: sensitive data is protected via user-based permission control, ensuring employees have appropriate access to data.
We use Phocas for inventory, sales, and AR. There isn't 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."
— Maria Kerridge, IT Manager at Riley Sales.
Acumatica + Phocas customer
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See Phocas products put to work through a series of short videos. Highlighting common pain points and the specific solutions each product delivers.
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Self-serve Acumatica reporting
- Save time: custom reports and Acumatica dashboards can be built in minutes; from scratch or using pre-built templates.
- Automation: data is consolidated and updated automatically and you can set up auto alerts.
- Unlimited reports: pricing includes additional reports and dashboards, ensuring no escalating costs.
- Phocas AI: Fast-track data analysis for new users.
- Drill down: dig into transactional-level data by branch, division, sales rep, product, customer to gain instant answers.
Acumatica financial planning
- Fast: a flexible, custom-built budgeting tool that's self-serve for all contributors.
- Automated: up-to-date financial and operational data feeds budgets and forecasts so actuals are always reliable.
- Collaborative: Assignment, submission and approval processes make cross-functional input quick and easy.
- Easy tracking: track live actuals, compare to planned performance and visualize results.
- Cashflow: Use the budget model to create a three-way forecast that auto syncs with your Acumatica ERP software.
Phocas powers thousands of data-driven companies worldwide
Phocas + Acumatica demo
In 3 minutes, learn how Phocas connects with your Acumatica data and allows you to drill deep from high-level dashboards right down into the underlying transactions.
Don't take our word for it
Here is what Phocas + Acumatica customers have to say.
“We use Phocas Analytics for inventory, sales, and AR. There isn't 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.”
Maria Kerridge IT Manager Riley Sales
“I can’t remember how long we have had Phocas but I recently did an unrelated pivot table in Excel and a shudder ran down my spine remembering the laborious Excel reporting we had before... Phocas is a powerful tool and one I wouldn’t want to be without again.”
Michael Gadney Sales director Genesis Global Systems Limited
“The advantages of combining sales data budgets onto the GL is a game-changer. It removes complex spreadsheets and coupled with workflow and approval processes, ensures the business is only a click away from seeing the current status of budgets or forecasts."
Jonathan Kemp Epicor implementation partner WD-40
An award-winning Acumatica partner
Based on 270+ customer reviews
Understand the past, operate better today, and plan well for the future
Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
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