Phocas Software
Business intelligence and financial planning and analysis platform for distributors and
Phocas Software is a SaaS platform that combines business intelligence with financial reporting, planning, budgeting and forecasting for wholesale distribution, manufacturing and retail businesses. It consolidates data from ERP and other systems into one platform, helping teams analyze performance, prepare financial statements, build budgets and forecasts, and manage rebates, CRM and sales insights.
The platform includes Analytics, Financial Statements, Budgets & Forecasts, Rebates, CRM and Sales Insights modules, which share the same core data. It offers built-in dashboards, AI queries, customizable reports, collaborative budgeting workflows, transaction-level rebate tracking, and sales analysis with live actuals. Phocas connects to more than 200 data sources, including SAP, Oracle NetSuite, Sage, MYOB, Epicor, Infor, Klipboard, Microsoft, HubSpot and Salesforce, with additional systems supported through data exports.
Phocas is designed for finance, sales, operations and other departments that need shared access to business data. Customers can choose products to match current needs and add more later. The platform is delivered as SaaS with structured implementation, phone and web-based support, and on-demand training resources.
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