Phocas Software

Phocas Software moves into financial planning and analysis (FP&A) category innovating on its business intelligence capability

Retrieved on: 
Martedì, Giugno 4, 2024
Software, Technology, Professional Services, Finance, Financial statement, Survey, Multimedia, Innovation, Phocas Software, FP, Online shopping

Phocas Software evolved its business intelligence (BI) software for manufacturers, distributors and retailers to also solve their financial planning, reporting and analysis needs.

Key Points: 
  • Phocas Software evolved its business intelligence (BI) software for manufacturers, distributors and retailers to also solve their financial planning, reporting and analysis needs.
  • Today, Phocas achieved standout results in the BARC 'The Planning Survey 24' and confirmed its place on the FP&A map.
  • In total, Phocas has secured 8 top rankings and 26 leading positions across three peer groups, outperforming dominant players in the FP&A software market.
  • Other high performing KPIs in which Phocas achieved either top rank or leader positions in its peer groups include Product Satisfaction, Predefined Connectors, Predictive Planning and Planning Content.

Phocas Software Rolls Out AI to 2050 Companies That Use Its Business Intelligence

Retrieved on: 
Martedì, Marzo 26, 2024
Other Manufacturing, Technology, Professional Services, Software, Manufacturing, Data Analytics, Data Management, Supply Chain Management, Retail, Artificial Intelligence, Financial statement, Database, Software as a service, Learning, Data analysis, HVACR, Janes, Interview, Business process management, AI, Learning curve, Phocas Software, Medical device

Phocas AI uses a natural language processing model and can turbo charge all departments' access to information leading to more informed decisions across the business.

Key Points: 
  • Phocas AI uses a natural language processing model and can turbo charge all departments' access to information leading to more informed decisions across the business.
  • So far, the new AI feature in Analytics is proving most valuable for newcomers to business intelligence.
  • Tim Janes, Process Manager at Johnstone Supply says since the introduction of Phocas AI in Analytics, more people in the business want to try it out.
  • “Phocas AI is made to work across all departments, and everyone can tap into fast insights at every level of a business.

Phocas Announces AI Functionality to Make Data Analysis Easier for Business People

Retrieved on: 
Lunedì, Dicembre 4, 2023
Software, Networks, Data Analytics, Audio, Video, Artificial Intelligence, Data Management, Professional Services, Technology, Software as a service, ERP, Phocas Software, AI, Natural language processing, Database, DIY, Data analysis, Data, Sales, Customer service, Phocas, Analytics

She asks Phocas AI “Show me top sales reps grouped by territory for 2023,” and gets an instant answer.

Key Points: 
  • She asks Phocas AI “Show me top sales reps grouped by territory for 2023,” and gets an instant answer.
  • “Phocas AI represents a transformative change in the way people experience data analysis and will connect even more people to useful information," says Cassidy.
  • This visibility of the steps sets Phocas AI apart from other AI analytics tools that just display results,” says Cassidy.
  • Phocas AI uses natural language processing to analyze questions and retrieve data insights from the connected data which is transactional data integrated directly from the customer’s ERP and other data systems.

Phocas Achieves the Highest Standard of Data Security by Getting SOC2 Type II Compliance

Retrieved on: 
Lunedì, Giugno 19, 2023
Data Analytics, Security, Professional Services, Technology, Software, Software as a service, Organization, Trust, Certified Public Accountant, American Institute of Certified Public Accountants, SOC, Type, Forecasting, AICPA, CFOS, Trust service provider, American Institute, AWS, Data, Phocas Software, Medical device, Audit, Phocas

The SOC 2 Type II qualification reinforces the company’s ongoing commitment to data security.

Key Points: 
  • The SOC 2 Type II qualification reinforces the company’s ongoing commitment to data security.
  • SOC 2 Type II reports are recognized globally and affirm that Phocas’ infrastructure, software, people, data, policies, procedures and operations have been formally reviewed.
  • The external audit examined how well Phocas data security systems and controls performed over a 12-month period.
  • The Type II accreditation is a progression from the Type I audit completed by Phocas in 2021.

Phocas Achieves the Highest Standard of Data Security by Getting SOC2 Type II Compliance

Retrieved on: 
Lunedì, Giugno 19, 2023
Professional Services, Data Management, Business, Security, Data Analytics, Technology, Software, Software as a service, Organization, Trust, Certified Public Accountant, American Institute of Certified Public Accountants, SOC, Type, Forecasting, AICPA, CFOS, Trust service provider, American Institute, AWS, Data, Phocas Software, Medical device, Audit, Phocas

The SOC 2 Type II qualification reinforces the company’s ongoing commitment to data security.

Key Points: 
  • The SOC 2 Type II qualification reinforces the company’s ongoing commitment to data security.
  • SOC 2 Type II reports are recognized globally and affirm that Phocas’ infrastructure, software, people, data, policies, procedures and operations have been formally reviewed.
  • The external audit examined how well Phocas data security systems and controls performed over a 12-month period.
  • The Type II accreditation is a progression from the Type I audit completed by Phocas in 2021.

Phocas outperforms on annual survey and gains confidence in portfolio expansion

Retrieved on: 
Lunedì, Ottobre 31, 2022
Cloud, Microsoft, Marketing, ERP, Microsoft Excel, Adoption, BI, TARGIT, Solution, Qlik, Microsoft Power BI, Software, BARC, ROI, Human, Business partner, TCO, GLOBE, Mission statement, KPI-driven code analysis, Phocas Software, FP, Forecasting, Innovation, Risk management, Online shopping, Publishing, Looker, Phocas

Phocas, which started life as BI software, has recently expanded its portfolio to include 3-statement financial reporting and budgeting and forecasting.

