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Ratings and Reviews 145 Ratings

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 Martus?

Martus Solutions provides an effective platform for budgeting, reporting, and forecasting specifically designed for nonprofits and small to mid-sized enterprises (SMBs). Say goodbye to the complexities of spreadsheets as Martus simplifies your financial management processes. Our user-friendly tools facilitate collaborative budgeting and detailed personnel planning, empowering your organization to confidently make data-driven decisions. With Martus, teams are equipped to operate more efficiently, thanks to real-time data access, customizable reports, and automated workflows that enhance your budgeting and forecasting capabilities. This platform offers essential insights into your organization’s financial status, paving the way for strategic growth and alignment with your mission. Featuring quick implementation, smooth ERP integration, and an easy-to-navigate interface, Martus not only boosts efficiency but also delivers significant value. Numerous organizations have already reaped the benefits of Martus, witnessing a transformation in their financial management practices—enhancing transparency, fostering accountability, and ensuring accuracy in their financial operations, all while remaining budget-friendly. By choosing Martus, you position your organization for long-term success in financial stewardship.

Media

Media

Integrations Supported

Microsoft Dynamics 365 Business Central
NetSuite
Sage 100
Sage Intacct
Xero
Aplos
Epicor Kinetic
HubSpot Marketing Hub
Infor CloudSuite Distribution
Infor SyteLine
Jim2 Business Engine
Microsoft Excel
QuickBooks Online
Retail Express
SAP Business One
SAP Cloud Platform
SAP HANA
Sage 50
Serenic Navigator
ShelbyNext Financials

Integrations Supported

Microsoft Dynamics 365 Business Central
NetSuite
Sage 100
Sage Intacct
Xero
Aplos
Epicor Kinetic
HubSpot Marketing Hub
Infor CloudSuite Distribution
Infor SyteLine
Jim2 Business Engine
Microsoft Excel
QuickBooks Online
Retail Express
SAP Business One
SAP Cloud Platform
SAP HANA
Sage 50
Serenic Navigator
ShelbyNext Financials

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$6,650
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

Martus Solutions

Date Founded

2008

Company Location

United States

Company Website

hubs.li/H0TC9kY0

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

Accounting

Martus Solutions enhances your financial management system by providing non-financial executives with secure access to financial insights—eliminating the need for extra accounting licenses or direct access to ERP systems. It seamlessly integrates with top accounting and ERP software, utilizing real-time data to facilitate collaborative budgeting, reporting, forecasting, and scenario analysis across various departments. By automating data transfers, Martus removes the need for manual data exports and spreadsheet consolidations, which in turn minimizes errors and optimizes efficiency. Department heads can oversee budgets within a controlled framework, while the finance team retains oversight, governance, and readiness for audits. Integrated controls, permission levels based on roles, and enterprise-grade security measures safeguard sensitive financial data throughout the process. Tailored for nonprofits and small to medium-sized businesses, Martus empowers accounting teams to transition from a focus on historical reporting to proactive financial planning and strategic insights.

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Budgeting

Martus Solutions revolutionizes the budgeting process by transforming isolated spreadsheets into a unified, collaborative platform. This allows finance teams to engage department heads in the budgeting journey while ensuring oversight, uniformity, and responsibility. Easily develop driver-based budgets, oversee personnel expenses, and facilitate long-term planning. Automated workflows enhance the efficiency of submissions, evaluations, and approvals, minimizing delays and mistakes. The platform's seamless integration with accounting and ERP systems ensures that budgets remain in sync with actual financial performance, all while enterprise-level security measures protect sensitive information. Designed specifically for nonprofit organizations and small to medium-sized businesses, Martus empowers budgeting practices that promote informed decision-making, operational transparency, and strategic foresight.

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Church Accounting

Martus Solutions provides churches with tools for collaborative budgeting, user-friendly reporting, and proactive financial forecasting tailored specifically for ministry contexts. Say goodbye to scattered spreadsheets and welcome a unified platform that enables pastors, ministry leaders, and financial teams to effectively connect their financial resources with their mission and vision. With Martus, you can strategically plan for staffing needs, analyze financial giving patterns, and generate polished reports for board meetings without the burden of extensive manual processes. The platform integrates effortlessly with top accounting systems, offering real-time visibility into cash flow, personnel expenses, and strategic planning for future ministry initiatives. Designed with the unique needs of churches in mind, Martus empowers faith-based organizations to enhance stewardship, foster transparency, and make informed financial choices that contribute to a significant and enduring ministry impact.

