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Mid-market businesses in distribution, manufacturing and retail industries wanting to extend reporting and analysis capabilities of their ERP and drive more connected, accurate financial planing.
Used in 100 countries by entrepreneurs, businesses, school boards, start-ups programs, colleges, universities, incubators, accelerators, investors, accounting firms, and financial institutions.
The ease to use and train employees on this BI tool makes it best in the market. The power of building your own databases, customizing reports and the level of customer service is outstanding.
It was a bit difficult to understand the Sync/dbdesigner part since documentation on this was a bit vague.
I can show someone the basics in 5 to 10 minutes and they are off and running creating favorites and dashboards. The software is updated every month and their support and documentation is outstanding.
We have requested enhancements and we have some support issues that are submitted. But we have no visibility , (web portal), to review what we already submitted.
Additionally, the powerful and comprehensive capabilities of the software enable businesses to gain valuable insights into their operations and performance.
So much at once is hard to take in and learn all Phocas can give you. Too much data can be overwhelming.
Overall, I am genuinely happy with Phocas. I'm the kind of person who gets excited about report customization and flexibility within the way we structure our data.
They also don't have to rely on standard out of the box reports that can be limited in scope.
Very good forecasting tool, especially if you have a manufacturing/product/unit type operation, provides a good tool for efficiency analysis etc.
Imputing information can be quite long and has to be done manually. There is no form of validation if you have made obvious mistakes.
Product is very easy to use and it has a great value for money. It may also connect to other systems which is important.
We no longer wanted to use the software, but the system automatically renewed our subscription. There is no refund policy - we are locked into a contract even if we wanted to cancel.
Overall good experience to check if a company is worth to grow by doing the financial settings before launching it.
Lack of some features but the software is constantly evolving.
I liked that the software integrated into Quickbooks and was fairly easy and quick to implement.
A bit tricky to set up all inputs, quite time consuming, but this is quite normal for any analyses tool.
Phocas Software
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