Phocas vs Link My Books

Dynamics 365

Microsoft Power BI

IBM Cognos Analytics

Webgility

DataServ SaaS AP Automation

Compare Phocas and Link My Books 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

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

IBM Cognos is a suite of business intelligence and performance management software, that includes dashboards, reports, forecasting, visualization & automation.

Phocas delivers cloud-based BI and FP&A solutions for mid-market distribution, manufacturing and retail businesses. Seamlessly integrating with ERP systems, it simplifies data analysis, streamlines financial planning, and empowers teams to uncover insights, forecast accurately, and drive growth.

"What If" Scenarios

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

Chart of Accounts

Charting

Collaboration Tools

Consolidation/Roll-Up

Customizable Branding

Customizable Dashboard

Customizable Reports

Customizable Templates

Customization

Dashboard

Dashboard Creation

Data Blending

Data Cleansing

Data Connectors

Data Discovery

Data Import/Export

Data Integration

Data Management

Data Quality Control

Data Visualization

Database Support

Drag & Drop

Expense Tracking

Financial Analysis

Financial Management

Financial Reporting

For Small Businesses

Forecasting

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

Profit/Loss Statement

Profitability Analysis

Public Dashboards

Publishing/Sharing

Quantitative Analysis

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

Templates

Third-Party Integrations

Trend Analysis

Trend/Problem Indicators

Version Control

Visual Analytics

Visual Discovery

Widgets

Workflow Management

Phocas

Android

Linux

Web-based

Windows

iPad

iPhone

sales person

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.

Commercial Administration Manager

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.

Area Manager

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.

Phocas is very easy to use, very intuitive and provides excellent business information. It is relatively inexpensive per user and at times, worth its weight in gold.

Marketing Co-ordinator

Ease of use and navigation, ability to customise and a perfect support team.

Finance Director

I am most excited about the ability to draw in different strands of information from the various software platforms we operate as part of the business.

It is so useful to be able to track my sales and returns. It also has many great features for tracking sales and proformance.

Director I.T. Services

Ease of implementation, Ease of training, Ease of Customer service. Price point sealed the deal.

customer care advocate

What I like most about Phocas is the ease of use.

Support from the account managers when required is excellent.

However that's really our problem rather than theirs.

Sales/Marketing

Easily compare turnovers. See who has stopped buying a particular part no, and see who is buying something new.

It helps me quickly see customers in a specified group that I can then export to excel and begin analysis and making contacts.

Pricing Specialist

Powerful tool for all level of users. Simple, Intuitive, and Flexible.

Sales & Marketing Dept.

Customising reports can be hard to navigate around.

Director

Some bugs still sit in the software. Not a lot but they are annoying when they do pop up.

Phocas screenshot: Phocas platform

Phocas screenshot: Phocas analytics 

Phocas screenshot: Phocas financial statements 

Phocas screenshot: Phocas budgets & forecasts 

Phocas screenshot: Phocas rebates 

Phocas screenshot: Phocas CRM

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

A2X automates ecommerce accounting for Shopify, Amazon, Etsy, eBay & Walmart sellers. Trusted by ecommerce accountants worldwide.

DataServ AP Invoice Automation is the ideal solution for enterprise businesses with manual and/or decentralized payables processes, seeking more visibility and control, as well as paperless, touchless, and streamlined invoice processing.

Webgility is flexible, powerful ecommerce automation software that connects your ecommerce apps to your accounting solution. Connect your QuickBooks account to ecommerce stores, marketplaces, and point-of-sale systems — no IT necessary. Automation syncs ecommerce and accounting data automatically.

Link My Books automates ecommerce accounting by turning payouts from all major sales channels into accurate, bank-matched entries in Xero or QuickBooks. Sales, fees, refunds, and taxes are clearly broken down, helping businesses maintain reliable, tax-ready financial records.

Accounting

Compliance Management

Data Aggregation and Publishing

Data Capture and Transfer

Data Extraction

Data Mapping

Data Synchronization

Integrations Management

Multi-Location

Real-Time Updates

Sales Tax Management

Tax Management

Transaction Management

Link My Books

Founder

Brilliant piece of software - seamlessly connected my Amazon and eBay transactions to Quickbooks after months of trying to do it manually and trying to make the free versions work without success.

Virtual Assistant

Link My Books does this seamlessly and saves me hours. The support team are fantastic and talked me through each step - although it was super easy to navigate.

Owner

LinkMyBooks solved all of our problems and the cherry on top was the great price. Excellent value and would recommend to anyone.

It is incredibly easy to use, the team are so helpful to help you set up, this has probably been the best investment I have made in my Amazon business.

Amazing app to help anyone save time and concentrate on building the business rather than spending hours on end with admin activities.

Sales Director

It's a brilliant application and the customer support is fast and helpful.

President 

The only problem I have with Link My Books is that sometimes it gives an error when I try to send a payment to Xero. However, if I press the send button several times it eventually goes through.

Managing Director

Excellent, solved a number of challenges in our accounting in a very easy way.

Proprietor

Well-worth the money, and with superb customer service. Automates the accounting / reconciling of Amazon and Ebay payments in a way which is accurate and saves you so much time.

owner

Such a good program that actually works. Best thing i ever done was sign up to LMB.

Does the same thing as A2X, but even better. Support for Eu VAT complexities is excellent, such a life saver for us.

Sole Director

My accountant loves link my books since it saves time each month, it's also affordable.

Then it is up to the user to correct the information if it is wrong. Sometimes speed is needed over accuracy.

Director 

Easy to setup, excellent support - made my bookkeeping effortless and accurate.

There are many emails that get sent from linkmybooks though which can be annoying at times.

Integration with other software was seamless. User Interface intuitive and easy to navigate.

Easy integration, and I'm very confident that I can leave it to automate the process. Very efficient, and a huge time saver.

Operations Director

I'm struggling to think of anything I don't like about it, which is very rare as software usually bugs me.

Phocas vs Link My Books Comparison (2026)

Phocas

Link My Books

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives