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Phocas Software

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Company health

Employee growth
1% decrease in the last year
Web traffic
26% decrease in the last quarter
Financing
October 2020 - $42M

Ratings

G2
4.6/5
(167)
Capterra
4.8/5
(118)
Glassdoor
4.5/5
(112)

Phocas Software description

Phocas Software is a suite of business intelligence and financial planning tools designed for mid-sized companies. It pulls data from your existing systems (like accounting software) to provide a central hub for analysis and reporting. Non-technical users can easily create dashboards, visualize data, and generate reports without needing help from IT. Phocas focuses on delivering accessible insights for sales performance tracking, budgeting, forecasting, and financial reporting, helping you make faster, data-driven decisions.


Who is Phocas Software best for

Phocas Software offers business intelligence and financial planning tools for mid-sized companies, particularly those in manufacturing, retail, and wholesale distribution. Users praise its user-friendly interface, data visualization, and integration with existing systems. Some users mention a learning curve and limited customization options. Phocas empowers data-driven decisions by providing accessible insights into sales, inventory, and finances.

  • Best fit for mid-sized companies.

  • Ideal for manufacturing, retail, and wholesale distributors.


Phocas Software features

Supported

Phocas provides sales, inventory, and customer reports.

Supported

Phocas provides comprehensive reporting for projects, clients, and finances.

Supported

Phocas software supports creating financial reports and dashboards.

Supported

Phocas Software allows creating interactive dashboards.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Value and Pricing Transparency

Rather negative
-0.5

Customer Service

Strongly positive
+1

Ease of Use

Rather positive
+0.6

Reliability and Performance

Rather positive
+0.67

Ease of Implementation

Neutral
-0.14

Phocas Software reviews

We've summarised 285 Phocas Software reviews (Phocas Software Software Advice reviews, Phocas Software Capterra reviews and Phocas Software G2 reviews) and summarised the main points below.

Pros of Phocas Software
  • User-friendly interface and powerful data visualization capabilities.
  • Flexible reporting features, allowing for customized reports and dashboards.
  • Seamless integration with existing ERP systems, providing a central data hub.
  • Empowers sales teams with self-service reporting, saving time and resources.
  • Excellent customer support, responsive to queries and issues.
Cons of Phocas Software
  • Slow initial learning curve, requiring dedicated time investment to master the software.
  • Limited chart and graph customization options.
  • Inability to export custom dashboard views to Excel or other formats.
  • High cost of additional data streams and integrations, potentially limiting scalability for smaller businesses.
  • Occasional slow response times and minor software bugs

Phocas Software pricing

The commentary is based on 19 reviews from Phocas Software Capterra reviews and Phocas Software G2 reviews.

Phocas Software is praised for its ease of use and powerful reporting capabilities. However, some reviewers mention the cost, particularly for smaller organizations or when adding more modules, as a potential drawback. Despite the price, many find its business intelligence functionalities valuable.

Users sentiment

Rather negative
-0.5

Phocas Software alternatives

  • Logo of Abacum
    Abacum
    Automated financial planning and analysis for smarter decisions.
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  • Logo of White Cup BI
    White Cup BI
    Clear sales insights for distributors, boosting profits with data.
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  • Logo of Reach Reporting
    Reach Reporting
    Beautiful automated reports and dashboards. Financial insights simplified.
    Read more
  • Logo of Fathom
    Fathom
    Privacy-focused website analytics; simple, beautiful, and insightful.
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  • Logo of Drivetrain
    Drivetrain
    AI-powered financial planning and analysis for smarter decisions.
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  • Logo of Knowage
    Knowage
    Open-source business intelligence, uniting your data for actionable insights.
    Read more

Phocas Software FAQ

  • What is Phocas Software and what does Phocas Software do?

    Phocas Software is a business intelligence and financial planning software suite for mid-sized businesses. It integrates with existing systems, providing a central hub for data analysis and reporting. Non-technical users can easily create dashboards and visualize data for sales tracking, budgeting, forecasting, and financial reporting.

  • How does Phocas Software integrate with other tools?

    Phocas Software integrates seamlessly with existing ERP and CRM systems, creating a central data hub. It connects with various accounting software packages, streamlining data flow for analysis and reporting. This allows for a comprehensive view of business performance.

  • What the main competitors of Phocas Software?

    Top alternatives to Phocas Software include SAP Analytics Cloud, Reach Reporting, Tableau, SAS Viya, Explo, and Vareto. These competitors offer similar business intelligence, data visualization, and financial planning features, catering to various business sizes and needs. Some, like Tableau, are known for user-friendly interfaces, while others, like SAS Viya, offer advanced analytics capabilities.

  • Is Phocas Software legit?

    Yes, Phocas Software is a legitimate business intelligence and financial planning software provider. They offer a suite of tools designed for mid-sized companies, with positive reviews highlighting ease of use and robust reporting features. However, some users mention a learning curve and limited customization.

  • How much does Phocas Software cost?

    Phocas Software doesn't publicly disclose pricing information. Contact their sales team for a customized quote based on your specific needs and to determine if Phocas Software is worth it for your business.

  • Is Phocas Software customer service good?

    Phocas Software's customer service receives positive feedback. Users highlight the helpful and responsive support team, quick responses to queries, and proactive assistance with problem-solving. Some users mention occasional slow response times, but overall, customer service is considered a strength.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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