Phocas Software
Phocas is a SaaS company delivering an all-in-one BI and FP&A platform built for wholesale distribution, manufacturing and retail businesses.
Last updated September 16, 2026
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Overview
Phocas Software is a SaaS company that provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform built for wholesale distribution, manufacturing and retail businesses. The company serves over 2,900 companies and 48,000 users across the US, UK, Australia and New Zealand. Its platform integrates with leading ERPs such as Epicor, Infor, Sage, Klipboard, SAP and Oracle NetSuite, and includes products for analytics, financial statements, budgets and forecasts, rebates, CRM and sales insights. Phocas has been helping customers use data to understand their business for 25 years, and now includes trusted AI capabilities built into the platform. The company is led by CEO and co-founder Myles Glashier and has a team of over 300 people.
History
Phocas has been helping customers use data to understand their business and make smarter decisions for 25 years. The company is a SaaS provider delivering an all-in-one BI and FP&A platform built for wholesale distribution, manufacturing and retail businesses. It serves over 2,900 companies and 48,000 users across the US, UK, Australia and New Zealand. Phocas partners with leading ERPs like Epicor, Infor, Sage, Klipboard, SAP and Oracle NetSuite to make ERP data accessible. The company is led by CEO and co-founder Myles Glashier and has a team of over 300 people.
Products and positioning
One central, mission-critical layer above the ERP, empowering businesses with products collectively designed to deliver even greater value, insight and efficiency.
Analytics
Access a single source of data truth; consolidate ERP, CRM and multiple other data sources into one accessible financial planning and analysis platform.
Financial Statements
Automated tools for faster, easier financial reporting; automate month end, ad hoc and management reporting.
Budgets & Forecasts
Flexible, connected budgeting and forecasting; one place for up-to-date budgeting, sales forecasting, demand planning and headcount management.
Rebates
Rebates analytics.
CRM
CRM.
Sales Insights
Sales analysis and forecasting capabilities to grow sales revenue.
Recent events
Sources5 sources
- 1Phocas Software | Business Intelligence & Financial Analysis Softwarephocassoftware.com
- 2Secure Phocas AI | Connected to your data | Faster answers, more valuephocassoftware.com
- 3About us | Phocas makes people feel good about dataphocassoftware.com
- 4BI + financial planning and analysis platform | Phocas Softwarephocassoftware.com
- 5Phocas任命Dave Boorman为首席财务官prnewswire.com
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