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

Platform Benefits

Platform Transformation

Before Phocas:

After Phocas:

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:

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:

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:

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:

Ready to transform your business
with Phocas?

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how our platform can support your growth and success.

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We’re excited to have you join us for the upcoming webinar on “Streamlining, Automating, and Protecting Your Accounts Payable with TRAILD”. 
 
The webinar is scheduled for August 18, 2023, from 10am to 11am Perth Time. 

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