Compare Phocas Software and Planful 
Featured Products
At a Glance
Market Segments
Mid-Market (67.4% of reviews)
Mid-Market (48.2% of reviews)
Entry-Level Pricing
Contact Vendor For Pricing
No pricing available
Phocas 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 SoftwarePlanful
Star Rating
(491)4.3 out of 5
Market Segments
Mid-Market (48.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about PlanfulSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Planful excels in its customization options, allowing businesses to tailor the software to their unique needs. Users appreciate the flexibility and scalability of the platform, particularly highlighting its ability to handle complex planning formulas and dynamic planning features.
- Users say that Phocas Software stands out for its ease of use, enabling licensed end users to create their own reports and dashboards with minimal effort. This user-friendly approach allows teams to focus on what matters most, with quick access to data insights and the ability to visualize information effectively.
- According to verified reviews, Planful has a significantly higher overall G2 Score, indicating greater user satisfaction. Reviewers frequently mention the platform's robust reporting capabilities, with many praising the ease of creating reports and making quick changes to meet evolving business needs.
- Reviewers mention that while Phocas Software offers a smooth implementation process, Planful's onboarding experience is also well-received, with users noting the intuitive setup that helps teams get started quickly. However, some users feel that Planful could improve in matching specific workflow requirements.
- G2 reviewers highlight that Phocas Software provides excellent integration capabilities, bringing together data from various sources seamlessly. This feature is particularly valued by users who need to consolidate information from different software systems for comprehensive analysis.
- Users report that while both products have strong support ratings, Phocas Software edges out with slightly higher scores in quality of support and user satisfaction. Users appreciate the responsive assistance from the Phocas team, which enhances their overall experience with the software.
Pricing
Entry-Level Pricing
Planful
No pricing availableFree Trial
Phocas Software
Free Trial is available
Planful
No trial information availableRatings
Meets Requirements
8.7
166
8.5
328
Ease of Use
9.1
167
8.1
369
Ease of Setup
7.8
86
7.3
260
Ease of Admin
8.7
79
8.0
217
Quality of Support
8.6
157
8.3
317
Has the product been a good partner in doing business?
9.0
79
8.8
214
Product Direction (% positive)
9.2
164
9.1
315
Features by Category
Reports
8.6
129
|
Verified
Not enough data
8.5
124
|
Verified
Not enough data
8.2
129
|
Verified
Not enough data
8.3
102
|
Verified
Not enough data
8.8
130
|
Verified
Not enough data
Data Preparation
8.1
41
|
Verified
Not enough data
8.0
41
|
Verified
Not enough data
Data Modeling and Blending
8.7
49
|
Verified
Not enough data
9.2
51
|
Verified
Not enough data
8.4
44
|
Verified
Not enough data
Generative AI
7.4
18
Not enough data
7.3
18
Not enough data
Agentic AI - Analytics Platforms
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
Not enough data
Self Service
8.2
104
|
Verified
Not enough data
8.9
123
|
Verified
Not enough data
8.8
119
|
Verified
Not enough data
8.5
123
|
Verified
Not enough data
8.4
94
|
Verified
Not enough data
7.6
70
|
Verified
Not enough data
Deployment & Integration - Analytics Platforms
8.3
8
Not enough data
8.1
8
Not enough data
6.1
6
Not enough data
6.9
6
Not enough data
Advanced Analytics
7.9
78
|
Verified
Not enough data
8.5
93
|
Verified
Not enough data
8.2
82
|
Verified
Not enough data
Performance & Scalability - Analytics Platforms
8.5
9
Not enough data
8.5
8
Not enough data
Advanced Analytics & Modeling - Analytics Platforms
8.3
7
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
Agentic AI Capabilities - Analytics Platforms
6.7
6
Not enough data
6.2
7
Not enough data
7.5
6
Not enough data
5.8
6
Not enough data
Personalized Intelligence - Analytics Platforms
6.1
6
Not enough data
6.9
6
Not enough data
5.8
6
Not enough data
Building Reports
8.5
62
|
Verified
Not enough data
8.5
63
|
Verified
Not enough data
8.4
61
|
Verified
Not enough data
7.6
44
|
Verified
Not enough data
Budget Creation
8.7
23
8.3
106
8.7
22
8.3
104
8.7
21
8.0
101
8.8
22
7.8
105
8.1
21
7.3
86
8.8
22
8.5
98
Budget Management
8.8
22
8.4
93
8.9
21
8.1
91
8.3
22
7.4
85
Forecasting
8.8
23
8.5
106
8.7
21
8.3
98
Feature Not Available
8.2
95
Feature Not Available
8.3
93
7.0
16
6.0
54
Analytics
8.9
23
8.3
100
Feature Not Available
8.4
99
Feature Not Available
7.9
90
Agentic AI - Budgeting and Forecasting
Not enough data
4.9
15
Not enough data
4.8
15
Not enough data
5.1
15
Data Management
9.0
21
Not enough data
9.3
22
Not enough data
8.8
20
Not enough data
Reporting Structure
8.8
21
Not enough data
8.4
21
Not enough data
8.9
22
Not enough data
Standard Analytics
8.8
20
Not enough data
9.0
21
Not enough data
9.1
22
Not enough data
9.4
21
Not enough data
Custom Analytics
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
Not enough data
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Reconciliation
Not enough data
8.3
68
|
Verified
Not enough data
8.5
69
|
Verified
Not enough data
7.7
61
|
Verified
Reporting
Not enough data
8.9
78
|
Verified
Not enough data
8.6
73
|
Verified
Not enough data
8.9
75
|
Verified
Closing Process
Not enough data
7.7
60
|
Verified
Not enough data
7.3
58
|
Verified
Not enough data
8.1
68
|
Verified
AI - Financial Close
Not enough data
4.6
9
Not enough data
5.6
9
Not enough data
4.8
9
Not enough data
5.6
9
Not enough data
6.2
10
Financial Planning
8.8
10
7.8
55
|
Verified
8.8
10
8.7
63
|
Verified
9.1
11
8.1
63
|
Verified
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
4.6
14
Not enough data
5.2
14
Financial Insight
8.5
10
8.4
149
|
Verified
8.1
12
8.3
146
|
Verified
8.5
11
8.2
146
|
Verified
Data
8.9
12
6.7
125
|
Verified
8.3
12
7.6
135
|
Verified
8.2
12
8.1
150
|
Verified
7.6
11
7.7
141
|
Verified
Status Communication
Feature Not Available
7.2
106
|
Verified
8.2
11
8.2
116
|
Verified
Feature Not Available
8.0
112
|
Verified
8.5
11
6.6
82
|
Verified
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 - Marketing Resource Management
Not enough data
Not enough data
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
Phocas Software and Planful are categorized as Budgeting and Forecasting and FP&A (Financial Planning & Analysis)
Reviews
Reviewers' Company Size
Phocas Software
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planful
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
Wholesale
39.7%
Electrical/Electronic Manufacturing
8.2%
Consumer Goods
5.4%
Building Materials
4.3%
Construction
4.3%
Other
38.0%
Computer Software
8.3%
Hospital & Health Care
5.1%
Accounting
4.5%
Insurance
4.5%
Financial Services
4.2%
Other
73.5%
Discussions
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
How can I use the database from Planful direct to Power Bi? Is there this possibility, today?
2 Comments
MK
You could try to complement it with Power BI custom visuals that are build for planning like...Read more
Planful has no more discussions with answers
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