Phocas Software Integrations

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Prophet 21 was designed to increase growth, modernize workflows and build strong customer relationships. Software that is too flexible can cause problems for businesses. Prophet 21 was created to help distributors scale without compromising their ability to grow. Microsoft Azure Cloud offers the speed, security and scalability you need. Prophet 21 can be accessed from any browser on any device, any place, and any time. You can personalize views and customize fields to create your business logic. RESTful API allows you to integrate with business applications, customers, and partners. Epicor Prophet 21 allows you to understand your customers. You can exceed your customers' expectations with dashboards and tools and earn their loyalty. You can streamline your quote-to cash cycle, increase margins, and complete orders flawlessly. Your team will have the ability to close sales at the counter, on mobile devices, and tablets. Strategic pricing based on market data, your sales history, and other factors can increase margins.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

One integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

HubSpot Marketing Hub will help you grow your traffic, convert leads and prove ROI. HubSpot Marketing Hub is an all-in-one marketing software that helps brands and marketing professionals launch and maintain effective campaigns that help them get noticed. This includes SEO (search engine optimization), writing blogs and creating web content (CMS), as well as leveraging social media such as Facebook, LinkedIn, Twitter, and others. Marketing Hub will help you and your team increase traffic, convert leads, track your entire funnel, and more. Drag and drop your way into professional email templates and landing pages. You can quickly publish blog posts that make you an authority on any topic and help you get noticed online. Your content is responsive, so visitors can access it from any device. Get real-time SEO recommendations and create a content strategy that adapts for modern search. You can also find out more.

Enhance efficiency in your operations, make informed choices, and boost expansion through Dynamics 365 Business Central (previously known as Microsoft Dynamics NAV)—a holistic business management platform tailored for small to medium enterprises. Speed up your financial closing process, gain insights into financial performance instantly, and enhance the accuracy of your forecasts while ensuring compliance and security measures are in place. Optimize your profitability by obtaining a comprehensive perspective on all aspects of your operations, including purchasing, manufacturing, inventory, and warehouse management. Oversee the entire sales cycle seamlessly within Outlook and provide outstanding service by having a unified view of customer interactions and service activities. Additionally, plan and track your projects using real-time data on resources, profitability, tasks, and overall progress, thereby ensuring that your business stays on course for success. This integrated approach not only streamlines processes but also empowers businesses to adapt quickly to changing market demands.

Excel adapts to your habits, streamlining your data management to enhance efficiency. You can effortlessly generate spreadsheets using either templates or your own designs while applying advanced formulas for calculations. Additionally, the updated charts and graphs allow for engaging presentations of your data, complemented by formatting options, sparklines, and tables that facilitate deeper insights. With just a click, you can easily create forecasts to anticipate future trends. Collaborating with others is simple, ensuring you always work from the most current version of your workbook for real-time updates that expedite productivity. With Office 365, you can access your Excel files seamlessly across mobile, desktop, and web platforms. A remarkable new feature enables you to input data into Excel directly from a photograph; simply capture an image of a printed data table using your Android or iPhone, and the app will convert it into a fully editable table. This innovative image recognition capability removes the tedious task of manual data entry from hardcopy sources, making data entry faster and more convenient. Furthermore, this feature enhances your ability to leverage existing paper documents effectively within your digital workflows.

Enhance your oversight of finances, inventory, and operations using Dynamics GP, an all-encompassing business management solution tailored for small to medium-sized enterprises that extends beyond mere accounting functions. This adaptable and customizable software allows for rapid implementation and is structured to evolve alongside your business. You can effectively oversee your cash flow, assets, and banking activities. Additionally, it enables you to monitor and manage production, inventory levels, orders, returns, and vendor relationships seamlessly. Stay organized by managing your contacts, sales prospects, and service agreements efficiently. Furthermore, you can recruit, educate, and compensate your employees through comprehensive profiles and evaluation tools. With real-time visibility and analytics, you can assess performance accurately and make informed decisions to drive your business forward while ensuring you stay ahead of the competition.

