Phocas 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Phocas

4.7

(131)

Pricing

Starting at $150.00 per month

About Phocas

Phocas is a SaaS platform designed to help mid-market businesses in manufacturing, wholesale distribution, and retail make data-driven decisions. Combining business intelligence (BI) and financial planning and analysis (FP&A) in one integrated solution, it simplifies the way businesses access, analyze, and plan their data. It connects teams with the insights they need to understand their business better and drive growth.

Phocas integrates with ERP systems including Epicor, Sage, and Oracle NetSuite, extending their capabilities by centralizing data from ERP, CRM, spreadsheets, and other systems into one intuitive platform. This unified view enables cross-functional teams to make more informed decisions with real-time insights. Key features include intuitive dashboards, ad hoc reporting, financial statements, budgeting, forecasting, and automated rebate management.

Phocas is designed for self-service, empowering users at all levels of the business to access and analyze data. By automating manual processes including consolidating financial and operational data, it helps users focus on strategic activities. It assists with preparing monthly reports, analyzing trends, managing cash f...

Phocas Screenshots

Phocas Pricing and Plans

Starting price: $150.00 per month

Free Trial

Free Version

Basic

$150.00

flat rate, per month

No plan information available

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Phocas Features

Popular features found in Dashboard
Access Controls/Permissions
Alerts/Notifications
Data Import/Export
Data Visualization
Functions/Calculations
Performance Metrics
Reporting/Analytics
Scorecards
Search/Filter
Widgets
More features of Phocas
Accounts Payable
Accounts Receivable
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
API
Approval Process Control
Audit Trail
Bank Reconciliation
Benchmarking
Big Data Analytics
Billing & Invoicing
Budgeting/Forecasting
Cash Flow Management
Cash Management
Charting
Chart of Accounts
Collaboration Tools
Consolidation/Roll-Up
CRM Integration
Customizable Branding
Customizable Dashboard
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Database Support
Data Blending
Data Cleansing
Data Connectors
Data Discovery
Data Integration
Data Management
Data Quality Control
Drag & Drop
ETL
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Forecasting
For Small Businesses
General Ledger
High Volume Processing
Income & Balance Sheet
Key Performance Indicators
KPI Monitoring
Marketing Reports
Mobile Dashboards
Monitoring
Multi-Company
Multi-Currency
Multi-Department/Project
Multiple Data Sources
OLAP
Predictive Analytics
Private Dashboards
Profitability Analysis
Profit/Loss Statement
Public Dashboards
Publishing/Sharing
Quantitative Analysis
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Reporting & Statistics
Role-Based Permissions
Sales Reports
Sales Trend Analysis
Scenario Planning
Scheduled/Automated Reports
Self Service Data Preparation
Self-Service Reporting
Single Page View
Statistical Analysis
Strategic Planning
Templates
Third-Party Integrations
Trend Analysis
Trend/Problem Indicators
Version Control
Visual Analytics
Visual Discovery
"What If" Scenarios
Workflow Management

Phocas Integrations

Dynamics 365

HubSpot Marketing Hub

NetSuite

SAP Business One

MYOB Business

Dynamics 365 Business Central

See all 43 integrations

Phocas User Reviews

Overall Rating

4.7

Ratings Breakdown

77%

21%

Secondary Ratings

Ease of Use

4.5

Value for money

4.6

Customer support

4.6

Functionality

4.6

Aman K.

Verified reviewer

Chemicals

1001-5000 employees

Used weekly for less than 12 months

Review source

Reviewed March 2023

Phocas Software: An In-Depth Review of Business Intelligence and Analytics Solutions

hocas Software is highly regarded as an effective business intelligence and analytics solution due to its user-friendly interface and customizable dashboards that enable easy data analysis and interpretation, even for non-technical users. The software's fast analytics capabilities are also a major advantage, making it ideal for businesses that need to process large amounts of data quickly and in real-time. Users have praised the software for its reliable performance and usefulness in facilitating data-driven decision-making.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Phocas Software is praised for its simple and intuitive interface, which enables me to navigate and analyze data in various ways. This feature is especially beneficial for businesses without dedicated data analysts, as it helps non-technical users to access and comprehend their data with ease.

