Phocas Software Features

Reports (5)

Reports Interface: Based on 128 Phocas Software reviews and verified by the G2 Product R&D team. Reports interface for standard and self-service reports is intuitive and easy to use.
Steps to Answer: Based on 123 Phocas Software reviews and verified by the G2 Product R&D team. Requires a minimal number of steps/clicks to answer business question.
Graphs and Charts: Based on 128 Phocas Software reviews and verified by the G2 Product R&D team. Offers a variety of attractive graph and chart formats.
Score Cards: Based on 101 Phocas Software reviews and verified by the G2 Product R&D team. Score cards visually track KPI's.
Dashboards: Based on 129 Phocas Software reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design, refine and collaborate on their dashboards

Self Service (6)

Calculated Fields: Based on 104 Phocas Software reviews and verified by the G2 Product R&D team. Using formulas based on existing data elements, users can create and calculate new field values.
Data Column Filtering: Based on 123 Phocas Software reviews and verified by the G2 Product R&D team. Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Discovery: Based on 118 Phocas Software reviews and verified by the G2 Product R&D team. Users can drill down and explore data to discover new insights.
Search: Based on 122 Phocas Software reviews and verified by the G2 Product R&D team. Ability to search global data set to find and discover data.
Collaboration / Workflow: Based on 94 Phocas Software reviews and verified by the G2 Product R&D team. Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.
Automodeling: Based on 70 Phocas Software reviews and verified by the G2 Product R&D team. Tool automatically suggests data types, schemas and hierarchies.

Advanced Analytics (3)

Predictive Analytics: Based on 78 Phocas Software reviews and verified by the G2 Product R&D team. Analyze current and historical trends to make predictions about future events.
Data Visualization: Based on 93 Phocas Software reviews and verified by the G2 Product R&D team. Communicate complex information clearly and effectively through advanced graphical techniques.
Big Data Services: Based on 82 Phocas Software reviews and verified by the G2 Product R&D team. Ability to handle large, complex, and/or siloed data sets.

Building Reports (4)

Data Transformation: Based on 62 Phocas Software reviews and verified by the G2 Product R&D team. Converts data formats of source data into the format required for the reporting system without mistakes.
Data Modeling: Based on 63 Phocas Software reviews and verified by the G2 Product R&D team. Ability to (re)structure data in a manner that allows extracting insights fast and accurate.
WYSIWYG Report Design: Based on 61 Phocas Software reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)
Integration APIs: Based on 44 Phocas Software reviews and verified by the G2 Product R&D team. 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.

Financial Insight (3)

Budgeting: Uses collected data to assist organizations in understanding what they can afford now, and in years to come. 10 reviewers of Phocas Software have provided feedback on this feature.
Forecasting: Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. 12 reviewers of Phocas Software have provided feedback on this feature.
Planning: Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. 11 reviewers of Phocas Software have provided feedback on this feature.

Data (4)

Data Visualization: Based on 12 Phocas Software reviews. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis: As reported in 12 Phocas Software reviews. Scours data for actionable insights.
Custom Reporting: As reported in 12 Phocas Software reviews. Allows users to customize their own reports according to business needs.
Reporting Templates: Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. This feature was mentioned in 11 Phocas Software reviews.

Status Communication (2)

Budget Creation (6)

Data Import: Import trial balance, monthly P&L, balance sheets, and other types of financial data This feature was mentioned in 23 Phocas Software reviews.
Budget Hierarchies: Define budget structure elements and how they are linked hierarchically This feature was mentioned in 22 Phocas Software reviews.
Versioning: As reported in 21 Phocas Software reviews. Keeps track of all versions of a budget and allows users to compare versions
Formulas: Based on 22 Phocas Software reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues
What-If: As reported in 21 Phocas Software reviews. Test the potential financial impact of business decisions on revenues and expenses
Budget Periods: As reported in 22 Phocas Software reviews. Users can customize standard budget periods (3, 9, or 12 months)

Budget Management (3)

Forecasting (3)

Historical Data: Forecasting is based on past transactions and historical financial or operational data 23 reviewers of Phocas Software have provided feedback on this feature.
Reforecast: As reported in 21 Phocas Software reviews. Ability to recreate forecasts to include new information that may impact budgets
AI: As reported in 16 Phocas Software reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Analytics (1)

Data Management (3)

Data Import: Based on 21 Phocas Software reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
Data Consolidation: Data from multiple systems can be centralized into a single repository 22 reviewers of Phocas Software have provided feedback on this feature.
Data Validation: Financial data can be validated to avoid duplicates and errors This feature was mentioned in 20 Phocas Software reviews.