Sage 50 simplifies your business life. Spend less time on administrative tasks, worrying about your finances or compliance. Our solution allows you to use fewer products. Secure remote access to company data, analytics and business contacts, customer records as well as critical documents and key tasks allows you to work how you choose, when you wish. Microsoft 365 integration gives you access to essential apps like MileIQ, One Drive and SharePoint, Teams, CRM and Sage 50 financials from any device and any location. This includes Microsoft Office basics like Outlook, Word and Excel. Outlook Connector saves you time and helps organize your business. It automatically syncs Microsoft Outlook contacts with Sage50 contacts. Access customer information such as credit limits, contact information and order history quickly and easily. Sage Intelligence powered Microsoft Excel and Power BI provides meaningful insights into business data.

Propello Point of Sale is designed with simplicity at its core, allowing you to get started swiftly and experience instant benefits. Your staff can be trained in mere minutes, ensuring a seamless transition. The checkout process is expedited with straightforward access to both product and customer information. Enhance customer loyalty by offering tailored promotions, and maintain functionality even during internet outages. Enjoy a variety of secure and cost-effective payment solutions, supported by the Epicor Payment Gateway, which facilitates over 1 million transactions daily across more than 10,000 locations. Streamline your inventory management, saving your employees valuable hours and guaranteeing that you are well-stocked. Propello provides essential tools to keep your operations organized, reduce carrying costs, and improve profit margins. It serves as a reliable, all-encompassing retail solution that fosters connections with customers wherever they choose to shop. With the ability to swiftly respond to market trends and challenges, you can maintain a comprehensive overview of your store's dynamics. Moreover, by gathering and interpreting data effectively, you can enhance your service offerings to meet customer needs better while also identifying new opportunities for growth.

Jim2 Business Engine empowers businesses to be the best they can possibly be, by arming teams with leading integrated ERP software so that businesses can reach that next level of growth. Ideal for mid-sized businesses in wholesale/distribution, manufacturing, sales and service industries to consolidate their systems into one powerhouse solution. Jim2 masters your inventory, lead management, job management, purchasing, accounting, and financial reporting to make sure nothing slips through the cracks.

Sage 100 Contractor, formerly Sage Master Builder, is an industry-specific, fully integrated, construction management solution for small and midsized contractors. Sage 100 Contractor gives companies access to essential, end-to-end project and business information. The solution includes a customizable user dashboard, project work center, and accounting, estimating and job costing tools.

MYOB Business is a robust cloud-driven software solution aimed at enhancing the financial and operational efficiency of small to medium-sized enterprises (SMEs). This platform encompasses an array of functionalities, such as invoicing, expense tracking, payroll management, inventory oversight, and compliance with tax regulations. Through its real-time financial reporting and intuitive dashboards, MYOB Business equips business owners with critical insights necessary for making well-informed choices. The software also facilitates smooth integrations with various banking systems, payment processors, and additional business applications, promoting automation and minimizing manual workloads. Renowned for its adaptability, MYOB Business is designed to support the evolving needs of expanding businesses by offering versatile pricing structures and customizable options tailored to different sectors. Moreover, its user-friendly interface ensures that even those with limited accounting experience can navigate the software with ease.

Enapps ERP is a comprehensive, UK-built system designed for mid-sized organisations aiming to centralise critical business processes. By consolidating finance, CRM, inventory, supply chain, and manufacturing, it eliminates data silos and fosters real-time collaboration. Its modular architecture lets you activate only the features you truly need, helping control costs and complexity. Thanks to an in-house development team, clients benefit from swift updates, bespoke enhancements, and dedicated support. Robust dashboards and analytics power data-driven decisions, improving efficiency, profitability, and transparency. Whether you’re optimising day-to-day operations, strengthening financial controls, or enhancing customer experiences, Enapps ERP adapts to your evolving needs. With an intuitive interface and flexible workflows, you ensure quick user adoption, minimising downtime and accelerating ROI. Transparent, module- and user-based pricing eliminates hidden fees, enabling you to tailor Enapps ERP precisely to your organisation. Embrace this agile solution to future-proof operations, integrate with third-party tools, and thrive in a dynamic market.

