Audience

Manufacturers, distributors, and retailers who want better data insights

About Phocas Software

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.

Pricing

Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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

Company Information

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

Videos and Screen Captures

Other Useful Business Software
$300 Free Credits to Build on Google Cloud Icon
$300 Free Credits to Build on Google Cloud

New customers can spin up VMs, build with AI, and query data at no cost.

Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Start Free

Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Phocas Software Frequently Asked Questions

Q: What kinds of users and organization types does Phocas Software work with?
Q: What languages does Phocas Software support in their product?
Q: What kind of support options does Phocas Software offer?
Q: What other applications or services does Phocas Software integrate with?
Q: Does Phocas Software have a mobile app?
Q: What type of training does Phocas Software provide?
Q: Does Phocas Software offer a free trial?
Q: What pricing for support is available for Phocas Software?
Q: What pricing for training is available for Phocas Software?

Phocas Software Product Features

Big Data

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

Business Intelligence

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

Business Performance Management

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

Dashboard

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

Data Analysis

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

Visual Analytics Supported
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

Data Visualization

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

Qualitative Data Analysis

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

Reporting

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