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
See all use cases See less use cases

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

"...The help and support we receive from Jessica Brown is excellent and she has recently helped us build our suite of dashboards which allow the business leaders to see at a glance the pulse of the business...." Peer review by Tony W.

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

What benefits does Phocas offer for Competitive Intelligence?

How can Phocas enhance your Helpdesk Management process?

Why is Phocas the best choice for Forecasting?

Why is Phocas the best choice for Collaboration?

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.

Beauty Zone - Retail

Phocas Analytics helped Beauty Zone, a fast-growing retailer, improve business efficiency by 10 times. Before Phocas, manual reporting took a week and required hours from each manager daily. With Pho...cas, Beauty Zone consolidated multi-entity reports and enabled self-service insights. The finance team now gets fast, reliable financial data every day. The new platform saves time and makes the business more agile.

Read more →

Benbow Steels - Manufacturing

Phocas helped Benbow Steels support its plan to double business capacity. The company moved to a new factory and needed better data management. Phocas made reporting fast and easy, replacing slow man...ual reports. The team now gets insights in minutes, not weeks. This lets them act quickly on sales and customer needs. Phocas helps Benbow Steels grow, plan, and manage stock and sales margins.

Read more →

Eastern Industrial Supplies, Inc - Wholesale Distribution

Phocas Analytics helps Eastern Industrial Supplies, Inc improve eCommerce growth. The company uses Phocas with Epicor Eclipse ERP to track sales, customer behavior, and branch performance. Real-time ...dashboards let every department access and analyze their own data. Phocas helped fix data issues and recover unrecorded sales. The easy interface lets staff build custom reports without coding. Now, managers and sales teams see up-to-date results and track top products easily.

Read more →

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.

Read more →

Equipment Controls Company (ECCO) - Wholesale Distribution

Phocas analytics helped Equipment Controls Company (ECCO) improve data use across the business. Michelle Nelson, a new business analyst, quickly learned to use Phocas, even with little technical back...ground. ECCO found Phocas much easier than PowerBI for building dashboards and reports. The company created hundreds of dashboards for sales, planning, and executive insights. Phocas made it simple for non-technical users to access and analyze data, saving time and effort compared to previous tools.

Read more →

Gubbins Pulbrook Mitre 10 - Retail

Phocas helped Gubbins Pulbrook Mitre 10 move from slow, error-prone spreadsheets to fast, flexible business analytics. The company used Phocas to analyze data from its ERP, saving days of manual work... each week. This let the finance team focus on more valuable tasks and make decisions faster. Phocas made it easy to spot and fix mistakes, merge data from different systems, and improve cost-effectiveness. The result was better margins and a more proactive finance team.

Read more →

Phocas Your Finance

Video Thumbnail

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