Phocas Software

Phocas has strengthened its position on the Financial Planning and Analysis (FP&A) map by making it into 'BARC The Planning Survey 24'; the world's largest business planning survey. It's the first time that we’ve EVER participated, so we're super proud to achieve a whopping 8 top rankings and 26 leading positions across three peer groups - outperforming dominant players in the FP&A software market! 🎉 By far, our stand-out performance is in the ‘Reporting/Analysis’ category, scoring perfect 10s across all three of our peer groups. Proving that FP&A built on BI is where it’s at for product-oriented businesses. Check out our highlights video with our co-founder and CEO, Myles Glashier! Download report 👇 https://phoc.as/3yOJoW7 PS. A massive thank you 🙏 to all our incredible customers who completed this #BARC survey. We simply couldn’t have done it without you. #fpa #fpanda #businessplanning #software

There was plenty of learning, collaboration, and great conversation at our training day yesterday with KCS + Phocas users at the Kerridge Commercial Systems office in Hungerford, UK! Attendees dived into advanced search, custom reporting, dashboards, and the latest updates in our FP&A modules - picking up valuable tips & tricks along the way. A big thank you to the #Phocas dream team (AKA Lara, Carl, and Kieran) for leading the sessions, and to the #KCS team for hosting us. It’s always great to see users discovering new ways to get more from their ERP data with Phocas! Learn more 👇 https://phoc.as/3EsTI8T #Software #CustomerSuccess #Training

📣 Calling all US + UK-based #finance leaders! Are your budgets at risk of being outdated because the thought of reforecasting is just too painful? If yes, join our upcoming webinar as Subject Matter Expert, Dan Harrison, covers best practices for Profit & Loss (P&L) reforecasting, sales forecasting + cashflow forecasting. He’ll discuss: ▪️the case for rolling forecasts - how to implement them successfully and examples of effective rolling forecasts ▪️how to seamlessly integrate regular quantity-based sales reforecasting with financial reforecasting ▪️the challenges of cash forecasting and methods to overcome those challenges Secure your spot today! 👇 https://phoc.as/40BIu9J #FPandA #budgeting #budgets #forecasting #forecasts #reforecasting #reforecasts #cfo

🎉 Shout-out to January's Phocas Hero, Paul Koch! 🦸♂️ Nominated by Mitch Cornish and Lina Tamkunaite, Paul is a rockstar Customer Success Consultant based in our Australian office. 💡 From Mitch: Paul dives headfirst into tough situations, always putting customer value first. His fierce advocacy and problem-solving reflect Phocas values to a T. 💡 From Lina: Paul’s calm, strategic approach makes complex ideas simple. He takes the time to plan, solve, and have fun while doing it—customers and colleagues alike appreciate Paul's highly effective processes. Cheers to you Paul for being a true customer champion and living Phocas values every day. You’re an inspiration! 🍻 To find out more about Phocas (and its heroes) visit out website 👇 https://phoc.as/40sDR1E #PhocasHero #CustomerSuccess #PhocasValues

Supporting over 340 food banks across the USA, #budgeting had long been a challenge for Clark Tower, Chief Finance Officer (CFO) at Montana Food Bank Network (MFBN). Outdated processes, including cumbersome spreadsheets and unreliable software, caused frequent errors, delays, and frustration 😱. Seeking a better solution, MFBN adopted Phocas Financial Statements and Budgets & Forecasts. In just 2 weeks, Phocas transformed their budgeting process - streamlining workflows, improving accuracy, and empowering the team with real-time insights for smarter decision-making. Read the full case study 👇 https://phoc.as/40InyPD #CFO #financialstatements #budgets #forecasts

Quick reminder ⏰ Our FP&A trends webinar starts today at 11AM AEST! Join James Pakenham and Dan Harrison as they share insights for 2025, including advanced analytics, reforecasting, and streamlining your tech stack. Link to register in comments 💬 Can’t wait? 🎥 Watch this quick demo to see how Phocas makes reforecasting fast, accurate, and stress-free. Live actuals, integrated forecasts, and tools to keep your budgets on track—see it in action below! https://phoc.as/40JRhI2 #PhocasSoftware #FPandA #SmartReforecasting

Don't miss our webinar, 'Financial Planning & Analysis (FP&A) trends for 2025' taking place this Thurs (23 Jan) at 11 AM. In this session, join Phocas' Group Head of FP&A James Pakenham, and Subject Matter Expert Dan Harrison, as they explore key trends shaping 2025, including: • the rise of advanced analytics and its role in driving strategic decision-making  • the critical need for detailed reforecasting in today’s fast-paced environment  • consolidating your tech stack to boost efficiency and streamline operations  Whether you’re an FP&A professional, CFO or finance leader, this session will provide actionable insights to help you stay ahead in the year to come.  Register now 👇 https://phoc.as/3WmHXr0 #FPandA #financialplanning #financialanalysis #budgeting #budgets #forecasts #forecasting #cfo

Budgeting, forecasting, reporting—oh my! 🤯 If manual methods are holding you back, it’s time to explore the best FP&A software tools - including Phocas Software - to improve your planning. Read the full blog here 👇 https://phoc.as/4heI4wE #FPandA #PhocasSoftware

Our January edition of Phocas.point is here, packed with useful insights, tips, and updates to kickstart your 2025 🎉 In this issue, we: ⭐ reflect on why 2024 was a year of growth and innovation at Phocas ⭐ share the value of integrating your financial and operational data ⭐ explain how we transformed Montana Food Bank Network (MFBN)'s budgeting process in just 2 weeks ...plus lots more! Check it out below and hit subscribe to receive it monthly 👇 #BIandFPandA #BI #FPandA #PhocasSoftware

Shout out to Forge Summit for nailing the key features and benefits of Phocas automated reporting and alerts - with a little help from our very own Craig Medlyn. #PhocasSoftware #FeelGoodAboutData