Partnerships To Enhance Sage X3 Functionality

Phocas

Unlocking Potential

Phocas Overview

Phocas offers a comprehensive business intelligence and financial planning platform, designed to integrate seamlessly with Sage X3 and Sage Intacct. By consolidating data from your ERP and other systems into one central, user-friendly interface, Phocas transforms complex data into clear, actionable insights that drive decision-making at every level.

With intuitive dashboards and powerful drill-down capabilities, users can move effortlessly from headline metrics to transactional detail—uncovering trends, spotting opportunities, and solving problems in real time. Whether you’re in finance, sales, operations, or leadership, Phocas helps build a truly data-driven culture across your organisation.

By syncing in real time with Sage X3 and Sage Intacct, Phocas provides a single source of truth for reporting, budgeting, and forecasting. This integration enhances visibility into your KPIs, simplifies planning processes, and supports strategic decision-making across departments.

Trusted by Sage customers worldwide, Phocas is a scalable solution that adapts as your business grows—ensuring that your investment in Sage technology continues to deliver long-term value.

One Purpose Built Platform

Turn Data Into Direction

Phocas makes your Sage X3 and Intacct data not just visible, but truly useful. With real-time dashboards and rich visuals, you can track performance, spot opportunities, and guide business decisions with greater clarity.

Instantly visualise KPIs and trends
Identify areas for growth or concern
Tailor dashboards to roles and teams
Easy-to-read insights for everyone

Drill Down In Seconds

Behind every high-level figure is a story, and Phocas helps you find it. Users can click straight into the details behind any number, with no coding or technical input required.

Explore from the summary to the transaction level
Eliminate the need for static, manual reports
Empower all users to self-serve insights
Speed up the time to understanding

Real-Time Integration

Phocas integrates directly with Sage X3 and Sage Intacct, ensuring data flows continuously and accurately. That means fewer silos, less duplication, and decisions based on a single, trusted version of the truth.

Live connection with Sage X3 and Intacct
Automatic daily data syncs
Seamless integration across departments
Reduced reliance on spreadsheets

Built For Business Users

Designed for usability, Phocas puts data at the fingertips of your teams—not just IT or analysts. Its intuitive interface removes barriers and opens up powerful data exploration for everyone.

Simple, user-friendly design
No coding or technical skills needed
Instant access to key business metrics
Enables fast, confident decisions

Forecasting Made Simple

Turn hindsight into foresight with budgeting and forecasting tools that work with your real business data. Phocas helps you plan ahead with clarity and agility.

Model scenarios using historical data
Forecast sales, revenue, inventory, and more
Align teams around shared targets
Replace error-prone spreadsheets

Trusted By Sage Customers

Phocas has earned the trust of businesses using Sage solutions around the world. It’s a proven platform that scales as you grow, bringing measurable value to teams across your organisation.

Used by thousands of Sage customers
Industry-specific dashboards and templates
Proven results in manufacturing, distribution, and more
Ongoing support and customer success

Hear From Our Customers

Customer success is at the heart of Mysoft’s mission and we take pride in every project we deliver.

Mysoft were transparent, supportive, and helpful. The project was straightforward and smooth.
Nottingham Venues – Financial Controller

Mysoft has been instrumental in the success of this project. Sage X3 has enabled us to automate and implement new business processes and we now have greater visibility of data than ever before.
Madison – IT Director

We’ve received excellent support from Mysoft for our Sage X3 system. They are quick to respond and resolve issues; and draw-in resources from their wider business to assist where necessary.
TIMCo – IT Director

The Mysoft team have always been really friendly and clearly hard-working, seen through all the days they were willing to come all the way to Wales to see us! It was due to the people at Mysoft that we committed to the contract with them.
Burns Pet Food – Project Manager

As our business has grown so have the expectations of our customers and suppliers. Sage X3 has allowed us to meet the demands of our trading partners by providing us with a powerful, yet easy to use set of tools.
RH Amar – IT Director

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