# Phocas Software Reviews, Demo & Pricing - 2026 > Review of Phocas Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/bi/phocas-profile --- [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 2026: Benefits, Features & Pricing 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 [(134)](https://www.softwareadvice.com/bi/phocas-profile/reviews/) 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... 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 [(134)](https://www.softwareadvice.com/bi/phocas-profile/reviews/) Ratings Breakdown - 4.55Ease of use - 4.62Value for money - 4.62Customer 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 [(1883)](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 [(8094)](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 [(2353)](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 [(360)](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 [(388)](https://www.softwareadvice.com/bi/minitab-profile/reviews/) Ratings Breakdown - 4.18Ease of use - 4.17Value for money - 4.24Customer support - 4.42Functionality 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 43 integrations ## Phocas User Reviews Overall Rating 4.7 Ratings Breakdown 5 77% 4 21% 3 1% 2 1% 1 0% Secondary Ratings Ease of Use 4.6 Value for money 4.6 Customer support 4.6 Functionality 4.6 Faiz A. Verified reviewer Information Technology and Services 10000+ employees Used weekly for free trial Review source Reviewed March 2026 Where different types of data can find small errors easily. 5 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 5 Ease of use 4 Value for money 4 Customer support 5 Functionality 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. Read More SC Stephen C. Verified reviewer Wholesale 51-200 employees Used weekly for less than 2 years Reviewed January 2025 Phocas Review 4 It has been good, had not used before starting with this business, now I am a promoter of the software. Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 4 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 Read More JM Justin M. Verified reviewer Information Technology and Services 11-50 employees Used daily for less than 2 years Review source Reviewed May 2026 It actually works nicely 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More KL Kenny L. Verified reviewer Wholesale 51-200 employees Used daily for less than 2 years Review source Reviewed March 2025 Poor ongoing support 2 Good product but poor service, so wouldn't recommend! Ratings Breakdown 4 Ease of use 3 Value for money 1 Customer support 4 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 Read More VR Verified Reviewer Wholesale 1001-5000 employees Used monthly for more than 2 years Reviewed October 2024 Excellent, user friendly BI tool 5 Have used Phocas for many years and watched it mature into a very competent products that's easy to use Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More VR Verified Reviewer Automotive 11-50 employees Used weekly for less than 6 months Review source Reviewed May 2020 Phocas 5 Overall we have had a positive experience with the software. Ratings Breakdown 5 Ease of use 3 Value for money 4 Customer support 5 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. Read More NM Nyma M. Verified reviewer Consumer Goods 51-200 employees Used monthly for more than 2 years Review source Reviewed April 2026 User-friendly BI tool with strong reporting but limited advanced flexibility 4 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 4 Ease of use 4 Value for money 4 Customer support 4 Functionality 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 Read More SP 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. 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More AH 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 5 I've enjoyed using Phocas to translate our business performance into easy to understand dashboards. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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 Read More sm stuart m. Verified reviewer Medical Devices 51-200 employees Used daily for more than 2 years Reviewed October 2024 Phocas review 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More Showing 1 - 10 of 134 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 [Google Analytics 360](https://www.softwareadvice.com/bi/google-analytics-profile/) **4.7** (8094) Recently recommended **0** times [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) **4.5** (3515) Recently recommended **0** times [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) **4.4** (3009) Recently recommended **0** times [Tableau](https://www.softwareadvice.com/bi/tableau-profile/) **4.6** (2353) Recently recommended **0** times Stuck Between Options? 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