Phocas Software offers business intelligence and financial analysis tools, enabling smart decisions and performance insights through data consolidation and analysis.

Phocas Software

Phocas Software | 29,681 followers on LinkedIn. We make people feel good about their business data | Phocas is a SaaS company delivering an all-in-one BI and FP&amp;A platform built for wholesale distribution, manufacturing, and retail businesses. Today, Phocas serves 2,700 mid-market companies and 40,000 users across the US, UK, Australia, and New Zealand.

Phocas has a clear mission: to make people feel good about data.

Microsoft MVP. 🌏 Poshsecurity.com. 🏳🌈 Gay.

Kieran Jacobsen

Principal Software Engineer at Phocas Software

Jonathan Lyall

Venture capital with an entrepreneurial, purposeful approach

Dr Michelle Deaker

Head of Product @ Phocas / VC & Startup Advisor

Gary Jensen

Phocas has strengthened its position on the Financial Planning and Analysis (FP&A) map by making it into ' BARC The Planning Survey 24'; the world's largest business planning survey. It's the first time that we’ve EVER participated, so we're super proud to achieve a whopping 8 top rankings and 26 leading positions across three peer groups - outperforming dominant players in the FP&A software market! 🎉 By far, our stand-out performance is in the ‘Reporting/Analysis’ category, scoring perfect 10s across all three of our peer groups. Proving that FP&A built on BI is where it’s at for product-oriented businesses. Check out our highlights video with our co-founder and CEO, Myles Glashier ! Download report 👇 https://phoc.as/3yOJoW7 PS. A massive thank you 🙏 to all our incredible customers who completed this #BARC survey. We simply couldn’t have done it without you. #fpa #fpanda #businessplanning #software

The Forge Summit 2024 is happening next week and we're pumped to see partners and business people across agriculture, freight and construction. Plus, our very own Technical Consultant, Craig Medlyn will be presenting a session on how AI is transforming data and analytics. If you're also attending, be sure to say hello 👋 to the Phocas Software team. You can register + learn more here: https://phoc.as/3UErOw0 #ForgeSummit2024 #ForgeForward #Phocas #BI #DataAnalytics #FinancialStatements #Budgets #Forecasts #Reporting

🌞 Our Phocas DNA—Fun, Fulfilling, Forever—was on full display at our first-ever Excellence Retreat in Bali's beautiful Seminyak last month! This new awards program launched to honor our high achievers from across the company. Winners who were nominated by their Phocas peers received the award for either: Phocas Values: living and breathing our core values Phocas All Stars: making an exceptional impact on the business Plus, top performers in sales and operations earned their spots based on outstanding results. 🎉 From breathtaking views and incredible meals to laughter-filled activities, the highlight for the 21 awardees was the chance to connect with teammates from all over the world—and all walks of Phocas life! 🌏 🌴 #FunFulfillingForever #CreateYourHappyPlace

It's Phocas hero time again and this month it's Manraj Litt! 🦸♂️ Meet Manraj, our Revenue Operations Manager based in Vancouver. He's a silent hero who makes Phocas better every day. From revenue insights to team collaboration, his guidance and support ripple through the entire organization. Whether he's breaking down complex models or simply validating ideas, Manraj helps us all see the numbers more clearly—and find the right direction. Oh, and did we mention? He’s also one of the nicest, coolest people around. We’re lucky to have him on our Phocas team! Cheers to you Manraj on being a true Phocas Hero. 🍻 #FunFulfillingForever #FindYourHappyPlace

Budgeting season can feel like a horror movie! 😱 Multiple spreadsheet versions gather, multiplying like birds, circling around with no end in sight. Manual data entry, version sprawl, and errors lurking everywhere—it’s a budgeting nightmare that just won’t quit! 🕸️ But don’t fear! Watch our quick demo video to see how you can create a budget in no time with Phocas. 🎬 https://phoc.as/4fjo9vm #PhocasBudgets &Forecasts #Halloween #TheBirds

Welcome to Spreadsheet Cemetery - where outdated reports go to rest! ⚰️ Trying to juggle multiple management reports can be downright chilling, and by the time you've wrestled with the numbers, your data is already as outdated as last year's Halloween costume. 😱 With Phocas Financial Statements, you can let your data live beyond the grave. Watch our quick demo video to see how fast and easy it is to customize financial reports—no tricks, just treats! 🎃 Click below to watch now, and relax knowing your reports are always up-to-date with fresh data straight from your ERP. 🕸️ https://phoc.as/4fbv5e4 #SpreadsheetCemetery #PhocasSoftware #FinancialReporting #LetYourDataLive

Preparing financial reports shouldn't be a headache! But with manual data entry, human error and delayed delivery, that's often what happens. Let's fix that! Our latest blog explains how a BI and Financial Planning & Analysis (FP&A) platform can speed up reporting and improve accuracy through automated data consolidation. ✔️ Create custom reports in minutes ✔️ Quickly find and solve problems ✔️ Work with live actuals Read the full blog here 👇 https://phoc.as/4f3d3ec #FinancialReports #PhocasSoftware

On the hunt for BI and FP&A software to enhance the capabilities of your ERP? Third-party review sites like G2 are a great place to start, and the fall 2024 results have just dropped. Among Phocas' badge haul: 🔹 Leader Financial analysis: Easiest to do business with 🔹 Leader Budgets & Forecasts: Best meets requirements To learn more about the Phocas feel-good culture behind reviews like this, visit our About Us page 👇 https://phoc.as/3Yqu1NO #PhocasSoftware #FeelGoodAboutData

In a meeting and loathe saying, “I’ll get back to you” because you don't have all the data or need to run an extra report? Have the answers at your fingertips with Phocas! 📊 Watch our quick Analytics demo video showing how easy it is to drill into your data and see the “why” behind the numbers. 🔹 Spot declining trends in seconds 🔹 Drill down to transaction-level detail in a few clicks 🔹 Slice and dice data by any metric; product class, sales rep, branch 🔹 Quickly share your insights and get faster solutions Get the clarity you need to confidently hit your targets. 🎯 View full demo series here 👇 https://phoc.as/3BKaGOO #FeelGoodAboutData #BusinessIntelligence

October's Phocas.point newsletter has just landed packed with insights on how to speed up month-end, tools for re-forecasting, and why Excel needs a boost! Hit subscribe to receive your monthly Phocas.point update ✅ #BIandFPandA #PhocasSoftware

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