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

View More Pricing Information

Phocas Software Integrations

(7)

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.

Official Downloads

(3)

edit

How to choose the right business planning and analytics platform

Financial planning and analysis beyond Excel

G2 reviews are authentic and verified.

Here's how.

Ria T.

Leadership Trainee

Mid-Market (51-1000 emp.)

10/13/2025

"I really like the software"

4.5/5

What do you like best about Phocas Software?

The interface is easy to use and there are lots of tutorials to get the results that you're looking for. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Some of the features are a bit clunky to use. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Ria, thank you for taking the time to share your thoughts.

It’s great to hear that you appreciate the easy-to-use interface and the comprehensive tutorials available within the Phocas Academy. We truly believe that accessible software can empower productive decision-making.

I’m glad that Phocas is making a significant difference to how you manage inventory and provide insightful, data-driven decisions for your branches and purchasers.

If you have time to share more specifics on the clunky features you have encountered or have any other suggestions for enhancements, please feel free to reach out to us at hello@phocassoftware.com.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

See how Phocas improved

Kevin S.

CFO

Mid-Market (51-1000 emp.)

10/17/2025

"Highly Customizable and User-Friendly, But Needs More In-Depth Help Videos"

5/5

What do you like best about Phocas Software?

Ease of use and the ability to customize the program to fix your company's needs Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Help videos are good but can be more extensive Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Kevin, thank you so much for taking the time to leave a review.

I’m delighted to hear that you find Phocas easy to use and highly customizable. It’s great to know that our software is meeting your needs for sales analytics and profitability. We're always striving to empower our users to make the most of their data.

I appreciate your feedback regarding our help videos in the Phocas Academy - If there’s a specific topic you’d like more detail on, please feel free to reach out at hello@phocassoftware.com, we'd love to know where you've struggled to get to the data you need.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

See how Phocas improved

Jeff G.

Chief Information Officer

Manufacturing

Mid-Market (51-1000 emp.)

7/11/2025

"Phocas Review"

4.5/5

What do you like best about Phocas Software?

Customer support is great, wonderful team! Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Very Complex infrastructure, some data areas are confusing Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Jeff,

thank you so much for sharing your feedback! We agree, we think our customer support team are awesome, so we're glad to hear that they've been helping you out some much

While we strive to make using Phocas as easy as possible, there is still a lot of complexity under the hood (easy doesn't mean overly simple), so if there's any areas that are that need some extra explanation please don't hesitate to contact you customer success team or reach out directly to us at hello@phocassoftware.com..

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Bobby A.

Director I.S. Services

Mid-Market (51-1000 emp.)

2/26/2015

"Phocas turns "We'll get back to you when we can ....... into "Let me help you with that" ...."

5/5

What do you like best about Phocas Software?

It is my pleasure to write this letter of recommendation for Phocas, a Business Intelligence (BI) software that has been instrumental in enhancing our operations at Dixie Plywood & Lumber Company. As an early adopter of Phocas, we have experienced firsthand the benefits it offers in deepening our insight into critical business analytics.

Phocas has provided our management team and sales force with a better understanding of the overall business relationships between Dixie Plywood and our diverse customer base. The software's ability to present historical data in a variety of ways has allowed us to meet our customers’ needs more effectively by identifying buying patterns and suggesting complementary products. This strategic approach has helped us build stronger, more reliable partnerships with our customers.

What we have found particularly valuable is how Phocas empowers our salespeople. With direct access to data, they can make informed decisions and provide quick responses to customer inquiries. This has significantly reduced the need for our Information Systems department to generate reports, enabling us to work more efficiently and focus on customer service.

Phocas is both intuitive and user-friendly, allowing our team to utilize it effectively without the need for extensive training. At the same time, it delivers powerful, strategic insights that have contributed to Dixie Plywood’s success as not only a valued vendor but also a trusted partner in the eyes of our customers.

