--- title: "Phocas Software Reviews, Demo & Pricing - 2026" description: "Review of Phocas Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/bi/phocas-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Dashboard Software](https://www.softwareadvice.com/bi/dashboard-comparison/) / Phocas Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/bi/phocas-profile/reviews/)[Alternatives](https://www.softwareadvice.com/bi/phocas-profile/alternatives/) # Phocas Review From $150/month 1 plan Wondering if Phocas is right for your organization? Our Dashboard Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Phocas 4.7 [(136)](https://www.softwareadvice.com/bi/phocas-profile/reviews/) Pricing Starting at $150.00 flat rate 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... low, or optimizing rebates. Phocas centralizes data from ERP and other systems into one platform. With drill-down capabilities, AI-powered queries, and customizable pivot tables, users can explore everything from high-level overviews to granular transaction details. Ad hoc reporting tools let users create custom reports and dashboards, while KPI alerts ensure teams stay on top of performance and act to drive improvements across sales, products, and customers. Phocas transforms ERP data into up-to-date profit and loss, balance sheet, and cash flow statements. By automating financial reporting, integrating prebuilt formulas and ratios, and offering drill-down capabilities, it helps finance teams identify and resolve performance issues quickly. With customizable statements and secure access controls, teams can share actionable financial data with stakeholders across the business. Phocas provides a tool for connected business planning. It consolidates financial budgets, sales forecasts, headcount, and demand planning into one platform, enabling collaboration through workflows, user permissions, and audit logs. Live actuals and driver-based functionality allow businesses to track performance, compare plans to results, and adjust forecasts. The self-serve tool supports growing businesses with the ability to manage budgeting, helping users make informed decisions. Phocas Rebates automates rebate calculations and ensures accuracy. Built on a BI foundation, it helps businesses identify trends, spot near misses, and assess rebate performance. With real-time updates, users can optimize product offers, pricing, and purchasing decisions to capitalize on emerging opportunities and maximize profitability while strengthening trading relationships. Phocas CRM brings sales, finance, and customer data together in one platform, offering real-time insights for sales analysis and account management. By providing accurate sales reporting and streamlining the customer relationship process, it bridges the gap between finance and sales, empowering businesses to make informed decisions. Wondering if Phocas is right for your organization? Our Dashboard Software selection experts can help you in 15 minutes or less. ## Phocas User Interface ## Popular Phocas Alternatives Main Product Phocas 4.7 [(136)](https://www.softwareadvice.com/bi/phocas-profile/reviews/) Ratings Breakdown - 4.56Ease of use - 4.62Value for money - 4.61Customer support - 4.61Functionality Pricing Starting at $150.00 per month Get Price Alternative Product [Microsoft Power BI](https://www.softwareadvice.com/bi/microsoft-power-bi-profile/) 4.6 [(1889)](https://www.softwareadvice.com/bi/microsoft-power-bi-profile/reviews/) Ratings Breakdown - 4.13Ease of use - 4.41Value for money - 4.16Customer support - 4.49Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Google Analytics 360](https://www.softwareadvice.com/bi/google-analytics-profile/) 4.7 [(8101)](https://www.softwareadvice.com/bi/google-analytics-profile/reviews/) Ratings Breakdown - 4.17Ease of use - 4.66Value for money - 4.15Customer support - 4.61Functionality Pricing Available upon request Get Price Alternative Product [Tableau](https://www.softwareadvice.com/bi/tableau-profile/) 4.6 [(2359)](https://www.softwareadvice.com/bi/tableau-profile/reviews/) Ratings Breakdown - 4.12Ease of use - 4.20Value for money - 4.24Customer support - 4.49Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Zoho Analytics](https://www.softwareadvice.com/bi/zoho-analytics-profile/) 4.4 [(361)](https://www.softwareadvice.com/bi/zoho-analytics-profile/reviews/) Ratings Breakdown - 4.23Ease of use - 4.34Value for money - 4.15Customer support - 4.26Functionality Pricing Starting at $30.00 per month Get Price Alternative Product [Minitab](https://www.softwareadvice.com/bi/minitab-profile/) 4.5 [(391)](https://www.softwareadvice.com/bi/minitab-profile/reviews/) Ratings Breakdown - 4.18Ease of use - 4.18Value for money - 4.24Customer support - 4.43Functionality Pricing Starting at $1851.00 per year Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review HubSpot Marketing Hub Integration rated undefined from -1 review NetSuite Integration rated undefined from -1 review SAP Business One Integration rated undefined from -1 review MYOB Business Integration rated undefined from -1 review Dynamics 365 Business Central Integration rated undefined from -1 review See all 42 integrations ## Phocas User Reviews ## Phocas customer ratings - Overall rating: 4.7/5 - Total reviews: 136 ### Rating distribution - 5 stars: 104 reviews (76%) - 4 stars: 29 reviews (21%) - 3 stars: 2 reviews (1%) - 2 stars: 1 reviews (1%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.6/5 - Customer support: 4.6/5 - Functionality: 4.6/5 --- ### Where different types of data can find small errors easily. - Overall rating: 5/5 - Reviewer: Faiz A. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 10000+ employees - Product usage: Used weekly for free trial - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. All in all, it is a good option for data lovers. It’s powerful but easy to use for someone new to it. This makes my research life a lot more organized and professional. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Phocas is what I use to dig into data because I can “drill down.” If I see a big number and I want to know where that came from, I just click it. It starts with the small details right away. It really helps me to point out mistakes in my research data very quick. It is quite friendly and not scary interface. #### Cons Its mobile version does not work as well as the desktop one. If I’m traveling and want to see a quick report on my phone, it seems somewhat clunky. I only use it on my big office monitor. --- ### Phocas Review - Overall rating: 4/5 - Reviewer: Stephen C. - Verified reviewer: Yes - Industry: Wholesale - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: January 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### Phocas does all the work for us - Overall rating: 5/5 - Reviewer: Eugene S. