Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Out-of-the-box solution for Epicor
- 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
Analytics for Epicor BisTrack, Epicor E8, E9, and E10, Epicor Eagle, Epicor Eclipse, Epicor LumberTrack, Epicor Prelude, Epicor Prophet 21, Epicor Vision, Epicor CMS, Epicor iScala.
Turn your Epicor 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.
Explore Phocas Budgets & Forecasts
Success story 
LSC unlocks Epicor data and improve decision-making companywide
If the team doesn’t have access to their dashboards, there’s a state of panic. We rely on and love using Phocas, so it is a huge part of our business. It lets them know how well we’re on track, and there’s a lot of companywide goals that we have that we use Phocas for to really give us the absolute accurate numbers that we need.
— Gordon Howell, Data engineer at LSC.
Data is a business asset
Put your essential data in one place
In complex manufacturing, distribution and retail businesses, data is often distributed across ERP, CRM and financial systems, making it difficult for decision-makers to make fluid data-driven decisions.
A direct feed of data from Epicor 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 direct feed of data from Epicor 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.
Epicor Data Analytics
Achieve new levels of business insight
Epicor Data Analytics is Phocas' best-in-class data analytics solution designed for Epicor customers. The platform empowers over 700 businesses worldwide to make better decisions by delivering high-level trend data, sales intelligence and intuitive reporting capabilities.
Hundreds of businesses of all sizes trust Phocas with their Epicor 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.
Don't take our word for it
Here is what Phocas + Epicor customers have to say.
"Phocas is so flexible that we can see everything exactly how we want to see it."
Tim Janes Operations Specialist Johnstone Supply - Kenilworth Group
"You can see things a lot more frequently, rather than they may have been missed prior to having Phocas.”
Clint Agee & David Vollenweider National Sales Company
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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