--- 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 ![Garry S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Garry S.") GS Garry S. Sales Director Mid-Market (51-1000 emp.) 7/27/2021 "Phocas Software: Effortless Data Integration and Transparency" 5/5 What do you like best about Phocas Software? I really appreciate the ease of use that Phocas Software offers, which makes it straightforward to navigate and utilize. The software gives us very quick and up-to-date information, allowing us to analyze our customer spend and quickly see any gaps or variances with customers. I find the transparency it provides very valuable, especially when it comes to understanding where we are with customer engagements and targets. Phocas CRM also provides real transparency of what our external sales team is doing, including customer interactions and successes. I also like the way Phocas Software integrates and looks into different systems, like our ERP, to pull necessary data efficiently. The availability of all needed information at the click of a button is a big plus for me. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? I feel there's an awful lot of improvement needed on the CRM side. Specifically, I find the 250-character limit on reports restrictive. It would be a big improvement if the call sheets could have more than 250 characters per call. Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? I use Phocas Software for quick, up-to-date information, transparency with customer data, and analyzing customer spend. It's easy to use and integrates well with different systems, centralizing everything in one place. Review collected by and hosted on G2.com. Show More 8/11/2026 Current UserValidated ReviewerSource: Organic ![David D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David D.") DD David D. CFO Mid-Market (51-1000 emp.) 8/10/2026 "Easy-to-Use, Rock-Solid Dashboards with Flexible User Access Levels" 5/5 What do you like best about Phocas Software? Easy to use and unbreakable. You can create dashboards and set different user levels, so each person only sees the information that matches their access level. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? I do not like that yearly price increases Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? It can read from multiple areas of the ERP system and generate a summary, and it does so very quickly. It has also automated 95% of our manual reporting we used to do. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Logistics and Supply Chain](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Logistics and Supply Chain") EL Verified User in Logistics and Supply Chain Mid-Market (51-1000 emp.) 8/11/2026 "Easy-to-Use Dashboards and a Trusted Single Source of Truth" 5/5 What do you like best about Phocas Software? Ease of use is a big plus. I like being able to create predetermined dashboards, and also having the option to self-serve and drill down when I need more detail. It provides a single version of the truth for our company that we all use, trust, and rely on. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? The tool is really good. We can create a lot of tools for our business, although sometimes it feels like there’s almost too much information. Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? AI tools and insights, along with budgeting and forecasting features, have taken away a lot of the need for detailed spreadsheets and instead give us real-time results. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Dan D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dan D.") DD Dan D. BI Platform Tools Manager Enterprise (\> 1000 emp.) 8/11/2026 "Powerful Analytics for Slicing and Dicing Data" 5/5 What do you like best about Phocas Software? ability to slice and dice data. I'm partial to the analytics module more than anythign Review collected by and hosted on G2.com. What do you dislike about Phocas Software? inability to create customer facing dashboards. give customers a log in to see their key metrics. Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? got a handle on our transportation costs and volume rebates Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Lyndon R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lyndon R.") LR 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. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-12082649/official_response/edit) Hi Lyndon, thank you so much for sharing your comprehensive experience with Phocas. It’s inspiring to hear how our solution has transformed the way Peacocks Medical Group handles complex financial and operational data, from enabling faster, defensible decision-making at the board level to transforming data into proactive discussions. Your insight on the challenges, particularly around data structure dependence, forecasting rigidity, and contract-level limitations, is really valuable. We really appreciate your detailed feedback, as it helps us better understand the needs of organisations operating in dynamic, complex environments such as the NHS and beyond. Our team is continually working on enhancements to deliver even more intuitive, flexible solutions that address these nuances, so if there's particular gaps in our self serve help and documentation, please feel free to reach out to us at hello@phocassoftware.com. We'd love to hear more from you. Warm regards, On behalf of Alix Huntsman Vice President of Customer [See how Phocas improved](https://www.phocassoftware.com/academy) Current UserValidated ReviewerIncentivizedSource: Seller invite MW 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. What problems is Phocas Software solving and how is that benefiting you? We use to have a lot of our accounts done on spread sheets which was controlled by our FD. When he decided to move on there was no one in the business who knew how to use them. With Phocas it meant that I could get all the data I required without having to be a wizz with excel. 