Epicor + Phocas
Easy financial management with your Epicor data
Power up your Epicor EDA software with Phocas advanced financial reporting, budgeting and forecasting.
4.8/5 on Capterra
4.6/5 on G2
Built for Epicor
- Seamless integration with
Epicor EDA - Ability to drill into the data and follow train of thought
- Simple to use, intuitive interface
- Collaborative budgeting and forecasting
- Custom dashboards and reporting
- Cloud-based, secure platform
- Consolidates multiple data sources
- Automated advanced financial reporting
- Built-in metrics for key industries
- Accessible anywhere
Financial statements, advanced reporting and 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.
Phocas powers thousands of data-driven companies worldwide
EDA (Epicor data analytics)
Improve analysis of your Epicor data
Seamless data analytics
- Consolidate ERP, CRM and multiple other data sources into one accessible business planning and analytics platform
- With an intuitive interface and visualization tools, people of all skill levels can become more data-driven
- Hit the ground running with built-in dashboards, customizable reports and ongoing support from real Phocas humans
Epicor + Phocas customer 
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.
EDA financial statements Automate Epicor financial statements
Dynamic, custom financial statements
- Automated reporting effortlessly consolidates both financial and operational data
- Gain more time for regular, deeper analysis and provide answers to on-the-spot questions in just a few clicks
- Make holistic business decisions based on complete data; chart the impact of your actions by tracking KPI trends and sharing data insights
Epicor + Phocas customer 
Integration of financial and operational data aids all teams
Phocas is so flexible that we can see everything exactly how we want to see it.
— Tim Janes, Operations Specialist at Johnstone Supply - Kenilworth Group.
EDA budgets and forecasts Streamline budgets and forecasts
Collaborative budgeting, efficient forecasting
- Workflows allow financial and non-financial contributors to collaborate in real time, accelerating budget cycles and improving accuracy
- Use operational insights to drive your budget
- Easy-to-use interface, secure task assignment and real-time visibility of changes
- Move away from static Excel spreadsheets and turn budgets into living value-add tools for financial and non-financial engagement
Epicor + Phocas customer 
If you can think it, you can create it in Phocas
You can see things a lot more frequently, rather than they may have been missed prior to having Phocas.
— Clint Agee & David Vollenweider, Operations at National Sales Company.
EDA rebates
Better rebate management
Accurate, efficient, profitable rebates
- Save time by setting up clear and flexible rules - from simple to complex, and ensure critical accuracy
- Make informed purchasing and inventory decisions and accurately forecast profits with automated real-time reporting
- Track rebates down to transactional level to maximize returns instantly
- Visual dashboards provide at-a-glance understanding of rebate performance
Epicor + Phocas customer 
EDA Rebates – a tool to use when selling
Before Phocas, we were less likely to use sales rebates as a tool as it was so cumbersome to provide information to the customer and track ourselves. Now our sales people know this is a tool they can use when selling.
— Scott Sokoly, Business System Administrator at Trade Supply Group.
An award-winning Epicor partner
Based on 270+ customer reviews
