Phocas Software

We started in 1999 as a SaaS company, offering an all-in-one Business Intelligence (BI) and Financial Planning & Analysis (FP&A) platform. Our platform helps wholesale distribution, manufacturing, and retail businesses manage data, generate insights, and facilitate planning.

Our capabilities include business planning, performance insights, financial reporting, budgeting & forecasting, sales analytics & forecasts, inventory analytics, data consolidation, and rebates analytics. We include AI-enabled insights and easily integrate with over 200 data sources, including major ERPs like SAP, Infor, Epicor, Oracle NetSuite, Microsoft, and Sage.

We serve over 2,900 customer organizations and more than 48,000 active monthly users across the US, UK, Australia, and New Zealand. Our customer retention rate is 94%. Accel-KKR made a majority equity investment in us in October 2025.

Our mission is to help people feel good about data.

Our core values—Bias for action, Growth mindset, Supportive, and Fun—guide how we operate. They shape every interaction we have with teammates, customers, partners, and shareholders.

We have a global team of over 300 people across the US, UK, Australia, and New Zealand. We build a culture based on “Fun, Fulfilling, Forever,” focusing on being people-centric, responsive, and open to innovation. Our work environment is fun, fast, and agile, adapting to new technologies and global challenges.

We support our employees in finding what freedom means to them, whether it’s expressing ideas, trying new things, or maintaining work-life balance. We foster a collaborative and supportive environment where team members help each other grow. We use the Organizational Culture Inventory (OCI) tool to measure our culture and received the Human Synergistics Culture Sustainability Award in 2024.

We’ve been B Corp certified since 2022 and re-certified in 2025, showing our commitment to social and environmental performance. We’ve also made progress in closing the gender pay gap, reaching 4% in favor of women in 2025.

We offer a range of employee benefits, including:

• Health Care Plans (Medical, Dental & Vision)
• Retirement Plans (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Wellness Resources

We also provide training and development programs, like 10% professional development time (one day every two weeks dedicated to learning) and educational reimbursement. We support remote, flexible, and hybrid working. Some of our offices are spacious and centrally located.

Other benefits include extra paid parental leave, Southern Cross health insurance, life, TPD, and income protection cover (specific to certain regions), fun social events, and snacks.