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Description

Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence. Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment. With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.

Description

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Business Central
NetSuite
Sage 100
Sage Intacct
Xero
3 Clicks Cloud
Acumatica Cloud ERP
Aplos
Epicor Eagle
MIP Cloud
Microsoft Dynamics 365
Microsoft Dynamics GP
Retail Express
SAP Cloud Platform
SYSPRO ERP
Sage 100 Contractor
Sage 200
Sage 300
Sage 50
ShelbyNext Financials

Integrations

Microsoft Dynamics 365 Business Central
NetSuite
Sage 100
Sage Intacct
Xero
3 Clicks Cloud
Acumatica Cloud ERP
Aplos
Epicor Eagle
MIP Cloud
Microsoft Dynamics 365
Microsoft Dynamics GP
Retail Express
SAP Cloud Platform
SYSPRO ERP
Sage 100 Contractor
Sage 200
Sage 300
Sage 50
ShelbyNext Financials

Pricing Details

$6,650
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Martus Solutions

Founded

2008

Country

United States

Website

hubs.li/H0TC9kY0

Vendor Details

Company Name

Phocas Software

Founded

1999

Country

United Kingdom

Website

www.phocassoftware.com

Product Features

Accounting

Martus Solutions enhances your accounting infrastructure by providing non-financial executives with secure access to financial information—eliminating the need for extra accounting licenses or direct access to the ERP system. With seamless integration into top accounting and ERP systems, Martus leverages real-time data to facilitate collaborative budgeting, reporting, forecasting, and scenario planning across various departments. The automated data flows streamline processes by removing the need for manual exports and spreadsheet consolidation, which minimizes mistakes and saves valuable time. Department heads can oversee budgets in a regulated environment, while the finance team retains oversight, governance, and readiness for audits. Advanced built-in controls, role-specific permissions, and robust enterprise-level security ensure that sensitive financial data is safeguarded at all stages. Tailored for nonprofits and small to medium-sized businesses, Martus empowers accounting teams to transition from retrospective reporting to proactive financial planning and strategic insights.

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Budgeting

Martus Solutions revolutionizes the budgeting process by transforming fragmented spreadsheets into a unified, collaborative platform. This approach allows finance teams to engage department heads in the budgeting journey while ensuring oversight, uniformity, and accountability. Easily create budgets based on key drivers, oversee personnel expenses, and facilitate long-term planning. Automated workflows enhance the efficiency of submissions, evaluations, and approvals, significantly decreasing both turnaround times and mistakes. With seamless integration into accounting and ERP systems, budgets remain in sync with actual figures, and robust security measures protect sensitive information. Designed specifically for nonprofits and small to medium-sized businesses, Martus empowers organizations to budget in a way that fosters informed decision-making, operational transparency, and strategic long-term planning.

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Church Accounting

Martus Solutions offers churches a comprehensive suite of tools for collaborative budgeting, user-friendly reporting, and strategic forecasting tailored to the unique needs of ministry settings. Say goodbye to disjointed spreadsheets and embrace an integrated platform that allows pastors, ministry leaders, and finance teams to synchronize their financial resources with their mission. Easily plan for staffing needs, analyze giving trends, and generate clear, professional reports for board meetings without the burden of extensive manual effort. Martus seamlessly connects with top accounting software, providing up-to-the-minute insights into cash flow, personnel expenditures, and long-term ministry strategies. Designed specifically for faith-based organizations, Martus empowers churches to enhance stewardship, foster transparency, and make informed financial decisions that contribute to sustainable ministry growth.

Accounts Payable
Accounts Receivable
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Donation Management
Fund Accounting
General Ledger
Payroll Management

Financial Management

Martus Solutions offers an all-encompassing approach to financial management that emphasizes collaborative budgeting, instantaneous reporting, and forward-thinking forecasting. Say goodbye to cumbersome spreadsheets and embrace a centralized platform that enhances transparency, governance, and accountability in your financial operations. Empower your department heads to engage in the budgeting process, simplify approval workflows, and produce reports suitable for board meetings within minutes. With seamless integrations to ERP and accounting systems, Martus guarantees that your organization has access to precise, current data. You can simulate various scenarios, assess performance against established plans, and confidently oversee cash flow. Tailored specifically for nonprofits and small to medium-sized businesses, Martus shifts the focus of financial management from reactive oversight to proactive, strategic decision-making.

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Modeling

Martus Solutions revolutionizes financial modeling by allowing organizations to create flexible, scenario-driven models, eliminating the intricacies of traditional spreadsheets. Users can analyze various outcomes, including best-case, worst-case, and moderate scenarios, to evaluate changes in staffing, fluctuations in revenue, funding uncertainties, and growth strategies with precision. The models leverage real-time financial information through effortless integration with top-tier ERP and accounting platforms, guaranteeing accuracy without the need for manual adjustments. Users can tweak assumptions, explore different variables, and immediately observe their effects on budgets, forecasts, and cash flow analyses. With robust enterprise-level security and role-based access controls in place, sensitive information remains protected while facilitating teamwork across departments. Whether strategizing for growth, managing unpredictable circumstances, or preparing for board presentations, Martus equips finance teams with the assurance to accurately model various outcomes and back their decisions with reliable and transparent financial insights.

Financial Planning and Analysis (FP&A)

Martus Solutions enhances Financial Planning & Analysis (FP&A) by integrating collaborative budgeting, real-time forecasting, and adaptable reporting into a single user-friendly platform. Transition from traditional static budgets to dynamic what-if scenario modeling that facilitates quicker and more informed decision-making. Generate comprehensive multi-year forecasts, accurately manage personnel expenses, and monitor progress against strategic objectives. With seamless integration into top ERP and accounting platforms, your data remains up-to-date, minimizing the need for manual consolidation and decreasing the likelihood of errors. Enterprise-grade security measures, stringent access protocols, and robust data protection features safeguard sensitive financial information. Designed specifically for expanding nonprofits and small to medium-sized businesses, Martus empowers finance leaders with essential tools to advance strategy, enhance transparency, and steer their organizations confidently with data-driven insights.

Financial Reporting

Martus Solutions provides adaptable and precise financial reporting that enhances transparency and empowers informed decision-making. Easily create reports suitable for board meetings, dashboards, and variance analyses without the burden of tedious manual tasks. With real-time integration with accounting and ERP systems, your reports remain up-to-date and trustworthy. Tailor reports for executives, finance departments, and team leaders while ensuring consistency and adherence to governance standards. With role-based access and robust enterprise security, sensitive financial data is protected, facilitating organizational oversight. Catering specifically to nonprofits and small to medium-sized businesses, Martus enables teams to clearly convey financial performance, minimize reporting challenges, and concentrate on strategic outcomes.

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Nonprofit

Martus Solutions is dedicated to assisting nonprofit organizations in transitioning from traditional spreadsheets to more advanced methods of budgeting, reporting, and forecasting. Designed specifically for mission-driven teams, Martus enhances collaborative budgeting efforts across various departments while offering real-time insights into financial performance. It enables program leaders to take charge of their budgets, generate board-ready reports within minutes, and confidently explore various scenarios. With smooth integration with top accounting platforms, automated processes, and tools for personnel budgeting, Martus links financial planning to strategic outcomes. This allows organizations to achieve greater clarity regarding cash flow, funding cycles, and sustainable growth—freeing them from manual tasks and enabling a stronger focus on pursuing their mission with transparency and accountability.

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Product Features

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Qualitative Data Analysis

Annotations
Collaboration
Data Visualization
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Quantitative Content Analysis
Sentiment Analysis
Statistical Analysis
Text Analytics
User Research Analysis

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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