Cons:

Some users have pointed out that Phocas Software's integration options with other systems and tools are limited. This can be problematic for businesses that use various applications as it would force them to switch between different platforms to access all their data.

Vendor Response

Hi Aman, thanks for leaving a review of Phocas. The key to making our system easy to use for complete exec, finance, ops and sales teams is the way we setup integrations with ERPs and other business systems to run automatically. If there is a system that you're really missing in your platform, get in touch and and we'd love to see what we can do to give you easy access to all your business data. Warm regards, Mike Hills Global Head of Customer

Replied June 2023

Stephen C.

Verified reviewer

Wholesale

51-200 employees

Used weekly for less than 2 years

Reviewed January 2025

Phocas Review

It has been good, had not used before starting with this business, now I am a promoter of the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and intuitive. Our sales teams are the primary users because it is simple

Cons:

On the financial side - syncing. We need to run this manually at month end as we complete journals, we want to see updated reports more timely.

Reasons for switching to Phocas

Cognos was too difficult to use when report writing

Vendor Response

Hi Stephen, Thank you for taking the time to review Phocas. That's awesome to hear that your sales team are regular users - we aim to get your data into the hands of the people who need it as easily as possible. We're continually improving our financial reporting tools, so if there are parts of the data syncing process you think we could improve we'd love to hear about them. You can contact us at hello@phocassoftware.com or through your usual customer support channels. Warm regards, on behalf of Mike Hills Global Head of Customer

Replied March 2025

Kenny L.

Verified reviewer

Wholesale

51-200 employees

Used daily for less than 2 years

Review source

Reviewed March 2025

Poor ongoing support

Good product but poor service, so wouldn't recommend!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great software, really user friendly, and cuts the complexity out of data analysis.

Cons:

The customer service and after sales support is very poor, to the point of considering moving away. I've had a ticket open for months now and can't seem to just have a call with them to discuss the issue, very disappointing.

Vendor Response

Hi Kenny, thank you for taking the time to review Phocas. We're sorry that you've been having trouble getting your current ticket resolved - please contact us at hello@phocassoftware.com with some more detail and we'll make sure this gets sorted as soon as possible. Warm regards, on behalf of Mike Hills Global Head of Customer

Replied March 2025

Verified

Reviewer

Wholesale

1001-5000 employees

Used monthly for more than 2 years

Reviewed October 2024

Excellent, user friendly BI tool

Have used Phocas for many years and watched it mature into a very competent products that's easy to use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use and especially good at putting data in the hands of non data professionals

Cons:

Not much really. I still think a native mobile phone app would be nice but most people disagree with me

Reasons for choosing Phocas

Cheaper that PowerBI and easier to use than Tableau

Vendor Response

Hi there, thanks for taking the time to complete a review of Phocas. That's fantastic that Phocas is helping you get data into the hands of non data professionals - that's at the core of our data and financial analysis tools. We're always looking for ways to keep helping our customers feeling good about their data and improve their reporting processes, so please get in touch if you have feedback in the future: hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer

Replied April 2025

Lars M.

Verified reviewer

Wholesale

11-50 employees

Used daily for more than 2 years

Reviewed September 2024

Excellent BI company

The software helps me to enable my Team with information that is timely and relevant for them to perform their job to the best of their ability and to provide the excellent service our customers require.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software works very well and the support from Phocas is exceptional and very knowledgeable.

Cons:

I have no complaints regarding Phocas, they are a company that does what it says

Reasons for choosing Phocas

Phocas provided everything we needed and the company is great to work with.

Verified

Reviewer

Automotive

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed May 2020

Phocas

Overall we have had a positive experience with the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very intuitive to navigate and manipulate data. Reports are good.

Cons:

Have had some issues with the data syncing.

