Platform
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Backing your business to connect, understand, and plan better together.
Description
Every day, we back businesses like yours to connect, understand and plan better.
Our platform brings together all your data and your people — so everyone can do more. With Phocas, you’ll know what moves to make as you’re free to explore your data, your way. We’re the all-in-one platform for business planning and analytics — connecting everyone with the information they need, when they need it.
Phocas products empower you to analyze data, manage rebates, build budgets and forecasts, and create dynamic custom financial reports. Our products work together smoothly to make it easier for you to better plan your financial future and run your business day-to-day. We partner with many ERP systems, so we know exactly how to put your data to work, in a way that suits you.
With Phocas on your team, tasks are automated, information flows freely, and your people can focus on doing the work they want to do. This is why we built our platform and it’s how we make people feel good about data.
This is why we built our platform and it’s how we make people feel good about data.
About our platform
One purpose-built platform
Connect, understand and plan together in one place. Analyze your data, manage rebates, build budgets and forecasts and share dynamic financials across your business
Made for your ERP
Get up and running easily with tech designed to get data out of your ERP and transform it into clear, useful information that can help you steer your business forward
Human-friendly tech
Your data, your way
Get the metrics and reports that suit your teams’ needs. With Phocas, you can customize then automate everything you need for more agile operations
Secure, fast and reliable
Our platform can handle tons of data and allows you to automate day-to-day tasks, it responds quickly and can keep pace with your team
We get you
Our team understand the needs of businesses just like yours – we partner with thousands of mid-market organizations to serve the exact services, support and features our customers need
Customer challenges
Your data is across many systems
No way to reliably get data out of your ERP, bits of data in separate systems and no-one is sure of the detail
Unanswered questions bottleneck
Everyone depends on finance or IT to answer queries, meaning progress is slow as teams are bogged down
It’s hard to feel sure about what to do
Incomplete data breeds doubt
When there’s little detail, conflicting numbers or reports are in the wrong format, no-one has confidence
Manual processes take too long
Crunching data and waiting for spreadsheets to load makes reporting slow, stressful and prone to mistakes
Getting on the same page is a struggle
When reports and numbers are siloed and inconsistent, there can be misalignment on what to do next
Benefits
Connect everyone to the right data
With secure, structured and connected data working together becomes easy
Always know what’s going on
See and understand the big picture by monitoring performance across your business in one place
Agree on your direction
Make success a joint effort
When you enable more people to contribute to your planning, you get better results
Build your business growth
With the right tools you can find proven, consistent ways to move your business ahead
Feel good about data
Great work happens when your teams have confidence and can focus on their strengths
Transformation
Before Phocas
✘ Data everywhere
✘ Incomplete information
✘ Slow, manual processes
✘ Unprepared
✘ Flat progress
✘ Burn out
After Phocas
✔ Big picture view
✔ Quick, automated processes
✔ Strategic and ready
✔ Consistent growth
✔ Happier staff
Our story
We know how much untapped potential lies in your business data.
We’ve seen the struggle too many times - multiple systems, siloed teams and a lack of confidence that results in frustration. It’s why we started over 20 years ago – to back businesses like yours to connect, understand and plan better together. Our technology helps you work smarter with freedom to explore your data, your way. We’re the all-in-one platform for business planning and analytics - connecting everyone with the information they need, when they need it.
When your business is in Phocas, you’re all on the same page. With clear, dynamic data and purpose-built features, the benefits flow throughout your organisation. Your people are free to focus on the work they want to do. Managers are empowered to lead with confidence. Sales are tapped into opportunities. Operations are more efficient, and your finance team has the tools they need to unlock insights. When our platform brings together all your data and your people — everyone can do more. As doing business gets more complicated, we continue to make our platform smarter by listening to what our 30,000+ users tell us they need. Phocas products empower you to analyze data, manage rebates, build budgets and forecasts, and create dynamic custom financial reports.
Our products work together smoothly to make it easier for you to better plan your financial future and run your business day-to-day. We partner with the top ERP systems, so we know how to put your data to work so you’ll always know what’s going on.
We design our technology using the latest methods that meet top security standards. We keep your data safe and makes sure it gets to the right place quickly. We use AWS cloud, so our platform is secure, works well, and can grow as you do.
As our clients have seen success – so have we. Across the 3,000+ organizations using Phocas to power their growth – 97% stay with us year on year. We’ve received hundreds of industry awards recognizing our ease-of-use and our best-in-class functionality. From day one, we’ve remained committed to taking a human-first approach to both our platform and our people – proudly standing by our B Corp accredited company values and supporting our talented global Phocas family to do their best work.
This is why we built our platform and it’s how we make people feel good about data.