Build a budget model and connect your data sources for collaboration and measurement

Join Daniel Harrison, Chartered Accountant and Subject Matter Expert at Phocas, as he demonstrates how to seamlessly connect your budgets and reporting in the Phocas platform. With fully customizable templates, Phocas integrates financial and operational data to create tailored budget models that align with your business strategy. Daniel showcases how Phocas allows you to budget by division, sales rep, or product class, adding granularity to your planning. With real-time collaboration and no version control issues, all contributors work within the same workbook. Publish your budgets back to analytics and financial statements databases to track performance over time and easily update forecasts as the year progresses.