# Phocas Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Phocas Software - reviews, pricing plans, popular comparisons to other Dashboard products and more. Source: https://www.capterra.com/p/141678/Phocas-Software --- # Phocas Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [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 134 user reviews Reviews sentiment Positive 98% Neutral 1% Negative 1% Starting price $150 Flat Rate, Per Month Free trial not available 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 (134) VS. [4.4 (360)](https://www.capterra.com/p/129749/Zoho-Analytics/reviews/) Starting Price $150 Flat Rate, Per Month Starting Price $30 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (134) Ease Of Use 4.2 (1,859) Value For Money 4.6 (104) Value For Money 4.3 (1,265) Customer Service 4.6 (121) Customer Service 4.1 (1,199) ## Phocas alternatives [4.5 (388)](https://www.capterra.com/p/109731/Minitab-Statistical-Software/reviews/) Starting price $1851.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% 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 [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) [4.6 (1,880)](https://www.capterra.com/p/176586/Power-BI/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176586/Power-BI/) Highest Rated [Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/) [4.7 (8,092)](https://www.capterra.com/p/177042/Google-Analytics/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177042/Google-Analytics/) [View all alternatives](https://www.capterra.com/p/141678/Phocas-Software/alternatives/) ## FAQs about Phocas Overview ### What problems does Phocas solve? Phocas solves slow, spreadsheet-heavy reporting, fragmented data across ERP and business systems, and IT bottlenecks for custom analysis. Sales, finance, operations, branch managers, and non-technical users use it to drill into transactions, track performance, benchmark reps, monitor inventory and revenue, and deliver timely dashboards, alerts, and self-service reports. Answer based on 115 reviews Overview ### Which roles and teams benefit most from Phocas? Phocas is most used by finance leaders, analysts, and operations teams that need fast reporting, budgeting visibility, and performance tracking. IT and business systems managers support data integration and governance, while executives, sales leaders, and general managers use dashboards to monitor trends, identify opportunities, and guide strategic decisions. Answer based on 133 reviews Overview ### What company size and industries is Phocas built for? Phocas is used mainly by small businesses and wholesale companies, with 51% of reviewers from small businesses and 33% from wholesale. It also serves midsize businesses at 34% and enterprises at 15%, especially in logistics and supply chain at 10% and automotive at 9%, alongside manufacturers, distributors, retailers, construction, and food and beverage firms. Answer based on 133 reviews Features and Usability ### What are the key features of Phocas? Phocas includes core business intelligence features like ad hoc analysis, self-service reporting, customizable dashboards, and real-time sales reporting. Differentiating capabilities include data integration from multiple sources, drill-down analysis by customer or product, scheduled report subscriptions, and benchmarking for sales, inventory, and revenue tracking. Answer based on 71 reviews Integrations ### Which third-party tools and platforms does Phocas integrate with? Phocas integrates with Cin7 Core, Infor Distribution SX.e, OGL Software, Xero, HubSpot CRM, Google Analytics 360, and Dynamics 365, plus many ERP systems such as Acumatica, Epicor, and Deltek. It also connects to Acumatica Financial Suite, Epicor Prophet 21, and Dynamics 365 Business Central. 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, videos, and documentation, giving teams several ways to learn. Reviewers say most end users and sales teams get comfortable quickly, sometimes with little formal training, while new users, admins, and back-end designers usually need more time to complete 101-level training and practice. Answer based on 22 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, a knowledge base, phone support, and chat. Users generally describe support as helpful, knowledgeable, and willing to assist with training, fixes, and change requests. Some report slower replies at times, occasional backlog-related delays, and inconsistent coverage when a primary contact is unavailable. Answer based on 41 reviews User interface ### Is Phocas easy to use and navigate? Phocas makes everyday reporting and dashboard use approachable for many business teams, especially non-technical users. It offers clear access to data, customizable views, and an interface many find intuitive after onboarding, though some users mention a learning curve, clunky navigation in deeper drill-downs, weaker mobile use, and limited dashboard graphics. Answer based on 33 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Dashboard 4.7 (36) 69.44% of 36 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Data Visualization 4.5 (34) 76.47% of 34 reviewers that rated this feature as important or highly important Graphical representation of data Reporting/Analytics 4.7 (29) 65.52% of 29 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Import/Export 4.6 (25) 68.00% of 25 reviewers that rated this feature as important or highly important Import and export data to and from software applications Data Connectors 4.5 (20) 45.00% of 20 reviewers that rated this feature as important or highly important Connect to big data sources Search/Filter 4.6 (19) 68.42% of 19 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 Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients Dashboard to view the status of ongoing processes, identify current incidents and track past activities Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval A record of all activities within the system, including user access, changes made, etc. Compare and match accounting/financial records with corresponding bank statements Compare key metrics for the business against prominent players in the industry Examine large amounts of data to uncover hidden patterns, correlations, and other insights Create, manage, and send invoices or bills to customers Create budgets based on historical data and future projections Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances A financial statement that lists a company's accounts and details the account type and balance Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Provides a channel for team members to share media files, communicate, and work together Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Integration with third-party CRM systems Add customized logos and colors to align with company branding Alter the layout and content of dashboards Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Merge data from multiple sources to a single data set Removes data that is incomplete, inaccurate, or irrelevant from a dataset Connect to big data sources Discover and connect variety of data sources to the application for analysis