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What is Phocas Software?

Phocas delivers a comprehensive business intelligence (BI) and financial planning and analysis (FP&A) platform tailored for mid-market companies engaged in manufacturing, distribution, and sales. With a focus on empowering users to feel confident about their data, Phocas facilitates improved collaboration, understanding, and strategic planning among businesses. By integrating with ERP systems such as Epicor, Sage, and Oracle NetSuite, Phocas enhances their functionalities by merging various data sources—including ERP, CRM, and spreadsheets—into a singular, user-friendly platform that offers diverse tools for analysis, reporting, and planning. Its standout features encompass user-friendly dashboards, customizable reporting, dynamic financial statements, adaptable budgeting, precise forecasting, and automated management of rebates. With real-time data access and robust security measures, Phocas enables teams across different functions to delve into their data and make well-informed decisions with confidence. Designed for ease of use by all business users, Phocas streamlines data-related tasks by automating the consolidation of financial and operational information, which not only saves time but also minimizes the potential for errors. Whether it’s for generating month-end reports, identifying trends, overseeing cash flow, or enhancing rebate strategies, Phocas equips businesses with the insights necessary to maintain a competitive edge in the market. Additionally, this platform fosters an environment where data-driven decision-making becomes central to daily operations, ultimately transforming how organizations approach their strategic goals.

What is 9Spokes ?

9Spokes is a powerful data dashboard that aims to provide small businesses with valuable insights into their operations, ultimately promoting better decision-making. This comprehensive and no-cost solution seamlessly integrates with leading business applications, offering users access to crucial metrics displayed on an easy-to-navigate dashboard. By allowing businesses to monitor their cash flow, staffing, and digital marketing strategies, 9Spokes equips them with the holistic view necessary for making informed decisions. Although the dashboard itself is free to use, certain applications within the app store may come with associated fees, which are arranged directly between the users and the respective application providers. Users will be notified of any costs prior to committing to these applications, ensuring transparency in pricing. Many accredited applications also offer a free trial period, enabling businesses to assess their compatibility and effectiveness before investing financially. This adaptability gives users the opportunity to explore a variety of tools that can significantly boost their operational efficiency, fostering a more strategic approach to business growth. Ultimately, 9Spokes not only streamlines data management but also empowers small businesses to thrive in a competitive environment.

Media

Media

Integrations Supported

Enapps ERP
Epicor Propello
Epicor Prophet 21
Infor SyteLine
Intact Xline
MYOB
Microsoft Dynamics 365 Business Central
NetSuite
SAP HANA
Sage 50

Integrations Supported

Azure Marketplace
Campaign Monitor
Capsule
Facebook
FreeAgent
Geo
QuickBooks Online
QuickBooks Online Advanced
Secured Signing
X (Twitter)

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$0.01/one-time
Free to use--only pay for any new apps you buy
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Phocas Software

Date Founded

1999

Company Location

United Kingdom

Company Website

www.phocassoftware.com

Company Facts

Organization Name

9 Spokes

Date Founded

2011

Company Location

New Zealand

Company Website

www.9spokes.com

Categories and Features

Big Data

Collaboration
Data Blends
Data Mining
Data Visualization

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Visual Analytics
Widgets

Data Analysis

Data Discovery
Data Visualization

Data Discovery

Visual Analytics

Data Visualization

Analytics
Dashboard Creation
Filtered Views
OLAP
Visual Discovery

Qualitative Data Analysis

Collaboration
Data Visualization
Quantitative Content Analysis
Statistical Analysis

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Big Data

Collaboration
Data Visualization

Business Intelligence

Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Predictive Analytics
Trend / Problem Indicators
Visual Analytics

Dashboard

Data Source Integrations
Functions / Calculations
Interactive
KPIs
Private Dashboards
Public Dashboards
Scorecards
Visual Analytics
Widgets

Data Visualization

Analytics
Dashboard Creation
Visual Discovery

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Financial Reports
Forecasting
Marketing Reports
Report Export
Sales Reports

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