The feel-good business planning & analytics platform
Meet our all-in-one platform
We're the all-in-one platform for business planning and analytics - connecting everyone with the information they need, when they need it. Our platform integrates directly with your Epicor ERP and works smoothly together meaning you'll always know what's going on.
"Phocas is truly a game-changer."
"One of the biggest highlights of using Phocas is how much time it saves, what used to take 2 hours, now is less than 10 minutes."
– Anne Blong, Equipment Controls Company.
Tap into the data that can move your business forward
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Quick access to all your data in one place
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See the big picture with easy dashboard visualizations
- Freely explore your data any way you like with the grid and AI-powered chat
As a global manufacturing business, EDA makes life a lot easier for us. We didn’t have to provide internal resources to build out our own BI solution, and we don’t have to worry about the ingress into the system and to have to get that data. EDA has done it for us.
Connect people to performance, make smarter moves and share a clear view of your finances
- Your finances, your way with custom, automated reports
- Free up time to focus on strategy and adding value to the business
- Dynamic statements allow everyone to see and understand performance with clearer financial data
One of the great features with EDA Financial Statements is that I can drill right down into transaction level, I don’t have to go to through all the journals.
Get everyone on the same page with budgets and forecasts that steer your business
- Live actuals inform the future and make it easy to compare budget across products, regions, divisions and sales reps
- Use company-wide data to create and update budgets, scenarios and forecasts and link through to financial statements for analysis
- Supports all budget styles from simple to complex
- Secure and streamlined workflows make it easy for all departments to work together
EDA Budgets and Forecasts gives us a more straightforward budgeting process that we have more control over.
Win-win trade partnerships that boost your bottom line
- See at a glance how your rebates program is tracking with true product margin and profitability figures
- Everyone is up-to-date so your team won't miss any rebate sales opportunities
- No risk of nasty surprises as all types of rebates are accurately and automatically calculated
Case studies
Frequently asked questions
A data analytics platform improves business planning by providing powerful insights based on multiple sources of data. By consolidating and analyzing large amounts of relevant data, the platform helps people identify patterns and trends to help them make more informed decisions about a range of areas such as inventory management, sales forecasting and budgeting.
We pride ourselves in making financial reporting and analytics software that truly is self-service and easy to use. We help everyone, not just 'Jim in finance', to access company data and generate actionable insights with ease every day. Don’t just take our word for it though, see what real customers say in the annual BARC BI survey.
Every new Phocas customer benefits from a structured implementation plan tailored to each business. Once up and running on our data analytics platform, you can rely on our best-in-class support teams and helpful documentation to navigate our ever evolving business planning and analytics platform.
We are B Corp certified and really live our ‘fun fulfilling forever’ mantra, enabling our customers bring their data into play.