Phocas Software Reviews & Product Details

Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships.

Product Website

Seller

Phocas Software

Discussions

Phocas Software Community

Languages Supported

English

Product Description

Phocas Software is a business intelligence software firm

Overview by

Harley Peddie

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

Phocas Software Integrations

(4)

Verified by Phocas Software

Phocas Software Media

With centralized data, everyone can do more. Phocas pulls data from your ERP and any other source into one easily accessible platform, empowering everyone with deep-dive analytics, reporting and planning.

Phocas is an intuitive business intelligence solution. Simpler than data analysis in Excel because we‘ve done all of the hard work for you with pre-built solutions! Data shouldn’t be an enigma… dig deeper and analyze your data inside the simplified Phocas Grid. Customize reports and dashboards th...

Phocas Software Demo - Phocas Financial Statements

With Phocas Financial Statements analysis and reporting software’ powerful capabilities, you can close month-end in minutes instead of days! If consolidating financial statements has you worried about accuracy, forget about it! You can consolidate and integrate 3rd party data quickly and safely.

Phocas Software Demo - Phocas Budgets & Forecasts

Accelerate and simplify budgeting with Phocas’ driver-based budgeting and forecasting software. Building a budget doesn’t have to be a lonely task! With Phocas’s secure and auditable workflow, you can collaborate with other key stakeholders directly into the budgeting process.

Streamlines rebate management by automating calculations for payable and receivable rebates, ensuring accuracy and delivering more profitable outcomes. Built on a BI foundation, this self-serve tool makes it easy to identify trends, spot near misses, and assess overall performance. Enabling busin...

Phocas CRM connects sales analysis with tasks and activities, bringing together finance, customer, and sales data in one platform for accurate, real-time insights. Built on a BI foundation, it offers intuitive tools for contact and interaction tracking, lead and campaign management, and centraliz...

Learn how you can get quick and easy access to the information you need to make data-driven decisions with trusted data that’s pulled fresh from your ERP.

Trade Supply Group uses Phocas to get faster, automated financial reporting everyone in their business can use, cutting down the time their IT Team used to spend building static ad-hoc reports.

Stokes Electric Company streamlines financial reporting and budgeting with Phocas Financial Statements, cutting the time it takes to create monthly reports in half.

Crescent Parts & Equipment is able to support as many custom reports as their team needs, without spending "a ton of time training people" using Phocas analytics and reports

Savona Foodservice turned to Phocas to handle heaps of transaction data and enable anyone in their finance team to make informed decisions about their business with confidence.

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Verified User in Construction

Enterprise (> 1000 emp.)

7/23/2021

"Phocas all in one place"

4.5/5

What do you like best about Phocas Software?

Easy to navigate every thing is in one place Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Training is required by the company to help sales team set up favourites Review collected by and hosted on G2.com.

Phil H.

Technical Customer Service Representative

Mid-Market (51-1000 emp.)

11/17/2020

"Amazing insights"

4.5/5

What do you like best about Phocas Software?

Phocas gives us so much insight in to our sales that every sales member is requesting more and more information from the data we had but couldnt find a way to use Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Chart colours are restrictive and outputs are limited Review collected by and hosted on G2.com.

Glenn W.

Area Sales Engineer

Enterprise (> 1000 emp.)

12/3/2020

"Phocas at work"

4.5/5

What do you like best about Phocas Software?

The ability to drill down to find the data I need on every customer Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

It can be quite a lengthy path to get what I need but easy path so not dissatisfied Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

N/A Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

Data covers most aspects of sales, knowledge of what, when, how many, etc excellent, I can drill down to find out what I need to know on a customers buying habits and fill a void if I find one Review collected by and hosted on G2.com.

Verified User in Building Materials

Enterprise (> 1000 emp.)

11/17/2020

"Excellent BI Tool"

4.5/5

What do you like best about Phocas Software?

The ease of use which allows for deep dive analysis to be completed at speed, also the breadth of the functionality with our business using Phocas for a number of functions Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Visualisation functionality of the data could be developed further to reduce the need to export and present through other platforms Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

11/17/2020

"This software is next level!!!"

