Phocas – Business Intelligence Software

Leverage your data with Phocas to improve reporting and analytical capabilities

If your business needs to move faster with more certainty, Phocas can help. Phocas is an all-in-one business planning and analytics platform designed for companywide use. It is directly integrated into your ERP system, be it MYOB Advanced or MYOB Exo, to maintain a single source of truth for your data. Phocas solves typical mid-market pain points such as gaining insights, reporting, tracking performance, managing sales teams, planning spend, managing cash flow, building budgets, forecasting and doing month end.

  • Phocas is an award-winning business planning and analytics platform with over 20 years of experience,
  • They have offices in Australia, New Zealand, the UK, and America,
  • Phocas integrates with both MYOB Advanced and MYOB Exo as well as over 200 other add-on products, maintaining the single source of truth for your data,
  • More than 2,400 companies across all industries use Phocas Software. This includes manufacturing, wholesale distribution, construction, services, retail, technology, financial services, and more,
  • Average implementation from signed to live and trained is 12 weeks,
  • Whopping customer retention rate of 97%.

Analytics Modules

Are you looking to get more out of your data? Phocas Analytics is helping thousands of companies across the globe make better decisions, faster.

With its drag-and-drop interface, Phocas makes it easy to create easy to read reports and visualizations from your data. Ad hoc analysis lets you follow your train of thought to answer your own questions and uncover far-reaching business opportunities.

Customer Score Card


  • The ad hoc analysis layer, or “Grid”, allows you to follow your train of thought; answering questions and uncovering new business opportunities,
  • Phocas allows you to drill down from high-level dashboards into the underlying transactions, so you can get to the truth faster,
  • Phocas’ scorecards and dashboards make it easy to track the full picture of your company’s progress at a glance,
  • Database Designer lets administrators bring in new data sources and configure Phocas to their business’ needs with drag-and-drop functionality, reducing ongoing costs

Financial Statements Module

Phocas Financial Statements modernises your finance function by providing a live and dynamic user interface for your critical financial data. This way, any figure can be investigated, and answers can be found quickly. Be proactive and better informed with your decision-making.

You can also customize reports for your audience, making month-end consolidation faster with less need to rework static spreadsheets.

Branch Contribution


  • Get a snapshot view of specific timeframes and areas
  • Build financial knowledge within your business with impactful charts and prompts so everyone can spot trends and variances
  • A direct feed of data from your ERP into Phocas Financial Statements saves you time and reduces the need to maintain and rework static spreadsheets
  • Month-end consolidation is faster, with more time to explore the numbers in the dynamic format
  • Build dashboards with visualizations and export to Excel for further modelling

Budgeting and Forecasting Module

Too often, completed budgets are held back by errors and a lack of room for genuine analysis or insight. The Phocas Budgeting and Forecasting solution is designed for collaboration when building budgets and to allow easy ad-hoc analysis.

This cloud-based solution automates the manual process when building budgets. Due to the complexity of building a budget with a static spreadsheet, it can be almost impossible to review the figures and make changes. Phocas maintains the familiar spreadsheet features and formats. But, with cloud accessibility and real-time updates, allows to you review your budget quickly and accurately. With easy collaboration features and a driver-based financial model, you can budget with confidence.

Driver-Based Budgeting


  • You’ll be budgeting in no time with Phocas’ intuitive modern features
  • The worksheet maintains the familiar feel of a spreadsheet but with many modern intuitive features and shortcuts
  • Budget and forecast with confidence with a driver-based financial model that incorporates accounting, workforce, sales and operational data
  • Share workflows with colleagues so they can directly contribute to the budget
  • Turn your budgets into living, value-add tools and replace the static, outdated versions you create just once a year.

To find out how Phocas can benefit your organisation, email, or call 1300 857 464 (AU) or 0800 436 774 (NZ).

MYOB Diamond Partner
Velixo Award 2023
Consultant of the Year Award
Velixo Award 2019
Business awards logo
Excellence in Business Development 2015 AU
MYOB EXO Award 2015
Telstra Awards 2012