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Phocas vs Spreadsheet Server Comparison (2026)
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Good recommendations?
Phocas
5
104
4
29
3
2
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Spreadsheet Server
5
61
4
29
3
2
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Phocas delivers a stunning visual summary of your data, enabling you to spot check for results to share with other users.
Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.7
136
5
4
3
2
1
104
29
2
1
0
- Value for money
- Ease of use
- Features
- Customer support
4.6
93
5
4
3
2
1
61
29
2
1
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Cody M.
Roofer
Cody M.
Roofer
Nyma M.
Business Systems Specialist
Pros
Audie A.
Customer Relationship Associate
Kathryn S.
Assistant Controller
Penny M.
Financial Planning and Analysis
Cons
Eugene S.
Chief Product Officer and Co-Founder
Kenny L.
Commercial Director
Kenny L.
Commercial Director
Cons
Tim S.
Senior Network Administrator
Gbolahan O.
IT Applications
Sabrina W.
Accountant
- Vendor responds to reviews
- Last review3 months ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features89
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Ad hoc Analysis
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Bank Reconciliation
- Benchmarking
- Billing & Invoicing
- Budgeting/Forecasting
- CRM Integration
- Cash Flow Management
- Cash Management
- Chart of Accounts
- Charting
- Collaboration Tools
- Consolidation/Roll-Up
- Customizable Branding
- Customizable Dashboard
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Blending
- Data Connectors
- Data Discovery
- Data Import/Export
- Data Integration
- Data Management
- Data Visualization
- Database Support
- Drag & Drop
- Expense Tracking
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Small Businesses
- Forecasting
- Functions/Calculations
- General Ledger
- Income & Balance Sheet
- Inventory Management
- KPI Monitoring
- Key Performance Indicators
- Marketing Reports
- Mobile Dashboards
- Monitoring
- Multi-Company
- Multi-Currency
- Multi-Department/Project
- Multiple Data Sources
- OLAP
- Payroll Management
- Performance Metrics
- Predictive Analytics
- Private Dashboards
- Profit/Loss Statement
- Profitability Analysis
- Project Accounting
- Public Dashboards
- Publishing/Sharing
- Purchase Order Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Reports
- Sales Trend Analysis
- Scenario Planning
- Scheduled/Automated Reports
- Scorecards
- Search/Filter
- Self Service Data Preparation
- Self-Service Reporting
- Single Page View
- Statistical Analysis
- Strategic Planning
- Tax Management
- Templates
- Third-Party Integrations
- Trend Analysis
- Trend/Problem Indicators
- Version Control
- Visual Analytics
- Visual Discovery
- Widgets
- Workflow Management
- Total features40
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Ad hoc Analysis
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Bank Reconciliation
- Benchmarking
- Billing & Invoicing
- Budgeting/Forecasting
- CRM Integration
- Cash Flow Management
- Cash Management
- Chart of Accounts
- Charting
- Collaboration Tools
- Consolidation/Roll-Up
- Customizable Branding
- Customizable Dashboard
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Blending
- Data Connectors
- Data Discovery
- Data Import/Export
- Data Integration
- Data Management
- Data Visualization
- Database Support
- Drag & Drop
- Expense Tracking
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Small Businesses
- Forecasting
- Functions/Calculations
- General Ledger
- Income & Balance Sheet
- Inventory Management
- KPI Monitoring
- Key Performance Indicators
- Marketing Reports
- Mobile Dashboards
- Monitoring
- Multi-Company
- Multi-Currency
- Multi-Department/Project
- Multiple Data Sources
- OLAP
- Payroll Management
- Performance Metrics
- Predictive Analytics
- Private Dashboards
- Profit/Loss Statement
- Profitability Analysis
- Project Accounting
- Public Dashboards
- Publishing/Sharing
- Purchase Order Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Reports
- Sales Trend Analysis
- Scenario Planning
- Scheduled/Automated Reports
- Scorecards
- Search/Filter
- Self Service Data Preparation
- Self-Service Reporting
- Single Page View
- Statistical Analysis
- Strategic Planning
- Tax Management
- Templates
- Third-Party Integrations
- Trend Analysis
- Trend/Problem Indicators
- Version Control
- Visual Analytics
- Visual Discovery
- Widgets
- Workflow Management
Integrations
- Total integrations43
- Accolent ERP
- Acumatica Cloud ERP
- Bannerflow
- CMiC
- DELMIAWorks
- Deltek Vantagepoint
- Dynamics 365
- Dynamics 365 Business Central
- Enapps
- Epicor BisTrack
- Epicor CMS
- Epicor Eclipse
- Epicor Prophet 21
- Epicor Vision
- FCRM Insurance
- Global Shop Solutions
- Google Analytics 360
- HubSpot CRM
- HubSpot Marketing Hub
- IFS Cloud ERP
- Infor CloudSuite
- Infor CloudSuites (LN)
- Infor SunSystems
- Infor VISUAL
- Infor XA
- JD Edwards EnterpriseOne
- Jim2 Business Engine
- Khaos Control Enterprise
- Khaos Control Essential
- Kinetic
- Klipboard
- MRI Property Management
- MYOB
- MYOB Acumatica
- Merlin
- Microsoft Excel
- NetSuite
- OrderWise
- QAD Adaptive ERP
- QAD Digital Supply Chain Planning
- Quantum
- Retail Express
- SAP Business ByDesign
- SAP Business One
- SAP HANA Cloud
- SAP S/4HANA Cloud
- SYSPRO
- Sage 100
- Sage 200
- Sage 500
- Sage X3
- Traverse
- Unleashed
- Visma Severa
- WinMan ERP
- Workday Financial Management
- Xero
- Total integrations21
- Accolent ERP
- Acumatica Cloud ERP
- Bannerflow
- CMiC
- DELMIAWorks
- Deltek Vantagepoint
- Dynamics 365
- Dynamics 365 Business Central
- Enapps
- Epicor BisTrack
- Epicor CMS
- Epicor Eclipse
- Epicor Prophet 21
- Epicor Vision
- FCRM Insurance
- Global Shop Solutions
- Google Analytics 360
- HubSpot CRM
- HubSpot Marketing Hub
- IFS Cloud ERP
- Infor CloudSuite
- Infor CloudSuites (LN)
- Infor SunSystems
- Infor VISUAL
- Infor XA
- JD Edwards EnterpriseOne
- Jim2 Business Engine
- Khaos Control Enterprise
- Khaos Control Essential
- Kinetic
- Klipboard
- MRI Property Management
- MYOB
- MYOB Acumatica
- Merlin
- Microsoft Excel
- NetSuite
- OrderWise
- QAD Adaptive ERP
- QAD Digital Supply Chain Planning
- Quantum
- Retail Express
- SAP Business ByDesign
- SAP Business One
- SAP HANA Cloud
- SAP S/4HANA Cloud
- SYSPRO
- Sage 100
- Sage 200
- Sage 500
- Sage X3
- Traverse
- Unleashed
- Visma Severa
- WinMan ERP
- Workday Financial Management
- Xero
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