Phocas Software

Our customers in wholesale distribution, manufacturing, and retail often face the challenge of making sense of vast amounts of data spread across various systems. They need to quickly identify sales opportunities, manage inventory effectively, understand financial performance, and streamline budgeting and forecasting. This is why we developed Phocas, an all-in-one Business Intelligence (BI) and Financial Planning & Analysis (FP&A) platform. We make people feel good about data by providing an intuitive, self-serve platform that brings their data to life. [2, 12] Many businesses struggle with complex reporting processes and the inability to get timely insights, which can hinder their ability to react to market changes and make informed decisions. Phocas solves this by seamlessly integrating with leading ERP systems like Epicor, Infor, Sage, Kerridge Commercial Systems, SAP, and Oracle NetSuite, unlocking the potential of ERP data for everyone in the organization. [2, 12] This means sales teams can identify new opportunities and track performance, finance teams can automate financial statements and streamline budgeting, and operations can gain better visibility into inventory and supply chains. [14, 17, 19]

Our customers need a solution that is easy to use for non-technical staff, allowing them to explore data, create reports, and build dashboards without relying on IT departments. [1, 38] Phocas is designed for exactly this, with a user-friendly interface and powerful ad-hoc analysis capabilities that allow users to follow their train of thought and uncover deep business insights. [14, 39] We understand that businesses need to be agile and responsive. That's why our platform provides real-time data, automated updates, and dynamic forecasting capabilities. Whether it's visualizing sales trends, managing rebates, or collaborating on budgets, Phocas empowers teams to work smarter and more efficiently. [8, 19] We are committed to helping our customers improve their businesses by providing a central, mission-critical layer above their ERP, delivering greater value, insight, and efficiency. [2, 12] Our dedication to customer success is reflected in our 97% customer retention rate and the positive feedback we receive on platforms like G2 and Capterra. [12, 26, 37] Ultimately, Phocas helps businesses transform their data into actionable intelligence, enabling them to make better decisions, faster. [14, 15]