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-12057725/official_response/edit) Hi Matthew, thank you so much for taking the time to leave a review! It’s fantastic to hear that Phocas is making data integration and visualization effortless for you, and that our team helped streamline your implementation and is providing ongoing support. Your note about the ease of turning data into clear graphs without being an 'Excel Wizz' is exactly what we're here for. We also appreciate your feedback regarding the budgeting side, we're continually enhancing our features to better serve our customers’ diverse needs. If you ever have more suggestions or need further assistance, please feel free to reach out at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer Current UserValidated ReviewerIncentivizedSource: Seller invite LN 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. What problems is Phocas Software solving and how is that benefiting you? I find Phocas Software lets end users independently look up sales, inventory, and purchasing data, freeing IT. Users easily build reports and dashboards, diving into data effortlessly. However, the default date format setup causes data issues, wasting time troubleshooting. 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-12051629/official_response/edit) Hi Laura, thank you for taking the time to share your detailed feedback. I’m thrilled to hear that you enjoy the simplicity and robust reporting capabilities of Phocas. It’s wonderful to know how easy it is for end users to create their own dashboards and dive into data with such ease. I’m sorry that the default date format setting has been a hurdle during your database configuration - we've got some more detail about default language and date settings here that could help you with future database setups: https://docs.phocassoftware.com/basics/getting-started/account-settings#date-formatting Please feel free to email us at hello@phocassoftware.com if you need any further assistance or wish to provide more suggestions. Your input helps us shape the future development of our platform. Warm regards, On behalf of Alix Huntsman Vice President of Customer [See how Phocas improved](https://docs.phocassoftware.com/basics/getting-started/account-settings#date-formatting) Validated ReviewerIncentivizedSource: Seller invite BG 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. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-11563964/official_response/edit) Hi Ben, thank you so much for sharing your thoughtful review! I’m delighted to hear that you are finding Phocas highly user-friendly and that you're enjoying flex modes and it's on-the-fly custom calculations. Please keep an eye out for an improved dashboarding experience that we'll be releasing soon, that allows more custom formatting and should solve issues your users are currently experiencing. If you have more detailed suggestions or want to chat further about this, please feel free to reach out to us at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jez A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jez A.") JA 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. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-11840967/official_response/edit) Hi Jez, thank you so much for taking the time to write such a thorough review. It’s wonderful to hear that you’re enjoying the reponsive support team, and helpful videos & documentation – and that the workbook cloning feature is saving you time. We love knowing that Phocas is helping streamline your budgeting and forecasting compared to Excel. I understand your frustration about having to make manual edits when adding new products.f it's adding considerable time to your processes it might make sense to explore adding additional data sources to your Phocas setup. If you’d like to discuss this further or have any additional suggestions, please don’t hesitate to reach out at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer Validated ReviewerIncentivizedSource: Seller invite BJ 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. What problems is Phocas Software solving and how is that benefiting you? Phocas software helps resolve the repeated requests to show customers purchases from certain vendors that our sales force is looking for. 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-11813925/official_response/edit) Hi Brian, thank you so much for taking the time to leave your review. It’s fantastic to hear Phocas is helping your sales team access exactly the customer purchase data they require without you having to build a solution from scratch! I also appreciate your feedback regarding the disconnect between CRM and sales data. Our team is continually exploring ways to improve the connectivity between different data sources, so if you have got time to share your challenges please don’t hesitate to reach out at hello@phocassoftware.com or through your customer success team. Warm regards, On behalf of Alix Huntsman Vice President of Customer Current UserValidated ReviewerIncentivizedSource: Seller invite ## 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(1,080) ](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 [Which recruiting automation platform offers the fastest candidate sourcing?](https://www.g2.com/discussions/which-recruiting-automation-platform-offers-the-fastest-candidate-sourcing)[What are the top grant management platforms for improving team operational efficiency and reducing manual administrative work?](https://www.g2.com/discussions/what-are-the-top-grant-management-platforms-for-improving-team-operational-efficiency-and-reducing-manual-administrative-work)[AWS Batch vs Azure Batch for a data engineering team with heavy workloads: which batch management platform is worth the setup effort?](https://www.g2.com/discussions/aws-batch-vs-azure-batch-for-a-data-engineering-team-with-heavy-workloads-which-batch-management-platform-is-worth-the-setup-effort) [Best digital asset management software](https://www.g2.com/discussions/best-digital-asset-management-software-in-2025)[Top-rated purchasing apps for medium-sized companies](https://www.g2.com/discussions/what-are-the-top-rated-purchasing-apps-for-medium-sized-companies)[Pros and Cons Details](https://www.g2.com/products/phocas-software/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)