Phocas

What Phocas does

Phocas is a private software company that sells a cloud-based business intelligence and financial planning and analysis (FP&A) platform to middle-market distributors, wholesalers, and manufacturers. Founded in 1999 and dual-headquartered in Coventry, United Kingdom, and Sydney, Australia, the company operates regional offices across North America, the Nordics, and Asia-Pacific and reports over 2,900 business customers with a 94% year-on-year customer retention rate. In October 2025, Accel-KKR acquired a majority equity stake in Phocas Group Pty Ltd, positioning the company for an accelerated global expansion and AI product investment cycle under private equity ownership.

The Phocas platform is a modular SaaS suite built on Amazon Web Services and delivered through six primary modules: Phocas Analytics (central data hub), Phocas Financial Statements (automated reporting), Phocas Budgets and Forecasts (planning, budgeting, demand and headcount planning), Phocas Rebates (rebate management), Phocas CRM, and Phocas Insights (AI-driven opportunity and risk surfacing). The platform differentiates through pre-built integrations to over 200 ERP and data sources including SAP, Oracle NetSuite, Infor, Epicor, Microsoft, Sage, MYOB, and Klipboard, alongside an AI layer ("Phocas AI") that delivers natural-language querying, predictive forecasting, and automation of recurring finance workflows. Implementation is targeted at approximately six weeks, and the interface is positioned for non-technical business users without IT specialist dependency.

Phocas operates a subscription revenue model priced on named users, supplemented by a one-time implementation fee and an annual platform fee that bundles data automations, security, support, training, and product updates including AI features. Go-to-market combines direct enterprise sales for larger accounts with a self-service demo booking flow and a three-tier channel partner program covering sales and marketing partners, technology/ISV partners, and implementation partners. The customer base spans wholesale distribution (primary vertical), manufacturing, retail, automotive aftermarket, building and industrial, construction, and food and beverage, with named customers including Bayer, Bupa, Yamaha, Husqvarna, Bunzl, Henry Schein, WD-40, Karcher, Thermo Fisher Scientific, and Repco. Revenue is not publicly disclosed.

Name

Phocas

Legal name

Phocas Group Pty Ltd

Website

https://phocassoftware.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

51–100 employees

Short description

Phocas is a cloud-based business intelligence and FP&A SaaS platform serving over 2,900 middle-market distributors, wholesalers, and manufacturers, integrating with 200+ ERP systems and offering AI-powered analytics, budgeting, and reporting on a named-user subscription model.

Ownership category

akta.pro rank

Product category

Business Intelligence Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

akta.pro secondary industries

Distribution & Wholesale ERP (Inventory, Order, Warehouse) (HDAEAEAC), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Business intelligence software
• Financial planning analysis
• ERP-integrated analytics
• Inventory optimization software
• Sales analytics platform

Headquarters

HQ city

Coventry

HQ country

United Kingdom

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Annual Subscription (Named Users): Phocas operates on a subscription-based fee model where annual subscriptions are calculated by the number of named users who want access to Phocas products. All users can be given access to all products including Financial Statements, Budgets & Forecasts, Rebates and Analytics. This creates a land-and-expand revenue dynamic as organizations add more users over time.
2. Implementation Services: One-off implementation fee covering data environment assessment, ERP integration setup, and initial configuration. Implementation is typically completed within 6 weeks of the first kick-off meeting.
3. Annual Platform Fee: Annual platform fee covering ongoing data automations from ERP, data access, data security, fast load times and queries, unlimited reports and dashboards, customer support, training and new product updates including AI features.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels10 records

Core offering

Phocas sells a cloud-based, AI-powered business intelligence and financial planning & analysis (FP&A) software platform for middle-market distributors, wholesalers and manufacturers. The platform integrates with 200+ ERP and data sources to consolidate business data, and delivers analytics, financial reporting, budgeting, forecasting, inventory optimization, rebate management and CRM capabilities as modular subscription products.

Product overview

Phocas is an AI-powered business intelligence and financial planning & analysis (FP&A) platform designed for middle-market distributors, wholesalers, and manufacturers. The platform follows a modular architecture built around a core unified data layer, with six primary product modules: Phocas Analytics (central data hub), Phocas Financial Statements (automated reporting), Phocas Budgets & Forecasts (budgeting and forecasting), Phocas Rebates (rebate management), Phocas CRM (customer relationship management), and Phocas Insights (opportunity/risk identification). The platform integrates with over 200 ERP systems and data sources, delivers AI-powered insights across sales, finance and operations, and is characterized by its ease of use and fast implementation for non-technical business users.