3 Clicks Cloud is an online Product Lifecycle Management software solution designed specifically for the fashion apparel industry. It offers a fully transparent, streamlined system that manages the entire production process, making it easy to complete tasks and projects from anywhere, with live production-related data at your fingertips. The platform features 10 easy-to-use applications: Style, Component & Inventory, Costing, Order, Compliance, Shipping, Claim, License, Range Planner, and Sales Order. 3 Clicks Cloud also includes a customer and supplier portal, enhancing collaboration between buyers, suppliers, and customers.

Infor CloudSuite Distribution offers a wide range of integrated functionalities designed to enhance efficiency throughout your organization. With improvements rolled out every 30 days, the platform consistently evolves, allowing users to activate new features as they are released for even greater advantages. A user-friendly demand dashboard conveniently displays critical information, complemented by color-coded alerts to identify issues and exceptions quickly. Additionally, the Infor Implementation Accelerator provides established best practices to streamline the onboarding process. Users benefit from a wealth of training resources focused on the common operations within CloudSuite Distribution. The platform also includes an extensive array of services, such as kitting, light manufacturing, assembly, private labeling, warranty tracking, field service, and storeroom management, among others. Moreover, it empowers businesses to meet specific needs without altering the core solution, offering extensive options for personalization and configuration to suit diverse requirements. This adaptability ensures that companies can stay competitive and responsive to market changes.

SAP HANA is an in-memory database designed to handle both transactional and analytical workloads using a single copy of data, regardless of type. It effectively dissolves the barriers between transactional and analytical processes within organizations, facilitating rapid decision-making whether deployed on-premises or in the cloud. This innovative database management system empowers users to create intelligent, real-time solutions, enabling swift decision-making from a unified data source. By incorporating advanced analytics, it enhances the capabilities of next-generation transaction processing. Organizations can build data solutions that capitalize on cloud-native attributes such as scalability, speed, and performance. With SAP HANA Cloud, businesses can access reliable, actionable information from one cohesive platform while ensuring robust security, privacy, and data anonymization, reflecting proven enterprise standards. In today's fast-paced environment, an intelligent enterprise relies on timely insights derived from data, emphasizing the need for real-time delivery of such valuable information. As the demand for immediate access to insights grows, leveraging an efficient database like SAP HANA becomes increasingly critical for organizations aiming to stay competitive.

Designed to meet the dynamic requirements of the wholesale distribution sector, Distribution SX.e serves as a robust enterprise solution that integrates innovation into essential functions to enhance customer service, surpass competitors, and boost profitability. By utilizing Infor Distribution SX.e or CloudSuite Distribution, organizations can refine all aspects of their operations— encompassing sales, multi-channel engagement, inventory and warehouse management, financials, and additional value-added services. Furthermore, distributors leveraging Infor's offerings can significantly quicken their business processes by gaining exceptional visibility into transactions throughout the enterprise, which enables more informed and rapid decision-making. This comprehensive approach not only streamlines operations but also positions businesses for sustainable growth in a competitive landscape.

Infor CloudSuite Industrial Enterprise serves as the essential technological foundation for transforming your business into a modern enterprise. It enhances performance and boosts efficiency in critical areas crucial to manufacturing organizations, including customer interactions, operational processes, and supply chain management. By streamlining productivity from administrative functions to production floors, it caters to both discrete and process manufacturers globally, whether deployed on-premises or in the cloud. With features ranging from advanced planning and material management to robust financial solutions, CloudSuite Industrial Enterprise provides manufacturers with a comprehensive package of tools necessary for their operations. This cloud-based service is engineered to simplify and automate intricate manufacturing workflows, making it an invaluable asset for companies seeking to thrive in a competitive landscape. Ultimately, the implementation of Infor CloudSuite Industrial Enterprise can lead to significant advancements in manufacturing efficiency and overall business performance.

