Phocas Overview

Phocas Software integrates Business Intelligence with Financial Planning and Analysis (FP&A) tools to drive informed decision-making. This platform supports financial reporting, planning, budgeting, and forecasting, enabling businesses to analyze past performance, enhance current operations, and strategically plan for future growth. Phocas is designed for data-driven organizations seeking quick access to insights, facilitated by its AI capabilities. Its user-friendly interface is appreciated across various departments, ensuring widespread adoption and collaboration. A notable feature is its ability to provide tailored answers to specific business queries, making it a valuable asset for companies aiming to leverage data for competitive advantage.

Use Cases

Customers recommend Competitive Intelligence, Helpdesk Management, Forecasting, as the business use cases that they have been most satisfied with while using Phocas.

Other use cases:

  • Collaboration
  • Contact List Management
  • Training & Onboarding
  • Loyalty Management
  • Generation Of New Leads
  • Products & Pricelist Management
  • Product Marketing
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Phocas.

Other priorities:

  • Enhance Customer Relationships
  • Improve ROI
  • Grow Market Share
  • Improve Stakeholder Relations
  • Establish Thought Leadership
See all business priorities See less business priorities

Phocas Use-Cases and Business Priorities: Customer Satisfaction Data

Phocas works with different mediums / channels such as E-Mail.

Phocas's features include Dashboard, Personalization, Calculator, etc. and Phocas support capabilities include Email Support, Chat Support, Phone Support, etc. also Phocas analytics capabilities include Analytics, and Custom Reports.

Reviews

"...A must if you are considering business analysis...." Peer review by Tom F., Wholesale

Peer review evidence (same sources as the product rating summary)

"...It is very exciting to be teaming up with business intelligence experts, Phocas Software...." Peer review by Clive Mallender, Managing Director, Merlin Software
"...On the few occasions where I have emailed the support desk they ALWAYS respond quickly and have a solution implemented right away...." Peer review by NIcholas G., Data Analyst, Wholesale
"...forecast and sale view for BP, item zone with which is helpful for analysis and where we need to effort...." Peer review by Administrator

Phocas, CARTO Platform, Hevo, ZAP Data Hub, Striim, etc., all belong to a category of solutions that help Business Intelligence. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Phocas Software offers BI and FP&A tools for financial reporting, planning, budgeting, and forecasting. It helps users analyze past data, improve current operations, and plan future strategies.

Popular Business Setting

for Phocas

Top Industries

  • Wholesale
  • Construction
  • Manufacturing

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Phocas is popular in Wholesale, Construction, and Manufacturing and is widely used by Mid Market, Small Business, and Enterprise.

Phocas Customer wins, Customer success stories, Case studies

How efficiently Does Phocas manage your Competitive Intelligence?

What makes Phocas ideal for Helpdesk Management?

How can Phocas enhance your Forecasting process?

How can Phocas enhance your Collaboration process?

What solutions does Phocas provide for Contact List Management?

11 buyers and buying teams have used Cuspera to assess how well Phocas solved their Business Intelligence needs. Cuspera uses 1394 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Business Intelligence needs.

 

Replenex - Wholesale - Small

Eden Prairie, USA

Phocas helped Replenex automate financial reporting and shorten month-end close from up to 10 days to just 3. The platform integrated with Infor CloudSuite, giving Replenex a single source of truth f...or all business data. Automated reports reduced past due accounts receivable to a record-low 7.5%. The finance and sales teams now access real-time data, improving transparency and decision-making. Phocas eliminated manual processes and boosted confidence in data accuracy.

Medical Supply Company (MSC) - Medical Devices - Small

Ireland

Phocas Software helped Medical Supply Company (MSC) speed up reporting and data analysis. Before, MSC struggled with slow, complex SAP Business One reports. Phocas made it easy for the sales team to ...create their own dashboards and reports. Now, they can spot at-risk accounts and sales opportunities fast. Customers also benefit from automated monthly sales and usage reports. Phocas integrates with SAP, making business intelligence simple for all skill levels.

Pick-a-Paint - Retail - Small

Rustenburg, South Africa

Phocas Software helped Pick-a-Paint, a South African paint retailer, speed up financial reporting and data analysis. Before Phocas, managers spent hours each month on manual reports, causing delays a...nd bottlenecks. With Phocas, reporting now takes minutes, freeing up time for strategic planning and sales support. Real-time dashboards let the team track sales, inventory, and customer trends. This led to faster decisions, improved sales, and better stock management. The company even used Phocas insights to close an underperforming branch and redeploy resources.

