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About

Phocas offers a cloud-based BI and financial planning and analysis (FP&A) platform tailored for mid-market businesses who make, move and sell. Our intuitive platform makes data analysis and financial planning accessible and straightforward, empowering cross-functional teams to make confident, data-driven decisions. Seamlessly integrating with ERP systems like Epicor, Sage, and Infor, Phocas consolidates data into one centralized platform, unlocking ERP potential and improving workflows across the business. Phocas’ key features are: 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. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, the Phocas platform provides the clarity you need to stay ahead.

About

An attorney and small business bookkeeping service company with a focus on actionable reports. We were founded by attorneys and accountants to provide top-tier accounting for attorneys and expanded reporting with our firmTRAK Visualize app. We have over 10 years of experience providing accounting solutions and expanded reporting for law firms. Our founding partner is a practicing attorney and knows what law firms need to be successful. Our team has the experience to implement organizational discipline to keep your online store running smoothly. firmTRAK can provide accurate and timely reporting with your chosen merchants and technology subscriptions. firmTRAK is a small business itself and knows the dedication it takes to be successful. That is why the heart of our company is helping small shops succeed. Customer service and communication are the driving force behind the trades and professional services.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Manufacturers, distributors, and retailers who want better data insights

Audience

Law firms in search of a solution to track their teams key performance indicators, accounts receivables, and firm's productivity

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Phocas Software
Founded: 1999
United Kingdom
www.phocassoftware.com

Company Information

firmTRAK
United States
www.firmtrak.com

Alternatives

Martus

Martus

Martus Solutions

Alternatives

Yurbi

Yurbi

5000fish
DocketTrak

DocketTrak

Decision Design
Tableau

Tableau

Salesforce

Categories

Categories

Business Intelligence Features

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 Features

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

Data Analysis Features

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

Data Visualization Features

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

Big Data Features

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

Dashboard Features

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

Data Discovery Features

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

Qualitative Data Analysis Features

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 Features

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

Business Intelligence Features

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 Features

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

Data Analysis Features

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

Data Visualization Features

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

Integrations

Xero
Enapps ERP
Epicor Eagle
Gusto
Infor CloudSuite Distribution
Infor SyteLine
Intact Xline
Jim2 Business Engine
Microsoft Dynamics GP
Microsoft Excel
NetSuite
Retail Express
SAP Business One
SAP Cloud Platform
SAP HANA
Sage 100 Contractor
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage 50
Sage X3

Integrations

Xero
Enapps ERP
Epicor Eagle
Gusto
Infor CloudSuite Distribution
Infor SyteLine
Intact Xline
Jim2 Business Engine
Microsoft Dynamics GP
Microsoft Excel
NetSuite
Retail Express
SAP Business One
SAP Cloud Platform
SAP HANA
Sage 100 Contractor
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage 50
Sage X3
Claim Phocas Software and update features and information
Claim Phocas Software and update features and information
Claim firmTRAK and update features and information
Claim firmTRAK and update features and information