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
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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

"...we use Phocas to gain a better understanding of our customer transactions and history...." Peer review by ken d., General Manager, Wholesale

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.

Comprehensive Insights on Phocas Use Cases

How efficiently Does Phocas manage your Competitive Intelligence?

How can Phocas optimize your Helpdesk Management Workflow?

How efficiently Does Phocas manage your Forecasting?

How can Phocas optimize your Collaboration Workflow?

Why is Phocas the best choice for Contact List Management?

28+ more Business Use Cases

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.

Case Studies

Automotive

CASE STUDY Thomas Tyres

Phocas Analytics and Financial Statements helped Thomas Tyres replace fragile spreadsheets and outdated tools. The company managed 16,371 SKUs and struggled with slow, manual data analysis. Phocas in...tegrated with their ERP, giving fast, reliable insights. The team now spends 25% less time on queries and can answer management questions instantly. This lets them plan for the future using real-time data.

CASE STUDY Trade Supply Group

Phocas helped Trade Supply Group bridge data, technology, and culture gaps during company acquisitions. TSG used Phocas to integrate and analyze financial and operations data from multiple ERP system...s before and after acquisitions. Reporting became 20-30% faster, with all ERP data easily accessible in Phocas. The platform enabled quick onboarding, reduced concerns about system transitions, and allowed immediate focus on ERP migration. Phocas dashboards made it easy to review sales and inventory, saving hours of manual work.

Retail

CASE STUDY Woodberry

Phocas BI Analytics helped Woodberry, a UK outdoor furniture retailer, move from slow, manual Excel reporting to fast, team-wide data access. Before Phocas, only the CFO managed data, causing delays ...and bottlenecks. With Phocas, all staff can now view live sales data, spot trends, and act quickly. Teams use dashboards to test campaigns and shift focus to high-performing sectors. This new data autonomy lets sales and marketing try new ideas and respond faster to market changes.

Consumer Goods

CASE STUDY Robert Welch Designs

Phocas Analytics helped Robert Welch Designs unlock ERP data and improve data quality. The company needed better access to business data and easier reporting for users. Phocas made it simple to spot ...errors and inconsistencies in their data. The tool enabled quick pricing margin analysis and supported fast decision-making. Sales teams used up-to-date data to track trends and respond to changes in retail channels.

Oil & Energy

CASE STUDY TotalEnergies NZ

Phocas Analytics and Phocas Financial Statements helped TotalEnergies NZ automate financial reporting across 12 branches. The company switched from MYOB Exonet to Phocas for real-time data access and... easier monthly reporting. Sales managers now use custom dashboards to track budgets, sales, and margins. Automated daily margin reports help spot errors and unusual transactions fast. Live dashboards let the finance team answer questions and review performance in real time.

Health, Wellness and Fitness

CASE STUDY Viva Leisure

Phocas Financial Statements helped Viva Leisure move from slow monthly reports to daily financial insights. The team now gets up-to-date data on club and gym performance. Phocas made it easy to set u...p report restrictions for different managers. The platform handled new accounting standards, letting Viva reclassify lease repayments for better management reporting. Integration with SAP was smooth, and even non-finance staff quickly learned to use Phocas for club-level reporting.

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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