Compare Chartio and Phocas Software 
At a Glance
Market Segments
Mid-Market (61.0% of reviews)
Mid-Market (67.6% of reviews)
Entry-Level Pricing
$40 per user/month
Contact Vendor For Pricing
Chartio
Star Rating
(286)4.5 out of 5
Market Segments
Mid-Market (61.0% of reviews)
Entry-Level Pricing
$40 per user/month
Browse all 3 pricing plansPhocas Software
Star Rating
(174)4.6 out of 5
Market Segments
Mid-Market (67.6% of reviews)
Entry-Level Pricing
Contact Vendor For Pricing
Free Trial is available
Learn more about Phocas SoftwareSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Phocas Software excels in data import capabilities with a score of 9.2, while Chartio's data import is rated lower, indicating that Phocas may offer a more seamless experience for integrating data from various sources.
- Reviewers mention that Phocas Software has a strong focus on budgeting features, particularly in formulas (9.2) and budget hierarchies (8.8), which users find beneficial for detailed financial planning, whereas Chartio's budgeting features are less robust, with lower scores in similar areas.
- G2 users highlight that Chartio shines in its dashboard capabilities, scoring 9.0 compared to Phocas's 8.8, suggesting that users may find Chartio's visualizations and dashboard customization options more appealing for real-time data analysis.
- Users on G2 indicate that Phocas Software offers superior data consolidation features (9.3), which reviewers say is crucial for businesses needing to merge data from multiple sources effectively, while Chartio's data consolidation capabilities are not as highly rated.
- Reviewers mention that Chartio provides a more user-friendly setup experience, scoring 8.9 in ease of setup compared to Phocas's 7.9, which may be a deciding factor for teams looking for quick implementation.
- Users say that Phocas Software's quality of support is rated at 8.6, while Chartio's support is slightly higher at 8.9, indicating that while both products offer good support, Chartio may have a slight edge in customer service responsiveness and effectiveness.
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Pricing
Entry-Level Pricing
Chartio
Startup
$40
per user/month
Billed annually | Minimum 5 users
- Unlimited charts and dashboards
- Scheduled email reports
- Data Stores
Free Trial
Chartio
Free Trial is available
Phocas Software
Free Trial is available
Ratings
Meets Requirements
8.7
259
8.8
152
Ease of Use
8.8
262
9.1
153
Ease of Setup
8.9
125
7.9
76
Ease of Admin
8.6
128
8.7
75
Quality of Support
8.9
218
8.6
143
Has the product been a good partner in doing business?
9.1
120
8.9
74
Product Direction (% positive)
8.6
255
9.2
151
Features by Category
Reports
8.6
184
8.6
118
|
Verified
8.1
156
8.5
113
|
Verified
8.6
192
8.2
118
|
Verified
8.1
117
8.2
92
|
Verified
9.0
192
8.8
120
|
Verified
Data Preparation
8.9
16
8.1
33
|
Verified
8.2
14
8.0
33
|
Verified
Data Modeling and Blending
8.4
21
8.7
41
|
Verified
8.4
21
9.2
43
|
Verified
8.9
19
8.3
36
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Self Service
8.6
155
8.1
95
|
Verified
8.7
167
8.8
114
|
Verified
7.9
144
8.8
109
|
Verified
7.6
137
8.5
113
|
Verified
7.7
140
8.4
85
|
Verified
7.5
100
7.6
61
|
Verified
Advanced Analytics
5.6
62
8.0
70
|
Verified
8.6
160
8.4
84
|
Verified
7.5
84
8.1
73
|
Verified
Building Reports
8.5
87
8.5
54
|
Verified
8.1
75
8.6
55
|
Verified
8.3
79
8.4
53
|
Verified
7.7
43
7.6
38
|
Verified
Budget Creation
Not enough data
8.7
17
Not enough data
8.8
16
Not enough data
8.8
15
Not enough data
9.2
16
Not enough data
8.3
15
Not enough data
8.8
16
Budget Management
Not enough data
8.8
16
Not enough data
8.9
15
Not enough data
8.3
16
Forecasting
Not enough data
8.7
17
Not enough data
8.8
15
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.0
11
Analytics
Not enough data
9.0
17
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Data Management
Not enough data
9.2
16
