---
description: Compare Phocas vs XLReporting regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Phocas vs XLReporting Comparison
---

Breadcrumb: [Home](/) > [Data Preparation Software](/directory/3959/data-preparation/software) > [Phocas \<span\>vs\</span\> XLReporting](https://www.softwareadvice.ie/compare/116310/163645/phocassoftware/vs/xlreporting)

# Compare Phocas vs XLReporting

Canonical: https://www.softwareadvice.ie/compare/116310/163645/phocassoftware/vs/xlreporting

> Detailed comparison between Phocas and XLReporting. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Phocas | XLReporting |
| **Overall rating** | 4.7/5 | 4.5/5 |
| **Total Reviews** | 132 | 10 |
| **Starting Price** | US$150.00 | €530.00 |
| **Free Trial** | No | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Key features

### Phocas

- API
- Ad hoc Reporting
- Audit Trail
- Customisable Branding
- Customisable Templates
- Dashboard
- Data Integration
- Functions/Calculations
- KPI Monitoring
- Key Performance Indicators
- Marketing Reports
- Mobile Dashboards
- Multi-Currency
- OLAP
- Performance Metrics
- Private Dashboards
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Workflow Management

### XLReporting

- API
- Ad hoc Reporting
- Audit Trail
- Customisable Branding
- Customisable Templates
- Dashboard
- Data Integration
- Functions/Calculations
- KPI Monitoring
- Key Performance Indicators
- Marketing Reports
- Mobile Dashboards
- Multi-Currency
- OLAP
- Performance Metrics
- Private Dashboards
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Workflow Management

