Phocas vs Microsoft Power BI

Dynamics 365

Tableau

Looker

Qlik Sense

IBM Cognos Analytics

Infor OS

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

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.

Infor OS is a BI product that promises to enable a single view of data and eliminate data silos. Additionally, decentralized teams and individual users can augment this shared analytic fabric with their own local data, without compromising data governance. This consistency comes from a unified semantic layer, which maintains common definitions and key metrics, no matter where users sit. The platform can be deployed to a fully managed cloud or client managed cloud/on-premises.

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

Qlik Sense is a business intelligence (BI) and visual analytics platform that supports a range of analytic use cases. It supports a full range of users and use-cases across the life-cycle from data to insight.

Tableau is the world’s leading AI-powered analytics and business intelligence platform. Learn More! 

Looker, now part of Google Cloud, is a data platform that makes it simple for anyone to find, navigate and understand their data. Looker platform has an analytics interface for exploring data, a reusable development paradigm for curating data experiences, and an extensible API set so the data can exist in other systems. Looker enables anyone to search and explore data, build dashboards and reports, and share everything easily and quickly.

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

Ad hoc Query

AI/Machine Learning

Data Synchronization

Data Transformation

Geographic Maps

Integration into Third Party Applications

Interactive Reports

Mobile Access

Natural Language Search

Real-Time Updates

Self-service Analytics

Microsoft Power BI

Project Manager

It's an incredible programming for examination. I love the perception highlights since it transform drilling information into fun outlines or diagrams.

Charity Njogu

The ability to filter to the specific metric we are interested in is an amazing feature.

It is a good data analytics and visualization software and its ability to import data from multiples sources is a great feature.

Project Associate

Could be frustrating to use when first starting as it would give you an error message but provide no specifics on what is wrong or directions to fix it.

IT Administrator

A great reporting tool with great visuals and user friendly graphical user interface.A wonderful application for running day to day activities.

ServiceDesk Jr

I find the PowerBi amazing to have an easy to navigate and attractive interface, simple to create a new panel, easy to learn, not to mention the integrations he already has.

Financial Analyst

The data visuals are great and convienent rather than spending hours creating it yourself. It is also great compared to the other similar softwares because of how simple it is to use.

IoT CAB Manager

Amazing software with incredible analytics resources. It is great for dashboards.

Junior Programmer Analyst

It helps me to improve the way we manage the Data in the organization. Also,  I got experience and I got in love in Data Analysis.

It is a good analytical tool which simplifies complexities in producing articulate reports and good especially when it being used by people without much programming knowledge.

Operations Manager

It provides great visibility on data, it is easy to download and it connects with different CRMs in order to use it as a database for performance.

Programmer

The possibility of using a free version and the price of the PRO version, which is more affordable than the competitors.

Director, Accountability & Transparency

I find it a bit frustrating when presented with a visualisation that doesn't represent the particular angle on the data I am looking for.

Assistant controller 

Had to take some training courses and even at that it was still confusing.

PowerBI, is very powerful and has a big community who's will help you if you have a question or a problem. Also, the learning curve is not steep.

The only problem, I've found was that you can only program 8 updates a day to the data model.

Data Scientist

This is usually very informative especially to the senior management when creating dashboard and data summaries. For example, Its specifically important in monitoring budget and expenditure data.

Consultant

It can integrate with Excel which means one can work on raw data parallelly with the BI visualizations. Power BI has a very interactive community and that takes care of the support issue.

Phocas vs Microsoft Power BI Comparison (2026)

Phocas

Microsoft Power BI

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives