Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM One platform to future-proof your growth
Data-driven growth
Ready for the next stage of growth? Phocas is your all-in-one platform designed to boost your ERP and fuel your progress. Our seamlessly connected tools – Analytics (BI), Financial Statements, Budgets & Forecasts, Rebates, and CRM – help you handle the tricky stuff. Empowering your team with instant answers, and ensuring growth is smooth and steady.
- BI foundation: data is pulled from multiple ERPs, subsidiaries, branches, countries into one consolidated view
- Handles complexity: manages large, diverse datasets (multi-entity, currency, users) ensuring consistent insights during operational growth
- Empowers self-serve: equip everyone to analyze data, create custom reports and dashboards - reducing IT reliance and fostering agility as you grow
- Uninterrupted growth: ensure continuous dataflow and reporting even during transitions like ERP migrations, minimizing disruption while scaling
Scaling with Phocas across 90 sites
Managing a $750m business with 90 locations requires deep daily insights, which is why 100s of users at Headwater Companies rely on Phocas and refer to it as a "core necessity".
Control your own reporting
- Efficient: create unlimited custom reports and dashboards in minutes, tailored to specific team requirements including executive reporting
- Deep analysis: drill down from high-level overviews to transactional detail to find answers and understand nuances of growing data
- Proactive: automate reports and alerts for cross-functional teams
- Visualize: compare financial ratios and KPIs side-by-side across different divisions, subsidiaries and branches to gain a complete view of performance
Securely scale your data
- Granular control: role-based access and layered permissions ensure the right users access necessary data quickly, while protecting sensitive information
- Trusted platform: rely on enterprise-grade cloud architecture for a secure environment for critical data
- Global standards: SOC 2 Type 2 and GDPR-compliant, helping you meet regulatory requirements and expand into new markets
Global data, unified view
- Unified reporting: easily consolidate financial statements and reporting for multi-entity businesses
- Automated global finance: accurate currency conversions for global insights eliminates manual errors
- Enhanced collaboration: shared, real-time data enables effective collaboration and better global insights
Set up to grow
"I look at regional sales on a daily basis, margin, profit, variance for the prior year. Our president uses it on a daily. He’s sales driven. It’s a total buy in from the upper management team, and we won’t leave. We’re just gonna grow with it."
Jim Anley, Executive Vice President - Charles D Jones
It's always been a nightmare for us to produce consolidated financial statements that are broken down by branch, division, or are consolidated for the entire company. Now we have the ability to consolidate or spilt them any way we want and at any level of detail. From the very top level (revenue and profit), down to viewing individual expense lines."
Fast implementation, rapid ROI
Experience a quick path to value with an efficient deployment process designed for seamless integration with multiple ERPs and diverse data sources.
- Dedicated support: an implementation team is assigned to work alongside your business to deliver a tailored, pre-built solution, ensuring smooth onboarding
- Experienced integration: pre-built connectors for leading ERPs; Infor, Oracle NetSuite, Epicor, Kerridge, Sage, SAP + many more to align with your existing technology
- Secure data: benefit from secure data warehousing for multiple sources - gain a central, reliable data platform for your growing needs
- Accelerated insights: begin harnessing meaningful insights in approximately 8 weeks for a mid-size business, enabling you to fuel growth sooner
It was probably one of most easy tech implementations that I’ve ever been a part of. Working with Phocas was fantastic, they were incredibly responsive through the whole process, they knew exactly where we were, everything was streamlined. I can’t speak enough about the support we get from the services.”
Stay aligned as you grow
Grow without limits with a platform designed for long-term success.
- Clear alignment: a complete view of business performance helps you stay on track with operational and financial goals
- All-in-one platform: supports continuous expansion, eliminating the need for costly external consultants
- Built to last: a platform that’s backed by a clear roadmap and ongoing innovation to meet growing needs
"As a global manufacturing business, Phocas 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. Phocas has done it for us."
"Companies that are much bigger than ours with larger networks and systems look at how we use Phocas, and they are blown away. With Phocas, it is so easy and so fast to just dig in and go."
"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."
Understand the past, operate better today, and plan well for the future