Differentiator

Problem solved

Functional benefit

Products and services

• Phocas Analytics Centralized analytics module that consolidates business data so users can explore and analyze product, customer, financial and operational data across the organization. Sold to distributors, wholesalers and manufacturers as part of the Phocas subscription.
• Phocas Financial Statements Automated financial reporting and analysis tool that generates, analyzes and shares financial statements including balance sheets, income statements and cash flow reports for finance teams.
• Phocas Budgets & Forecasts Flexible, connected budgeting and forecasting platform providing financial and operational budgeting, sales forecasting, demand planning and headcount management capabilities.
• Phocas Rebates Rebate management and analysis module that helps businesses track, analyze and optimize rebate programs and trade partnerships.
• Phocas CRM Customer relationship management module that connects sales analysis to customer activity for engagement and relationship tracking.
• Phocas Insights AI-driven sales opportunity and risk identification module that surfaces actionable insights about potential deals and business risks.

Quantifiable outcome

• 94% of customers stay with Phocas year-on-year
• +6 more outcomes

Named customers17 records

Segments7 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability5 records

Feature6 records

Partnerships

Nine partnerships are on record, tiered core.

• InforcoreTechnology or IntegrationPhocas offers pre-built integration with Infor ERP systems, one of the world's leading ERP platforms for manufacturing, distribution and retail businesses.
• Oracle NetSuitecoreTechnology or IntegrationPhocas provides pre-built connectors for Oracle NetSuite ERP, enabling seamless data connectivity for NetSuite customers.
• EpicorcoreTechnology or IntegrationPhocas integrates with Epicor ERP systems, offering pre-built analytics and reporting for Epicor users.
• MicrosoftcoreTechnology or IntegrationPhocas integrates with Microsoft ecosystem including Azure and related Microsoft business applications.
• SagecoreTechnology or IntegrationPhocas integrates with Sage ERP and accounting software, enabling data connectivity for Sage customers.
• SAPcoreTechnology or IntegrationPhocas provides integration with SAP ERP systems, one of the world's largest enterprise software companies.
• Amazon Web Services (AWS)coreTechnology or IntegrationPhocas uses AWS as its cloud infrastructure provider. AWS ensures adequate safeguards including Standard Contractual Clauses for EU data transfers. AWS is described as one of the leading cloud service providers.
• CrowdStrikecoreTechnology or IntegrationPhocas partners with CrowdStrike for security technology to manage customer data in a secure and sustainable way.
• ASA Automotive ServicescoreChannel Partner/ Reseller/ DistributorASA Automotive Services is a sales and marketing partner that recommends Phocas to their customers. They exclusively trust Phocas as their BI partner, citing the sales and implementation team's professionalism and understanding of their market.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Tableau (Salesforce): Tableau is a leading self-service BI and analytics platform, now part of Salesforce. It competes directly with Phocas on dashboarding, visualization, and analytics, though it serves a broader customer base beyond middle-market distribution.
• Qlik: Qlik provides an associative analytics engine and BI platform for enterprises. It competes with Phocas on self-service analytics and ERP data connectivity, particularly in manufacturing and distribution verticals.
• Domo: Domo is a cloud-based BI and analytics platform emphasizing ease-of-use and rapid deployment. It competes with Phocas in the mid-market BI space, with comparable subscription-based, ERP-integrated analytics.
• Sisense: Sisense offers an AI-driven analytics platform with embedded BI capabilities. It overlaps with Phocas in self-service analytics and ERP integrations, serving similar mid-market and enterprise customers.
• Board International: Board is a unified planning and BI platform combining forecasting, reporting, and analytics. It directly competes with Phocas in the FP&A and integrated BI category, particularly in manufacturing and distribution.
• Jedox: Jedox provides enterprise performance management, budgeting, and BI with strong Excel integration. It is a direct competitor to Phocas in the FP&A and planning space for mid-market customers.
• insightsoftware: insightsoftware provides financial reporting, budgeting, and operational reporting software with deep ERP connectors (SAP, Oracle, NetSuite). It is comparable to Phocas in serving ERP-centric middle-market finance teams.

Broad incumbents

• Microsoft Power BI: Power BI is Microsoft's enterprise BI platform, deeply integrated with Excel, Azure, and Dynamics. It is a broad incumbent alternative to Phocas, especially for customers already in the Microsoft ecosystem.
• SAP Analytics Cloud: SAP Analytics Cloud bundles BI, planning, and predictive analytics within the SAP ecosystem. It is a broad incumbent alternative, particularly for existing SAP ERP customers that Phocas targets.
• Looker (Google Cloud): Looker is a Google-owned BI platform focused on data modeling and governed analytics. It competes in the broader BI market, especially for cloud-native and GCP-aligned enterprises.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/MyPhocas
• Facebookfacebook.com/phocas
• LinkedInlinkedin.com/company/phocas_2
• Instagraminstagram.com/phocassoftware
• Xx.com/phocassoftware

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds4 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Phocas