5/5

What do you like best about Phocas Software?

The power of being able to put your finger on your most important sales data, and focus entirely on the data that is driving your business. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

My experience with the software is mostly positive. I can't think of any drawbacks of the software. Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

Ask for a demo from one of the team at Phocas, and see for yourself just how powerful this software is. I honestly don't really go a day without using it now. Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

It is helping us to see where our biggest sales opportunities are, and enabling us as a team to focus our limited resources on the most important opportunities. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

12/3/2015

"Powerful, customisable and instant!"

5/5

What do you like best about Phocas Software?

The speed at which you can navigate and generate data / stats! Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

'distinct count' is missing throughout - which is a limitation for certain data analysis. Review collected by and hosted on G2.com.

Verified User in Mining & Metals

Mid-Market (51-1000 emp.)

12/2/2020

"Easy to Use Effective BI tool"

5/5

What do you like best about Phocas Software?

With a bit of training to get them started the users can now create their own dashboards and reports. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

I haven't found anything I dislike, aside from the sync tool (that updates the data) doesn't retain its sort sequence. Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

Go for it Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

Our users love that they can now get at the data they need much more quickly that waiting for IT to write reports for them. Management have described it as a "game changer" in terms of salesperson and stock management. Review collected by and hosted on G2.com.

Verified User in Wholesale

Mid-Market (51-1000 emp.)

12/5/2019

"Simple format, with SO many data options."

4.5/5

What do you like best about Phocas Software?

I like Phocas's ability to take mass amounts of data, and shrink it down to a small usable form. You can filter it almost any way you can think of, filters on top of filters is the key here, to fully customizing your data and how it is presented to you. The report function is also amazing, you can custom build reports, or use many of the reports that are already there to quickly glance at whatever data sets you need to, whether for progress reports, data reports, or comparing. The other great function it has is the ability to take the data off the website and put them on a variety of other platforms, like excel or word or what have you. Overall Phocas is a very useful tool to extract data from a source that does not make it easy to view that kind of data, or it is impossible to view that kind of data from it, and it puts it out there however you'd like to view it. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Sometimes there is a lag when trying to look at data, but this may just be due to the size of data that I am looking at. I also wish there were a "undo" button to quickly undo a filter or a move instead of having to manually do it and risk messing up your filters. Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

Play around with it to fully see what it can do. It has endless capabilities to tailor the data to you. Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

I'm easily able to look at reports when there are vendor price increases and see which items have gone up and how much they went up by. I'm also able to look and see if there are errors in the pricing load, as it shows me items that went up by a crazy amount or all of a sudden have a $0 cost that are obviously incorrect. This is useful to catch errors before my customers do. Review collected by and hosted on G2.com.

Verified User in Consumer Goods

Mid-Market (51-1000 emp.)

12/2/2015

"Ease of visualising complex data patterns"

3/5

What do you like best about Phocas Software?

The way Phocas makes it easy to visualize the complex patterns in data is really amazing. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

I did dislike that you can't use it offline in desktop version but now it has been fixed in web version. Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

Go for it if you really want data crunching in no time and want to focus your time and energy elsewhere. Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

Sales team doesn't require to keep hundreds of different spreadsheets for different needs. Phocas does it all. It saves a lot of time and effort. Review collected by and hosted on G2.com.

Verified User in Wholesale

Mid-Market (51-1000 emp.)

11/13/2019

"Great tool to maximize data information!"

3.5/5

What do you like best about Phocas Software?

This tool makes it easy to transfer and look at data at a glance. It's best feature, in my opinion, is it's ability to sort and display the data in any way you want. It gives you more options than you'll ever really need. It's also got so many great reports that it can run, to automatically compare and compose data in an easily view able and understandable way. I learn more about Phocas and what it can do each time I use it. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The one small thing I dislike about phocas, and this could solely just be my computer, my internet or the amount of data I'm looking at, but sometimes it seems pretty slow to pull up certain data sets or display certain things. But this is not an all the time thing, again, I think this might just be when I am looking at large amounts of data. Review collected by and hosted on G2.com.