Finance runs on Excel? Phocas adds powerful FP&A
Your team know Excel. They will love Phocas.
Microsoft Excel has been the workhorse of finance departments around the world. Your team knows it, trusts it and has built critical processes around it. But as data volumes increase and the demand for faster, more complex analysis grows, relying solely on spreadsheets can let you down. The good news? You don't have to choose between the tool you know and the capabilities you need. Phocas is designed to work easily with Excel data, overcoming spreadsheet limitations without disrupting your core workflows.
- Centralised, consolidated data: Phocas handles data pulled from multiple ERPs, finance systems and spreadsheets into one consolidated view
- Handles complexity: Powerfully manages large, diverse datasets (multi-entity, currency, users) with speed and accuracy
- No more version control issues: Forget the headaches of managing multiple, static versions of excel spreadsheets
- Trust your numbers: With Phocas your team can move confidently without the risks of formula errors
Familiar feel, more advanced FP&A
- Accelerated budgeting & planning cycles: Consolidate historical actuals and large datasets from various sources for baseline creation and trend analysis. Seamlessly export to and import from Excel for processes that suit your team
- Faster variance analysis & forecasting: Instantly drill down into budget vs. actual or forecast variances across multiple dimensions (product, region, GL code) within Phocas, bypassing spreadsheet limitations
- Flexible, accurate reporting: Phocas delivers a 'single source of truth' which enables automated, reliable financial reporting and dynamic dashboards, without manual processing or errors
- Robust scenario modelling: Use Phocas to ensure data integrity for planning. Perform high-level scenario comparisons across entire datasets to quickly visualize the broader business impact
Working to reduce dependence on spreadsheets
Leading manufacturer and supplier of steel leaf chain is equipped with the information they need to make accurate and informed decisions across the whole business. No more reliance on varying Excel skills within the team.
Customer quote
Trust your one source of truth
- All your data in one place: Seemlessly integrate all your data from your ERP, Excel, CRM or other sources into one reliable source of truth
- Granular data control: role-based access and layered permissions ensure the right users access necessary data quickly, while protecting sensitive information
- Always up-to-date: with meticulous mapping and validation, your data synchronizes daily (or as needed), ensuring accurate, up-to-date insights
- Trusted platform: SOC 2 Type 2 and GDPR-compliant, helping you meet regulatory requirements and expand into new markets
Keep pace with powerful FP&A tools
- Faster analysis, better decision-making: Drill down into the details behind the numbers for fast, multi-dimensional analysis, budgeting and forecasting
- Enhanced collaboration: Shared, real-time data enables effective collaboration and better global insights
- Strategic finance: Shift focus from manual number crunching to providing proactive recommendations that actively shapes business strategy
- Adapt quickly, stay competitive: Identify opportunities, mitigate risks, and adapt resource allocation far quicker than rivals relying on slower, less sophisticated methods
Customer quote
Fast implementation, rapid ROI
Connecting data is one of our specialities, enabling us to guide you on a quick path to value. Our rapid deployment process is designed for seamless integration with multiple ERPs and diverse data sources, including Excel.
- 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, Klipboard, 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
Customer quote
Upgraded FP&A, unlimited growth
Phocas can work alongside Excel to streamline your FP&A processes, reduce risk, and unlock deeper financial insights. This synergy allows you to use the best tool for the job. Phocas upgrades your data mangement, large-scale analysis, collaboration and governed reporting; while you can still use Excel for its unique formatting, specific modeling needs, and offline portability where required.
We understand the hesitation to introduce new tools. Phocas complements your existing Excel skills and processes, minimizing disruption. Implementation is streamlined, and user adoption is typically fast due to the intuitive design.
By adding Phocas, you're not abandoning Excel; you're strategically expanding your FP&A toolkit to handle greater complexity, improve efficiency, and drive better business outcomes – mitigating the risk of outgrowing your Excel-only approach. Plus, your investing in purpose-built FP&A tools that your team will love to use.
Understand the past, operate better today, and plan well for the future
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