One central platform for smarter decisions 

Phocas is a Business intelligence and Financial Planning and Analysis (FP&A) platform that has supported Australian and New Zealand organisations in analysing their data for over 20 years. It helps improve data-driven decision-making across your entire company, giving you fast, easy access to consolidated data without entering your MYOB ERP. Designed to be self-serve for everyone, Phocas products empower you to analyse data, create dynamic, custom financial reports, build budgets and forecasts, and manage rebates.

Phocas integrates directly into MYOB Acumatica and MYOB Exo. This removes the need for manual data duplication and maintains your MYOB ERP as a single source of truth for your organisation. Phocas solves typical mid-market pain points such as gaining fast, easy access to data insights, self-serve reporting, tracking performance, growing sales, planning spend, managing cash flow, building budgets, forecasting and doing month-end. 

• Phocas offices are located in Australia, New Zealand, the UK, and America 
• Phocas integrates with both MYOB Acumatica and MYOB Exo, automatically consolidating MYOB ERP data + any other source into one central platform 
• More than 2,700 companies across manufacturing, wholesale distribution, construction, services, retail, technology, financial services, and more use Phocas Software 
• The average implementation from signed to live and trained is 8-12 weeks 
• A customer retention rate of 97% 

Phocas Analytics  

A BI tool that connects your business around one central data source. It’s fast, secure and designed to be self-serve for everyone – based on permissions. Gain insights and drive improvements across every aspect of your business, whether by branch, sales, product, customer.  

Features & functionality 

• Data consolidation: MYOB Acumatica and MYOB EXO ERP data + any other source  
• AI natural language queries  
• Data drill down to transactional level detail  
• Advanced pivot capabilities  
• Custom visualizations: dashboards, charts, graphs 
• Custom, automated reporting  
• Alerts  
• Speed and simplicity  

Phocas Financial Statements  

Easily and accurately report on the financial health and performance of your business. Dynamic profit & loss, balance sheet and cashflow statements enable you to quickly find answers and solve problems.  

Features & functionality  

• Customisable; create management reports in minutes  
• Financial and operational ratios  
• Automated financial data consolidation  
• Multi-currency  
• Live actuals  
• Slice, dice, drill down to transaction  
• Side-by-side analysis  
• User-based access  
• Unlimited, custom dashboards  

Phocas Budgets & Forecasts  

A modern planning tool that can handle detailed and complex budgeting but is simple and intuitive to use. It connects plans across your business in one place: financial budgets, sales forecasts, headcount and demand planning.  

Features & functionality  

• Financial and operational budgeting  
• Driver-based  
• Multi-level budgeting  
• Robust workflows  
• Excel-based familiarity  
• Baked-in formulas and ratios  
• Three-statement budgeting  
• Unlimited scenario plans  
• User-based access  

Phocas Rebates  

An automated, self-serve tool that simplifies rebate management, ensuring accuracy and efficiency in payable and receivable rebates. Powered by live data, it helps analyze trends, maximize profits, and strengthen partnerships with key stakeholders.

Features & functionality 

• Automated rebate management 
• Live data integration  
• Trend analysis and performance reporting 
• Near-miss analysis 
• Payable and receivable rebate tracking 
• Self-serve interface 

Phocas CRM  

A user-friendly tool that connects sales analysis with tasks and activities, providing a clear view of your customers. By combining financial, customer, and sales data in one platform, it delivers real-time insights to enhance sales reporting and account management. 

Features & functionality 

• BI foundation 
• Contact management  
• Interaction tracking  
• Centralized tracking of performance measures (customers, sales, stock)  
• Lead management 
• Campaign management 
• Customer relationship management analysis 
• Dashboards 
• Mobility friendly