Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Plan with confidence across your business
Bring your data and people together
Data and people are central to integrated business planning (ibp). Phocas pulls all your financial and operational data from your ERP and multiple data sources so you can plan in detail across branches or divisions. Now your planning is continuous and active with built-in data management.
Whether a financial budget, sales and operations planning or a demand forecast, an integrated business planning platform like Phocas makes them all easy to create with built-in workflows and templates.
— Daniel Harrison, Chartered Accountant and subject matter expert at Phocas.
Connect business goals with financial targets
Phocas Budgets & Forecasts steers your future direction by integrating your financial and operational goals with your strategic planning. Specialized plans for sales, operations and HR can be included in your planning with easy identification of revenue and expense drivers.
- Forecast sales, plan for customer demand and model pricing strategies
- See the impact of scenario planning across operations and supply chain management
- Budget the specific costs of every person across your business using the headcount drivers.
Whiting Holdings halves financial reporting time
— Ingrid Vanlangenberg, Finance Project Manager at Whiting Holdings.
Integrate planning with financial reporting and analysis
Compare budgets with actuals and analyze results. Connect your model to financial reporting and roll plans forward with month end. Report any way and share relevant financial performance.
- Customize financial statements for consolidated and branch reporting
- Update and share management reports to understand financials and make accurate decisions
- Measure financial and operational metrics and visualize results in dashboards
- Understand your opportunities and risks by quickly going back to your transactional source data.
Real-time collaboration
Reimagine your old models with Phocas Budgets & Forecasts designed for collaboration and flexibility. Bring everyone together with secure workflows so they can add value and be accountable for the areas they control.
- Collaborative workflows are built-in with an audit trail to look back on
- Security controls for many users to see and action information they are responsible for
- Adjust and align resources based on the knowledge and experience of people across your business
- Driver-based functionality enables the inclusion of all operational planning in the collaboration.
Kerridge + Phocas customer
Secure, fast and reliable
Better plan your financial future and run your business day-to-day with Phocas FP&A and BI. With clear, dynamic data and purpose-built features, the integrated planning benefits flow throughout your business.
- Handles big data volumes and processing with fast load times
- Favors one system for input and analysis to streamline all data source types
- Offers a human-friendly and flexible user experience
- Provides a secure end-to-end software solution with technology partners AWS and CrowdStrike, plus security and privacy compliance for SOC 2 Type 2 and GDPR.
Why Phocas for integrated business planning?
Plan
Achieve a single source of truth across divisions with Phocas so finance teams can create collaborative budgets and forecasts.
Measure
Collaborate
Analytics in action: Take a video tour
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Quick and easy access to dataLearn how you can get quick and easy access to the information you need to make data-driven decisions with trusted data that’s pulled fresh from your ERP. -
Self-serve reports and alertsBreak-free of the cycle of back-and-forth report requests and revisions with IT. Take a look at how easy it is to set up reports and alerts in Phocas. -
Drill down and follow your train of thoughtLearn how Phocas lets you drill into your data to get super-fast answers and understand what is happening and why. -
Identify opportunities to grow salesSee how Phocas can grow sales by helping your reps quickly identify easy wins, such as cross-sell opportunities in a few clicks. -
Track profitability of salesWith Phocas you can easily track the actual margins you’re making and identify customers who may be less profitable than they first appear. -
Optimize stockForget managing stock using your ERP or spreadsheets – see how Phocas makes it super easy to stay on top of your inventory. -
Phocas AIDiscover how Phocas AI helps you uncover insights quickly helping you drive impact across your business.
Understand the past, operate better today, and plan well for the future
