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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 Astuity BPM ?

Astuity BPM, created by Brilliant Idea Software, is recognized as the most comprehensive solution for planning, budgeting, financial reporting, and consolidations on the market. With a design that emphasizes compatibility with Microsoft technologies, it can be installed on-premises, used through a cloud service, or accessed online. The software streamlines the data collection process through its Excel add-in and customizable data entry interfaces, making it user-friendly. As a top-tier performance management tool, Astuity BPM not only offers extensive planning capabilities but also provides powerful features for financial reporting, consolidation, and analysis. This makes it an essential resource for businesses looking to enhance their financial management efforts. Its adaptability and thorough functionality enable organizations to efficiently handle their financial data and reporting requirements, ultimately supporting better decision-making.

Media

Media

Integrations Supported

Enapps ERP
Epicor Eagle
Epicor Kinetic
Epicor Propello
Infor CloudSuite Distribution
Infor Distribution SX.e
Infor SyteLine
Infor VISUAL
Intact Xline
MYOB
Microsoft Dynamics 365
Microsoft Dynamics GP
Microsoft Excel
Retail Express
SAP Cloud Platform
Sage 100 Contractor
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage X3
Xero

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$15000.00/one-time
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
Mac
On-Prem

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
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

Brilliant Idea Software

Date Founded

2009

Company Location

United States

Company Website

www.astuitybpm.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

Business Performance Management

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

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