Reasons for switching to Phocas

Phocas also adds functionality in regards to looking at and analysing the financial reports, and not just sales.

Shamir P.

Verified reviewer

Logistics and Supply Chain

51-200 employees

Used daily for more than 2 years

Reviewed March 2025

Excellent business analytic tool.

I use Phocas on a daily basis for a variety of reports and pulling data. The very easy way to pull large data sets and manipulate to produce bespoke reports is a key part of why I love Phocas.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use. Ability to manage very large data sets and manipulate into different views.

Cons:

Inability to export dashboards into excel.

Vendor Response

Hi Shamir, Thank you so much for taking the time to review Phocas. That's great to hear that you're able to wrangle large sets of data to generate daily reports - we work to hard to make your as data easy to access as possible. We're constantly working to improve our reporting and dashboard tools, so please get in touch via hello@phocassoftware.com or through the usual Customer Success channels if you have time to share more detail about your current dashboarding process and which parts you're looking to recreate in Excel. Many thanks, on behalf of Mike Hills Global Head of Customer

Replied April 2025

stuart m.

Verified reviewer

Medical Devices

51-200 employees

Used daily for more than 2 years

Reviewed October 2024

Phocas review

Overall experience with Phocas is really good, customer support is great and equally our customers love the data that we can share with them improving our relationship with our customers and winning business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the ease of use and how you can analyse data at various levels to get what you need. I brought this into my current company as used in a previous role and helps with everything from sales and marketing to budgets and costings. Being a one stop shop for all your data.

Cons:

Could be slightly better from a customer perspective, having option to share data, dashboards etc with customers is great as a view option however being able to extract tables to excel from a view version would make it easier for customers as currently have to also set up emailed subscriptions for tables and data so feels like you are doing double work when it would be so easy to have an option for customers to extract to excel any of the tables created in view only. I hope this is something that could be implemented in the future.

Vendor Response

Hi Stuart, thanks you so much for taking the time to leave a review of Phocas. That's amazing that we've been able to help you get to your data in two different companies so far! And great that you can share your data with Customers as well as with team members We've passed on your feedback about customer facing dashboards and excel exports to the product team. In the meantime please get in touch if you have any further feedback: hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer

Replied April 2025

Alex H.

Verified reviewer

Mechanical or Industrial Engineering

11-50 employees

Used daily for less than 2 years

Review source

Reviewed February 2025

Simple, Effective Performance Reporting

I've enjoyed using Phocas to translate our business performance into easy to understand dashboards.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clear and effective dashboards, easy to interpret and maintain

Cons:

AI features are encouraging but could do with refining.

Vendor Response

Hi Alex, Thank you for taking the time to review Phocas. That's great that you're able to use Phocas dashboards for a clear and concise view of your data. We're continually improving our AI tools, so if you have any processes that you use regularly that you think could be better with an AI assist, please let uas know: you can email us at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer

Replied March 2025

Omar M.

Verified reviewer

Automotive

201-500 employees

Used daily for less than 12 months

Reviewed November 2024

Omar Review on Phocas

Postive. Again, I like how user friendly it is, but I think it just needs to have the function to import data so you can get values faster.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that is very user friendly, and that is not hard to figure out.

Cons:

I don't like that you can't import data into it so that you can return values that reflect the imported data. For example, instead of clicking on each SKU you want to look at, I think it would be beneficial to import a large dataset that involves SKUs so that you can see their data much faster.

Vendor Response

Hi Omar, thanks for taking the time to review your experience with Phocas so far - we're happy to hear that you're finding Phocas so easy to use. If you're not getting the SKU Level of detail you need from your ERP, it is possible to load in additional data into Phocas using file uploads of Formatted data: https://docs.phocassoftware.com/other-information/upload-a-file This does require some additional configuration to setup. Please reach out to us using the usual channels or at hello@phocassoftware.com if you have further questions about this functionality. Warm regards on behalf of Mike Hills Global Head of Customer

Replied April 2025

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