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Phocas: Transform Your Business with Smart Planning and Analytics
Backing your business to connect, understand, and plan better together.
Why Phocas?
Phocas products empower you to analyse data, manage rebates, build budgets and forecasts, and create dynamic custom financial reports. Our seamlessly integrated products simplify planning your financial future and managing daily operations. Partnering with many ERP systems, we tailor our solutions to suit your unique needs, putting your data to work efficiently.
Phocas on Your Team
With Phocas, tasks are automated, information flows freely, and your team can focus on meaningful work. Our platform is designed to make people feel confident about data, enhancing productivity and satisfaction.
Uniquely integrated platform
You choose the products that align with your business needs and future growth
About the Platform
- One Purpose-Built Platform: Connect, understand, and plan together in one place. Analyse data, manage rebates, build budgets and forecasts, and share dynamic financials across your business.
- Made for Your ERP: Easily integrate with tech designed to extract and transform ERP data into clear, actionable information.
- Human-Friendly Tech: Our user-friendly interface is designed for non-techies, ensuring accessibility for everyone in your business.
- Your Data, Your Way: Customise and automate metrics and reports to suit your team’s needs for more agile operations.
- Secure, Fast, and Reliable: Handle extensive data with ease, automate daily tasks, and maintain rapid responsiveness to keep pace with your team.
- Phocas Understand Your Needs: Serving thousands of mid-market organisations, we deliver tailored services, support, and features.
Platform Benefits
- Connect Everyone to the Right Data: Secure, structured, and connected data simplifies collaboration.
- Always Know What’s Going On: Monitor performance across your business in one place for a comprehensive overview.
- Agree on Your Direction: Align financial and operational goals for mutual benefits.
- Make Success a Joint Effort: Encourage widespread contribution to planning for better results.
- Build Your Business Growth: Utilize the right tools for consistent progress.
- Feel Good About Data: Empower your teams with confidence, enabling them to focus on their strengths.
Platform Transformation
Before Phocas:
- Data everywhere
- Incomplete information
- Slow, manual processes
- Unprepared
- Flat progress
- Burn out
After Phocas:
- All your data in one place
- Big picture view
- Quick, automated processes
- Strategic and ready
- Consistent growth
- Happier staff
Phocas Story
We recognise the untapped potential in your business data. After witnessing struggles with multiple systems and siloed teams, we launched Phocas over 20 years ago to help businesses connect, understand, and plan better together.
Our technology empowers smarter work with the freedom to explore data your way. With Phocas, everyone in your organisation can access the information they need, leading to improved collaboration and efficiency.
Phocas Analytics
Tap into the data that can move your business forward
Phocas Analytics connects all your people to the same numbers, pulling data from your ERP and other sources into a centralised platform.
With Phocas Analytics, you can freely explore variables, pivot, drill-down, automate reports, visualise data, and move ahead with confidence. Designed for real-world business needs, it’s fast, accessible, and user-friendly.
Before Phocas:
Data everywhere, slow spreadsheets, operating in the dark, unanswered questions, misalignment, uncertainty.
After Phocas:
All data in one place, quick company-wide reporting, deeper insights, easy visualisations, powerful analysis, certainty.
Benefits:
- Quick access to ERP and other data in one place.
- Freely explore any variable, pivot, and drill-down.
- Custom graphs and dashboards for clear storytelling.
- Custom, automated reporting for all needs.
- Empower teams to analyse deeper and make informed decisions
Phocas Financial Statements
Connect people to performance with a dynamic view of your finances
Phocas Financial Statements provide dynamic profit and loss, balance sheet, and cash flow statements. Transform ERP data into structured, up-to-date statements for quick answers.
Visualise data with charts and dashboards, automate reports, and free your finance team from manual work, enabling strategic business advancement.
Before Phocas:
Manual, static reports, unstructured data, historical scorecards, difficult comparisons, overwhelming numbers, reactive team.
After Phocas:
Clear reporting structure, dynamic updates, inclusion of other business metrics, visual storytelling, agile finance team.
Benefits:
- Custom views and automated reports.
- Quick and easy visual storytelling.
- Track performance dynamically.
- Transform ERP data into structured, understandable statements.
- Integrate other business data for a comprehensive view.
- Free up finance team for strategic tasks.
Phocas Budgets & Forecasts
Get everyone on the same page and effectively steer your business
Phocas Budgets & Forecasts offer flexible, connected budgeting and forecasting tools. Work with up-to-date data, automate budgeting processes, and collaborate easily across teams. Compare actuals to planned performance and reforecast accurately to maintain financial health.
Before Phocas:
Manual versions, slow spreadsheets, complex planning, risky decision-making, difficult insights, disconnected teams.
After Phocas:
Central collaboration, flexible workflows, regular reforecasting, confident financial position, integrated planning.
Benefits:
- Flexible budget styles and detail inclusion.
- Centralised planning and forecasting.
- Secure workflows for collaboration.
- Accurate reforecasting with live actuals.
- Comprehensive cash position understanding.
- Align sales, demand, and supply chain planning.
Phocas Rebates
Boost your bottom line with win-win trade partnerships
Phocas Rebates automate rebate management, providing up-to-date status and performance insights. Optimize product offers, pricing, and purchasing decisions to maximise rebates revenue. Build stronger trade partnerships through clear, efficient rebate programmes.
Before Phocas:
Manual management, delayed updates, unclear visibility, frequent errors, strategic challenges, missed opportunities.
After Phocas:
Automated management, timely updates, clear visibility, trusted calculations, strategic analysis, maximised revenue, strong partnerships.
Benefits:
- Automated rebate management for efficiency.
- Revenue opportunities through near miss analysis.
- Clear review of rebate programme impact.
- Rapid ROI with trusted system.
- Self-serve rebate initiatives for strategic decisions.
- Strengthened trade relationships through well-managed rebates.
Ready to transform your business
with Phocas?
Get in touch with AlphaBiz Solutions today to learn more about
how our platform can support your growth and success.