## Links

- [View Phocas Profile](https://www.softwareadvice.ie/software/116310/phocassoftware)
- [View XLReporting Profile](https://www.softwareadvice.ie/software/163645/xlreporting)
- [View Original Comparison](https://www.softwareadvice.ie/compare/116310/163645/phocassoftware/vs/xlreporting)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Phocas vs XLReporting Comparison","description":"Compare Phocas vs XLReporting regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.ie/compare/116310/163645/phocassoftware/vs/xlreporting","about":[{"@id":"https://www.softwareadvice.ie/software/116310/phocassoftware#software"},{"@id":"https://www.softwareadvice.ie/software/163645/xlreporting#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.ie/compare/116310/163645/phocassoftware/vs/xlreporting#breadcrumblist"},"@id":"https://www.softwareadvice.ie/compare/116310/163645/phocassoftware/vs/xlreporting#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.ie/#website"},"inLanguage":"en-IE","publisher":{"@id":"https://www.softwareadvice.ie/#organization"}},{"name":"Phocas","description":"Phocas is a SaaS platform designed to help mid-market businesses in manufacturing, wholesale distribution, and retail make data-driven decisions. Combining business intelligence (BI) and financial planning and analysis (FP&amp;A) in one integrated solution, it simplifies the way businesses access, analyze, and plan their data. It connects teams with the insights they need to understand their business better and drive growth.\n\nPhocas integrates with ERP systems including Epicor, Sage, and Oracle NetSuite, extending their capabilities by centralizing data from ERP, CRM, spreadsheets, and other systems into one intuitive platform. This unified view enables cross-functional teams to make more informed decisions with real-time insights. Key features include intuitive dashboards, ad hoc reporting, financial statements, budgeting, forecasting, and automated rebate management.\n\nPhocas is designed for self-service, empowering users at all levels of the business to access and analyze data. By automating manual processes including consolidating financial and operational data, it helps users focus on strategic activities. It assists with preparing monthly reports, analyzing trends, managing cash flow, or optimizing rebates.\n\nPhocas centralizes data from ERP and other systems into one platform. With drill-down capabilities, AI-powered queries, and customizable pivot tables, users can explore everything from high-level overviews to granular transaction details. Ad hoc reporting tools let users create custom reports and dashboards, while KPI alerts ensure teams stay on top of performance and act to drive improvements across sales, products, and customers.\n\nPhocas transforms ERP data into up-to-date profit and loss, balance sheet, and cash flow statements. By automating financial reporting, integrating prebuilt formulas and ratios, and offering drill-down capabilities, it helps finance teams identify and resolve performance issues quickly. With customizable statements and secure access controls, teams can share actionable financial data with stakeholders across the business.\n\nPhocas provides a tool for connected business planning. It consolidates financial budgets, sales forecasts, headcount, and demand planning into one platform, enabling collaboration through workflows, user permissions, and audit logs. Live actuals and driver-based functionality allow businesses to track performance, compare plans to results, and adjust forecasts. The self-serve tool supports growing businesses with the ability to manage budgeting, helping users make informed decisions.\n\nPhocas Rebates automates rebate calculations and ensures accuracy. Built on a BI foundation, it helps businesses identify trends, spot near misses, and assess rebate performance. With real-time updates, users can optimize product offers, pricing, and purchasing decisions to capitalize on emerging opportunities and maximize profitability while strengthening trading relationships.\n\nPhocas CRM brings sales, finance, and customer data together in one platform, offering real-time insights for sales analysis and account management. By providing accurate sales reporting and streamlining the customer relationship process, it bridges the gap between finance and sales, empowering businesses to make informed decisions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/dced6658-2b68-400d-8b3b-a66e18b1a0ed.png","url":"https://www.softwareadvice.ie/software/116310/phocassoftware","@id":"https://www.softwareadvice.ie/software/116310/phocassoftware#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":132},"offers":{"price":"150","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Linux on premise, Android, Platform ios, Platform ipad"},{"name":"XLReporting","description":"Created by finance professionals, XLReporting offers Lean CPM software that scales with you. Letting you start small, grow fast, and stay in control throughout.\n \n\n\nXLReporting is a lean Corporate Performance Management (CPM) solution that helps finance teams take control of budgeting, forecasting, reporting, and data consolidation. All in one flexible platform. \n\n\nWhile other CPM systems take months to implement and years to pay off, XLReporting starts delivering value in weeks, with minimal IT burden and total transparency.  \n\n\nWe built XLReporting for organizations that want the power of enterprise-level financial planning software, but without the cost or complexity. Whether you're creating budgets, managing rolling forecasts, consolidating multi-entity data, or building real-time KPI dashboards. \n\n\n\nXLReporting helps you plan and report with clarity and speed. \n\n\nBudgeting &amp; Forecasting: \n\n\nCreate structured budgeting workflows with built-in version control, approvals, and scenario planning. Automate rolling forecasts using live data and custom business logic. \n\nFinance teams can easily collaborate with operational departments while maintaining full control and data integrity. \n\n\nReporting &amp; Dashboards: \n\n\nAutomate your financial and management reporting process with customizable templates and real-time dashboards. Drill down into transaction-level detail and track KPIs that matter most to your organization. XLReporting gives you audit-ready output, consistent formats, and full transparency. \n\n\nData Consolidation: \n\n\nConnect and consolidate data from multiple sources including ERP, accounting, and spreadsheets, with no coding required. Build logic once and reuse it across multiple models and entities. \n\nXLReporting ensures consistency across your numbers while reducing manual work and reconciliation errors. \n\n\nScalable &amp; Secure: \n\n\nXLReporting is cloud-based, modular, and scalable. It supports multi-entity, multi-currency, and role-based access. From startups to mid-sized and growing enterprises, it adapts to your needs without locking you into rigid structures. \n\n\n\nWhy XLReporting: \n\n\nUnlike traditional CPM solutions, XLReporting is lean by design: quick to implement, easy to configure, and transparently priced. \n\nOur users value the balance between flexibility and structure, the ability to tailor every report and workflow, and the control it gives them over their performance data. \n\n\nIdeal for organizations that want to automate and professionalize their financial planning processes, without the high cost and overhead of traditional CPM platforms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/df3a1663-6eb1-4229-b7b5-cc66b4ed792f.png","url":"https://www.softwareadvice.ie/software/163645/xlreporting","@id":"https://www.softwareadvice.ie/software/163645/xlreporting#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.5,"bestRating":5,"ratingCount":10},"offers":{"price":"530","@type":"Offer","priceCurrency":"EUR"},"operatingSystem":"Cloud, Apple, Windows, Linux, Windows on premise, Linux on premise"},{"@id":"https://www.softwareadvice.ie/compare/116310/163645/phocassoftware/vs/xlreporting#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Data Preparation Software","position":2,"item":"/directory/3959/data-preparation/software","@type":"ListItem"},{"name":"Phocas vs XLReporting","position":3,"item":"https://www.softwareadvice.ie/compare/116310/163645/phocassoftware/vs/xlreporting","@type":"ListItem"}]}]}
</script>