Phocas Software

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Phocas Software Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting PriceContact Vendor
Free TrialNot specified
Free VersionNo
APINot specified
DeploymentCloud Hosted, Deployment Type
HeadquartersAustralia
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Product Overview

Phocas Software Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Phocas Software

Phocas Software is a cloud-based business intelligence and analytics platform that empowers companies to unify disparate data into clear, actionable insights without the complexity typically associated with enterprise systems. Designed to pull data from ERPs, CRMs, financial systems and operational sources into a single repository, Phocas visualizes key performance metrics through intuitive dashboards and interactive charts, helping teams quickly understand trends and patterns across sales, inventory, finance and more. Its AI-enhanced analytics means users can simply ask questions in plain language to get real-time answers, cutting dependency on IT and reducing time to insight. With built-in planning, forecasting, reporting tools and a focus on usability for non-technical users, Phocas helps organizations streamline reporting workflows, improve decision-making confidence, and accelerate planning cycles. Trusted by thousands of midsize businesses worldwide, Phocas blends deep analytics with ease-of-use so companies can operate smarter and grow with data they can trust.
Company Phocas Software
Founded 1999
Headquarters Australia
Employees 101-500

Support

Email Phone Chat Knowledge Base

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted On-Premise Web-Based iPhone Android Windows Mac Linux

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 9 industries available
Automotive Construction Consumer Goods Electrical & Electronic Manufacturing Food & Beverages Health, Wellness & Fitness Manufacturing Retail Wholesale

Why Choose Phocas Software

Problem it Solves

  • Problem it Solves Disconnected Business Data Hinders Fast Insights And Decisions

Target Users

  • Target Users Business Analysts
  • Target Users Finance Teams
  • Target Users Operations Managers
  • Target Users Sales Leaders
  • Target Users IT Managers

Core Use Case

  • Core Use Case Visualize Company Performance
  • Core Use Case Analyze Historical And Real-time Data
  • Core Use Case Forecast Budgets And Plans
  • Core Use Case Track Key Business KPIs
  • Core Use Case Generate Interactive Reports

USP

  • USP Intuitive Business Intelligence With Built-in Financial Planning
Editorial Buyer Guidance

Who Is Phocas Software Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Disconnected Business Data Hinders Fast Insights And Decisions

Target Users

  • Business Analysts
  • Finance Teams
  • Operations Managers
  • Sales Leaders
  • IT Managers

Core Use Cases

  • Visualize Company Performance
  • Analyze Historical And Real-time Data
  • Forecast Budgets And Plans
  • Track Key Business KPIs
  • Generate Interactive Reports