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We use Phocas because we needed to stick analytics into our own platform and I really didn't want to code a whole BI layer from scratch. The white-labeling is okay and clients can see their metrics. It saves us engineering time I suppose. Im just glad the natural language query thing actually functions because the non-technical users kept bothering me. The customer support is good also. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The widgets are fine I guess and it connects to our databases without catching fire. The drag and drop stuff for the dashboards actually didn't break when I used it which is a shocker. My screen didn't freeze when connecting the data warehouse so that is something. #### Cons The cube builds fail a lot when there is heavy data loads. I really hate how hard doing translations for the dashboards are. --- ### Poor ongoing support - Overall rating: 2/5 - Reviewer: Kenny L. - Verified reviewer: Yes - Industry: Wholesale - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2025 - Review source details: This review was submitted organically. No incentive was offered Good product but poor service, so wouldn't recommend! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 4/5 #### 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 --- ### It actually works nicely - Overall rating: 5/5 - Reviewer: Justin M. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Spreadsheets were located everywhere before we implemented Phocas. I thought for sure Phocas would break the system by bringing the financial reporting for different countries together. The P&L structures are automatically set up with phocas, therefore, I have less manual work. I suppose it saves time and I don’t have to think about as much. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I've never been surprised by how well Phocas doesn't crash when I input the data. I could rearrange the models. It's able to bring all the various ERP metrics into one location therefore I do not have to review 12 different screen locations. Flexibility is okay I suppose. #### Cons Reports are difficult to create since Phocas does not include normal drag & drop functions that are common in almost all programs. If too many images or categories are included the entire report will freeze and you'll lose your filters if you reload the page. It took me way to long to figure out. I really need to clean my glasses. --- ### Excellent, user friendly BI tool - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Wholesale - Company size: 1001-5000 employees - Product usage: Used monthly for more than 2 years - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### A Powerful and User-Friendly Business Analytics Tool - Overall rating: 4/5 - Reviewer: Cody M. - Verified reviewer: Yes - Industry: Construction - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, my experience with Phocas has been positive. It provides useful insights, makes reporting more efficient, and helps with data-driven decision-making. While there is a learning curve and some features may require additional setup, the platform is valuable once you become familiar with it. Overall, Phocas has been a reliable and helpful tool for managing and analyzing business data. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros What I liked most about Phocas is how easy it makes it to access and understand important business data. The platform provides clear, insightful reporting that helps turn complex information into actionable insights. I also appreciate its user-friendly interface and the ability to quickly analyze performance, identify trends, and make more informed decisions. Overall, Phocas has made reporting and data analysis more efficient and valuable for our team. #### Cons What I liked least about Phocas is that it can take some time to fully learn and understand all of its features. Some reports and dashboards may require additional setup or customization, and new users may need training to get the most out of the platform. Overall, though, these are relatively minor challenges compared with the benefits Phocas provides. --- ### User-friendly BI tool with strong reporting but limited advanced flexibility - Overall rating: 4/5 - Reviewer: Nyma M. - Verified reviewer: Yes - Industry: Consumer Goods - Company size: 51-200 employees - Product usage: Used monthly for more than 2 years - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Phocas is a reliable BI platform that makes data more accessible for business users. It’s especially useful for daily reporting and decision-making, though deeper customization and advanced analytics require some effort to master. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Very user-friendly for data analysis and reporting Strong dashboards and data visualization Good drill-down and reporting capabilities Helps centralize data from multiple systems Reduces reliance on IT for reporting #### Cons Learning curve for advanced features Limited customization in some dashboards/visuals Can feel restrictive for complex reporting needs Performance can slow with large datasets --- ### Excellent business analytic tool. - Overall rating: 5/5 - Reviewer: Shamir P. - Verified reviewer: Yes - Industry: Logistics and Supply Chain - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Simple, Effective Performance Reporting - Overall rating: 5/5 - Reviewer: Alex H. - Verified reviewer: Yes - Industry: Mechanical or Industrial Engineering - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I've enjoyed using Phocas to translate our business performance into easy to understand dashboards. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- Showing 1 - 10 of 136 Reviews [See All Reviews](https://www.softwareadvice.com/bi/phocas-profile/reviews/) ## Phocas Popular Comparisons [Microsoft Power BI vs Phocas](https://www.softwareadvice.com/bi/microsoft-power-bi-profile/vs/phocas/)[Google Analytics 360 vs Phocas](https://www.softwareadvice.com/bi/google-analytics-profile/vs/phocas/)[Tableau vs Phocas](https://www.softwareadvice.com/bi/phocas-profile/vs/tableau/)[Grow vs Phocas](https://www.softwareadvice.com/bi/grow-profile/vs/phocas/)[Qlik Sense vs Phocas](https://www.softwareadvice.com/bi/phocas-profile/vs/qlik-sense/) [Compare All Alternatives](https://www.softwareadvice.com/bi/phocas-profile/alternatives/) ## Other Top Recommended Dashboard Software [SAS Viya](https://www.softwareadvice.com/data-catalog/sas-viya-profile/) **4.4** (12) Recently recommended **11** times [Grow](https://www.softwareadvice.com/bi/grow-profile/) **4.4** (410) Recently recommended **10** times [SAP BTP](https://www.softwareadvice.com/bi/sap-btp-profile/) **0.0** (0) Recently recommended **3** times [Google Analytics 360](https://www.softwareadvice.com/bi/google-analytics-profile/) **4.7** (8101) Recently recommended **0** times Stuck Between Options? 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