Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Integrate planning and gain insight from your Acumatica data
Based on 270+ customer reviews on
Out-of-the-box solution for Acumatica
- Simple to use, intuitive interface
- Custom dashboards and reporting
- Cloud-based, secure platform
- Ability to drill into the data and follow train of thought
- Consolidates multiple data sources
- Automated financial reporting
- Built-in metrics for key industries
- Secure and collaborative budgeting
- Accessible anywhere
Phocas is an Acumatica certified partner and connects seamlessly with all Acumatica Cloud ERP editions.
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Turn your Acumatica data into insights for smarter decisions
Combine operational and financial data to get a complete picture of your performance and empower your teams with accessible, real-time data.
Explore Phocas Analytics
Replace spreadsheets with automated financial reporting
Eliminate discrepancies and rework of static spreadsheets with a single source of truth. Fast and easy reporting, consolidation and customization.
Explore Phocas Financial Statements
Streamline your budgeting process
With Phocas’ secure and auditable workflow, you can directly collaborate with other key stakeholders in the budgeting process.
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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.
Data is a business asset
Put your essential data in one place
When data is spread across different systems, it's hard to make fluid data-driven decisions. A direct feed of data from Acumatica and other systems into Phocas saves you time and reduces the need to maintain and rework static spreadsheets. Phocas brings critical data together and structures it in a user-friendly interface, becoming a single source of truth for people across all departments.
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A certified Acumatica partner
Businesses of all sizes trust Phocas with their Acumatica data to thrive
Lightning fast
Being fast means you can use it every day to change how you lead, plan and sell. Reporting and ad-hoc queries deliver immediate results. Modern business leaders get up and running quickly - running their own analysis and reporting in a matter of hours. No need to work in spreadsheets or ask an expert for help.
Incredibly flexible
Phocas users improve decision-making and collaborate more efficiently with finance, sales, purchasing, marketing, IT and the executive team. With an easy-to-use, flexible toolkit, Phocas presents accurate, accessible data streams so that everyone can leverage the same unified source of truth.
Super friendly
Ease of use is our strong suit. Phocas was built from the ground up with the non-technical user in mind, enabling business leaders to access their data without any extra hassle. You can easily access data from the top level down to the ground floor and manage data visibility and access for every other member of your team.
Fast ROI with new opportunities and efficiency gains
Find better cross-sell and upsell opportunities
Optimize your stock with stream mode
Track sales success with custom databases
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
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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