Phocas vs Solver

Dynamics 365

Tableau

Microsoft Power BI

IBM Cognos Analytics

Longview Tax

IDL Konsis

Compare Phocas and Solver 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

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

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

IDL Konsis is a cloud-based account management tool. It enables firms to streamline financial consolidation, disclosure, reporting, and analysis. Key attributes include automated currency conversions, goodwill amortization, deferred taxes calculations, matrix consolidations, and deconsolidation.

Solver is a data warehouse and corporate performance management (CPM) system based on the Microsoft platform. It enables businesses to capture and store transactional data in a centralized repository, track and manage multiple data sources and generate ad-hoc reports.

Ad hoc Query

Asset Lifecycle Management

ETL - Extract Transfer Load

Expense Management

Financial Consolidation & Close Management

Journal Entry Processing

Match & Merge

Receivables Ledger

Solver

Senior Data Analyst Consultant

I am a proud partner of Solver and enjoy working with it. I have been utilizing the product for 3 years now and still love what I do.

Technical Consultant

Solver has the solution our clients use to create effective and helpful reports saving their organizations not only time but money. We hear how over and over the ease of use.

Channel Development Manager

Business Intelligence Consultant 

Very easy functionality and ease of use to describe and show clients. Linking with excel is fun and easy for everyone to use no matter what the person's background.

Senior Accountant

The ease of reporting is great, and I love that I can access relevant financial data to make faster decisions at the click of a button.

Director of Accounting

The potential and discovering new things that you can accomplish. The Excel add in is great along with the ability to build our own modules in the DWH.

Controller

Very user friendly and has many useful  features. We have been very happy in moving to this product.

Director, Special Projects

Reporting tool and Planning tool have been invaluable to our organization. Somewhat disappointed in loss of functionality with new version releases.

Consultant

As a vendor, we have found Solver to be very responsive, with a genuine commitment to excellence. We like that the warehouse comes with out of the box intelligence around financial reporting.

Corporate Controller

It's easy to format and give it the look I want. I also love the ability to schedule my reports to run when I want them to run.

Solver has an outstanding Support team to help client get up and running.

Director, Financial Planning and Analysis

I am still discerning how much of any issue I have is user error or something else. There are plenty of times when a simple data error causes something not work.

Senior Financial Analyst

We are happy to be attending Focus as it gives us an opportunity to learn more about the Bi360 product and network with other users.

ERP Systems Administrator 

So imagine my surprise when I struggled helplessly for hours trying to figure out the Excel version of the tool. It is by no means intuitive.

Sales Executive

What I like the most about this product is easy to integration with known ERP, simplicity to use, intuitive, uniqueness since it integrates BI and CPM.

Senior Business Analyst

Ease of use, scheduling of daily reports, quick daily data refresh, and excellent customer service.

We had a Planning issue where our LID was disappearing from our Data Warehouse. We're not sure what caused this but this resulted in many frustrated customers during our budget input process.

It integrated well with our ERP system. Once the financial statements we created were finalized, it was easy to run them monthly and save a lot of time producing our monthly financial statements.

Phocas vs Solver Comparison (2026)

Phocas

Solver

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives