Page 5 - Top Phocas Software Alternatives

Poindexter

getpoindexter.com

Poindexter is the first business planning software you'll actually use. Quickly simulate business outcomes and prioritize opportunities based on ROI.

Plika

getplika.com

A cloud Financial Planning & Analysis solution so that you and your company can know your results and cash flows instantly. Change the way you plan, consolidate and do financial analysis. Avoid inaccurate information to make decisions, simulate your future scenarios in a simple way, and, above all, avoid large corporate IT projects with results that do not satisfy your role as CFO.

Joiin

joiin.co

Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button. Endless financial reporting happiness Save time with Joiin: Spend less time finding data and churning through spreadsheets every month. A super-easy app: Connect within minutes and see data whether at your desk or on the go. Highly flexible features: Create an accurate picture of inter-company finances with powerful features. Safe and secure: Keep your data protected with our robust end-to-end security & multi-factor authentication. Competitive & simple: Achieve automated consolidation and customisation without breaking the bank. Makes life easier: Create beautiful reports and presentations & collaborate more effectively along the way. With our dedicated support team on hand to ensure an easy transition, you'll be up and running in no time. Our comprehensive support package includes on-boarding, one-to-one technical support and a dedicated help centre. Simple, affordable pricing means that all features are included in all plans, while built-in end-to-end security gives you peace of mind to work safely and securely. Start your 14 day free trial. All of our features. No credit card required. Who Uses Joiin? Joiin is used by businesses, finance teams, accountants and advisors. Joiin is a B Corp Certified company.

FuelGauge

fuelgauge.biz

FuelGauge is an agile, easy-to-use, cloud-based cash forecasting software created BY a small business owner, FOR owners of small, project-based businesses. It’s an affordable business planning tool with nimble drag-and-drop functionality that helps small business owners get a handle on their businesses’ finances, project management and cash flow planning.

Francis

francis.app

Francis is a financial planning platform that combines the flexibility from spreadsheets with dedicated FP&A features. With features for consolidation, budgeting, forecasting and reporting, Francis is purpose-built for finance teams in SMBs looking to automate manual processes and future-proof their financial planning. Learn more at www.francis.app

Feexle

feexle.com

Feexle made finance management for Digital Companies easy. Everything you need to start finance tracking: plan income, forecast expenses, and track your budget-all in one simple tool. Feexle makes it easy to create, update and share your financial plans, manage your runway, cash balance, burn rate, expenses and revenues.

Cashphlow

cashphlow.com

Cash forecasting at a weekly level is a best practice. But it is time consuming. It can take hours to create an error free forecast. Our software makes the process easy. And it can be used with ANY accounting system or without one. Ditch the spreadsheets and start today.

Alplanir

alplanir.com

Alplanir - ultimate destination for business planning powered by a seamless blend of flexibility, simplicity, and enterprise-grade reliability. Our CPM Platform is designed to ensure optimal decision-making through cutting-edge self-service capabilities. Alplanir caters to a spectrum of business teams including Finance, HR, Sales & Marketing, and Supply Chain, revolutionizing their decision-making processes.

Rephop

rephop.com

Rephop is simple to use, web-based group consolidation, reporting and planning software. An entirely new way to see and use your financial information.

Brixx

brixx.com

Brixx financial planning software is designed for every stage of business. We develop unique financial planning and modelling applications that help our customers create comprehensive financial models and long-term forecasts that go beyond the scope of traditional spreadsheets. Our aim is to make your business forecasting and planning as simple as it can be. Many people worry about the finance side of their startup, business or even household budgets. With Brixx we attempt to break down some of the barriers between the lofty heights of the finance world and the new business owner. Our weekly blog posts cover a range of topics from cash flow forecasting, business and startup tips as well as recent updates to the software. These can help you with using Brixx as well as learning more about the entrepreneurial side of starting a business.

Futrli

futrli.com

The most intelligent forecasting and reporting technology in the market. Visualise predicted cash flow, balance sheet, expenses, and P&L forecasts within minutes through our direct integration with Xero. Futrli's intuitively designed drag-and-drop functionality will revolutionise your management reporting, enabling you to make better decisions through clear and insightful data. Get started quickly and easily with guided flows on your home screen, designed to streamline budgeting, forecasting, and report creation. The financial world is changing rapidly and we're here to help you navigate it. Futrli’s intelligent financial predictions and reporting deliver impactful insights for a business’s current, past and future performance. More than just monthly profit & loss figures, a Futrli budget creates smart predictions by reading your business data patterns. Board pack? Funding application? Power your business strategy and model scenarios with the most comprehensive 3-way forecasting platform in the app-ecosystem. Performance insights - Futrli’s performance area is entirely customisable, allowing you to tailor your dashboard to easily surface historical business insights that meet your unique needs. Reporting – Leverage automated scheduling, 60+ templates, and customisable branding to effortlessly deliver reports that resonate with you and your business. Daily cashflow forecasting - Let algorithms analyse all your ledger transactions to anticipate upcoming income and expenses. Achieve pinpoint accuracy in short-term cash flow and make quicker, more confident decisions based on our auto-predictions, now with traffic light confidence scores. 3-way forecasts – Futrli forecasts every area of your business as seen in your Profit & Loss, Balance Sheet and Cash Flow, grounded in real-time data. View account categories, accounts, predictions, and non-financial data as data sets, enabling you to delve deep into the heart of business performance.

Forecastr

forecastr.co

Forecastr is an out-of-the-box finance function for your business. We provide the tools and support you need to create an investor-grade financial model. Our expert analysts work with you every step of the way to build a model that's customized to fit your business, keep it up to date, and generate insightful reports to share with your investors and other stakeholders. Make smarter decisions, hit your growth targets, and raise capital when you need it. Key features: - Dedicated analyst assigned to your account - Automated accounting integrations - Scenario analysis for strategic planning and decision-making - Strategic hiring plan with the ability to schedule hires based on projected growth - Detailed customer acquisition planning with unique unit economics for every revenue stream - Cash runway management to monitor your burn rate and avoid running out of cash Forecast with confidence.

Dryrun

dryrun.com

Instant intelligence with epic control. Let Dryrun forecast your cash flow & sales so you can model 'what ifs' in your business & make the right moves. Dryrun transforms your business direction with up-to-the-minute dynamic forecasts, automating cash flow and sales projections while giving you complete control over your data. Powerful, unlimited scenario modeling allows you to explore different strategies before acting. From cash flow management to multi-entity consolidation and currency conversion, Dryrun's clear, engaging visuals turn complicated financial data into easy-to-understand insights, fostering team collaboration and direction. Every minute in Dryrun saves you an hour in a spreadsheet and delivers real-time forecasting, complete control, and crystal-clear visuals to guide your business into the future.

Basis

basis.so

Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards.

Syft Analytics

syftanalytics.com

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial.

LiveFlow

liveflow.io

LiveFlow is a flexible and powerful FP&A platform that syncs your QuickBooks Online data in a Google Sheets or Microsoft Excel dashboard and allows you to create live, impactful reports in minutes. We provide serious value for your business. • Import QuickBooks data into Google Sheets or Excel in seconds to create shareable dashboards that automatically update. • Harness all of the flexibility of Google Sheets or Excel with your QuickBooks Online data for drilling down, visualization, and impactful reporting. • Consolidate financials from multi-entity businesses in seconds • Choose from 100+ report templates to completely customize for your business or clients. • Our Customer Success Team of financial professionals handle onboarding to make sure your every step with LiveFlow is smooth. • SOC-2 compliant, so all your data is safe.

Mosaic Tech

mosaic.tech

Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic empowers teams to work together in a unified, cross-functional platform that acts as a simple source of truth for the entire organization. Mosaic was founded in 2019 by three finance leaders frustrated by the slow speed, high complexity, and inefficiencies of existing tools in the market. Knowing the office of the CFO needed an overhaul, they set out to build a platform that would address the technical challenges modern-day finance and business teams face. Today, Mosaic is leveraged by some of the fastest-growing companies, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.mosaic.tech or send a note to [email protected].

Workiva

workiva.com

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva

Costlocker

costlocker.com

Costlocker is a time tracking and profitability reporting software designed for small to medium-sized agencies in creative, consulting, and tech industries. It helps these businesses understand and manage their project costs, employee time, and overall financial performance. Our platform focuses on providing clear and straightforward insights into how projects are performing financially. This helps agency managers make more informed decisions about where to allocate resources and how to handle project budgets. Costlocker is easy to use, with a clear interface that integrates essential features for tracking time and analyzing costs. This makes it possible for agencies to gain a better understanding of their financial health without needing to navigate complex software solutions.

Sturppy

sturppy.com

Designed for early stage startups, Sturppy Planning is your new go to tool for building investor-ready financial models fast, without any prior experience or expertise in finance or Excel.

Drivetrain

drivetrain.ai

Drivetrain is a next-generation financial planning, monitoring and decision-making platform. Our cross-departmental software helps teams build integrated plans, budgets and forecasts, track their progress against targets in real-time, and identify bottlenecks to growth. Drivetrain consolidates data from over 200 business systems such as Salesforce, NetSuite, Quickbooks, Workday, and Looker to create a single source of truth and simplify business performance measurement. Drivetrain powers several category leaders giving them a forward-looking view of their business to make faster, confident decisions. To learn more and to see it in action, visit www.drivetrain.ai or send a note to [email protected].

Enable

enable.com

Enable helps manufacturers, distributors, and retailers turn rebates into a strategic growth engine. Our comprehensive rebate management platform allows you effectively manage every deal type while tracking, analyzing and optimizing the entire rebate management process. With collaborative features you can seamlessly create, negotiate, and execute deals together, then track progress in real-time in one trusted location to promote better alignment. You retain full control, by sharing the data you want to share, both internally and externally, while configuring workflows, approval processes and audit trails to maintain transparency and compliance.

Pry

pry.co

Pry is a financial planning platform that is the first real alternative to spreadsheets for small businesses. Use Pry to connect your financial stack for a real-time budget vs actuals, manage your hiring plan, and model scenarios in a powerful visual environment. Designed with founders, CPAs, finance teams, CFOs, and investors in mind, our user-friendly platform is the best tool for startups to manage their cash runway.

Abacum

abacum.io

Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact. Seamlessly integrating with your ERP, CRM, HRIS, and data warehouse, Abacum provides real-time updates to all your reports and forecasts. From management reports and scenario analyses to vendor-level budgeting and headcount planning, Abacum empowers finance teams to drive accountability and achieve results across their business. There’s a reason the fastest-growing companies can report and plan 75% faster with Abacum. To see how Abacum can automate FP&A for your company, visit abacum.io.

Vareto

vareto.com

Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant.

Logiblox

logiblox.com

Instant Analytics. Self-Service Business Intelligence. Advanced Analytics. No coding required. Unlock data value: get insights, predict better and achieve optimization. Templates and connectors available. Create your own analytics solutions in minutes with data automation, cleansing, visualization and insights-to-actions. Flexible and modular according to your custom process needs.

Biuwer

biuwer.com

Biuwer is a powerful cloud-based Business Data Analytics platform that helps you to easily analyze your business data and create insightful reports and dashboards for informed decision-making. It also enables you to easily create and share powerful reports in minutes with no technical knowledge.

Datazip

datazip.io

Discover Datazip, a comprehensive no-code data engineering solution designed for time-conscious analysts and operators. Simplify your data management process by consolidating dispersed data sources, utilizing ETL, data warehousing, and transformation capabilities. With Datazip's intuitive platform, create a dependable, scalable data infrastructure in a mere 45 minutes. Experience swift data connections, robust querying, and smooth exporting to drive insightful decision-making.

Cube Analytics

cubeanalytics.com

Cube is an automation platform that empowers teams to easily create custom data and analytics applications in minutes, without writing code.

Composable Analytics

composable.ai

Composable Enterprise is the industry’s leading Intelligent DataOps platform that offers a full portfolio of capabilities for orchestration, automation and analytics, ensuring that analytics can be rapidly deployed into business workflows.