We highly recommend Phocas to any organization seeking to optimize its business analytics and build stronger relationships with customers. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

It's extremely difficult to say anything negative about a software product that has contributed to making our job easier and our users happy. Our experienced with Phocas has been a success from day one and continues to improve with each new release. Review collected by and hosted on G2.com.

Recommendations to others considering Phocas Software:

The best way to determine the value of PHOCAS is to 'Try it .... You'll Like it" .... sounds corny but is the truth. Review collected by and hosted on G2.com.

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

As the Director of Information systems I am always looking for ways to improve how our Management and Salespeople can have better access to the sata they need while meeting with our customers in the field.

Finding a product that was easy touse and fast enough to be used was a difficult task for me .I was extremely skeptical of Phocas or any other BI tool with all the promises made but from my experience 'poor delivery' .... But Phocas not only met our needs ... it exceeded our exspectations. So far, Phocas can given us results. Can't complain about that.

Fast access to information .... when our Salespeople want it and need it. No longer having to wait to explain it to an I.T. person and wait. ... Need information on a customer. Got It. Need information on product availability. Got It. Need Results. Got It. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Bobby, thank you so much for taking the time to revisit this review from 9(!) years ago.

That's awesome that you're experience has continued to improve as we release new features. And that your sales team still has all the data they need at their fingertips.

We are constantly innovating and releasing new features so we can continue to meet your needs – we're always keen to hear your feedback on new and upcoming releases: hello@phocassoftware.com

Warm regards,

On behalf of Mike Hills

Global Head of Customer

Verified User in Construction

Mid-Market (51-1000 emp.)

8/8/2025

"Phocas Review."

4/5

What do you like best about Phocas Software?

The functionality of the ability to analyze data in the format that helps me on a daily basis. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

One change I would like to see is real time data verses a lag of one business day. This is how our reporting is available. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi there, thank you for sharing your feedback!

I'm really glad to hear that Phocas is helping you analyze data in a way that supports your daily operations and allows better tracking of your sales cycle and customer activities.

While our update frequency is designed to ensure stability and accuracy, there are options to have this updated more frequently than once a day, just let us know through the usual channels if this is something you'd like to change. You can always get us as hello@phocassoftware.com if you have further suggestions or questions.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Verified User in Wholesale

Small-Business (50 or fewer emp.)

10/18/2024

"Fantasticly versatile reporting..."

5/5

What do you like best about Phocas Software?

Now we have Phocas up and running and I understand how it works getting the neccessary data quickly is so easy. The Financial statements module is excellent and allows us to achieve our Monthly Management Accounts by day 3!

Once the intergration is set up it's seamless. We use Phocas every minute of everyday so we know where we are at.

Tim our Account Manager is fantastic too. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The system is fairly easy to use, if you want to get to admin level is does take a bit longer to understand all the working parts and how they affect each other.

No phone helpline or live chat, this would be so useful. The benefit of Phocas is you can access data quickly, however if the system returns a load of 0's you need to be able to call someone to understand what you are getting wrong. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hello, and thank you for your feedback on Phocas Software!

I'm delighted to hear that Phocas is proving to be such a valuable tool for your reporting needs and that you're able to speed up your monthly close process so much — that's fantastic! We're happy to be an integral part of your daily operations.

I agree, Tim is pretty fantastic, he'll be thrilled with your appreciation. We strive to provide excellent customer support through our dedicated team.

If you're not getting the usual fast response when you're faced with too many 00s, please don't hesitate to contact us at hello@phocassoftware.com. We're here to support you as you maximize your use of Phocas.

Warm regards,

On behalf of Samia Jarra

Global Head of Customer Success

Verified User in Wholesale

Small-Business (50 or fewer emp.)

8/8/2025

"Information at your fingertips"

4.5/5

What do you like best about Phocas Software?

The ability to organise data any way you want and can then drill down into the detail Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Only uploads once a day so you are always looking at yesterday's info Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi there, thank you for taking the time to share your insights with us!

