Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Ready to take the next step? Request a personalized demo today
Easy to use
You’ll find Phocas provides a familiar Excel experience that is purpose-built for budgeting with automated functions specifically designed to simplify the budgeting process.
Quick and easy access to data
1m 49s
Analytics
Self-serve reports and alerts
2m 10s
Analytics
Drill down and follow your train of thought
2m 25s
Analytics
Identify opportunities to grow sales
1m 26s
Analytics
Track profitability of sales
1m 22s
Analytics
Optimize stock
1m 39s
Analytics
Phocas AI
1m 48s
Analytics
Automate month-end
3m 05s
Financial Statements
Customize statements
2m 29s
Financial Statements
Track performance
2m 46s
Financial Statements
Financial ratios
1m 40s
Financial Statements
Spot opportunities & risks
2m 57s
Financial Statements
Management reporting
2m 25s
Financial Statements
Visual storytelling
2m 38s
Financial Statements
Financial consolidation
3m 44s
Financial Statements
Create a P&L budget in no time
2m 45s
Budgets & Forecasts
Easy to use
2m 31s
Budgets & Forecasts
Accurate and detailed budgeting
2m 19s
Budgets & Forecasts
Sales budgeting and forecasting
3m 29s
Budgets & Forecasts
Simple and flexible allocations
2m 58s
Budgets & Forecasts
Scenario planning
2m 41s
Budgets & Forecasts
Workflows and user permissions
3m 21s
Budgets & Forecasts
3 statement forecasting
2m 16s
Budgets & Forecasts
Headcount planning
2m 18s
Budgets & Forecasts
Demand planning
2m 38
Budgets & Forecasts
Track performance and reforecast
3m 14s
Budgets & Forecasts
Security and user permissions
1m 34s
Platform
Get started in no time
3m 10s
Platform
Ready to take the next step?
Here is what happens when you request a personalized demo:
1
You share information about your needs
2
We follow-up and make sure the fit is right
3
We do a customized demo for your people
Understand the past, operate better today, and plan well for the future
Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
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