Accounts Payable
Accounts Receivable
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Donation Management
Fund Accounting
General Ledger
Payroll Management

Financial Management

Martus Solutions offers an all-encompassing approach to financial management, emphasizing teamwork in budgeting, live reporting, and predictive forecasting. Say goodbye to cumbersome manual spreadsheets by utilizing a unified platform that enhances visibility, control, and responsibility in your financial operations. Enable department heads to engage in the budgeting process, simplify approval pathways, and create reports suitable for board meetings in just a few minutes. Martus guarantees precise, current information throughout your organization by seamlessly integrating with ERP and accounting systems. Assess various scenarios, evaluate performance against established plans, and confidently manage cash flow. Tailored for nonprofits and small to medium-sized businesses, Martus revolutionizes financial management, shifting from reactive oversight to proactive, strategic decision-making.

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Modeling

Martus Solutions streamlines the process of financial modeling, allowing organizations to create flexible, scenario-oriented models without the hassle of traditional spreadsheets. Analyze various outcomes—best-case, worst-case, and average scenarios—to gain insights into changes in staffing, fluctuations in revenue, variations in funding, and growth strategies with ease. These models utilize real-time financial data through seamless integration with top-tier ERP and accounting platforms, ensuring precision without the need for manual data entry. Modify assumptions, experiment with different variables, and instantly observe their effects on budgets, forecasts, and cash flow analyses. With enterprise-grade security and role-specific access controls, sensitive information is safeguarded while promoting collaboration among teams. Whether strategizing for growth, dealing with uncertainties, or preparing for board presentations, Martus empowers finance teams to model potential outcomes with accuracy and back their decisions with reliable, transparent financial insights.

Financial Planning and Analysis (FP&A)

Martus Solutions enhances the Financial Planning & Analysis (FP&A) process by integrating collaborative budgeting, adaptive forecasting, and versatile reporting into a single user-friendly platform. Say goodbye to outdated annual budgets and embrace the ability to model real-time scenarios that facilitate quicker, more informed decision-making. Generate multi-year forecasts, accurately manage personnel expenses, and monitor progress toward strategic objectives. The platform seamlessly connects with top ERP and accounting systems, ensuring your data remains up-to-date, which reduces the need for manual consolidation and minimizes the risk of errors. With enterprise-level security measures, stringent access controls, and robust data protections, your sensitive financial information remains safeguarded. Designed specifically for expanding nonprofits and small to medium-sized businesses (SMBs), Martus empowers finance leaders with essential tools to drive strategic initiatives, enhance visibility, and steer their organizations with confidence grounded in data.

Financial Reporting

Martus Solutions provides adaptable and precise financial reporting that enhances transparency and facilitates informed decision-making. Create reports suitable for board meetings, dashboards, and variance analyses effortlessly, eliminating the need for tedious manual tasks. With real-time integration into accounting and ERP systems, you can be assured that your reports are consistently up-to-date and dependable. Tailor reports for executives, finance teams, and department heads while ensuring uniformity and adherence to governance standards. Role-specific access and robust enterprise security safeguard financial data and bolster organizational oversight. Tailored for nonprofits and small to medium-sized businesses, Martus empowers teams to communicate financial performance effectively, minimize reporting challenges, and concentrate on strategic goals.

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Nonprofit

Martus Solutions enables nonprofit organizations to enhance their financial management by moving past traditional spreadsheets to more efficient budgeting, reporting, and forecasting tools. Designed specifically for mission-oriented teams, Martus facilitates collaborative budgeting across various departments and ensures real-time insights into financial performance. It empowers program leaders to manage their budgets proactively, generate professional reports for board meetings in just minutes, and confidently explore various financial scenarios. With effortless integration with top accounting platforms, automated workflows, and personnel budgeting features, Martus links financial planning to strategic outcomes. It offers a clearer understanding of cash flow, funding cycles, and long-term growth, allowing your organization to reduce time spent on manual tasks and concentrate more on fulfilling its mission with transparency and accountability.

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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