Phocas Software Features

Reports interface for standard and self-service reports is intuitive and easy to use.

Requires a minimal number of steps/clicks to answer business question.

Offers a variety of attractive graph and chart formats.

Score cards visually track KPI's.

Provides business users an interface to easily design, refine and collaborate on their dashboards

Alter the layout and content of reports

Reports specific to marketing and associated campaigns

Reports specific to sales analysis for trends and strategies

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Edit and personalize data view as needed

Alter the layout and content of reports

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of dashboards

Using formulas based on existing data elements, users can create and calculate new field values.

Business users have the ability to filter data in a report based on predefined or automodeled parameters.

Users can drill down and explore data to discover new insights.

Ability to search global data set to find and discover data.

Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.

Tool automatically suggests data types, schemas and hierarchies.

Ability to interact with the application using human languages such as English

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

Merge data from multiple sources to a single data set

Merge data from multiple sources to a single data set

Analyze current and historical trends to make predictions about future events.

Communicate complex information clearly and effectively through advanced graphical techniques.

Ability to handle large, complex, and/or siloed data sets.

Analyze and gain insights into data in real-time

View and track pertinent metrics to find patterns and gain insights from data

Analyze and gain insights into data in real-time

View and track pertinent metrics to find patterns and gain insights from data

Interact with data visualization elements, such as charts and graphs, to drill down into data

Converts data formats of source data into the format required for the reporting system without mistakes.

Ability to (re)structure data in a manner that allows extracting insights fast and accurate.

Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Receive data and information in real time

Receive data and information in real time

Set up connections to third-party platforms to improve business processes

Set up connections to third-party platforms to improve business processes

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Create budgets based on historical data and future projections

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Scours data for actionable insights.

Allows users to customize their own reports according to business needs.

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Receive data and information in real time

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Displays and shares company performance data to increase transparency across the board.

Manage the process of evaluating documents or requests submitted for approval

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Define budget structure elements and how they are linked hierarchically

Keeps track of all versions of a budget and allows users to compare versions

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months)

Receive data and information in real time

Consolidate multiple budgets from different departments or business entities

Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes

Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Use AI to generate content in the form of text, images, videos, etc.

Project out as the year progresses to accommodate trends that affect key business drivers.

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Data from multiple systems can be centralized into a single repository

Financial data can be validated to avoid duplicates and errors

Administrators can define and manage the reporting structure and access rights to each report

Templates that can be used to create new reports without starting from scratch

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

Include most common financial KPIs such as gross and net profit margin, or working capital

Standard financial reports are provided out of the box

Ability to analyze financial statements such as income statement and balance sheet

Users can drill down to the detail level of each transaction or financial entry

Dashboards can be customized to display different types of data from various sources

Users can modify standard financial KPIs and metrics

Allow users to edit reports and to combine multiple reports

A dedicated portal for external users with limited access to the system

Monitors the financial performance of multiple entities

Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications.

Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data

Using formulas based on existing data elements, users can create and calculate new field values

Business users have the ability to filter data in a report based on predefined or automodeled parameters.

Allows the user to combine data from multiple sources into a functioning dataset.

Import, collect, and capture data from multiple sources

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution.

Allow users to create their own reports and financial statements

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Able to generate rebate aggrements

Can perform automated rebate calculation for rebate accurals and payout

Able to create unique and complex rebate programs for customers

Capable of matching rebate against actual sales, purchases, and margins

Able to analyze effectiveness of rebate programs

Provide intutive dashboard to visualize rebate performance and deal visibility

Able to forecast rebate account growth

Allow internal teams to collaborate and communicate within the rebate software

Allow communication with rebate partners and customers

Allow integration with CRM OR ERP or any other data sources

Allow integration with accounting or invoicing tools for rebate payouts

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Enables non-technical users to build dashboards through intuitive, drag-and-drop interfaces

Enables automated report generation and scheduled delivery to stakeholders

Allows dashboards and analytics to be embedded into external apps with branding flexibility

Supports integration with major data sources like cloud data warehouses, SQL/NoSQL databases, and SaaS applications

Allows users to manage data from a number of sources

Tool that allows users to create and execute database queries without needing to know the underlying syntax of the database

Efficiently processes large datasets with minimal lag and ensures high performance under load

Maintains performance and uptime during high traffic from multiple users or teams

Supports common databases such as MySQL and Oracle

Supports semantic data layers, role-based access controls, and metadata governance

Integrates with Jupyter, Python, or R for custom analytics and modeling

Provides native tools for statistical analysis, forecasting, and trend prediction

