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Phocas Logo

Business intelligence, financial reporting & sales analytics

Last updated: January 2025

Table of Contents

Phocas - 2025 Pricing, Features, Reviews & Alternatives

What is Phocas?

Phocas is a SaaS solution providing business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses in manufacturing, wholesale distribution, and retail. It helps businesses connect, understand, and plan.

Phocas partners with ERP systems including Epicor, Sage, Oracle NetSuite. It extends ERP capabilities by pulling data from ERP, CRM, spreadsheets and other systems into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, financial statements, budgeting, forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions.

Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks including consolidating financial and operational data. It assists with preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates.

Phocas Analytics is a BI tool that makes self-serve analytics achievable for everyone by centralizing data from your ERP and other systems into one intuitive platform. With advanced drill-down capabilities, AI-powered queries, and custom pivot tables, users can explore data effortlessly—from high-level overviews to transaction-level details. Ad hoc reporting tools make it simple to create reports and dashboards in minutes, while KPI alerts empower teams to visualize and act on insights that drive improvements across branches, divisions, sales, products, or customers.

Phocas Financial Statements connects businesses to performance by transforming ERP data into dynamic, up-to-date profit and loss, balance sheet, and cash flow statements. Designed to save time and reduce risk, the tool automates financial reporting, integrates prebuilt formulas and ratios for accuracy, and allows users to drill down to transaction-level details to uncover and resolve performance issues quickly. With customizable statements, secure access controls, and intuitive dashboards, finance teams can focus on strategic insights while sharing clear, actionable data across the business.

Phocas Budgets & Forecasts is a modern, intuitive tool designed for seamless and connected planning across your business. Consolidating financial budgets, sales forecasts, headcount, and demand planning into one platform, it enables teams to collaborate effortlessly with robust workflows, user permissions, and audit logs—ensuring accountability and accuracy. With live actuals and driver-based functionality, you can easily track performance, compare plans to results, and quickly reforecast as needed. This self-serve tool can adapt and support business growth with the ability to handle more complex or detailed budgeting. Helping you make informed decisions for a clearer, connected future.

Phocas Rebates streamlines rebate management by automating calculations for payable and receivable rebates, ensuring accuracy and delivering more profitable outcomes. Built on a BI foundation, this self-serve tool makes it easy to identify trends, spot near misses, and assess overall performance. Enabling businesses to maximize profitability and strengthen trading relationships. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities.

Phocas CRM bridges the gap between sales analysis and sales tasks by connecting finance, customer, and sales data in a single, intuitive platform. Designed for real-time insights, it empowers businesses with accurate sales reporting and streamlined account management.

Benefits of using Phocas

• Combines business intelligence, financial reporting, planning, budgeting and forecasting in one platform to understand the past, operate better today, and plan for the future

• Integrates with various ERPs including Epicor, Infor, Microsoft, NetSuite, Sage, and SAP to consolidate data

• Provides sales analytics and forecasting to drive revenue growth across products, regions, and teams

• Enables inventory optimization with real-time insights into stock levels and movements

• Includes AI assistant to deliver fast insights into products, sales, and customers for decision making

Starting from

150

Per month

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Phocas's key features

Most critical features, based on insights from Phocas users:

Dashboard
Reporting/Analytics
Data Import/Export
KPI Monitoring
Search/Filter
Ad hoc Reporting

All Phocas features

Features rating:

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

Phocas awards

Awarded in 6 categories in 2025

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Phocas pricing

Value for money rating:

Starting from

150

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

Phocas integrations (47)

Integrations rated by users

We looked through 128 user reviews, to identify which products are mentioned as Phocas integrations, and what is the users perception.

OGL Software logo
OGL Software

Integration rating: 5.0 (1)

The whole point of Phocas is to integrate with out ERP to allow us to analyse customer orders and products they are and aren't buying

TB

Tyler Barnes

Sales Manager

Integration rating: 5.0 (1)

Like most ERP's the reporting is not always user friendly of flexible enough for our requirements - Phocas fills this gap

ML

Mark Law

Group IT Director

Cin7 Core logo
Cin7 Core

Integration rating: 3.0 (1)

Good for inventory management but difficult reporting formats for user and manager. Zero customisation and almost zero automation.

mm

muzaffar momin

Customer Service

Dynamics 365 logo
Dynamics 365

Integration rating: 5.0 (1)

Xero logo
Xero

Integration rating: 4.0 (1)

Phocas support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
FAQs/Forum
Knowledge Base

Training options

Videos
Webinars
In Person
Documentation
Live Online

Phocas reviews

Overall rating

4.8

/5

128

Positive reviews

98

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.31/10
Rating distribution

5

4

3

2

1

99

27

2

0

0

Pros
I would say it is a positive experience helps me track what sale are most profitable. I would 100% recommend it to anyone looking to grow sales.
The ease to use and train employees on this BI tool makes it best in the market. The power of building your own databases, customizing reports and the level of customer service is outstanding.
My overall experience with Phocas has been excellent, we use the system to monitor growing and declining sales to protect out business and easily identify buying gaps to help increase sales.
Cons
However that's really our problem rather than theirs.
Easily compare turnovers. See who has stopped buying a particular part no, and see who is buying something new.
Customising reports can be hard to navigate around.

Phocas FAQs

Q. What type of pricing plans does Phocas offer?

Phocas has the following pricing plans:
Starting from: $150.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Phocas?

Phocas has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Phocas support?

Phocas supports the following languages:
English


Q. Does Phocas support mobile devices?

Phocas supports the following devices:
Android, iPad, iPhone


Q. Does Phocas offer an API?

No, Phocas does not have an API available.


Q. What other apps does Phocas integrate with?

Phocas integrates with the following applications:
Deltek Vantagepoint, MYOB Business, Infor SunSystems, MYOB Acumatica, HubSpot Marketing Hub, SAP S/4HANA Cloud, Jim2 Business Engine, Enapps, Infor LN, Google Analytics 360, WinMan ERP, Infor VISUAL, SAP Business ByDesign, SYSPRO, Infor XA, OrderWise, Dynamics 365, Epicor Eclipse, NetSuite, Epicor Prophet 21, Sage 200, SAP Business One, Accolent ERP, Sage X3, Khaos Control Cloud, Khaos Control, Sage 500, Sage 100, Epicor CMS, Dynamics 365 Business Central, SAP HANA Cloud, Retail Express, Acumatica Cloud ERP, Deltek Vision, IFS Cloud, Epicor Vision, Xero, Unleashed, HubSpot CRM, QAD Adaptive ERP, Epicor BisTrack, Microsoft Excel


Q. What level of support does Phocas offer?

Phocas offers the following support options:
Phone Support, Email/Help Desk, Chat, FAQs/Forum, Knowledge Base

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