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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 HeronAI?

HeronAI distinguishes itself as a remarkably user-friendly analytics platform that transforms the traditionally cumbersome manual analysis process into quick, actionable insights and automated dashboards generated in just minutes. It seamlessly connects with QuickBooks and Excel spreadsheets, enabling it to gather and standardize financial and operational information, while also offering customized, regularly updated reports that provide immediate access to key metrics without the need for advanced data expertise. As it gears up to accommodate over 150 different data sources and offers specialized support for Excel users, HeronAI greatly diminishes the need for manual dashboard construction, allowing team members to explore data, ask questions, and visualize results at their convenience. With its automated data pipelines and intuitive interface, decision-makers can access real-time insights into finance, sales, and operational performance, facilitating well-informed and growth-focused decisions in under ten minutes. Moreover, this platform not only simplifies data analysis but also boosts overall team efficiency and collaboration, making it an essential resource for organizations seeking to maximize their data utilization effectively. Ultimately, HeronAI empowers teams to leverage data-driven strategies that enhance their competitive edge in the marketplace.

Media

Media

Integrations Supported

Microsoft Excel
3 Clicks Cloud
Enapps ERP
Epicor Eagle
Epicor Prophet 21
HubSpot Marketing Hub
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Infor SyteLine
Infor VISUAL
Jim2 Business Engine
Microsoft Dynamics 365 Business Central
QuickBooks Online
Retail Express
SAP HANA
Sage 100
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage 50
Sage Intacct

Integrations Supported

Microsoft Excel
3 Clicks Cloud
Enapps ERP
Epicor Eagle
Epicor Prophet 21
HubSpot Marketing Hub
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Infor SyteLine
Infor VISUAL
Jim2 Business Engine
Microsoft Dynamics 365 Business Central
QuickBooks Online
Retail Express
SAP HANA
Sage 100
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage 50
Sage Intacct

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

HeronAI

Company Location

United States

Company Website

www.heronai.com

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

Data Visualization

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

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