I'm glad to hear that you're able to use Phocas to augment your Merlin reporting, organize your data and drill down into the details as you need to. It’s exactly the kind of flexibility we strive to deliver.

While our update frequency is designed to ensure stability and accuracy, there are options to have this updated more frequently, just let us know through the usual channels if this is something you'd like to update. You can always get us as hello@phocassoftware.com if you have further suggestions or questions.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Verified User in Sports

Mid-Market (51-1000 emp.)

1/29/2025

"Fantastic Data Consolidation and Reporting"

5/5

What do you like best about Phocas Software?

Fantastic Data Consolidation bringing various sources together to enable the creation of insightful dashboards and reports, automated and ready to go for future use. Great for group reporting. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

A few glitches from time to time but the upside makes these well worth putting up with and you can find ways around the glitches if you try hard enough, strengthening your skills with the software. Support tickets are very helpful and timely if needed. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi there, thank you for sharing your thoughts on Phocas Software.

I'm delighted to hear that you've found data consolidation with Phocas to be helpful. The ability to consolidate various group entities and perform efficient "slice and dice" reporting is exactly the kind of capability we aim to enable for our users.

We understand that encountering a few glitches can be a bit inconvenient, but I'm glad to hear that support tickets getting resolved quickly.

If you have any further suggestions or if there's anything else we can assist with, please feel free to contact us at hello@phocassoftware.com.

Warm regards,

On behalf of Samia Jarra

Global Head of Customer Success

Monica P.

Business analyst and Support Manager

Small-Business (50 or fewer emp.)

12/15/2024

"Phocas is so easy to use and we love the automation and user friendly interface."

5/5

What do you like best about Phocas Software?

that our sales and inventory data is automatically uploaded into Phcoas every night makes looking at our data from the day before stress-free. it is so easy to manipulate and download if we want to use it for our own reporting as well. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Nothing major. I think one downfall is the cost of getting small features added into Phocas if they aren't already there. there should be discussions or voting for what gets developed with all of the user's fees. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Monica, thank you so much for sharing your experience with Phocas Software!

I'm thrilled to hear that the automated nightly uploads of your sales and inventory data are making managing your data stress-free.

While we don't currently have a formal feature voting and request function, we are kicking off some exciting new product and feature development, and always looking to improve our product so please don't hesitate to leave feedback via the in-app feedback at the bottom LHS of the menu or even via hello@phocassoftware.com. We're here to ensure Phocas continues to be a valuable asset to your workflow.

Warm regards,

On behalf of Samia Jarra

Global Head of Customer Success

Verified User in Wholesale

Mid-Market (51-1000 emp.)

7/26/2024

"Powerful and easy to use reporting tool"

5/5

What do you like best about Phocas Software?

- Easy to use, navigate and understand comared to Microsoft Power BI which I also know.

- Easy to design and create reports

- Customer support are professional and quick to respond and solve issues.

- Our ERP doesn't have an open API available so the websynch tool is a plus.

- Easy to import from other data sources and export data for distribution Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

- It becomes very expensive to get all the modules.

- CRM is very basic Review collected by and hosted on G2.com.

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

Our Visuals Streamline reports are standard linear reports, which are composed of list in tabular form. It's also limited reports and hard to customize from the built-in custom report writer included in our ERP. Also hard to export if user is non-technical.

Phocas has made reports more 3-dimensional displaying graphs and charts. KPI is easily reported and seen on Phocas reports. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi there, thank you for taking the time to leave a review of Phocas.

That's great that you and your team are able to customize reports beyond what's available in your ERP, and benefiting from a proper data cube you can slice and dice as needed. And finding Phocas easier to use than Power BI!

We'd be keen to hear more about how you're using the CRM and what you think it could be doing better, please email us at hello@phocassoftware.com with more detail if you get a chance.

Warm regards,

on behalf of Mike Hills

Global Head of Customer