Phocas BI – Budget and Forecasting for MYOB Advanced

Phocas is a software provider that is committed to helping people feel good about using data. Phocas offers solutions for Analytics, Budgeting and Forecasting and Financial Statements that work seamlessly together to help businesses report, budget, and act faster by putting data in the hands of decision makers.

Are you spending too much time putting together budgets and or reports in Excel or other complicated tools?

Come and see how we make people feel good about their data

Budgeting and Forecasting

Modern approach to budgeting and forecasting

A dynamic and user-friendly financial budget planning and

forecasting solution. Keep track of budget plans in the cloud,

from anywhere, at any time. A workflow-driven approach allows

multiple stakeholders to collaborate securely in real-time for

accurate budgets. Interactive forecasting capabilities allow

business leaders to re-forecast estimates easily during the budget period or prepare a rolling forecast to keep pace with market conditions.

Financial Statements

Financial reporting and analysis to eliminate static spreadsheets

Allows your finance team to share financial performance information across the business so people can manage their area’s expenses and financial KPIs proactively. Data from MYOB Advanced is fed directly into Phocas Financial Statements, leaving MYOB Advanced data intact to ensure ledger data integrity. Financial statements (profit & loss, balance sheet and cashflows) can be customised.

Phocas Analytics

Turn your data into insights for smarter decisions

A cloud-based data analytics solution designed for the everyday user. Phocas Analytics delivers a powerful analytical capability that summarises and visualises complex information. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer – the Grid.

Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. The user decides how much detail to see and in what format.

Phocas Rebates

Analyse margins and performance to ensure you’re never losing out

Businesses that rely on tight product margins and operate in multi-tiered supply chains use Phocas Rebates for enhanced discount and commission management. Phocas Rebates allows commercial and finance teams to bring order to rebate rules, with everything visible in the one place, from one source of data.

Phocas CRM

Unlock new opportunities by understanding your customers better

Phocas CRM is a simple customer relationship management system that integrates with Phocas Analytics. When your CRM data interlocks with actual sales information in Phocas, you can see, track and analyse opportunities and risks, helping you turn analysis into action.


0 %
increase in sales via new opportunities
0 %
increase in reporting speed
0 %
reduction in admin costs
0 %
reduction in inventory holding costs
Phocas perfect for MYOB

About Phocas.

Phocas is a cloud-based, SaaS company specializing in data and financial analytics for the manufacturing, distribution, and retail industries. The software incorporates sector knowledge to consolidate essential business data from common ERP, CRM, and AP/AR systems to make it simple to access companywide insights and financial performance through historical and predictive analysis. A core philosophy at Phocas is to make software intuitive so users of all skill levels can track and report on essential KPIs that are specific to their roles and industries. Phocas comes with out-of-the-box metrics, powerful interactive dashboards, and broad functionality to provide immediate benefits and adoption. Users can also customize the software to meet their unique analytics and reporting needs.

See the software in action

To discuss your business requirements with an experienced Endeavour Solutions consultant, please leave your details below.