Order-driven manufacturing presents significant complexities, and businesses prefer not to rely on guesswork when determining job pricing. It is essential for manufacturers to quickly assess the effects of every order, constraint, and bottleneck within their operations to achieve optimal speed and efficiency while maximizing resource utilization. Infor VISUAL® empowers manufacturers to eliminate uncertainty, allowing them to consistently generate profitable outcomes. This comprehensive, end-to-end ERP solution equips order-driven manufacturing firms to sustain a competitive edge by ensuring timely delivery of high-quality products. Moreover, manufacturers can uphold quality standards throughout the production process and supply chain, which helps in minimizing rework and inspection expenses. Through VISUAL, organizations can consolidate all quality-related data, including certifications, compliance information, training materials, and other essential documents, into a single repository. This integration ultimately enhances decision-making and promotes operational excellence across the board.

Experience robust POS software combined with omnichannel functionalities tailored for both single and multi-store product retailers. Enhance your retail operations by seamlessly integrating additional software, gaining access to sophisticated features without the burden of exorbitant costs or complications! Understanding the intricacies of running a thriving retail business is our forte. Retail Express was founded by our CEO, Aaron, who aimed to restore oversight and control in his expanding retail enterprise. With over 15 years of experience, we have successfully assisted more than 5,000 retailers in launching, growing, and scaling their businesses. Our solution allows you to connect with top eCommerce, accounting, payment, and other essential software, minimizing redundant tasks, boosting overall productivity, and ensuring a smooth in-store experience. Our innovative cloud POS and eCommerce integration capabilities make omnichannel operations not just achievable, but effortless for retailers today. Join us in transforming your retail journey into a streamlined and efficient experience.

Sage 200 enables you to manage your business and accelerate your growth with Microsoft 365. Part of Sage Business Cloud. Get rid of downtime by using a solution that is available 24/7, 365-days-a-year. On the go, manage your accounts, customers, manufacturing, supply chain and business intelligence. Sage 200 combines the power and productivity found on desktops with the freedom and control provided by smart, secure software. You can also collaborate in real-time with your team. Our solution is designed to support manufacturers, distributors, and business services. Control your business and gain full visibility of your operations. Excel allows you to manage multiple companies, and access key insights and reporting on the move. Get market-leading, business-wide software that has all the features and functions you need, when you need them. Scalable solutions will grow with your company.

Accelerate customer transactions while enabling your team to deliver exceptional service. The Epicor Payment Gateway facilitates over one million daily transactions across more than 10,000 locations, ensuring affordability, security, and thoroughness. Optimize your inventory investments by making informed decisions regarding purchasing, stock levels, and pricing strategies. Expand your sales potential and enhance customer convenience by establishing an online selling platform. Strengthen customer loyalty by providing tailored recommendations and rewards that encourage repeat visits. Keep an eye on your business performance in real-time, gaining insights into all operational activities. Increase profitability by strategically pricing products at optimal times. By utilizing advanced business management tools, you can dedicate more time to customer engagement and less to mundane administrative tasks. Seamlessly oversee your entire specialty retail operation with specific features designed for your needs, and effectively analyze and adjust pricing based on category metrics. Additionally, leveraging these tools will empower you to respond quickly to market changes and customer demands.

Intact Xline is an effective business management software tailored for small and medium enterprises (SMEs). It is highly customizable and provides all the essential tools needed to empower your business, available both online and on mobile platforms. With Intact Xline, you can boost operational efficiencies, enhance productivity, and improve customer service experiences. This contemporary business management system supports fully integrated e-commerce capabilities and enterprise mobility across your organization. The software seamlessly works with the Intact Access mobile application, ensuring your remote teams have access to crucial business data and controls whenever they need it. Additionally, Intact Xline integrates with Intact Cliqx, a robust B2B and B2C e-commerce solution that supports integrations with Magento and nopCommerce, along with advanced APIs for other platforms. Built on a cutting-edge technology stack, Intact Xline offers a future-proof solution that embraces new technologies and encourages ongoing innovation, making it an ideal choice for businesses looking to expand and adapt. The comprehensive features of Intact Xline make it a valuable asset for any SME aiming for growth and efficiency.

