Financial Statements

Phocas Financial Statements allows you to build custom financial statements to suit your business needs for easy financial data analysis, visualization, and collaboration.

Use the search box to quickly find what you’re looking for, click one of the key topics below, or browse the full list of pages in the menu on the left.

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Take a tour of Financial Statements

Explore the Financial Statements grid and its key features.

Customize your view

Change the layout and contents of a financial statement to see the information you want.

Display financial information in a chart

Visually explore your financial information to see trends at a glance.

Save frequently used views and charts

Save favorites for quick and easy access.

Add financial analysis to a dashboard

Add views and visualizations to dashboards for quick and easy insights.

Manage financial statements (advanced)

Create and maintain custom financial statements to meet your organization’s needs.

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Want to know what's new? Read our release notes

Can’t find what you are looking for? Raise a Customer Support Desk request