Phocas vs Spreadsheet Server

Dynamics 365

Microsoft Power BI

Vena

IBM Cognos Analytics

Longview Tax

IDL Konsis

Compare Phocas and Spreadsheet Server 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

Vena is the FP&A platform built for Excel that uses cloud technology and AI. It enables modeling, analysis, centralized collaboration, and streamlined processes to help organizations plan. Users can model what-if scenarios and make bottom-up or top-down adjustments.

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.

Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

Accounting

Fixed Asset Management

Payroll Management

Project Accounting

Purchase Order Management

Tax Management

Spreadsheet Server

Assistant Controller

We have a great rep, [sensitive content hidden], who is very reliable and eager to assist with any issues.

Graduate Research  Assistant

Easily conflicts with some other tools, which makes some problems. Need to remove those issues.

IT Manager

Whenever there is an issue I can reach out to support and they are always very helpful at finding a quick resolution.

Finance Analyst

Can save report pulls, and refresh with the click of a button. Strong and friendly support team to troubleshoot.

Senior Accountant

The best thing about Spreadsheet Server is the ability to utilize excel to build our reports.

Their customer service and the ability to pull data into a clean, and easy to read report.

Systems Admin

Its ability to seamlessly integrate with spreadsheets and dynamically for specific date ranges enhances our complex analytics.

Office Manager

The ease of use and the help I get when I have questions.

SVP Controller

Outstanding, easy to set up tool that keeps my staff in Excel and productive, rather than bothering MIS or struggling with more complicated data warehouses and sequel scripts.

Spreadsheet server is easy to use and refreshes my data immediately. I love all the options I have, I can access any GL data I choose.

Property Accountant

All the data and numbers are pulled into the spreadsheet within less than a minute. We use it on a daily basis, and we love it.

Sr. Financial Analyst

We are now able to do both in a fraction of the time. Would highly recommend this tool for people who want to get their YARDI data in excel.

Service desk analyst

Low cost; easy to use; effective reporting solution.

Director Finance

Accounting Manger

It took while to get the install transferred license since multiple channels have limited access and not connected.

The most difficult part of spreadsheet server is the amount of time it takes to run our reports.

Financial Reporting Associate

SpreadSheet server  seamlessly integrates live ERP data directly into Excel. It generates various account based reports that are flexible as per need.

Phocas vs Spreadsheet Server Comparison (2026)

Phocas

Spreadsheet Server

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives