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Phocas Software

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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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Nov 4, 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

  • Reported

    Phocas appoints Dave Boorman as CFO[5]

    Phocas Software announced the appointment of Dave Boorman as its new chief financial officer. The company said he would support its expansion plans as investment capital is deployed.

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