Phocas Software | Business Intelligence & Financial Analysis Software

Smarter decisions for distributors

AI-powered insights, planning and reporting for wholesalers and manufacturers to get the most out of their ERP.

Fast to implement, easy to use.

How we help

Business planning

Performance insights

Financial reporting

Budgeting & forecasting

Sales analytics & forecasts

Inventory analytics

Data consolidation

Rebates analytics

Plan with confidence across your business

Connect everyone in your business to up-to-date data and make manual, static planning a thing of the past. Whether a financial budget, inventory plan or sales forecast, you'll find it as easy to use as a spreadsheet – just faster and custom-built. Integrate business planning

Always know exactly what's going on

Phocas puts you in the driver's seat with insights that impact. With everyone connected to centralized data, you can see the big picture as well as the deep detail - meaning you understand what is working and why. Analyze business performance

Automated tools for faster, easier financial reporting

Phocas' human-friendly FP&A software means you can automate month end, ad hoc and management reporting. No more manual processes, just agile analysis and problem solving. Automate financial reporting

Flexible, connected budgeting and forecasting

Say goodbye to manual, static budgeting and get a clearer understanding of your financial health. Phocas gives you one place for up-to-date budgeting, sales forecasting, demand planning and headcount management. Dynamic budgeting and forecasting

Navigate market forces and drive sales growth

Phocas' purpose-built sales analysis and forecasting capabilities put your team in charge of growing sales revenue. Reporting, analysis, enablement and forecasting with live actuals across products, regions and teams - it all happens right in Phocas. Forecast and analyze sales

Tap into insights for a smarter supply chain

Keep your team across the movement and performance of your stock. Phocas' custom-built tools allow you to work with up-to-date insights for optimal inventory management. Optimize inventory

Easy data access = faster, better decisions

Across branches, divisions, product lines, customers and employees - your people can quickly get to the data they need and put it to work. Access all your data

Know if your rebates programs are working

Boost your bottom-line with win-win trade partnerships. Trends, near misses’ and overall performance are easy to see, ensuring you have a clear picture of rebates. Manage rebates

AI that knows your business

Phocas delivers AI-powered insights across sales, finance and operations — so your team spends less time chasing data and more time making decisions that move the business. Learn more about AI in Phocas

Want quick access to your data? You need Phocas

Straightforward, cost effective and secure integrations to over 200 data sources including the world's leading ERPs used by manufacturing, distribution and retail businesses

Uniquely integrated platform

You choose the products that align with your business needs and future growth

People-centric software support is never far away

Through phone and web-based help we support thousands of manufacturing, distribution and retail customers with getting maximum value from Phocas. We’re committed to your success.

Human-friendly tech loved by all departments

At Phocas, we believe in delivering a great user experience. Because when software makes your job easier, it becomes invaluable. That's a win for you and us, and there's nothing we love more than a confident customer who is seeing real-world growth in their partnership with us.

Customer quote

“Using Phocas makes me feel like I have my finger on the pulse and I can react immediately, but more importantly, so can my team.” Mike Morgan Managing Director Savona Foodservice

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.