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Phocas
Smarter decisions for distributors·phocassoftware.com
Phocas is a business intelligence and financial analysis platform that combines BI, financial reporting, planning, budgeting and forecasting for wholesalers, distributors and manufacturers. It connects to a company's ERP and over 200 data sources to centralize data for analytics, sales forecasting, inventory management and rebates analysis. The platform includes AI-powered features such as natural language chat, AI account mapping, and AI-driven sales insights, built on Amazon Web Services infrastructure.
What it's for
Business planningPerformance insightsFinancial reportingBudgeting & forecastingSales analytics & forecastsInventory analyticsData consolidationRebates analyticsAd hoc analysisData visualizationERP migration
Features 19
- 3 statement forecasting
- AI Account Mapping for chart of accounts
- AI for sales: at-risk/growth account detection, customer summaries, next-best actions, voice-note-to-task conversion
- Automated financial reporting (month end, ad hoc, management reporting)
- Budgeting & forecasting including demand planning and headcount management
- Business planning (financial, inventory, sales forecasts)
- CRM connecting sales analysis to activity
- Dashboards and self-serve reports with alerts
- Data security with AES256/TLS1.3 encryption and Zero Trust architecture
- Financial consolidation
- Integrations with 200+ data sources and ERPs
- Inventory optimization analytics
- Natural language AI chat for querying business data
- Performance analytics with drill-down detail
- Rebates management and analysis
- Sales analytics and forecasting
- Sales Insights for opportunity and risk identification
- Scenario planning
- Workflows and user permissions controls
At a glance
TypeWeb app
DeploymentCloud
PlatformsWeb
Forwholesalers, manufacturers, distributors, retail businesses, finance teams, sales teams
CompanyPhocas Software
Integrations
KlipboardMicrosoftEpicorInforSAPMYOBOracle NetSuiteSage
Complianceself-reported
B CorpSOC 2GDPR
Resources