Manage company-wide intelligence and access with ease.

Phocas is a software solution that digs the most useful data out of ERP and other business systems and presents it in a way that makes it easy to analyze by anyone. It is designed specifically to help mid-market, manufacturers, wholesale distributors, and retailers use their own data to find ways to sell, buy, operate, and service customers – better. Phocas customers love that it delivers fast ROI and is truly easy to use.

The Phocas Budgeting and Forecasting tool is a powerful, modern solution that works seamlessly with Phocas Financial Statements and Phocas Analytics. A highly intuitive product, it helps solve the age-old “budget hell” problem by taking the pain out of needing to create multiple iterations which is normally synonymous with the budgeting process.

Products & Services

Data analytics solutions for the whole business

  • Phocas Analytics
  • Phocas Financial Statements
  • Phocas Budgeting and Forecasting
  • Phocas Rebates
  • Phocas CRM

Industries Served

  • Manufacturing
  • Distribution
  • Retail
  • Construction
  • Wholesale
  • Automotive
  • Building and Industrial
  • Consumer goods
  • Electrical
  • Food and Beverage

Clients Include

  • Saint-Gobain
  • Bayliss & Harding
  • WD40
  • American Golf
  • BSS
  • Victorian Plumbing
  • Emma Bridgewater
  • Radley
  • Robert Welch
  • Harrisons Finest

Client Testimonials

“Phocas has the potential to centralise the entire business’ budgeting program into a single source of truth. The advantages of combining sales data budgets onto the GL is a game-changer for the budgeting process by the removal of complex spreadsheets, coupled with workflow and approval processes ensures the business is only a click away from seeing the current status of budgets or forecasts”

– Jonathan Kemp, Implementation Partner, WD40

“As a non-tech user, I appreciate how simple and easy it is for me to make changes to dashboards and how quickly information appears for the end-user”

– Adam Kirby, Head of Commercial Finance, American Golf

“We were dependent on spreadsheets. Excel was our friend or not our friend depending on how we looked at our reports. Phocas is now our main source of reporting going forward. The dashboards are powerful and spark a lot of conversations. When we are performing well, there is a lot of buzz, and when we are not, it motivates the team to strive to achieve the goals.”

– Paul Brough, Operations Manager, MIDFIX