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
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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

"...Benefits Produces Instant Data Phocas swiftly generates relevant data on global, regional, and local sales, budgets, profit margins, inventory, prices, forecasts, and more...." Peer review from Featured Customers

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 can Phocas optimize your Competitive Intelligence Workflow?

How efficiently Does Phocas manage your Helpdesk Management?

Why is Phocas the best choice for Forecasting?

How can Phocas optimize your Collaboration Workflow?

How efficiently Does Phocas manage your 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.

Timberline Bathroom Products - Consumer Goods - Medium

Phocas helps Timberline Bathroom Products make better decisions with data. The company uses Phocas for sales analysis, reporting, and dashboards. Sales reps use the platform to find new opportunities... and track performance. Automated reports save time and improve accuracy. Timberline achieved record annual sales with Phocas. The business plans to use more data to keep growing.

Abcoe Distributors - Food & Beverages - Medium

Phocas helped Abcoe Distributors cut reporting frustration by replacing Sage Evolution's rigid reports. The team now uses flexible business intelligence to drill into sales data and manage over 8,000... SKUs. Phocas enabled quick identification of sales opportunities and improved customer targeting. Abcoe won a major disabilities service group by using Phocas' site-level reporting. The company gained better visibility into margins, profitability, and customer buying habits.

Litex Industries - Consumer Goods - Large

Phocas BI software helps Litex Industries find hidden costs and new opportunities. The company uses Phocas across three divisions to track sales, vendor performance, and product trends. Decision make...rs can quickly review sales data and address underperforming vendors or sales reps. The platform also helps analyze customer returns and improve supply chain decisions. Litex empowers teams to reduce costs and find ways to grow using data analytics.

Eddy Group - Wholesale Distribution

Phocas Analytics and Budgets & Forecasts helped Eddy Group modernize its operations. The company integrated Phocas with its Klipboard ERP for real-time access to sales, inventory, and financial data.... Before Phocas, staff relied on IT for reports, which was slow and inefficient. Now, dashboards and custom metrics are available to everyone, making it easy to spot and fix errors. The team uses Phocas AI to quickly find customer insights and improve service.

Powerplay Brands - Manufacturing - Medium

Phocas Analytics helped Powerplay Brands, a global fashion manufacturer, cut reporting time from a full day to one click. The company integrated Phocas with STYLEman ERP to get real-time stock, sales..., and purchase data. Teams now use automated alerts and dashboards to optimize stock and boost sales. Custom reports and cloud hosting let staff focus on customers, not manual data work. Powerplay Brands plans to expand with Phocas Financial Statements and WSSI for better cost and stock control.

TotalEnergies NZ - Automotive - Large

Phocas Analytics and Financial Statements gave TotalEnergies NZ real-time access to sales and margin data across 12 branches. The company automated daily margin reports and customized dashboards for ...sales managers. This replaced manual reporting and static SQL reports. Teams now drill into live data during meetings and spot margin issues fast. Phocas made financial data easy to use for everyone, improving business decisions.

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