Backing your business to connect, understand, and plan better together.
Dynamic, custom financial statements
When financial statements are customizable and blend financial and operational data, it’s easy to onboard the wider business with the bigger financial picture.
B1 Team + Phocas
One purpose-built platform
Connect, understand and plan together in one place. Analyze your data, manage rebates, build budgets and forecasts and share dynamic financials across your business
Made for
your ERP
Get up and running easily with tech designed to get data out of your ERP and transform it into clear, useful information that can help you steer your business forward
Human-friendly
tech
Our interface is designed for non-techies, it’s easy to learn and has been built for everyone in your business to use
Your data,
your way
Get the metrics and reports that suit your teams’ needs. With Phocas, you can customize then automate everything you need for more agile operations
Secure, fast
and reliable
Our platform can handle tons of data and allows you to automate day-to-day tasks, it responds quickly and can keep pace with your team
We get you
Our team understand the needs of businesses just like yours – we partner with thousands of mid-market organisations to serve the exact services, support and features our customers need
Improve business understanding with visual KPIs and financial ratios
- Build, customize and share dashboards and workflows, creating a clear business overview
- Visualize financial ratios and KPIs side-by-side to improve understanding of the performance of different entities and branches
- Quickly switch from visualization to underlying data where you can slice and dice the metrics
- Impactful charts and prompts make it easy to understand
Empower your teams to collaborate with accurate data
- Sales teams can review their own income statement (P+L) and then analyze their revenue and expenses by a number of variables
- Unite your team with a single set of accurate numbers
- Provide branches or regional teams with permission-based access without affecting the general ledger
