Phocas Analytics
by Phocas Software · Embedded BI
ERP-focused self-service BI for distribution, manufacturing, and retail.
- Works with
- Epicor, Infor, Sage, SAP, NetSuite
- Deployment
- Cloud, On-premises
- Company size
- SMB, Mid-market
- Pricing
- Quote-based
- Founded
- 2001
- Headquarters
- Sydney, Australia (offices also in Coventry UK, Costa Mesa and Reno US, Christchurch NZ)
Overview
Phocas is a business intelligence and financial planning & analysis (FP&A) platform built specifically for product-centric businesses in wholesale distribution, manufacturing, and retail. Rather than being a general-purpose BI canvas, Phocas ships with prebuilt connectors and data models for many ERP systems, so customers can get to analysis quickly without extensive data modeling.
The platform emphasizes ease of use for non-technical business users, with a grid-based exploration model that lets users slice and drill into sales, inventory, purchasing, and financial data. It pairs self-service analytics with dashboards, financial statements, budgeting and forecasting, and a database/Rebate management module, positioning itself as an all-in-one BI and FP&A solution for the mid-market.
Phocas partners with leading ERP vendors including Epicor, Infor, Sage, SAP, and Oracle NetSuite, and connects to many distribution- and manufacturing-oriented systems. The company is headquartered in Australia, has roughly 300 employees, and received a majority strategic investment from private-equity firm Accel-KKR.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from Phocas Software.
Features & capabilities
Self-Service Analytics
Grid-based data exploration.
- Drag-and-drop, grid-based data exploration
- Drill-down from summary to transaction detail
- Period-over-period and matrix comparisons
- Favorites and saved views for repeatable analysis
- Built for non-technical business users
Dashboards & Visualization
Operational dashboards.
- Prebuilt and custom dashboards
- KPI widgets and charts
- Alerts and flagged metrics
- Sharing and scheduled distribution
Financial Statements & FP&A
Reporting, budgeting, and planning.
- Financial statements and management reporting
- Budgeting and forecasting
- Multi-entity consolidation
- Cash flow and profitability analysis
- Rebates management module
ERP Connectors & Data Model
Prebuilt ERP integration.
- Prebuilt connectors and data models for many ERP systems
- Connectors for Epicor, Infor, Sage, SAP, and NetSuite
- Automated data sync from source ERP
- Combine data from multiple systems
- Distribution- and manufacturing-specific data models
Collaboration & Delivery
Sharing insights.
- Sharing and permissions for teams
- Scheduled report and dashboard delivery
- Export to Excel and other formats
- Mobile access
Common use cases
- Distributors analyzing sales, margin, and inventory by product, customer, and rep
- Manufacturers monitoring purchasing, production, and profitability
- Retailers tracking SKU and store performance
- Finance teams producing statements, budgets, and forecasts on ERP data
- Managing supplier rebate programs
- Replacing spreadsheet-based reporting with self-service BI
- Multi-entity consolidation and management reporting
Strengths & considerations
Strengths
- Purpose-built for distribution, manufacturing, and retail rather than generic BI
- Prebuilt ERP connectors and data models speed time-to-value
- Combines BI and FP&A (including budgeting and rebates) in one platform
- Designed for non-technical business users
Considerations
- Narrower industry focus than general-purpose BI platforms
- Pricing is quote-based
ERP integrations
Pricing
Subscription pricing quoted by sales; driven by number of users, modules (analytics vs FP&A/rebates), and ERP connectors. A demo/trial is available. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (cloud) with on-premises option
- Data residency
- US, EU, UK, Australia
- Compliance
- SOC 2, ISO 27001
- Mobile app
- Yes
- Languages
- English
About the vendor
- Founded
- 2001
- Headquarters
- Sydney, Australia (offices also in Coventry UK, Costa Mesa and Reno US, Christchurch NZ)
- Employees
- ~300
- Ownership
- Private equity (majority investment from Accel-KKR)
Alternatives to Phocas Analytics in Embedded BI
Phocas Analytics — frequently asked questions
What industries is Phocas built for?
Phocas is purpose-built for product-centric businesses: wholesale distribution, manufacturing, and retail.
Which ERPs does Phocas connect to?
Phocas offers prebuilt connectors and data models for many ERPs, including Epicor, Infor, Sage, SAP, and Oracle NetSuite, among others.
Is Phocas just dashboards, or does it include FP&A?
It is an all-in-one BI and FP&A platform, adding financial statements, budgeting, forecasting, and a rebates module to its self-service analytics.
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