Import and export data to and from software applications Combining data from different sources and providing a unified view Ability to handle large datasets Establish guidelines about how much and what kind of data can be stored in the repository Graphical representation of data Supports common databases such as MySQL and Oracle Assemble applications and processes by dragging over and arranging pre-built components Process of extracting, transforming, and loading data Monitor and record expenses such as purchases or charges incurred Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization Designed for small businesses Form predictions based on past and present data/trends Perform various mathematical calculations using the data Centralized accounting record which tracks all financial transactions Process and analyze large volume of data A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Tracking the status of previously identified performance measurements Reports specific to marketing and associated campaigns View and present dashboard on mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Allows users to manage data from a number of sources Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Predict future data based on historical data sets Share dashboard screen within private user groups A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Evaluate the degree to which business operations bring monetary gains Publish dashboard publicly on various platforms Share pre-configured sets of data organized and presented in a specific manner with the organization Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Develop potential scenarios to identify risks and opportunities Set a time to generate routine reports automatically Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Search and filter data across systems to locate required information by entering keywords or certain criteria Access, combine, transform, and store data without the help of an IT department Allow users to create their own reports and financial statements Display aggregated data points on one page for a bird's eye view assessment Apply statistical/mathematical models to sets of data At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Visually identify direction of development and areas that require attention Track revisions and updates made to files and navigate between different versions Interact with data visualization elements, such as charts and graphs, to drill down into data Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries. An extended application or connector that enables users to perform additional services with their current set of tools 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 (131) 4.6 Based on 131 reviews ## Pricing Value for money 4.6 (104) Basic $150.00 Flat Rate,Per Month Value for money 4.6 (104) 4.6 Based on 104 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 Vision](https://www.capterra.com/p/1404/Deltek-Vision/) 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 (121) 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 (121) 4.6 Based on 121 reviews ## User reviews Overall rating 4.7 Based on 134 reviews Filter by rating 5(102) 4(29) 3(2) 2(1) 1(0) Mentioned topic Sorted by most recent 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 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 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 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 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 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 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 JC Jay C. Sales Automotive ### "Good Software" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 2/10 November 1, 2024 Use it to see my customers buys and track their spending Pros Lots of data to view and gives a wealth of information Cons It’s too clumpy in that not user friendly 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 April 2, 2025 Hi Jay, thank you so much for taking the time to review Phocas. That's great to hear that you're able to track customer buying patterns closely. We're constantly working to improve our reporting and dashboard tools, and would love to hear more about which aspects of the tools you are finding too 'clumpy' Please get in touch via hello@phocassoftware.com or through the usual Customer Success channels if you have time to tell us more Warm regards, on behalf of Mike Hills Global Head of Customer AU Anonymous User Group Head of IT Wholesale ### "Excellent, user friendly BI 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 October 18, 2024 Have used Phocas for many years and watched it mature into a very competent products that's easy to use Pros Very easy to use and especially good at putting data in the hands of non data professionals Cons Not much really. I still think a native mobile phone app would be nice but most people disagree with me Alternatives considered [Tableau](https://www.capterra.com/p/208764/Tableau/) [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Reasons for choosing Phocas Cheaper that PowerBI and easier to use than Tableau 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 April 2, 2025 Hi there, thanks for taking the time to complete a review of Phocas. That's fantastic that Phocas is helping you get data into the hands of non data professionals - that's at the core of our data and financial analysis tools. We're always looking for ways to keep helping our customers feeling good about their data and improve their reporting processes, so please get in touch if you have feedback in the future: hello@phocassoftware.com 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. Popular comparisons [Microsoft Power BI vs Phocas](https://www.capterra.com/compare/141678-176586/Phocas-Software-vs-Power-BI)[Google Analytics 360 vs Phocas](https://www.capterra.com/compare/141678-177042/Phocas-Software-vs-Google-Analytics)[Tableau vs Phocas](https://www.capterra.com/compare/141678-208764/Phocas-Software-vs-Tableau)[Zoho Analytics vs Phocas](https://www.capterra.com/compare/129749-141678/Zoho-Analytics-vs-Phocas-Software)[Domo vs Phocas](https://www.capterra.com/compare/119119-141678/Domo-vs-Phocas-Software)[Minitab vs Phocas](https://www.capterra.com/compare/109731-141678/Minitab-Statistical-Software-vs-Phocas-Software)[Workday Adaptive Planning vs Phocas](https://www.capterra.com/compare/130072-141678/Adaptive-Insights-vs-Phocas-Software) [Grow vs Phocas](https://www.capterra.com/compare/136247-141678/Grow-vs-Phocas-Software)[Qlik Sense vs Phocas](https://www.capterra.com/compare/141678-209809/Phocas-Software-vs-Qlik-Sense)[Sisense vs Phocas](https://www.capterra.com/compare/86955-141678/Sisense-vs-Phocas-Software)[IBM Cognos Analytics vs Phocas](https://www.capterra.com/compare/141678-240583/Phocas-Software-vs-IBM-Cognos-Analytics)[SAP Analytics Cloud vs Phocas](https://www.capterra.com/compare/141678-249571/Phocas-Software-vs-SAP-Analytics-Cloud)[Wolfram Mathematica vs Phocas](https://www.capterra.com/compare/141678-171048/Phocas-Software-vs-Wolfram-Mathematica)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)