Not enough data
9.3
16
Not enough data
8.6
15
Reporting Structure
Not enough data
8.9
16
Not enough data
8.6
16
Not enough data
9.2
17
Standard Analytics
Not enough data
9.0
15
Not enough data
9.2
16
Not enough data
9.1
17
Not enough data
9.5
16
Custom Analytics
Not enough data
9.4
17
Not enough data
9.2
14
Not enough data
9.2
14
Not enough data
8.5
14
Not enough data
8.9
9
Financial Planning
Not enough data
9.0
7
Not enough data
9.3
7
Not enough data
9.4
8
Financial Insight
Not enough data
9.0
7
Not enough data
8.8
8
Not enough data
8.8
8
Data
Not enough data
9.2
8
Not enough data
8.3
9
Not enough data
8.5
9
Not enough data
7.7
8
Status Communication
Not enough data
Feature Not Available
Not enough data
8.1
8
Not enough data
Feature Not Available
Not enough data
8.8
8
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
Categories
Categories
Shared Categories
Chartio and Phocas Software are categorized as Analytics Platforms
Unique Categories
Chartio has no unique categories
Phocas Software is categorized as Budgeting and Forecasting, Corporate Performance Management (CPM), Rebate Management, and Financial Analysis
Reviews
Reviewers' Company Size
Chartio
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
Internet
13.7%
Computer Software
13.0%
Information Technology and Services
11.6%
Marketing and Advertising
6.1%
Financial Services
5.8%
Other
49.8%
Wholesale
40.6%
Electrical/Electronic Manufacturing
8.8%
Consumer Goods
5.9%
Building Materials
4.1%
Construction
3.5%
Other
37.1%
Most Helpful Reviews
Chartio
Most Helpful Favorable Review
Asa P.
Verified User in Pharmaceuticals
The speed at which I can access our data through Chartio has changed how I go about analytics. We were using an older version of Crystal for all our reporting needs, and we were just hand cuffed as it relates to our ability to access data. As the Director...
Most Helpful Critical Review
Verified User in Apparel & Fashion
The lack of available simple features makes it difficult to customize the way you want your dashboards to look. It can be at time a little bit finicky and clunky to use. Lack of available training and industry knowledge associated with the product.
Phocas Software
Most Helpful Favorable Review
Page S.
Verified User in Building Materials
Phocas provides an excellent business intelligence solution for both end users and admins. The user interface is intuitive and achieves a notably effective and simple point-and-click query builder. Users do not have to learn a search syntax in order to...
Most Helpful Critical Review
Verified User in Consumer Goods
I did dislike that you can't use it offline in desktop version but now it has been fixed in web version.
Asa P.
Verified User in Pharmaceuticals
The speed at which I can access our data through Chartio has changed how I go about analytics. We were using an older version of Crystal for all our reporting needs, and we were just hand cuffed as it relates to our ability to access data. As the Director...
Page S.
Verified User in Building Materials
Phocas provides an excellent business intelligence solution for both end users and admins. The user interface is intuitive and achieves a notably effective and simple point-and-click query builder. Users do not have to learn a search syntax in order to...
Verified User in Apparel & Fashion
The lack of available simple features makes it difficult to customize the way you want your dashboards to look. It can be at time a little bit finicky and clunky to use. Lack of available training and industry knowledge associated with the product.
Verified User in Consumer Goods
I did dislike that you can't use it offline in desktop version but now it has been fixed in web version.
Discussions
How can I export my data?
1 comment
RK
All dashboards and reports have a download feature.Read more
Chartio 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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