Phocas Software Reviews & Product Details

Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships.

Product Website

Seller

Phocas Software

Discussions

Phocas Software Community

Languages Supported

English

Overview by

Harley Peddie

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

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Phocas Software Integrations

(5)

Verified by Phocas Software

Phocas Software Media

With centralized data, everyone can do more. Phocas pulls data from your ERP and any other source into one easily accessible platform, empowering everyone with deep-dive analytics, reporting and planning.

Phocas is an intuitive business intelligence solution. Simpler than data analysis in Excel because we‘ve done all of the hard work for you with pre-built solutions! Data shouldn’t be an enigma… dig deeper and analyze your data inside the simplified Phocas Grid. Customize reports and dashboards th...

Phocas Software Demo - Phocas Financial Statements

With Phocas Financial Statements analysis and reporting software’ powerful capabilities, you can close month-end in minutes instead of days! If consolidating financial statements has you worried about accuracy, forget about it! You can consolidate and integrate 3rd party data quickly and safely.

Phocas Software Demo - Phocas Budgets & Forecasts

Accelerate and simplify budgeting with Phocas’ driver-based budgeting and forecasting software. Building a budget doesn’t have to be a lonely task! With Phocas’s secure and auditable workflow, you can collaborate with other key stakeholders directly into the budgeting process.

Streamlines rebate management by automating calculations for payable and receivable rebates, ensuring accuracy and delivering more profitable outcomes. Built on a BI foundation, this self-serve tool makes it easy to identify trends, spot near misses, and assess overall performance. Enabling busin...

Phocas CRM connects sales analysis with tasks and activities, bringing together finance, customer, and sales data in one platform for accurate, real-time insights. Built on a BI foundation, it offers intuitive tools for contact and interaction tracking, lead and campaign management, and centraliz...

Learn how you can get quick and easy access to the information you need to make data-driven decisions with trusted data that’s pulled fresh from your ERP.

Trade Supply Group uses Phocas to get faster, automated financial reporting everyone in their business can use, cutting down the time their IT Team used to spend building static ad-hoc reports.

Stokes Electric Company streamlines financial reporting and budgeting with Phocas Financial Statements, cutting the time it takes to create monthly reports in half.

Crescent Parts & Equipment is able to support as many custom reports as their team needs, without spending "a ton of time training people" using Phocas analytics and reports

Savona Foodservice turned to Phocas to handle heaps of transaction data and enable anyone in their finance team to make informed decisions about their business with confidence.

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How to choose the right business planning and analytics platform

Financial planning and analysis beyond Excel

Phocas Software Reviews (187)

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Lyndon R.

Associate Director | Commercial Partnerships

Mid-Market (51-1000 emp.)

12/12/2025

"Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"

5/5

What do you like best about Phocas Software?

What I value most about Phocas Software is not any single feature, but the way it turns complex operational and financial data into decisions you can defend at Board, SLT, and NHS-customer level. Speed to insight without technical friction, commercial and operational clarity in one place, credible, defensible reporting for NHS and internal scrutiny, visual storytelling that supports executive decision-making and scalability as the business grows and contracts evolve. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

What I dislike about Phocas Software stems less from what it does poorly and more from where it falls short for a commercially and operationally complex NHS-facing organisation like Peacocks Medical Group. In practical terms, I would characterise the key frustrations as follows: Dependence on data structure and upstream discipline, Limited native contract-level intelligence, forecasting rigidity without significant configuration effort, Operational nuance can be lost, user experience limitations at scale and not having instant support on demand for gaps in user understanding. Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

Historically, financial and operational data in Peacocks Medical Group sits across multiple systems finance, manufacturing, clinical activity, workforce requiring manual extraction, reconciliation, and explanation. Insight arrives late, often after decisions have already been taken. Most reporting shows what has happened, but struggles to explain why particularly where activity, pricing, and cost interact differently across Trusts, contracts, and service models. Raw data rarely changes decisions. Executives need clarity, context, and direction not spreadsheets. NHS contracts demand transparency, auditability, and consistency. Informal or spreadsheet-driven analysis carries reputational and contractual risk.

We are no longer reactive. We can anticipate issues run-rate overspend, margin erosion, activity drift before they become formal problems. This materially strengthens our position in internal SLT discussions and external NHS conversations. When challenged on spend increases, margin pressure, or forecast changes, we can move immediately from headline numbers to root cause. That credibility is critical when dealing with NHS finance teams, procurement, and auditors. We are able to lead conversations, not just respond to questions. Whether we are justifying contract extensions, negotiating variations, or making the case for investment, our recommendations are underpinned by clear, defensible evidence. We reduce risk commercial, contractual, and reputational. We can demonstrate that decisions are evidence-based, repeatable, and aligned with agreed data sets. Review collected by and hosted on G2.com.

