Average Ratings 0 Ratings
Average Ratings 1 Rating
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.
Description
Premium Strategic Business Planning Software for professionals and individuals.
Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff.
You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.
API Access
Has API
No
API Access
Has API
Yes
Integrations
MYOB
Yes
Xero
Yes
3 Clicks Cloud
Yes
Enapps ERP
Yes
Epicor Eagle
Yes
HubSpot Marketing Hub
Yes
Infor CloudSuite Distribution
Yes
Infor SyteLine
Yes
Infor VISUAL
Yes
Intact Xline
Yes
Integrations
MYOB
Yes
Xero
Yes
3 Clicks Cloud
No
Enapps ERP
No
Epicor Eagle
No
HubSpot Marketing Hub
No
Infor CloudSuite Distribution
No
Infor SyteLine
No
Infor VISUAL
No
Intact Xline
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$ 10 per user per month
Monthly: $ 35 per month
Annually: $ 20 per month
60-day risk free money-back guarantee
https://www.planiumpro.com/pricing-professional/
Annually: $ 20 per month
60-day risk free money-back guarantee
https://www.planiumpro.com/pricing-professional/
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Phocas Software
Founded
1999
Country
United Kingdom
Website
www.phocassoftware.com
Vendor Details
Company Name
Levant Software Technology
Founded
2017
Country
Australia
Website
www.planiumpro.com
Product Features
Big Data
Collaboration
Yes
Data Blends
Yes
Data Cleansing
No
Data Mining
Yes
Data Visualization
Yes
Data Warehousing
No
High Volume Processing
No
No-Code Sandbox
No
Predictive Analytics
No
Templates
No
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
No
Qualitative Analysis
Yes
Quantitative Analysis
Yes
Scorecarding
Yes
Strategic Planning
Yes
Dashboard
Annotations
Yes
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
Yes
OLAP
Yes
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
Yes
Themes
No
Visual Analytics
Yes
Widgets
Yes
Data Analysis
Data Discovery
Yes
Data Visualization
Yes
High Volume Processing
No
Predictive Analytics
No
Regression Analysis
No
Sentiment Analysis
No
Statistical Modeling
No
Text Analytics
No
Data Discovery
Contextual Search
No
Data Classification
No
Data Matching
No
False Positives Reduction
No
Self Service Data Preparation
No
Sensitive Data Identification
No
Visual Analytics
Yes
Data Visualization
Analytics
Yes
Content Management
No
Dashboard Creation
Yes
Filtered Views
Yes
OLAP
Yes
Relational Display
No
Simulation Models
No
Visual Discovery
Yes
Qualitative Data Analysis
Annotations
No
Collaboration
Yes
Data Visualization
Yes
Media Analytics
No
Mixed Methods Research
No
Multi-Language
No
Qualitative Comparative Analysis
No
Quantitative Content Analysis
Yes
Sentiment Analysis
No
Statistical Analysis
Yes
Text Analytics
No
User Research Analysis
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
Yes
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
Yes
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Business Plan
Business Plan Templates
Yes
Collaboration
Yes
Dashboard
Yes
Financial Projections
Yes
Financial Templates
Yes
Fundraising Management
No
Investor Management
No
Pitch Presentation
Yes
Social Sharing
No
Step-by-Step Wizard
Yes
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
Yes
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
Yes
Visual Workflow Management
No
Dashboard
Annotations
No
Data Source Integrations
No
Functions / Calculations
Yes
Interactive
No
KPIs
No
OLAP
No
Private Dashboards
Yes
Public Dashboards
No
Scorecards
No
Themes
No
Visual Analytics
No
Widgets
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes