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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 Known Factors?

Discover new avenues for revenue generation and streamline your operations with ease by utilizing our expert services. All you need to do is supply your varied data sources, and we'll take care of the complex processes for you. We will meticulously repair, enhance, cleanse, and organize your data in a smart manner. Speed is our priority—while many of our rivals take between 6 to 18 months to implement their solutions, we achieve results in just a matter of weeks. Our approach is practical; by incorporating data visualization tools alongside your data warehouse, you and your team can gain a holistic view of your organization through interactive dashboards. To fully leverage the potential of analytics, establishing a strong data infrastructure is vital. We prepare your data so that both analysts and business users can easily manipulate it without relying on IT support. With our platform, you can effortlessly drag and drop data components into your dashboards, share them seamlessly with your teams, and cultivate a truly transparent, data-driven culture within your organization. This transformation not only enhances decision-making but also enables each team member to interact with data in a meaningful way. By empowering your workforce to utilize data effectively, you set the stage for innovative solutions and improved performance across the board.

Media

Media

Integrations Supported

Microsoft Excel
3 Clicks Cloud
Epicor Eagle
Epicor Propello
HubSpot Marketing Hub
Infor CloudSuite Industrial Enterprise
Infor SyteLine
Intact Xline
Jim2 Business Engine
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
NetSuite
SAP Business One
Sage 100
Sage 50

Integrations Supported

Microsoft Excel
IBM Cognos Analytics
RingCentral RingEX
SQL Server
Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$1500 per month
Free Trial Offered?

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

Online Training

Company Facts

Organization Name

Phocas Software

Date Founded

1999

Company Location

United Kingdom

Company Website

www.phocassoftware.com

Company Facts

Organization Name

Known Factors

Date Founded

2010

Company Location

United States

Company Website

www.knownfactors.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 Intelligence

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

Dashboard

Not specified

Data Visualization

Not specified

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