Uses AI to generate textual summaries, key takeaways, and data stories from dashboards

Allows users to query data and build reports using conversational or plain language

Detects and notifies users about KPI anomalies or significant metric changes in real time

Recommends next questions, analyses, or exploration paths using autonomous AI agents

Learns from historical user interactions to improve and personalize query results over time

Tailors dashboard views and suggestions based on user roles, access levels, and past behavior

Supports AI-driven exploration via prompts or multi-turn conversations for iterative querying

One-off queries made on an as-needed basis

Interact with data visualization elements, such as charts and graphs, to drill down into data

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Assemble applications and processes by dragging over and arranging pre-built components

Securely stores data to prevent data loss or breaches

Import and export data to and from software applications

Add customized logos and colors to align with company branding

Creation and customization of dashboards

Define levels of authorization for access to specific files or systems

Active reporting of data and metrics

Collect and maintain structured information that describes data or content

Form predictions based on past and present data/trends

Manage and store data in a database

Generate one-off reports that meet information requirements

Move from one database to another, or upgrade the version of database software being used

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access, combine, transform, and store data without the help of an IT department

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track the management and flow of data throughout the organization

Observe and track the demand, usage, progress or quality of a system, product, or user

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

An extended application or connector that enables users to perform additional services with their current set of tools

Ability to present data insights in the form of a story to the audience

Review data from past periods to reveal recurring tendencies and predict future performance

Provides a channel for team members to share media files, communicate, and work together

Financing arranged by the dealership

Generate reports on your own without IT involvement

Tracking the status of previously identified performance measurements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Application programming interface that allows for integration with other systems/databases

Combining data from different sources and providing a unified view

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Ability to handle large datasets

Create, manage and track all task activities and progression

Reporting on how each user, task or process has advanced since its initiation

Connect to big data sources

Graphical representation of data

Evaluate the degree to which business operations bring monetary gains

Monitor the progress of projects from start to finish

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Establish measurable goals and objectives and track their progress over a specific period of time

Share pre-configured sets of data organized and presented in a specific manner with the organization

Predict future data based on historical data sets

Active monitoring of systems, applications, or networks

Sample files or documents that could be customized as needed or used as is

Access software remotely via mobile devices

Pre-designed layouts that can be customized to match preferences and requirements

Create, design and manage workflows for repetitive tasks

Generate reports to assess the financial performance of an organization

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

Allow users to access multiple services after entering their login credentials once

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Predict future data based on historical data sets

Manage and support multiple languages

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Analyze and gain insights into data in real-time

A record of all activities within the system, including user access, changes made, etc.

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Manage and handle financial assets as well as other investments.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Import and export data to and from software applications

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Access software remotely via mobile devices

Monitor or audit historical and current transactions to analyze customer account activities

Application programming interface that allows for integration with other systems/databases

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized accounting record which tracks all financial transactions

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Active monitoring of systems, applications, or networks

Configure existing workflows to meet your organization's needs

Creation and customization of dashboards

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Electronically collect payments for goods or services

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, design and manage workflows for repetitive tasks

Manage and handle various international currencies

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alter the layout and content of reports

Compare and match accounting/financial records with corresponding bank statements

Creation, processing, verification, and execution of invoices till the payment is made

Manage the accounting and financial aspects of multiple locations or companies in a single location

Used by retail investors and active traders/day traders

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

View and track pertinent metrics to find patterns and gain insights from data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Upload, track, and submit receipts in a central database

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Graphical representation of data

Create, send, and track purchase orders and their statuses

Plan, pay and track business related expenses.

Generate one-off reports that meet information requirements

Manage the accounting and financial aspects of multiple locations or companies in a single location

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Alter the layout and content of reports

Form predictions based on past and present data/trends

Creation and customization of dashboards

Allow users to create their own reports and financial statements

Manage and handle various international currencies

Plan, manage, and track the financial activities of an individual or organization

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Manage assets throughout their lifecycle to optimize profit

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage, and send invoices or bills to customers

Active reporting of data and metrics

View and track pertinent metrics to find patterns and gain insights from data

Upload, track, and submit receipts in a central database

Develop potential scenarios to identify risks and opportunities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Track revisions and updates made to files and navigate between different versions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Centralized accounting record which tracks all financial transactions

Set up connections to third-party platforms to improve business processes

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Assemble applications and processes by dragging over and arranging pre-built components

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

A financial statement that lists a company's accounts and details the account type and balance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances