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About

Integrated platform for managing people and organizations . We have the right tools to align people's results with companies' results. Everything you need to achieve your results in one place . Use each of our solutions separately or in an integrated way. Fully automated system to maximize your results. More assertive decisions through effective targets and indicators to generate alignment. Assess skills and improve your team's performance. Structured and transparent processes for calculating variable remuneration. Manage training and monitor the evolution of your team. Evaluate your talents through competencies, provide feedback and carry out PDIs. Plan and track goals, analysis of deviations and action plans in an automated way. Measure your team's engagement and make data-driven decisions. Have a variable compensation plan with analytical reports and simulation of results.

About

Phocas offers a cloud-based BI and financial planning and analysis (FP&A) platform tailored for mid-market businesses who make, move and sell. Our intuitive platform makes data analysis and financial planning accessible and straightforward, empowering cross-functional teams to make confident, data-driven decisions. Seamlessly integrating with ERP systems like Epicor, Sage, and Infor, Phocas consolidates data into one centralized platform, unlocking ERP potential and improving workflows across the business. Phocas’ key features are: intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, the Phocas platform provides the clarity you need to stay ahead.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies of all sizes requiring a solution to improve their team's performance

Audience

Manufacturers, distributors, and retailers who want better data insights

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Mereo
Founded: 2012
United States
www.mereo.com

Company Information

Phocas Software
Founded: 1999
United Kingdom
www.phocassoftware.com

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Categories

Categories

Big Data Supported
Dashboard Supported
Data Analysis Supported
Data Discovery Supported
Data Visualization Supported
Reporting Supported

Business Intelligence Features

Ad Hoc Reports Not Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Supported
Quantitative Analysis Supported
Scorecarding Supported
Strategic Planning Supported

Dashboard Features

Annotations Not Supported
Data Source Integrations Supported
Functions / Calculations Not Supported
Interactive Supported
KPIs Supported
OLAP Supported
Private Dashboards Supported
Public Dashboards Not Supported
Scorecards Supported
Themes Supported
Visual Analytics Supported
Widgets Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Not Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Not Supported
OLAP Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Not Supported

Compensation Management Features

Bonus Management Supported
Compensation Assessment Not Supported
Compensation Calculation Supported
Compensation Plan Modeling Supported
Compensation Statements Not Supported
Employee Reward Programs Supported
Incentive Programs Supported
Organizational Charting Not Supported
Salary Planning Not Supported

Employee Recognition Features

eCards Not Supported
Goals Supported
Leaderboards / Activity Tracking Not Supported
Manager-to-Peer Recognition Supported
Mention Management Not Supported
Nominations Not Supported
Peer-to-Peer Recognition Not Supported
Performance Management Supported
Rewards Catalog Not Supported
Rewards Points Not Supported
Social Recognition Not Supported

Human Resources Features

360 Degree Feedback Supported
Applicant Tracking Not Supported
Attendance Management Not Supported
Benefits Management Not Supported
Career Development Planning Supported
Compensation Management Supported
Compliance Management Not Supported
Employee Database Supported
Employee Lifecycle Management Supported
Onboarding Not Supported
Payroll Management Not Supported
Performance Management Supported
Recruiting Management Not Supported
Self Service Portal Not Supported
Succession Planning Supported
Time & Attendance Management Supported
Time Off Management Not Supported
Timesheets Not Supported
Training Management Not Supported

Succession Planning Features

"What If" Scenarios Not Supported
360 Degree Feedback Supported
Career Development Supported
Competency Scale Supported
Employee Profile Supported
Goal Management Supported
Organizational Charting Supported
Performance Management Supported
Recruiting Management Not Supported
Succession Management Supported

Talent Management Features

Career Development Planning Supported
Compensation Management Not Supported
Competency Management Supported
Employee Lifecycle Management Supported
Goal Setting / Tracking Supported
Job Description Management Supported
Onboarding Not Supported
Performance Appraisal Supported
Recruiting Management Not Supported
Succession Planning Supported
Training Management Not Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Supported
Quantitative Analysis Supported
Scorecarding Supported
Strategic Planning Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Not Supported
Visual Analytics Supported
Widgets Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Big Data Features

Collaboration Supported
Data Blends Supported
Data Cleansing Not Supported
Data Mining Supported
Data Visualization Supported
Data Warehousing Not Supported
High Volume Processing Not Supported
No-Code Sandbox Not Supported
Predictive Analytics Not Supported
Templates Not Supported

Data Analysis Features

Data Discovery Supported
Data Visualization Supported
High Volume Processing Not Supported
Predictive Analytics Not Supported
Regression Analysis Not Supported
Sentiment Analysis Not Supported
Statistical Modeling Not Supported
Text Analytics Not Supported

Data Discovery Features

Contextual Search Not Supported
Data Classification Not Supported
Data Matching Not Supported
False Positives Reduction Not Supported
Self Service Data Preparation Not Supported
Sensitive Data Identification Not Supported
Visual Analytics Supported

Data Visualization Features

Analytics Supported
Content Management Not Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Supported
Relational Display Not Supported
Simulation Models Not Supported
Visual Discovery Supported

Qualitative Data Analysis Features

Annotations Not Supported
Collaboration Supported
Data Visualization Supported
Media Analytics Not Supported
Mixed Methods Research Not Supported
Multi-Language Not Supported
Qualitative Comparative Analysis Not Supported
Quantitative Content Analysis Supported
Sentiment Analysis Not Supported
Statistical Analysis Supported
Text Analytics Not Supported
User Research Analysis Not Supported

Integrations

3 Clicks Cloud Not Supported
Enapps ERP Not Supported
Epicor Eagle Not Supported
Epicor Kinetic Not Supported
Epicor Propello Not Supported
Infor CloudSuite Distribution Not Supported
Infor CloudSuite Industrial Enterprise Not Supported
Infor Distribution SX.e Not Supported
Infor SyteLine Not Supported
Infor VISUAL Not Supported
Jim2 Business Engine Not Supported
Microsoft Dynamics GP Not Supported
Microsoft Excel Not Supported
NetSuite Not Supported
Retail Express Not Supported
SAP Business One Not Supported
Sage 300 Construction and Real Estate (CRE) Not Supported
Sage Intacct Not Supported
Sage X3 Not Supported
Xero Not Supported

Integrations

3 Clicks Cloud Supported
Enapps ERP Supported
Epicor Eagle Supported
Epicor Kinetic Supported
Epicor Propello Supported
Infor CloudSuite Distribution Supported
Infor CloudSuite Industrial Enterprise Supported
Infor Distribution SX.e Supported
Infor SyteLine Supported
Infor VISUAL Supported
Jim2 Business Engine Supported
Microsoft Dynamics GP Supported
Microsoft Excel Supported
NetSuite Supported
Retail Express Supported
SAP Business One Supported
Sage 300 Construction and Real Estate (CRE) Supported
Sage Intacct Supported
Sage X3 Supported
Xero Supported
Claim Mereo and update features and information
Claim Mereo and update features and information
Claim Phocas Software and update features and information
Claim Phocas Software and update features and information