Compare Easy Insight and Phocas Software 
At a Glance
Market Segments
Small-Business (68.3% of reviews)
Mid-Market (67.4% of reviews)
Entry-Level Pricing
$49 per month
Contact Vendor For Pricing
Easy Insight
Star Rating
(44)4.8 out of 5
Market Segments
Small-Business (68.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$49 per month
Browse all 5 pricing plansPhocas Software
Star Rating
(189)4.6 out of 5
Market Segments
Mid-Market (67.4% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Vendor For Pricing
Free Trial is available
Learn more about Phocas SoftwareEasy Insight vs Phocas Software
When assessing the two solutions, reviewers found Phocas Software easier to use. However, Easy Insight is easier to set up and administer. Reviewers also preferred doing business with Easy Insight overall.
- Reviewers felt that Easy Insight meets the needs of their business better than Phocas Software.
- When comparing quality of ongoing product support, reviewers felt that Easy Insight is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Easy Insight over Phocas Software.
Pricing
Entry-Level Pricing
Easy Insight
Team
$49
per month
Add users, another SaaS connection, scheduled report emails, unlimited reports and dashboards, and more.
- Your Easy Insight Team account starts off at $50 / month
- 1 designer user to create reports and dashboards
- 20 viewers who can access reports and dashboards
Free Trial
Easy Insight
Free Trial is available
Phocas Software
Free Trial is available
Ratings
Meets Requirements
8.9
38
8.7
166
Ease of Use
8.0
38
9.1
167
Ease of Setup
8.4
30
7.8
86
Ease of Admin
8.8
30
8.7
79
Quality of Support
9.7
38
8.6
157
Has the product been a good partner in doing business?
9.9
30
9.0
79
Product Direction (% positive)
10.0
39
9.2
164
Features by Category
Reports
8.1
33
8.6
129
|
Verified
8.0
30
8.5
124
|
Verified
8.4
31
8.2
129
|
Verified
8.1
18
8.3
102
|
Verified
8.8
30
8.8
130
|
Verified
Data Preparation
9.7
5
8.1
41
|
Verified
Not enough data
8.0
41
|
Verified
Data Modeling and Blending
9.4
6
8.7
49
|
Verified
9.5
7
9.2
51
|
Verified
9.0
7
8.4
44
|
Verified
Generative AI
8.0
5
7.4
18
8.3
5
7.3
18
Agentic AI - Analytics Platforms
Not enough data
6.2
7
Not enough data
6.4
7
Not enough data
6.9
7
Not enough data
6.2
7
Not enough data
6.0
7
Not enough data
5.7
7
Not enough data
6.4
7
Self Service
7.9
35
8.2
104
|
Verified
9.1
31
8.9
123
|
Verified
8.4
25
8.8
119
|
Verified
Feature Not Available
8.5
123
|
Verified
7.6
15
8.4
94
|
Verified
7.3
13
7.6
70
|
Verified
Deployment & Integration - Analytics Platforms
Not enough data
8.3
8
Not enough data
8.1
8
Not enough data
6.1
6
Not enough data
6.9
6
Advanced Analytics
Feature Not Available
7.9
78
|
Verified
8.6
27
8.5
93
|
Verified
8.6
13
8.2
82
|
Verified
Performance & Scalability - Analytics Platforms
Not enough data
8.5
9
Not enough data
8.5
8
Advanced Analytics & Modeling - Analytics Platforms
Not enough data
8.3
7
Not enough data
6.1
6
Not enough data
6.1
6
Agentic AI Capabilities - Analytics Platforms
Not enough data
6.7
6
Not enough data
6.2
7
Not enough data
7.5
6
Not enough data
5.8
6
Personalized Intelligence - Analytics Platforms
Not enough data
6.1
6
Not enough data
6.9
6
Not enough data
5.8
6
Building Reports
9.4
17
8.5
62
|
Verified
9.2
19
8.5
63
|
Verified
8.5
19
8.4
61
|
Verified
9.2
21
7.6
44
|
Verified
Budget Creation
Not enough data
8.7
23
Not enough data
8.7
22
Not enough data
8.7
21
Not enough data
8.8
22
Not enough data
8.1
21
Not enough data
8.8
22
Budget Management
Not enough data
8.8
22
Not enough data
8.9
21
Not enough data
8.3
22
Forecasting
Not enough data
8.8
23
Not enough data
8.7
21
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.0
16
Analytics
Not enough data
8.9
23
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
Not enough data
9.0
21
Not enough data
9.3
22
Not enough data
8.8
20
Reporting Structure
Not enough data
8.8
21
Not enough data
8.4
21
Not enough data
8.9
22
Standard Analytics
Not enough data
8.8
20
Not enough data
9.0
21
Not enough data
9.1
22
Not enough data
9.4
21
Custom Analytics
Not enough data
9.2
22
Not enough data
9.0
19
Not enough data
8.9
19
Not enough data
8.4
19
Not enough data
8.8
14
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Financial Planning
Not enough data
8.8
10
Not enough data
8.8
10
Not enough data
9.1
11
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Not enough data
Not enough data
Not enough data
Financial Insight
Not enough data
8.5
10
Not enough data
8.1
12
Not enough data
8.5
11
Data
Not enough data
8.9
12
Not enough data
8.3
12
Not enough data
8.2
12
Not enough data
7.6
11
Status Communication
Not enough data
Feature Not Available
Not enough data
8.2
11
Not enough data
Feature Not Available
Not enough data
8.5
11
Rebate Program - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics & Reporting - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Integration - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Easy Insight and Phocas Software are categorized as Analytics Platforms
Unique Categories
Easy Insight has no unique categories
Phocas Software is categorized as Budgeting and Forecasting, FP&A (Financial Planning & Analysis), Rebate Management, and Financial Analysis
Reviews
Reviewers' Company Size
Easy Insight
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Phocas Software
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
17.1%
Information Technology and Services
12.2%
Retail
9.8%
Wholesale
4.9%
Consumer Goods
4.9%
Other
51.2%
Wholesale
39.7%
Electrical/Electronic Manufacturing
8.2%
Consumer Goods
5.4%
Building Materials
4.3%
Construction
4.3%
Other
38.0%
Discussions
What type of expertise do heavy users of Easy Insights have?
1 Comment
VJ
Someone with basic excel skills will be able to easily use EasyInsight, things like whats are the filter, row, column. We have our sales team, admin and...Read more
Easy Insight has no more discussions with answers
What is Phocas Software used for?
1 Comment
Official Response from Phocas Software
Phocas Software is a Business Planning and Analytics (BP&A) platform that integrates with your ERP and any other business software you have. We work hard to...Read more
Why could I not download the word document I set the screenshot of me using Phocas on?
1 Comment
Official Response from Phocas Software
To confirm you're a current user of Phocas, you just need to upload a screenshot of your logged-in view of the software in jpg or png format - no need to put...Read more
Phocas Software has no more discussions with answers
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