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About Phocas

Phocas is a SaaS company delivering an all-in-one BI and FP&A platform built for wholesale distribution, manufacturing, and retail businesses. We proudly serve over 2,800 companies and 48,000 users across the US, UK, Australia and New Zealand.

Phocas has a clear mission: to make people feel good about data. And it’s working! Customers love the intuitive, self-serve platform that brings their data to life.

By partnering with leading ERPs like Epicor, Infor, Sage, Klipboard, SAP, Oracle NetSuite and more, Phocas makes ERP data accessible for everyone – delivering improvements at every level of the business. The vision for the platform is one central, mission-critical layer above the ERP – empowering businesses with products collectively designed to deliver even greater value, insight and efficiency.

 

Made for NetSuite

Phocas has been seamlessly integrating with NetSuite for many years. We assess your needs up front to ensure Phocas is the right fit, paving the way for a fast return on your investment. Our implementation team takes care of all the heavy lifting, achieving in a matter of weeks what can take other providers 1-2 years (and beyond) to complete.

Fast, accurate data

  • Automated: data is pulled from your NetSuite ERP, multiple subsidiaries, countries, warehouses, or even multiple ERPs into one source of truth
  • Reliable: Phocas handles big data volumes while maintaining fast, reliable performance
  • Secure: data is accessible to everyone who needs it, while finance maintains employee-level security to protect sensitive information
  • Migration: quick to implement, providing uninterrupted dataflow, reporting, dashboards even during ERP migrations
  • AI-assisted: fast-track data analysis for new users by asking questions like; ‘Which customers declined last quarter?’

Smarter, self-serve reporting

  • Fast: reports and dashboards can be built and customized with ease; from scratch or using pre-built templates
  • Flexible: create, customize, automate profit & loss, balance sheet and cashflow statements for cross-functional teams in minutes
  • KPIs: stay up to date on metrics relevant to your department, save as favourites and set up ongoing alerts
  • Detailed visibility: drill down from dashboards, investigating by branch, division, sales rep, product, customer down to transaction detail to gain instant answers
  • Customize: add visualizations; charts, graphs sparklines or calculations like revenue + gross profit per rep or days stock cover that auto update

Case Studies

Zender Corporation confidently scales financial reporting with NetSuite and Phocas

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Branch margin analysis easy to detemine across 12 sites by automating financial statements

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Greater data visibility and ad-hoc reporting accelerates growth

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Signal Global turns to Phocas to become more proactive with data

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