--- description: Review of Phocas Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Phocas | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Reporting Tools](/directory/4284/reporting-tools/software) > [Phocas](/software/116310/phocassoftware) # Phocas Canonical: https://www.softwareadvice.ie/software/116310/phocassoftware Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.ie/software/116310/phocassoftware?page=2) > 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\&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. Phocas 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. Phocas 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. Phocas 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. Phocas 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. Phocas 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. Phocas 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. Phocas 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. > > Verdict: Rated **4.7/5** by 135 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 135 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Phocas Software - **Location**: Orlando, US - **Founded**: 1999 ## Commercial Context - **Starting Price**: US$150.00 - **Pricing model**: Flat Rate - **Pricing Details**: Contact Phocas Software for pricing details. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, Ireland, New Zealand, South Africa, United Kingdom, United States ## Features - "What If" Scenarios - API - 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 - CRM Integration - Cash Flow Management - Cash Management - Chart of Accounts ## Integrations (50 total) - Accolent ERP - Acumatica Cloud ERP - Apparel21 Insight - Cloud Suite - Datafile - Deltek Vantagepoint - Dynamics 365 - Dynamics 365 Business Central - Enapps - Epicor BisTrack - Epicor CMS - Epicor Eclipse - Epicor Prophet 21 - Epicor Vision - Google Analytics 360 ... and 35 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Reporting Tools](https://www.softwareadvice.ie/directory/4284/reporting-tools/software) ## Related Categories - [Accounting Software](https://www.softwareadvice.ie/directory/4220/accounting/software) - [Data Collection Software](https://www.softwareadvice.ie/directory/4339/data-collection/software) - [Accounting Software for Small Business](https://www.softwareadvice.ie/directory/506/small-business/software) - [Business Intelligence Platform](https://www.softwareadvice.ie/directory/4336/bi/software) - [KPI Software](https://www.softwareadvice.ie/directory/1738/kpi/software) ## Alternatives 1. 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It is quite friendly and not scary interface. > > **Cons**: Its mobile version does not work as well as the desktop one. If I’m traveling and want to see a quick report on my phone, it seems somewhat clunky. I only use it on my big office monitor. > > All in all, it is a good option for data lovers. It’s powerful but easy to use for someone new to it. This makes my research life a lot more organized and professional. ----- ### "Phocas Review" — 4.0/5 > **Stephen** | *27 January 2025* | Wholesale | Recommendation rating: 8.0/10 > > **Pros**: Easy to use and intuitive. Our sales teams are the primary users because it is simple > > **Cons**: On the financial side - syncing. We need to run this manually at month end as we complete journals, we want to see updated reports more timely. > > It has been good, had not used before starting with this business, now I am a promoter of the software. ----- ### "Phocas does all the work for us" — 5.0/5 > **Eugene** | *13 July 2026* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: The widgets are fine I guess and it connects to our databases without catching fire. The drag and drop stuff for the dashboards actually didn't break when I used it which is a shocker. My screen didn't freeze when connecting the data warehouse so that is something. > > **Cons**: The cube builds fail a lot when there is heavy data loads. I really hate how hard doing translations for the dashboards are. > > We use Phocas because we needed to stick analytics into our own platform and I really didn't want to code a whole BI layer from scratch. The white-labeling is okay and clients can see their metrics. It saves us engineering time I suppose. Im just glad the natural language query thing actually functions because the non-technical users kept bothering me. The customer support is good also. ----- ### "Poor ongoing support" — 2.0/5 > **Kenny** | *13 March 2025* | Wholesale | Recommendation rating: 3.0/10 > > **Pros**: Great software, really user friendly, and cuts the complexity out of data analysis. > > **Cons**: The customer service and after sales support is very poor, to the point of considering moving away. I've had a ticket open for months now and can't seem to just have a call with them to discuss the issue, very disappointing. > > Good product but poor service, so wouldn't recommend\! ----- ### "It actually works nicely" — 5.0/5 > **Justin** | *22 May 2026* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: I've never been surprised by how well Phocas doesn't crash when I input the data. I could rearrange the models. It's able to bring all the various ERP metrics into one location therefore I do not have to review 12 different screen locations. Flexibility is okay I suppose. > > **Cons**: Reports are difficult to create since Phocas does not include normal drag \& drop functions that are common in almost all programs. If too many images or categories are included the entire report will freeze and you'll lose your filters if you reload the page. It took me way to long to figure out. I really need to clean my glasses. > > Spreadsheets were located everywhere before we implemented Phocas. I thought for sure Phocas would break the system by bringing the financial reporting for different countries together. The P\&L structures are automatically set up with phocas, therefore, I have less manual work. I suppose it saves time and I don’t have to think about as much. ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.ie/software/116310/phocassoftware?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/116310/phocassoftware) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data