Manufacturers, both discrete and process-focused, utilize Infor® SyteLine both on-premises and via the cloud to streamline and automate their intricate manufacturing operations. SyteLine® provides a comprehensive suite of features, including advanced planning, material management, and financial solutions, all packaged together to meet manufacturers' diverse needs. By leveraging data, businesses can make informed decisions that optimize flow, synchronize operations, and facilitate effective scheduling. It is crucial that all products comply with quality standards and meet customer expectations. Enhancing communication and transparency throughout the supply chain is essential for operational success. Furthermore, it enables seamless coordination between financial transactions and production workflows. Users can oversee all projects and resources from a unified interface, fostering better collaboration with customers, vendors, and resellers. The system also supports inventory sourcing and procurement while managing multiple sites and warehouses efficiently. Additionally, it centralizes purchasing requirements, simplifying the procurement process for organizations. This holistic approach to manufacturing management not only heightens efficiency but also drives overall business growth.

SAP Business One is a robust ERP solution that can be deployed on-premise, in the cloud, or via SAP HANA, which is SAP's advanced in-memory computing database. This software integrates all essential business operations into a single platform, providing managers with vital information that facilitates faster and more informed decision-making. Key features of SAP Business One include customer relationship management (CRM), inventory management, sales oversight, financial tracking, purchasing, comprehensive reporting, and additional functionalities. This all-in-one, cost-effective solution is designed to oversee your entire small business, encompassing areas such as accounting, finance, purchasing, inventory, sales, customer relations, and analytics. With SAP Business One, you can enhance control over your business or branch, optimize critical processes, and gain valuable insights that enable you to make decisions based on real-time data, ultimately driving sustainable and profitable growth for your organization. By leveraging this platform, businesses can adapt more readily to market changes and improve overall efficiency.

Sage 300 Construction and Real Estate will solve all your construction and property management problems. Sage 300, formerly Sage Timberline Office is the market leader for end-to-end property and construction management software. It offers construction and real estate companies the most comprehensive solution to manage the entire project lifecycle. It covers subcontractors, vendors, accounting, operations and procurement.

Broaden your business operations by utilizing cloud technology. Seamlessly enhance SAP solutions quickly and efficiently without causing disruptions to critical business functions, all while building on your current investments and expertise. Swiftly create dependable and scalable cloud-native applications. Utilize your established ABAP knowledge to develop new extensions or update existing custom applications. Foster innovation for increased business agility by employing cloud-native, low-code, and dynamic event-driven applications. Speed up results through the optimization of intelligent business processes. Explore, configure, enhance, and refine business processes by linking experiential data with operational workflows. Acquire valuable and actionable insights to predict business outcomes and identify fresh revenue and growth possibilities. Leverage the capabilities of predictive analytics and machine learning to improve decision-making. Integrate real-time intelligence within your business applications. Furthermore, enhance and tailor the user experience for your customers, partners, and employees, ensuring their needs and preferences are met effectively. This holistic approach not only drives efficiency but also fosters a culture of continuous improvement and innovation.

Sage Business Cloud X3 gives you complete control over your business, from sales to supply chain. Software for established businesses that seek greater efficiency, flexibility, insight, and control. You can take control of your entire business with a simpler, more flexible, and faster production, financial, as well as supply chain management. All of your manufacturing processes can be managed in one place, allowing you to get to market quickly. Real-time inventory status monitoring allows you to keep up with the demand and optimize efficiency. You can control your bottom line with precision and real-time global visibility, while still being able to accommodate local operational needs. Our powerful connected apps will help you grow your business and extend the capabilities of Sage X3. Sage Business Cloud X3 solutions can be faster, more flexible, and cost-effective than traditional ERP systems. To learn more, download our Solutions Capabilities guide.

Are you ready to go beyond simple accounting softwares? Sage 100 can help you manage discrete manufacturing, wholesale distributorship, and professional services processes. Sage 100 is designed for compliance and security. Its deep customizability allows it to meet your needs both today and in the future. Because it's cloud connected, you can maintain control over your system and still leverage the fundamental benefits of cloud computing. Sage 100 is more powerful and flexible than traditional ERP, but also more powerful than accounting software. Throw away those spreadsheets, reduce errors and tear down data silos. Manage all of your business processes from one place, so you can focus more on growth and less on processes. Fraud is less likely to occur with granular security and audit tracking. Sage 100 provides you with the tools to keep up with the changing laws and requirements in your industry.