Sage Platinum Club Winner
20+ Years Experience
UK&I + North America
First UK Sage X3 Partner
Phocas sits above Sage X3, Sage Intacct and other business systems, bringing ERP data into one central reporting and planning layer for finance, sales, operations and leadership teams.
Phocas brings Sage X3, Sage Intacct and other sources into one reporting and planning environment.
Teams can visualise KPIs, trends and performance in dashboards tailored to roles, departments and priorities.
Users move from headline numbers to transaction-level data without coding, exports or technical reporting support.
Finance teams can build financial statements, management reports and KPI views from connected Sage data.
Budgets, forecasts and scenarios use real business data, helping teams plan with more accuracy and agility.
Reports and dashboards can be shared across teams, helping everyone work from a clearer source of truth.
Connected reporting reduces exports, static spreadsheets and manual report rebuilding across finance and operational teams.
Dashboards and drilldown help teams investigate performance, spot trends and act on data more quickly.
Budgeting, forecasting and financial reporting tools help teams align plans, actuals and future scenarios.
If your teams need faster answers, clearer reporting or a more connected planning process, Phocas helps turn Sage data into insight that people can actually use.
Automate financial statements, management reports, budgets and forecasts using connected Sage data.
Track sales performance, customer behaviour, product trends and opportunities through role-specific dashboards.
Use live operational data to understand performance, identify issues and improve decision-making.
Analyse production, inventory, margin and operational performance across departments and business units.
Track sales, stock, customers, branches and supplier performance from one reporting layer.
Understand performance across products, locations, channels and teams using accessible dashboards and analysis.
Yes. Phocas is positioned for Sage X3 and Sage Intacct organisations that need BI, reporting, budgeting and forecasting.
Yes. Phocas helps reduce static spreadsheets by connecting Sage data to dashboards, reports and planning tools.
Yes. Users can move from high-level numbers into underlying details, helping teams explain performance without technical support.
Yes. Phocas supports budgeting, forecasting and scenario planning using real business data from Sage and other systems.
Yes. Phocas can consolidate Sage ERP data with other business sources to create a wider reporting view.
Mysoft understands Sage X3 and Sage Intacct data structures, so Phocas can be aligned with your reporting, planning and operational priorities.
We help you review your Sage reporting, dashboards and planning processes, then identify where Phocas can improve visibility, reduce manual work and support better decisions.
