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What is Trevor.io?
Introducing your advanced business intelligence solution. Effortlessly design stunning dashboards, reports, and visualizations. Enhance your experience with features such as: - exporting to preferred formats - sending notifications to your team through email, Slack, or Zapier - sharing interactive dashboards with colleagues and clients through embedded options. Trevor ensures a secure, read-only transaction process that can be set up in as little as 20 minutes, and it is compatible with dbt for added convenience. This tool empowers users to gain insights and drive decisions with minimal effort.
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.
Integrations Supported
3 Clicks Cloud
Enapps ERP
Epicor Eagle
Epicor Propello
Epicor Prophet 21
HubSpot Marketing Hub
Infor VISUAL
Intact Xline
MYOB
Microsoft Dynamics 365 Business Central
Integrations Supported
3 Clicks Cloud
Enapps ERP
Epicor Eagle
Epicor Propello
Epicor Prophet 21
HubSpot Marketing Hub
Infor VISUAL
Intact Xline
MYOB
Microsoft Dynamics 365 Business Central
API Availability
Has API
API Availability
Has API
Pricing Information
Free
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
Trevor.io
Date Founded
2016
Company Location
United Kingdom
Company Website
trevor.io
Company Facts
Organization Name
Phocas Software
Date Founded
1999
Company Location
United Kingdom
Company Website
www.phocassoftware.com
Categories and Features
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
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 Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge
Data Visualization
Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Embedded Analytics
Ad hoc Query
Application Development
Benchmarking
Dashboard
Interactive Reports
Mobile Reporting
Multi-User Collaboration
Self Service Analytics
Streaming Analytics
Visual Workflow Management
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
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
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