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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 AppInsights?

AppInsights empowers organizations to quickly access vital insights using sophisticated visualization tools, accelerating their path to digital transformation. The platform supplies actionable data analytics and visualizations that enable decision-makers to make informed choices. Operating under a Software as a Service (SaaS) model, it guarantees that timely reports are delivered to the right people, aiding in the establishment and pursuit of goals. Achieve a thorough overview of critical business operations, ensuring that unexpected challenges do not impede your progress through its real-time reporting features. This functionality allows teams to focus more on implementation rather than gathering data. Gain the advantage of outstanding business reports that effortlessly highlight your key performance indicators through effective real-time data visualization methods. Promote strategic dialogue, nurture insights, and easily align team efforts. Use powerful data analytics and visualization tools to clearly communicate essential business KPIs and achieve your organizational goals. Whether you are a sales executive or a data analyst, AppInsights provides flexible solutions designed to meet the specific demands of any project or team, significantly boosting efficiency with its immediate reporting and analytical capabilities. Ultimately, this strategy not only streamlines operational processes but also elevates the overall performance of the business, paving the way for long-term success. By leveraging these insights, organizations can foster a culture of continuous improvement and innovation.

Media

Media

Integrations Supported

Close
Coveo
Epicor Eagle
Epicor Propello
Epicor Prophet 21
HubSpot Marketing Hub
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor VISUAL
Intact Xline
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Business One
Sage 100 Contractor
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage Intacct
Shippo
WalkMe

Integrations Supported

Close
Coveo
Epicor Eagle
Epicor Propello
Epicor Prophet 21
HubSpot Marketing Hub
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor VISUAL
Intact Xline
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Business One
Sage 100 Contractor
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage Intacct
Shippo
WalkMe

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Phocas Software

Date Founded

1999

Company Location

United Kingdom

Company Website

www.phocassoftware.com

Company Facts

Organization Name

AppDirect

Date Founded

2009

Company Location

United States

Company Website

www.appdirect.com/products/appinsights

Categories and Features

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
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
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

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

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Qualitative Data Analysis

Annotations
Collaboration
Data Visualization
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Quantitative Content Analysis
Sentiment Analysis
Statistical Analysis
Text Analytics
User Research Analysis

Reporting

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

Categories and Features

Dashboard

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

Reporting

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

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