Matthew W.

Managing Director

Mid-Market (51-1000 emp.)

12/8/2025

"Effortless Data Integration and Visualization with Phocas"

5/5

What do you like best about Phocas Software?

Phocas brings data from both my hire software and accounting software into one place. It makes the data easy to read, easy to find and also easy to put into graphs for presentations.

The implementation process was really easy with the Phocas team doing most of the work.

Since going live the customer support is excellent with them always on hand to help with any quires we have. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

There are no really down sides to using Phocas the only part I think needs improvements is the budgeting side so you could add in more detailed finance or HP agreements Review collected by and hosted on G2.com.

Laura N.

12/5/2025

"Effortless User Experience with Robust Reporting"

5/5

What do you like best about Phocas Software?

I like the ease of use of Phocas Software. It allows licensed end users to build their own reports and dashboards, enabling them to focus on what is important to them. They can also dig further into the data in just a few clicks. Additionally, the initial setup of Phocas Software was very easy, especially since most of the work was done with EDA. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The most difficult thing for me is setting up a new database or adding a stream to a new database because the date defaults to dd/mm/yyyy. This causes data to 'drop' for us in the US since we use mm/dd/yyyy as our standard. Once I change the date format, it's fine, but I waste time troubleshooting. It would be helpful to have a config value where each company can set their default date format to make it easier for US customers. Review collected by and hosted on G2.com.

Ben G.

Lead Data Specialist

Enterprise (> 1000 emp.)

8/18/2025

"Highly recommend, very user friendly with the ability to do advanced analytics."

5/5

What do you like best about Phocas Software?

It’s highly user-friendly — allowing users to drill down to transactional details and return to a high-level view in just two clicks. The ability to easily correct mistakes makes it especially valuable for less data-savvy users.

The new flex modes make spotting insights easier, and being able to create custom calculations on the fly is incredibly powerful — opening up endless possibilities for analytical users. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Custom formatting could be better, this is the number 1 reason why users use reports to data dump into excel templates. Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

Turning data into actionable insights, the ability to get a full view of our commercials & easily identify pockets of success helps drive our business forward. Phocas continues to keep building on an already powerful product & listen to user feedback, the new features will soon open up endless possibilities for analytical users, these tools cut out the manual work enabling our analysts to add value to the business rather than dig in manual spreadsheets/SQL tables. Review collected by and hosted on G2.com.

Jez A.

Director

Small-Business (50 or fewer emp.)

10/27/2025

"Focus on Phocas"

5/5

What do you like best about Phocas Software?

Fast response and great support to queries or issues.

Videos and documentation very useful in helping to understand how to get most out of the product.

Cloning of workbooks with all formulas saves time and ensures they are all the same. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Dislike – having to edit and reload the quantity, sales price and cost price tabs after adding new products to the main tab. Would be nice if this was done automatically. Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

Making the budgeting and forecasting by customer and product line details much easier now that it is all in one place. Saves all of the standard issues that come from just using excel.

The data can now be accessed more widely without having to send a request to Finance for it. Users can no go and answer their own questions. Review collected by and hosted on G2.com.

Brian J.

Application Administrator

Mid-Market (51-1000 emp.)

10/15/2025

"Best data rpeorting software that I didn't have to develop my self."

5/5

What do you like best about Phocas Software?

Once you understand how to do one report / data find everything falls together perfectly.

If any troubles are encountered the support is top-notch in helping resolving the issue(s). Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The only thing that would be 'wrong' is the dis-association of information from the CRM to Sales side information. Moving from one to the other was the 'no-go' for us. Review collected by and hosted on G2.com.

Kay B.

ERP Software Administrator

Mid-Market (51-1000 emp.)

10/10/2025

"Phocas EDA - Great Software, Great Customer Support"

5/5

What do you like best about Phocas Software?

The program has real depth as to the data that can be analyzed. The training and support are also excellent. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The program is a bit complex, but the training helps to understand how to use the program. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

7/13/2025

"PHOCAS Review"

4.5/5

What do you like best about Phocas Software?

I am using PHOCAS for more than a year now and I think the best thing of using PHOCAS so far is the ability to export reports into excel file. Futher, you can create reports and customized it the way you want it and useful to you. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

PHOCAS updates is being done overnight. Say for example, you made changes in your accounting books, it will change to your PHOCAS next day, except if you request the IT people to sync it immediately. So, it that sense it is not real time. I think PHOCAS can be improve by making any changes you've done real and quick time. Review collected by and hosted on G2.com.