--- title: Phocas Software Reviews meta\_title: 'Phocas Software Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 192 reviews by the users' company size, role or industry to find out how Phocas Software works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 192 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Analytics Tools & Software url: https://www.g2.com/categories/analytics-tools-software --- # Phocas Software Reviews & Product Details Visit Website 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 Phocas Software Seller [Phocas Software](https://www.g2.com/sellers/phocas-software) Discussions [Phocas Software Community](https://www.g2.com/products/phocas-software/discuss) Languages Supported English Solution Type All-in-One Overview by Tiffany Wakimoto Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months [ View More Pricing Information ](https://www.g2.com/products/phocas-software/pricing) ## Phocas Software Integrations (5) What do users say about integrations? Verified by Phocas Software [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Chalice ](https://www.g2.com/products/chalice/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Kerridge K8 ](https://www.g2.com/products/kerridge-k8/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage 200cloud ](https://www.g2.com/products/sage-200cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage Intacct ](https://www.g2.com/products/sage-intacct/reviews) Show More ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 12/5/2023 "Phocas Rebates Review" 2.5/5 What do you like best about Phocas Software? User Interface Ease of USE Integration Implementation Review collected by and hosted on G2.com. What do you dislike about Phocas Software? Updates are very slow, New features are not rolled out regularly Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? Easy show rebate calculation for our Customers Review collected by and hosted on G2.com. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-8966812/official_response/edit) We appreciate your review of Phocas Rebates. We love that you find our user interface, ease of use, integration, and implementation valuable. At the same time, we take your concerns about the speed of updates and the frequency of new feature rollouts seriously. We want to assure you that our team is actively working to address these issues. We’ve recently increased our cadence of Rebates updates to twice weekly with some exciting new features being released in the New Year. Please feel free to reach out to your customer success consultant who will be able to take you through these updates and the upcoming roadmap in more detail. Thank you for being a valued Phocas Software user. Warm regards, On behalf of Mike Hills Global Head of Customer Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Consumer Goods](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Goods") AC Verified User in Consumer Goods Mid-Market (51-1000 emp.) 12/2/2015 "Ease of visualising complex data patterns" 3/5 What do you like best about Phocas Software? The way Phocas makes it easy to visualize the complex patterns in data is really amazing. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? I did dislike that you can't use it offline in desktop version but now it has been fixed in web version. Review collected by and hosted on G2.com. Recommendations to others considering Phocas Software: Go for it if you really want data crunching in no time and want to focus your time and energy elsewhere. Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? Sales team doesn't require to keep hundreds of different spreadsheets for different needs. Phocas does it all. It saves a lot of time and effort. Review collected by and hosted on G2.com. Show More 3/6/2020 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Phocas Software? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Phocas Software ](https://www.g2.com/products/phocas-software/discussions/new) GP Gary Povall • Last activity almost 3 years ago Why could I not download the word document I set the screenshot of me using Phocas on? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/33916-why-could-i-not-download-the-word-document-i-set-the-screenshot-of-me-using-phocas-on) GU Guest User • Last activity almost 3 years ago What is Phocas Software used for? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-phocas-software-used-for) [ View all Discussions ](https://www.g2.com/products/phocas-software/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 13 months ### Average Discount 8% [ View More Pricing Information ](https://www.g2.com/products/phocas-software/pricing) Phocas Software Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_aeae116c52945fdecd7ed16d621cb315/looker.png "Product Avatar Image") Looker 4.4/5(1,656) [ Compare Now ](https://www.g2.com/compare/looker-vs-phocas-software) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3b24e394394d1ee05f48b4eb19686309/gooddata-ai.png "Product Avatar Image") GoodData.AI 4.3/5(619) [ Compare Now ](https://www.g2.com/compare/gooddata-ai-vs-phocas-software) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_56fb55c7e30c67eb1b5ac38e7e524b66/zoho-analytics.png "Product Avatar Image") Zoho Analytics 4.2/5(286) [ Compare Now ](https://www.g2.com/compare/phocas-software-vs-zoho-analytics) ##### ##### Phocas Software Features Reports Reports Interface Steps to Answer Graphs and Charts Self Service Calculated Fields Data Column Filtering Data Discovery Advanced Analytics Predictive Analytics Data Visualization Big Data Services Building Reports Data Modeling [ View More Features ](https://www.g2.com/products/phocas-software/features) ## Top-Rated Alternatives [ ![Board](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Board") Board 4.4/5(321) ](https://www.g2.com/products/board/reviews) [ ![Looker](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Looker") Looker 4.4/5(1,656) ](https://www.g2.com/products/looker/reviews) [ ![Domo](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Domo") Domo 4.3/5(1,077) ](https://www.g2.com/products/domo/reviews) [ View All Alternatives ](https://www.g2.com/products/phocas-software/competitors/alternatives) ##### Categories on G2 [Analytics Platforms](https://www.g2.com/categories/analytics-platforms)[FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting) [Analytics Platforms](https://www.g2.com/categories/analytics-platforms)[FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)[Financial Analysis](https://www.g2.com/categories/financial-analysis)[Rebate Management](https://www.g2.com/categories/rebate-management) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Top AI-powered business operations automation tools](https://www.g2.com/discussions/what-are-the-top-powered-business-operation-automation-tools)[Most user-friendly CRM for sales teams](https://www.g2.com/discussions/most-user-friendly-crm-for-sales-teams)[Which solution supports multi-location website performance testing?](https://www.g2.com/discussions/which-solution-supports-multi-location-website-performance-testing) [What NLP platforms are actually worth using for teams that need strong user adoption and minimal training requirements rather than a platform only data scientists can operate?](https://www.g2.com/discussions/what-nlp-platforms-are-actually-worth-using-for-teams-that-need-strong-user-adoption-and-minimal-training-requirements-rather-than-a-platform-that-only-data-scientists-can-operate)[Best big data solutions for predictive analytics](https://www.g2.com/discussions/best-big-data-solutions-for-predictive-analytics)[Pros and Cons Details](https://www.g2.com/products/phocas-software/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)