Key Points: 
  • Phocas, which started life as BI software, has recently expanded its portfolio to include 3-statement financial reporting and budgeting and forecasting.
  • In this years BARC survey, 62% of Phocas customers reported that they already use Phocas for budgeting and planning, and 31% plan to use it in the future.
  • Fifty-one percent of Phocas customers already use Phocas for financial consolidation, and 28% plan to use it in the future.
  • Activities such as building the annual budget, forecasting, workforce planning, as well as visual reporting and month-end close can now be done in Phocas.

Phocas Announces New Sage Intacct Integrations and Marketplace Listings

Retrieved on: 
Martedì, Agosto 23, 2022
Software, Human Resources, Finance, Data Management, Small Business, Accounting, Professional Services, Technology, Software, Partnership, Decision-making, Technology, Forecasting, Sage, ERP, Solution, HR, Business development, Sage Intacct, Phocas Software, Organization, Financial statement, KPI-driven code analysis, Super Mario, Mission statement, Adoption, Efficiency, Risk management, Phocas

Phocas products are now integrated with Sage Intacct, making it easier for companies to access, analyze, report, and share information in their systems.

Key Points: 
  • Phocas products are now integrated with Sage Intacct, making it easier for companies to access, analyze, report, and share information in their systems.
  • More than 100 Sage customers use Phocas to enhance their reporting power and gain deeper insights to make informed business decisions.
  • Sage Intacct helps organizations thrive in todays ever-changing, digital world with seamlessly connected solutions across accounting & ERP, planning, analytics, and payroll.
  • Phocas has three products listed on the Sage Intacct Marketplace , and the integrations are available to all Phocas clients who use Sage Intacct.

Phocas Software is Now B Corp Certified

Retrieved on: 
Lunedì, Agosto 1, 2022
Professional Services, Technology, Manufacturing, Software, Finance, Other Manufacturing, Accounting, Forecasting, Community, Glassdoor, Solution, Software, Australian Government Workers Association, Phocas Software, Adoption, Customer, Mission statement, Software as a service, Certification, Agile Communication Environment, B Corporation (certification), Management, Environment, Phocas

Phocas Software , a business planning and analytics platform for sales, operations, and finance teams, announced that it has achieved B Corp Certification.

Key Points: 
  • Phocas Software , a business planning and analytics platform for sales, operations, and finance teams, announced that it has achieved B Corp Certification.
  • "The planet and humanity have always been a concern of ours at Phocas, and now we're making them our guideposts," said Myles Glashier, co-founder and chief executive officer of Phocas.
  • We started this journey prior to becoming B Corp certified, and this now gives us the stamp of approval to be better corporate stewards.
  • Caroline Thalund, head of sustainability for Phocas, notes, "I am so excited for the team at Phocas.

Phocas Software selected as preferred data analytics technology by ADS Solutions

Retrieved on: 
Giovedì, Marzo 17, 2022
Cloud, Adoption, GAAP, ADS, Software as a service, Phocas Software, CEO, Solution, KPI-driven code analysis, Software, CRM, Technology, Forecasting, AP, GLOBE, ERP, E-commerce, Partnership, Decision-making, Retail, Online shopping, Phocas

ADS Solutions, creator of cloud-based Accolent ERP, has selected Phocas as its preferred data analytics platform to complement the ADS Solutions application.

Key Points: 
  • ADS Solutions, creator of cloud-based Accolent ERP, has selected Phocas as its preferred data analytics platform to complement the ADS Solutions application.
  • Accolent ERP customers need an intuitive data analytics and reporting solution that Phocas Software can provide, said Ian Pereira, CEO of ADS Solutions.
  • Phocas has more than 30,000 daily users, and is built with KPIs and metrics that are specific to roles and industries of ADS Solutions customers.
  • ADS Solutions customers will also have access to Phocas vast online training and support tools, including Phocas Academy and Phocas User Group Forum.

ADS Solutions and Phocas Software announce a partnership for BI and data analytics technology

Retrieved on: 
Mercoledì, Marzo 16, 2022
Forecasting, AP, Solution, Technology, Decision-making, Phocas Software, Partnership, E-commerce, GAAP, KPI-driven code analysis, ERP, Software as a service, Adoption, ADS, CEO, CRM, Software, Online shopping, Phocas, Cloud

NOVATO, Calif., March 16, 2022 /PRNewswire-PRWeb/ -- ADS Solutions, a leader in Cloud-based ERP, today announced a partnership with Phocas Software, a leading data analytics provider, to improve reporting, insights, and decision making for ADS Solutions' Accolent ERP software.

Key Points: 
  • NOVATO, Calif., March 16, 2022 /PRNewswire-PRWeb/ -- ADS Solutions, a leader in Cloud-based ERP, today announced a partnership with Phocas Software, a leading data analytics provider, to improve reporting, insights, and decision making for ADS Solutions' Accolent ERP software.
  • Phocas will complement Accolent ERP as its preferred data analytics platform.
  • "Accolent ERP customers need an intuitive data analytics and reporting solution that Phocas Software can provide," said Ian Pereira, CEO of ADS Solutions.
  • ADS Solutions' customers will also have access to Phocas vast online training and support tools, including Phocas Academy and Phocas User Group Forum.