--- title: "Phocas Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Phocas Software - reviews, pricing plans, popular comparisons to other Dashboard products and more." source_url: "https://www.capterra.com/p/141678/Phocas-Software/" page_type: "product" language: "en" --- # Phocas Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Phocas ## What is Phocas? Phocas Software offers cloud-based BI and FP&A tools tailored for mid-market businesses in wholesale distribution, manufacturing, and retail. With dashboards and data visualization tools, you can build, customize and share unlimited dashboards to track financial ratios, KPIs, and performance across divisions. Present live data insights in a digestible format—using graphs, pie charts, and Sparklines (min charts)—so even non-financial teams can engage with the numbers. Drill down from high-level overviews into underlying data – right down to transaction-level - to uncover trends, identify opportunities, and make informed decisions faster. ## What is Phocas used for? [Data Analysis](https://www.capterra.com/data-analysis-software/)[Reporting](https://www.capterra.com/reporting-software/)[Dashboard](https://www.capterra.com/dashboard-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 136 user reviews Reviews sentiment Positive 98% Neutral 1% Negative 1% Starting price $150 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Budgeting / 2025 - Business Intelligence / 2025 - Dashboard / 2025 - Data Visualization / 2025 - Reporting / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Phocas?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.phocassoftware.com/&name=Phocas) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Phocas 4.7 (136) VS. [4.5 (391)](https://www.capterra.com/p/109731/Minitab-Statistical-Software/reviews/) Starting Price $150 Flat Rate, Per Month Starting Price $1851 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (136) Ease Of Use 4.2 (1,869) Value For Money 4.6 (106) Value For Money 4.2 (1,273) Customer Service 4.6 (123) Customer Service 4.2 (1,207) ## Phocas alternatives [4.4 (361)](https://www.capterra.com/p/129749/Zoho-Analytics/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.3 (331)](https://www.capterra.com/p/119119/Domo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (12)](https://www.capterra.com/p/10004983/SAS-Viya/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [4.7 (87)](https://www.capterra.com/p/10012559/EngineRoom/reviews/) Starting price $495.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/141678/Phocas-Software/alternatives/) ## FAQs about Phocas Overview ### What problems does Phocas solve? Phocas solves scattered reporting, slow spreadsheet analysis, and dependence on IT by centralizing ERP, sales, finance, inventory, and purchasing data into customizable dashboards and drill-down reports. Sales teams, managers, branch operations, finance staff, and non-technical users use it to spot margin drops, track KPIs, benchmark performance, and answer business questions fast. Answer based on 116 reviews Overview ### Which roles and teams benefit most from Phocas? Phocas is most used by finance leaders, executives, analysts, and operations or sales managers who need fast access to business performance data. CFOs and CEOs use dashboards for planning and oversight, while analysts, IT teams, and operational leaders rely on it for reporting, forecasting, trend analysis, and decision support. Answer based on 135 reviews Overview ### What company size and industries is Phocas built for? Phocas is built primarily for small businesses in wholesale, with 52% of reviewers from small companies and 33% from wholesale. It also serves midsize businesses at 33% and enterprises at 15%, with notable use in logistics and supply chain at 10% and automotive at 9%, alongside distributors, manufacturers, retailers, construction, and food and beverage firms. Answer based on 135 reviews Features and Usability ### What are the key features of Phocas? Phocas includes core business intelligence features like ad hoc analysis, self-service reporting, drill-down data exploration, and customizable dashboards. Differentiator features include data integration from multiple sources, KPI monitoring with alerts/notifications, and sales reporting for customer, product, and trend analysis, plus role-based permissions for controlled access. Answer based on 72 reviews Integrations ### Which third-party tools and platforms does Phocas integrate with? Phocas integrates with Xero, Cin7 Core, Infor Distribution SX.e, and OGL Software, plus over 60 cataloged platforms including Acumatica, Dynamics 365, Epicor, Google Analytics 360, and HubSpot CRM. Its integration set spans accounting, ERP, analytics, and CRM systems for business reporting. Answer based on 6 reviews Getting Started and Support ### How easy is it to onboard and train a team on Phocas? Phocas offers in-person training, live online sessions, webinars, documentation, and videos, giving teams several ways to learn. Reviewers say most end users and sales teams pick it up quickly, especially with 101 courses and tutorials, while admins, developers, and backend designers usually need more time to master advanced features. Answer based on 23 reviews Getting Started and Support ### What customer support options does Phocas offer, and how do users rate the experience? Phocas offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as helpful, knowledgeable, and strong during training, setup, and problem solving. Response times appear mixed: many report quick assistance, while some mention slow follow-up, long-open tickets, backlog-related delays, and uneven coverage when key contacts are unavailable. Answer based on 42 reviews Features and Usability ### Is Phocas easy to use and navigate? Phocas makes reporting and data analysis easy for many business users, especially on desktop dashboards. Teams like the clear layout, drill-down tools, and self-service access to data, but some users find advanced features harder to learn, dashboard visuals somewhat limited, and mobile navigation less comfortable. Answer based on 34 reviews Features and Usability ### What features does Phocas offer for reporting and analysis? Phocas covers day-to-day reporting, drill-down analysis, dashboards, subscriptions, and data access across sales, finance, inventory, and purchasing. Many teams value self-service reporting and flexible views, while some users want better mobile support, more CRM integration, easier