 

Savona Foodservice - Food & Beverages - Small

Oxford, UK

Phocas Analytics helped Savona Foodservice unify data from two legacy ERP systems. The team now uses exception reporting to spot gaps and upsell opportunities. Savona regionalized pricing and improve...d stock control with Phocas. The budgeting process is now bottom-up and more granular. Savona estimates a 10% time saving for the sales team by reducing manual pricing work.

 

Zeder Corporation - Automotive - Medium

Brisbane, Australia

Phocas helped Zeder Corporation automate financial reporting and modeling across divisions. The finance team consolidated NetSuite ERP data and other sources in one platform. Phocas enabled self-serv...ice reporting, reducing reliance on technical users. Custom dashboards and automated KPIs improved visibility into sales and product trends. Data validation features increased trust and speed in financial reporting. Zeder now pinpoints performance issues and acts quickly, driving strong ROI.

IMMY - Hospital & Health Care - Small

Norman, USA

IMMY used Phocas to improve financial reporting and budgeting. Before Phocas, the finance team relied on manual spreadsheets and struggled with slow, error-prone processes. Integrating Phocas with In...for ERP enabled multi-entity reporting and faster, more accurate budgets. The number of days the budget was live increased from 5 to 30 in a 45-day period. Phocas also helped IMMY support business growth and acquisitions with timely financial data.

Phocas Your Finance

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Frequently Asked Questions(FAQ)

for Phocas

What is Phocas?

Phocas is a business intelligence solution built on exceeding customer expectations. It increases sales, reduces costs and eliminates guesswork. Phocas specialized in data analytics for manufacturing, distribution and retail industries. It is designed for non-technical users.

Phocas tool helps to make data-driven business decisions, checks on new sales opportunities, and boost business efficiency. It delivers a simple but powerful analytical capability that easily turns data into a graph, chart, or map at a few clicks or touches of a screen. With Phocas, users get tracking and reporting on essential KPIs and metrics that are specific to role and industry.

Phocas uses sector knowledge to consolidate essential business data from common ERP, CRM and AP/AR systems to make it simple to access company wide insights through historical and predictive analysis. It allows to carry out data interrogation or consolidate data, conduct modeling, identify trends, and stay ahead of the competition. Phocas dashboards give companies stunning visual summaries of business data.

What is Phocas used for?

Phocas is a Business Intelligence Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Competitive Intelligence, Helpdesk Management and Forecasting .

What are the top features of Phocas?

Dashboard, Personalization and Calculator are some of the top features of Phocas.

Who uses Phocas?

Phocas is used by Wholesale, Construction and Manufacturing among other industries.

What are Phocas alternatives?

CARTO Platform, Hevo, ZAP Data Hub and Striim are popular alternatives for Phocas.

Where is Phocas located?

Phocas is headquartered at Suite 501 35 Lime Street King Street Wharf Sydney NSW 2000 Australia.
lightning

Peers used Phocas for competitive intelligence and helpdesk management

Phocas Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.94/5

Read Reviews (5)
Analytics

4.72/5

Read Reviews (149)
Custom Reports

4.24/5

Read Reviews (344)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.94/5

Read Reviews (5)
Analytics

4.72/5

Read Reviews (149)
Custom Reports

4.24/5

Read Reviews (344)

Software Failure Risk Guidance

?

for Phocas

Overall Risk Meter

Low Medium High

Top Failure Risks for Phocas

Phocas, Inc News

Partnership

Phocas marks a decade as a Built for NetSuite (BFN) partner

Phocas Software celebrates 10 years as a NetSuite SuiteCloud Developer Network Partner, enhancing data accessibility for manufacturers, distributors, and retailers. Reports that once took days are now available in seconds, empowering users with accurate insights.

M&A

Sydneys Phocas Software courts global buyers - The Australian Financial Review

Sydney-based Phocas Software is exploring opportunities with global buyers.

Phocas, Inc Profile

Company Name

Phocas, Inc

HQ Location

Suite 501 35 Lime Street King Street Wharf Sydney NSW 2000 Australia

Employees

51-100

Social

Financials

PRIVATE