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Average Ratings 3 Ratings

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support

Description

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

Description

Zuar offers a dynamic customer portal designed to evolve with your customers' needs. Simplify the creation and management of a personalized, data-driven customer experience. Tackle common challenges such as UI/UX issues, slow performance, and limited functionality with our solution. Zuar ensures a seamless, consistent experience across all platforms and devices, standing as a key component in your data-driven strategy. By integrating with top business intelligence and cloud database platforms, we provide the tools to foster trust and transparency, enhancing customer retention and satisfaction.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Box No 
CSS No 
Calendly No 
Epicor Propello Yes 
Google Drive No 
HTML No 
HubSpot Marketing Hub Yes 
Infor CloudSuite Industrial Enterprise Yes 
Intact Xline Yes 
Jira No 
Microsoft Dynamics GP Yes 
Microsoft OneDrive No 
NetSuite Yes 
SAP HANA Yes 
Sage 100 Contractor Yes 
Sage 50 Yes 
Sage Intacct Yes 
Tableau No 
Vimeo No 
amCharts No 

Integrations

Box Yes 
CSS Yes 
Calendly Yes 
Epicor Propello No 
Google Drive Yes 
HTML Yes 
HubSpot Marketing Hub No 
Infor CloudSuite Industrial Enterprise No 
Intact Xline No 
Jira Yes 
Microsoft Dynamics GP No 
Microsoft OneDrive Yes 
NetSuite No 
SAP HANA No 
Sage 100 Contractor No 
Sage 50 No 
Sage Intacct No 
Tableau Yes 
Vimeo Yes 
amCharts Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Please contact Zuar for pricing details.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Phocas Software

Founded

1999

Country

United Kingdom

Website

www.phocassoftware.com

Vendor Details

Company Name

Zuar, Inc.

Founded

2015

Country

United States

Website

www.zuar.com/products/portal

Product Features

Big Data

Collaboration Yes 
Data Blends Yes 
Data Cleansing No 
Data Mining Yes 
Data Visualization Yes 
Data Warehousing No 
High Volume Processing No 
No-Code Sandbox No 
Predictive Analytics No 
Templates No 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Discovery

Contextual Search No 
Data Classification No 
Data Matching No 
False Positives Reduction No 
Self Service Data Preparation No 
Sensitive Data Identification No 
Visual Analytics Yes 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP Yes 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Qualitative Data Analysis

Annotations No 
Collaboration Yes 
Data Visualization Yes 
Media Analytics No 
Mixed Methods Research No 
Multi-Language No 
Qualitative Comparative Analysis No 
Quantitative Content Analysis Yes 
Sentiment Analysis No 
Statistical Analysis Yes 
Text Analytics No 
User Research Analysis No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Customer Data Platforms (CDP)

Behavioral Analytics Yes 
Campaign Management Yes 
Customer Profiles Yes 
Customer Segmentation Yes 
Data Integration Yes 
Data Matching No 
GDPR Compliance No 
Personalization Yes 
Predictive Modeling Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing Yes 
Predictive Analytics Yes 
Regression Analysis Yes 
Sentiment Analysis Yes 
Statistical Modeling Yes 
Text Analytics Yes 

Data Visualization

Analytics Yes 
Content Management Yes 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display Yes 
Simulation Models No 
Visual Discovery Yes 

Embedded Analytics

Ad hoc Query Yes 
Application Development Yes 
Benchmarking Yes 
Dashboard Yes 
Interactive Reports Yes 
Mobile Reporting Yes 
Multi-User Collaboration Yes 
Self Service Analytics Yes 
Streaming Analytics Yes 
Visual Workflow Management Yes 

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