Phocas vs Fathom

Dynamics 365

Microsoft Power BI

IBM Cognos Analytics

Spreadsheet Server

Longview Tax

IDL Konsis

Compare Phocas and Fathom based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Microsoft Power BI converts data into rich interactive visualizations, utilizing business analytics tools to share dashboard-based insights across all devices

Google Analytics 360

Enterprise-level analytics platform for marketers, BI staff, and online businesses to gain insights into customer website interactions.

Tableau

Tableau is a business intelligence and analytics platform that enables users to connect to databases, create data visualizations, and share insights. The platform offers deployment options including cloud-based, self-hosted, and desktop environments with drag-and-drop functionality for building interactive dashboards. It features AI-based analytics capabilities, integration with Salesforce CRM, and supports visual storytelling and collaboration across organizations.

Phocas delivers a stunning visual summary of your data, enabling you to spot check for results to share with other users.

Access Controls/Permissions

Accounts Payable

Accounts Receivable

Activity Dashboard

Ad hoc Analysis

Ad hoc Reporting

Alerts/Notifications

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 Import/Export

Data Integration

Data Management

Data Quality Control

Data Visualization

Drag & Drop

Expense Tracking

Financial Analysis

Financial Management

Financial Reporting

Forecasting

For Small Businesses

Functions/Calculations

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

Performance Metrics

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/Analytics

Reporting & Statistics

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

Templates

Third-Party Integrations

Trend Analysis

Trend/Problem Indicators

Version Control

Visual Analytics

Visual Discovery

"What If" Scenarios

Widgets

Workflow Management

Phocas

Web-based

Windows

Linux

iPhone

iPad

Android

Basic

President

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.

Director

The ability to make any dashboard visible on an external link has allowed us to use it for our wall board reporting throughout the business - making the numbers visual has helped to make them understandable.  

Operations Manager

The very easy way to pull large data sets and manipulate to produce bespoke reports is a key part of why I love Phocas.

Research Assistant

It really helps me to point out mistakes in my research data very quick.

Project Manager

Overall Phocas is a great tool for analyzing and comparing sales data, inventory analysis, and revenue tracking.

Sales

Use it to see my customers buys and track their spending

Manager Financial Systems

The one constraint we found is Budget uploading without the budget module.

Data Analyst

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.

The functionality to build custom reports with easy to choose options.

We use Phocas for all our reporting across the business.  

It is quite friendly and not scary interface.

It’s powerful but easy to use for someone new to it.

Commercial Director

The customer service and after sales support is very poor, to the point of considering moving away.

It’s too clumpy in that not user friendly

Researcher

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.

Group Head of IT

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

Digital

Clear and effective dashboards, easy to interpret and maintain

ACCOUNT MANAGER 

Sometimes, we do have connectivity issues with it connecting with our versions of dynamics Navision.

Phocas Software is praised for its simple and intuitive interface, which enables me to navigate and analyze data in various ways.

Data Specialist

Tableau, Microsoft PowerBI, etc.) features, pricing, and customer reviews to determine which one will work best for your business.

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

Users may find that some customization options are limited, and the software can have a steep learning curve for those who are not familiar with business intelligence solutions.

Senior Data Analyst

Additionally, the visuals are excellent, allowing for simple customization of the dashboards' appearance and feel.

It's easy to deploy and allows you to centralise your data.

Inside Sales 

this program also allows me to have my track record available and see where I need improvement and have a clear written history in terms of graphs and charts as to what has been done in the past, and present.

Director of Supply Chain

A couple projects that were able to be successful with the use of Phocas is: Customer Stratification, Gap Analysis, Daily Inventory Analysis (Which was huge for this last year) and our Dead Stock process.

Sales Consultant

It should have been accessible to all employee to keep checking the sales stats instead of just one user without a password and username.

IT Support

Previously we had to write sql queries to get users the custom reports they required.

The software training academy and weekly live training sessions has allowed users to pick up the software easily.

I love from an IT admin point of you how it allows users to build their own reports.

Business Analyst

Needs an additional user license that fits in between the Viewer and Full Licenses to give additional user features like exporting, but not the ability to design dashboards.

Showing Sales figures as opposing to same time last year, we are basing our bones system based on this.

They get the information they need within seconds and can quickly move on to do their actual jobs.

National Account Manager

With our custom insulation solutions business, our metrics and analytics are unique, and Phocas has kept up, nay, surpassed our demands!

Trainer

I utilize data analysis in Phocas daily and help create dashboards for our branches.

Good, basic BI tool that can give sales teams good information to understand their customers and opportunities to grow sales and margins.

I particularly like how easy it is to create Dashboards and delve deeper into dashboard data.

It's really quick to get the information we need. When we implemented it we presumed the sales team would spend hours on it.

IT Data Analyst

We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area.

The team is always willing to assist with any questions or problems, and the customer service is also excellent.

It was difficult to navigate the system and find the information I needed.

the only problem I have with this problem is that sometimes , the program freezes, lags and does not upload the data from the day prior.

Group IT Manager

We were using PBI and attracted to buy Phocas immediately after first demo.

Sales Manager

Sometimes the customer service is slightly slow and I don't always hear back straight away but in the main it's good!

The software is fantastic but not necessary for small organisations.

 Founder

The only downside I have experienced is the cost, as the software can be quite expensive.

Senior Business Line Manager

Maybe some more different style's of graphs would be good.

Director I.T. Services

With a limited staff keeping our systems updated and available was a major time consumer ... leaving very little time to develop the report or query request that constantly came into the department.

I highly recommend Phocas software for any business looking for a user-friendly, real-time analytics solution.

Phocas vs Fathom Comparison (2026)

Phocas

Fathom

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives