Plan with confidence across your business

Phocas Budgets and Forecasts steers your future direction by integrating your financial and operational goals with your strategic planning. Specialized plans for sales, operations and HR can be included in your planning with easy identification of revenue and expense drivers.

• forecast sales, plan for customer demand and model pricing strategies
• see the impact of scenario planning across operations and supply chain management  
• budget the specific costs of every person across your business using the headcount drivers 
  
  

Compare budgets with actuals and analyze results. Connect your model to financial reporting and roll plans forward with month end. Report any way and share relevant financial performance.

• customize financial statements: profit and loss (income statement), balance sheet and cashflow statements for consolidated & branch reporting  
  
• update and share management reports for a clear understanding of financials to make accurate decisions
• measure financial and operational metrics and visualize results in dashboards 
• understand what’s happening with opportunities and risks by quickly going back to your transactional source data 

Reimagine your old models with Phocas Budgets & Forecasts designed for collaboration and flexibility. Bring everyone together with secure workflows so they can add value and be accountable for the areas they control. 

• collaborative workflows are built-in with an audit trail to look back on
• security controls for many users to see and action information they are responsible for  
• adjust and align resources based on the knowledge and experience of people across your business 
• driver-based functionality enables the inclusion of all operational planning in the collaboration 

Better plan your financial  future and run your business day-to-day with Phocas FP&A and BI. With clear, dynamic data and purpose-built features, the integrated planning benefits flow throughout your  business.

• handles big data volumes and processing with fast load times  
• favors one system for input and analysis to streamline all data source types  
• offers a human-friendly and flexible user experience  
• provides a secure end-to-end software solution with technology partners AWS and CrowdStrike, plus security and privacy compliance for SOC 2 Type 2 and GDPR.