Financial Statements
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Phocas Financial Statements

Connect people to performance with a dynamic view of your finances

Dynamic Financials   |   Powerful automation   |   Strategic insights
Phocas Financial Statements

Description

See, understand and share your business’ financial performance with our human-friendly financial statements - built to suit how you want to work.

Dynamic profit and loss, balance sheet and cash flow statements transform the numbers out of your ERP into structured, up-to-date statements that give you quick answers at any time. Plus, you can freely explore down to transactional level in just a few clicks.

Easily visualize with charts and dashboards for each branch, division or person, then automate your reports. Give your finance team freedom from manual number crunching so they can spend time moving your business ahead. Built on a BI foundation, you can show your financials alongside other business metrics meaning your business partners can see the bigger picture in an interface that’s easy to understand.

It’s more than technology that transforms your finance function - It’s financial empowerment for your whole business.

Transformation

Before Phocas
Financial Statements

✘  Manual, static reports
✘  Unstructured, messy data
✘  Historical scorecards
✘  Difficult to compare
✘  Walls of numbers
✘  Bogged down, reactive team

After Phocas
Financial Statements

✔  Your finances, your way
✔  Clear reporting structure
✔  Dynamic and up-to-date
✔  Add other business metrics
✔  Visual storytelling
✔  Unburdened, agile team

Customer challenges

Can’t keep up with reporting requests

Your finance team is struggling with time-consuming manual work to produce the separate reports everyone needs

Answers are hard to find

Trying to compare performance across departments is difficult, error-prone and leads to more back and forth

Data is in different formats

Static, unlinked sources mean it’s almost impossible to accurately consolidate your data in one place

Data walls confuse users

When there’s no clear presentation or prompts, reports are ineffective or not useful as they are hard to understand

Static, out-of-date information

Everyone is working too hard to report on data that has already aged and it takes too long to spot issues

Operating off the back foot

Without quick access to an up-to-date financial health scorecard, everyone is trapped in a reactive cycle

Benefits

Your finances, your way

Set up views that suit individual teams and departments, then easily automate reports across your entire organization

Tell your finance story

Quick and easy visuals mean more people can understand business performance and can act faster

See what you want, when you want

Dynamic, interactive statements allow you to track performance at any time and to freely investigate your financials

Make sense of the numbers

Your ERP data is transformed into structured statements that are up-to-date and easy to understand

Look at more than just financials

Bring other business data into your statements and get a clearer view of how things are tracking

Free up your finance team

Remove manual work so your finance team can focus on moving your business ahead