setup for certain workflows, and more flexible sharing or export options. Answer based on 29 reviews ## Features AI summary Based on 5,156 Dashboard reviews Capterra reviewers point to these as the top priorities when choosing dashboard software: - **Dashboard Creation** (**49%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**51%**) - **Multiple Data Sources** (**55%**) Phocas supports all three features buyers rate most important: **Dashboard Creation**, **Reporting/Analytics**, and **Multiple Data Sources**. Together, these capabilities give teams a clear way to build dashboards, analyze performance, and combine data from different systems in one place, helping businesses make faster decisions and track results with greater confidence. Reporting/Analytics 4.6 (31) 67.74% of 31 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Visualization 4.5 (35) 77.14% of 35 reviewers that rated this feature as important or highly important Graphical representation of data Data Import/Export 4.6 (26) 69.23% of 26 reviewers that rated this feature as important or highly important Import and export data to and from software applications Dashboard 4.7 (37) 70.27% of 37 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Data Connectors 4.5 (22) 45.45% of 22 reviewers that rated this feature as important or highly important Connect to big data sources Search/Filter 4.6 (20) 70.00% of 20 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Phocas 94 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Benchmarking: Compare key metrics for the business against prominent players in the industry - Big Data Analytics: Examine large amounts of data to uncover hidden patterns, correlations, and other insights - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - CRM Integration: Integration with third-party CRM systems - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Blending: Merge data from multiple sources to a single data set - Data Cleansing: Removes data that is incomplete, inaccurate, or irrelevant from a dataset - Data Connectors: Connect to big data sources - Data Discovery: Discover and connect variety of data sources to the application for analysis - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Data Quality Control: Establish guidelines about how much and what kind of data can be stored in the repository - Data Visualization: Graphical representation of data - Database Support: Supports common databases such as MySQL and Oracle - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - ETL: Process of extracting, transforming, and loading data - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Functions/Calculations: Perform various mathematical calculations using the data - General Ledger: Centralized accounting record which tracks all financial transactions - High Volume Processing: Process and analyze large volume of data - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Marketing Reports: Reports specific to marketing and associated campaigns - Mobile Dashboards: View and present dashboard on mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Multiple Data Sources: Allows users to manage data from a number of sources - OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Private Dashboards: Share dashboard screen within private user groups - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Public Dashboards: Publish dashboard publicly on various platforms - Publishing/Sharing: Share pre-configured sets of data organized and presented in a specific manner with the organization - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Self-Service Reporting: Allow users to create their own reports and financial statements - Single Page View: Display aggregated data points on one page for a bird's eye view assessment - Statistical Analysis: Apply statistical/mathematical models to sets of data - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visual Discovery: Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries. - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (133) 4.6 Based on 133 reviews ## Pricing Value for money 4.6 (106) Basic $150.00 Flat Rate,Per Month Value for money 4.6 (106) 4.6 Based on 106 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Deltek Vantagepoint](https://www.capterra.com/p/225612/Vantagepoint/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (123) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (123) 4.6 Based on 123 reviews ## User reviews Overall rating 4.7 Based on 136 reviews Filter by rating 5(103) 4(30) 3(2) 2(1) 1(0) Mentioned topic Sorted by most recent CM Cody M. Roofer Construction ### "A Powerful and User-Friendly Business Analytics Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 2/10 August 23, 2026 Overall, my experience with Phocas has been positive. It provides useful insights, makes reporting more efficient, and helps with data-driven decision-making. While there is a learning curve and some features may require additional setup, the platform is valuable once you become familiar with it. Overall, Phocas has been a reliable and helpful tool for managing and analyzing business data. Pros What I liked most about Phocas is how easy it makes it to access and understand important business data. The platform provides clear, insightful reporting that helps turn complex information into actionable insights. I also appreciate its user-friendly interface and the ability to quickly analyze performance, identify trends, and make more informed decisions. Overall, Phocas has made reporting and data analysis more efficient and valuable for our team. Cons What I liked least about Phocas is that it can take some time to fully learn and understand all of its features. Some reports and dashboards may require additional setup or customization, and new users may need training to get the most out of the platform. Overall, though, these are relatively minor challenges compared with the benefits Phocas provides. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ES Eugene S. Chief Product Officer and Co-Founder Information Technology and Services ### "Phocas does all the work for us" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2026 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JM Justin M. CEO Information Technology and Services ### "It actually works nicely" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 22, 2026 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NM Nyma M. Business Systems Specialist Consumer Goods ### "User-friendly BI tool with strong reporting but limited advanced flexibility" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 30, 2026 Phocas is a reliable BI platform that makes data more accessible for business users. It’s especially useful for daily reporting and decision-making, though deeper customization and advanced analytics require some effort to master. Pros Very user-friendly for data analysis and reporting Strong dashboards and data visualization Good drill-down and reporting capabilities Helps centralize data from multiple systems Reduces reliance on IT for reporting Cons Learning curve for advanced features Limited customization in some dashboards/visuals Can feel restrictive for complex reporting needs Performance can slow with large datasets Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Faiz A. Research Assistant Information Technology and Services ### "Where different types of data can find small errors easily." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 1, 2026 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. Pros Phocas is what I use to dig into data because I can “drill down.” If I see a big number and I want to know where that came from, I just click it. It starts with the small details right away. It really helps me to point out mistakes in my research data very quick. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SP Shamir P. Operations Manager Logistics and Supply Chain ### "Excellent business analytic tool." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 28, 2025 I use Phocas on a daily basis for a variety of reports and pulling data. The very easy way to pull large data sets and manipulate to produce bespoke reports is a key part of why I love Phocas. Pros Very easy to use. Ability to manage very large data sets and manipulate into different views. Cons Inability to export dashboards into excel. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor April 2, 2025 Hi Shamir, Thank you so much for taking the time to review Phocas. That's great to hear that you're able to wrangle large sets of data to generate daily reports - we work to hard to make your as data easy to access as possible. We're constantly working to improve our reporting and dashboard tools, so please get in touch via hello@phocassoftware.com or through the usual Customer Success channels if you have time to share more detail about your current dashboarding process and which parts you're looking to recreate in Excel. Many thanks, on behalf of Mike Hills Global Head of Customer KL Kenny L. Commercial Director Wholesale ### "Poor ongoing support" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 3/10 March 13, 2025 Good product but poor service, so wouldn't recommend! 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 31, 2025 Hi Kenny, thank you for taking the time to review Phocas. We're sorry that you've been having trouble getting your current ticket resolved - please contact us at hello@phocassoftware.com with some more detail and we'll make sure this gets sorted as soon as possible. Warm regards, on behalf of Mike Hills Global Head of Customer AH Alex H. Digital Mechanical or Industrial Engineering ### "Simple, Effective Performance Reporting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 20, 2025 I've enjoyed using Phocas to translate our business performance into easy to understand dashboards. Pros Clear and effective dashboards, easy to interpret and maintain Cons AI features are encouraging but could do with refining. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 31, 2025 Hi Alex, Thank you for taking the time to review Phocas. That's great that you're able to use Phocas dashboards for a clear and concise view of your data. We're continually improving our AI tools, so if you have any processes that you use regularly that you think could be better with an AI assist, please let uas know: you can email us at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer SC Stephen C. CFO Wholesale ### "Phocas Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 27, 2025 It has been good, had not used before starting with this business, now I am a promoter of the software. 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. Switched from [IBM Cognos Analytics](https://www.capterra.com/p/240583/IBM-Cognos-Analytics/) Cognos was too difficult to use when report writing Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 31, 2025 Hi Stephen, Thank you for taking the time to review Phocas. That's awesome to hear that your sales team are regular users - we aim to get your data into the hands of the people who need it as easily as possible. We're continually improving our financial reporting tools, so if there are parts of the data syncing process you think we could improve we'd love to hear about them. You can contact us at hello@phocassoftware.com or through your usual customer support channels. Warm regards, on behalf of Mike Hills Global Head of Customer OM Omar M. Data Analyst Automotive ### "Omar Review on Phocas" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 November 1, 2024 Postive. Again, I like how user friendly it is, but I think it just needs to have the function to import data so you can get values faster. Pros I like that is very user friendly, and that is not hard to figure out. Cons I don't like that you can't import data into it so that you can return values that reflect the imported data. For example, instead of clicking on each SKU you want to look at, I think it would be beneficial to import a large dataset that involves SKUs so that you can see their data much faster. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor April 2, 2025 Hi Omar, thanks for taking the time to review your experience with Phocas so far - we're happy to hear that you're finding Phocas so easy to use. If you're not getting the SKU Level of detail you need from your ERP, it is possible to load in additional data into Phocas using file uploads of Formatted data: https://docs.phocassoftware.com/other-information/upload-a-file This does require some additional configuration to setup. Please reach out to us using the usual channels or at hello@phocassoftware.com if you have further questions about this functionality. Warm regards on behalf of Mike Hills Global Head of Customer [View all Reviews](https://www.capterra.com/p/141678/Phocas-Software/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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