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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 CxReports?

CxReports is a cutting-edge software solution designed for the effortless automation of creating PDF documents such as invoices, financial reports, and sales summaries. With its intuitive interface and simple WYSIWYG editor, users can easily produce polished reports that resonate with their brand image, transforming the report creation process into an enjoyable experience. Moreover, CxReports streamlines the automated emailing of reports on a set schedule while implementing robust security protocols to protect your sensitive information. Utilizing CxReports allows you to improve your reporting workflows, reduce manual labor, and ensure accuracy and professionalism in your document generation processes. Not only does this solution enhance operational efficiency, but it also enables users to concentrate on more strategic initiatives within their organization, ultimately driving better business outcomes.

Media

Media

No images available

Integrations Supported

Enapps ERP
Epicor Eagle
Epicor Kinetic
HubSpot Marketing Hub
Infor CloudSuite Distribution
Infor SyteLine
Infor VISUAL
Intact Xline
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
SAP Business One
SAP Cloud Platform
SAP HANA
Sage 100
Sage 100 Contractor
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage 50
Sage Intacct
Xero

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$0
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / 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

Codaxy

Date Founded

2010

Company Location

Bosnia and Herzegovina

Company Website

codaxy.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

Reporting

Data Source Connectors
Drag & Drop
Email Reports
Financial Reports
Marketing Reports
Report Export
Sales Reports
Scheduled / Automated Reports

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