Reporting Structure (3)

Reporting Hierarchy: As reported in 21 Phocas Software reviews. Administrators can define and manage the reporting structure and access rights to each report
Report Templates: Templates that can be used to create new reports without starting from scratch This feature was mentioned in 21 Phocas Software reviews.
Report Types: Based on 22 Phocas Software reviews. Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

Standard Analytics (4)

Standard KPIs: Based on 20 Phocas Software reviews. Include most common financial KPIs such as gross and net profit margin, or working capital
Standard Reports: As reported in 21 Phocas Software reviews. Standard financial reports are provided out of the box
Financial Statements: Ability to analyze financial statements such as income statement and balance sheet This feature was mentioned in 22 Phocas Software reviews.
Drill Down: Users can drill down to the detail level of each transaction or financial entry This feature was mentioned in 21 Phocas Software reviews.

Custom Analytics (5)

Dashboards: As reported in 22 Phocas Software reviews. Dashboards can be customized to display different types of data from various sources
Custom KPIs: Users can modify standard financial KPIs and metrics This feature was mentioned in 19 Phocas Software reviews.
Custom Reports: Allow users to edit reports and to combine multiple reports This feature was mentioned in 19 Phocas Software reviews.
Self Service: As reported in 19 Phocas Software reviews. A dedicated portal for external users with limited access to the system
Multiple Entities: As reported in 14 Phocas Software reviews. Monitors the financial performance of multiple entities

Data Preparation (2)

Connectors: Based on 41 Phocas Software reviews and verified by the G2 Product R&D team. Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications.
Data Governance: Based on 41 Phocas Software reviews and verified by the G2 Product R&D team. Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data

Data Modeling and Blending (3)

Data Querying: Based on 49 Phocas Software reviews and verified by the G2 Product R&D team. Using formulas based on existing data elements, users can create and calculate new field values
Data Filtering: Based on 51 Phocas Software reviews and verified by the G2 Product R&D team. Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Blending: Based on 44 Phocas Software reviews and verified by the G2 Product R&D team. Allows the user to combine data from multiple sources into a functioning dataset.

Financial Planning (3)

Extended Planning: Analysis that creates business plans outside of finance, including sales, marketing, or HR. This feature was mentioned in 10 Phocas Software reviews.
Reporting: Reports on departmental KPI metrics measured against targets. This feature was mentioned in 10 Phocas Software reviews.
Integration: Consolidates planning processes across an organization into a single solution. 11 reviewers of Phocas Software have provided feedback on this feature.

Generative AI (2)

Rebate Program - Rebate Management (4)

Analytics & Reporting - Rebate Management (3)

Collaboration - Rebate Management (2)

Integration - Rebate Management (2)

Agentic AI - Analytics Platforms (7)

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives

Deployment & Integration - Analytics Platforms (4)

No-code Dashboard Builder: Enables non-technical users to build dashboards through intuitive, drag-and-drop interfaces
Report Scheduling and Automation: Enables automated report generation and scheduled delivery to stakeholders
Embedded Analytics and White-labeling: Allows dashboards and analytics to be embedded into external apps with branding flexibility
Data Source Connectivity: Supports integration with major data sources like cloud data warehouses, SQL/NoSQL databases, and SaaS applications

Performance & Scalability - Analytics Platforms (2)

Advanced Analytics & Modeling - Analytics Platforms (3)

Agentic AI Capabilities - Analytics Platforms (4)

Auto-generated Insights and Narratives: Uses AI to generate textual summaries, key takeaways, and data stories from dashboards
Natural Language Queries: Allows users to query data and build reports using conversational or plain language
Proactive KPI Monitoring and Alerts: Detects and notifies users about KPI anomalies or significant metric changes in real time
AI Agents for Analytical Follow-ups: Recommends next questions, analyses, or exploration paths using autonomous AI agents

Personalized Intelligence - Analytics Platforms (3)

Behavioral Learning for Contextual Query Refinement: Learns from historical user interactions to improve and personalize query results over time
Role-based Insight Personalization: Tailors dashboard views and suggestions based on user roles, access levels, and past behavior
Conversational and Prompt-based Analytics: Supports AI-driven exploration via prompts or multi-turn conversations for iterative querying