Unique Selling Point

Intuitive Business Intelligence With Built-in Financial Planning

Category-Based Capabilities

Phocas Software Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Business Intelligence Software 26 selected features Open category ↗ ⌄
Ad hoc Reporting Strategic Planning Dashboard Real Time Analytics Multiple Data Sources Data Transformation Scorecards Metadata Management Customizable Reports Trend Analysis Data Import/Export Collaboration Tools Key Performance Indicators Data Extraction Data Visualization Forecasting Data Connectors Data Synchronization Self Service Data Preparation Visual Analytics Access Controls/Permissions Data Mapping Predictive Analytics Dashboard Creation Performance Metrics Reporting/Analytics
Budgeting Software 23 selected features Open category ↗ ⌄
General Ledger Forecasting Self-Service Reporting Financial Analysis Strategic Planning Expense Management Activity Dashboard Income & Balance Sheet Financial Management Cash Management Multi-Department/Project Profit/Loss Statement Real Time Reporting Access Controls/Permissions Data Visualization Billing & Invoicing Collaboration Tools Purchase Order Management Multi-Currency Asset Lifecycle Management Data Import/Export Receipt Management Reporting/Analytics
Business Performance Management Software 21 selected features Open category ↗ ⌄
Scorecards Visual Analytics Key Performance Indicators Trend Analysis Budgeting/Forecasting Reporting/Analytics Progress Tracking Predictive Analytics Performance Metrics Financial Management Ad hoc Reporting Dashboard Data Visualization Strategic Planning Goal Setting/Tracking Data Management Collaboration Tools Data Extraction KPI Monitoring Benchmarking Activity Planning
Data Analysis Software 28 selected features Open category ↗ ⌄
Data Discovery Reporting & Statistics Multiple Data Sources Data Storage Management Predictive Analytics Visual Analytics Customizable Reports Data Mapping Ad hoc Analysis Visual Discovery Data Visualization Data Import/Export Performance Metrics Dashboard Drag & Drop Alerts/Notifications Search/Filter Charting Data Extraction Sales Trend Analysis Metadata Management Widgets Data Connectors Forecasting Sentiment Analysis Self Service Data Preparation Self-service Analytics User Management
Accounting Software 18 selected features Open category ↗ ⌄
General Ledger Accounts Payable Accounts Receivable Bank Reconciliation Billing and Invoicing Expense Tracking Financial Reporting Budgeting and Forecasting Income & Balance Sheet Inventory Management Fixed Asset Management Fund Accounting Multi-Currency Tax Management Payroll Management Subscription Billing Project Accounting Compliance Management
Business Dashboard Software 20 selected features Open category ↗ ⌄
Scorecards Data Connectors KPI Monitoring Alerts/Notifications Public Dashboards Data Visualization Private Dashboards Customizable Reports Forecasting Reporting/Analytics Performance Metrics Collaboration Tools Widgets Dashboard Creation Data Synchronization Single Page View Trend Analysis Functions/Calculations Multiple Data Sources Predictive Analytics
Data Visualization Software 21 selected features Open category ↗ ⌄
Data Management Data Import/Export Ad hoc Reporting Data Visualization Customizable Reports Access Controls/Permissions Visual Discovery Search/Filter Multiple Data Sources Activity Dashboard Visual Analytics Collaboration Tools Data Connectors Data Mapping Trend Analysis Reporting & Statistics Predictive Analytics Dashboard Creation Drag & Drop Real Time Reporting Historical Reporting
Big Data Software 14 selected features Open category ↗ ⌄
Data Blending Third-Party Integrations Trend Analysis Data Connectors Collaboration Tools Predictive Analytics High Volume Processing Data Warehousing Data Visualization Visual Analytics Access Controls/Permissions Forecasting Data Security Statistical Analysis
Data Collection Software 17 selected features Open category ↗ ⌄
Data Capture and Transfer Data Synchronization Drag & Drop Visual Discovery Visual Analytics Search/Filter Reporting/Analytics Data Extraction Data Import/Export Multiple Data Sources Customizable Templates Third-Party Integrations Forms Management Mobile Access Activity Dashboard Audience Targeting Multi-Channel Distribution
Data Discovery Software 16 selected features Open category ↗ ⌄
Third-Party Integrations Data Transformation Search/Filter Sensitive Data Identification Data Visualization Reporting/Analytics Visual Analytics Data Extraction Multiple Data Sources Dashboard Creation Self Service Data Preparation Data Connectors Access Controls/Permissions Data Mapping Publishing/Sharing Data Cleansing
Data Preparation Software 9 selected features Open category ↗ ⌄
ETL Data Quality Control Data Analysis Tools Big Data Analytics Data Integration AI/Machine Learning Data Extraction Data Mapping Reporting/Analytics
Financial Reporting Software 19 selected features Open category ↗ ⌄
Cash Management Expense Tracking Multi-Currency What If Scenarios Customizable Reports Billing & Invoicing Data Import/Export Financial Management Consolidation/Roll-Up Activity Dashboard Bank Reconciliation Audit Trail Forecasting Third-Party Integrations Budgeting/Forecasting Data Visualization Reporting/Analytics Multi-Company Financial Analysis
KPI Software 12 selected features Open category ↗ ⌄
Dashboard Dashboard Creation Data Integration Forecasting Goal Setting/Tracking KPI Monitoring Performance Metrics Publishing/Sharing Reporting/Analytics Scorecards Templates Third-Party Integrations
Qualitative Data Analysis Software 14 selected features Open category ↗ ⌄
Statistical Analysis Qualitative Comparative Analysis User Research Analysis Annotations Sentiment Analysis Media Analytics Reporting & Statistics Text Analysis Data Visualization Mixed Methods Research Multi-Language Quantitative Analysis Collaboration Tools Data Import/Export
Reporting Software 19 selected features Open category ↗ ⌄
Forecasting OLAP Customizable Dashboard Visual Analytics Multiple Data Sources Performance Metrics Data Import/Export Financial Reporting Real-Time Reporting Drag & Drop Access Controls/Permissions Ad hoc Query Scheduled/Automated Reports Search/Filter Third-Party Integrations Sales Reports Marketing Reports Data Connectors Collaboration Tools
Sales Forecasting Software 20 selected features Open category ↗ ⌄
Pipeline Management Lead Management Workflow Management Data Visualization Contact Management Contact Database Data Import/Export What If Scenarios Graphical Data Presentation Activity Tracking Statistical Analysis Forecasting Sales Reports Dynamic Modeling Customizable Reports Opportunity Management Alerts/Notifications Budgeting/Forecasting Modeling & Simulation Lead Capture
Statistical Analysis Software 16 selected features Open category ↗ ⌄
Regression Analysis Reporting & Statistics Predictive Analytics Statistical Process Control Visual Analytics Forecasting Data Visualization Multivariate Analysis Data Connectors Association Discovery Time Series Analysis Search/Filter Survival Analysis Bayesian Analysis Statistical Simulation Data Clustering
Pricing Information

Phocas Software Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency NA
Pricing Page ↗ Request Demo ↗
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Frequently Asked Questions

Phocas Software FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Phocas Software is a cloud-based business intelligence and analytics platform that empowers companies to unify disparate data into clear, actionable insights without the complexity typically associated with enterprise systems. Designed to pull data from ERPs, CRMs, financial systems and operational sources into a single repository, Phocas visualizes key performance metrics through intuitive dashboards and interactive charts, helping teams quickly understand trends and patterns across sales, inventory, finance and more. Its AI-enhanced analytics means users can simply ask questions in plain language to get real-time answers, cutting dependency on IT and reducing time to insight. With built-in planning, forecasting, reporting tools and a focus on usability for non-technical users, Phocas helps organizations streamline reporting workflows, improve decision-making confidence, and accelerate planning cycles. Trusted by thousands of midsize businesses worldwide, Phocas blends deep analytics with ease-of-use so companies can operate smarter and grow with data they can trust.

  • No, Phocas Software does not offer a free version.

  • No, Phocas Software does not offer any free trial.

  • No, Phocas Software does not offer an API.

  • Phocas Software offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Phocas Software offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Phocas Software supports the following languages:
    • English

  • Following are the typical users of the Phocas Software:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Phocas Software supports the following deployment:
    • Cloud Hosted , On-Premise

  • Phocas Software supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac , Linux
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