Rating
4.7
133 reviews
Starting price
$150
Flat Rate
Categories
17
Founded
1999
Employees
300
Funding
35.6M
Merger / Acquisition
Phocas is a business intelligence and financial reporting tool most used by small businesses in wholesale and logistics. It stands out for its customizable dashboards and fast data analysis. While users value its accessibility, some cite limitations in data export and visualization. Recent updates such as AI-powered analytics and custom stream ratios enhance reporting flexibility.
Ad spend / mo
$2K
31 paid keywords
Paid visits / mo
86
Organic keywords
6,680
Organic visits / mo
9,048
Authority
39
2,044 ref domains
Creatives run
100
as PHOCAS GROUP PTY LTD
Active now
100
last 14 days
Advertising since
Oct 2021
4.5+ yrs running
Last seen
today
still active
Running 23 ads on LinkedIn as Phocas Software - a paid B2B channel, on top of any Google/Capterra spend.
The shared messaging across Business Intelligence & Augmented Analytics Platform advertisers - the validated angles to copy. See the niche →
(133 reviews)
Phocas is a reliable BI platform that makes data more accessible for business users. It’s especially useful for daily reporting and decision-making, though deeper customization and advanced analytics require some effort to master.
Pros: Very user-friendly for data analysis and reporting Strong dashboards and data visualization Good drill-down and reporting capabilities Helps centralize data from multiple systems Reduces reliance on IT for reporting
Cons: Learning curve for advanced features Limited customization in some dashboards/visuals Can feel restrictive for complex reporting needs Performance can slow with large datasets
Nyma M. · Business Systems Specialist · Consumer Goods · April 30, 2026
All in all, it is a good option for data lovers. It’s powerful but easy to use for someone new to it. This makes my research life a lot more organized and professional.
Pros: Phocas is what I use to dig into data because I can “drill down.” If I see a big number and I want to know where that came from, I just click it. It starts with the small details right away. It really helps me to point out mistakes in my research data very quick. It is quite friendly and not scary interface.
Cons: Its mobile version does not work as well as the desktop one. If I’m traveling and want to see a quick report on my phone, it seems somewhat clunky. I only use it on my big office monitor.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Data Preparation | 1 | 12 | - |
| Qualitative Data Analysis | 1 | 14 |
Domain confidence 99%
| Keyword they bid on | CPC | Pos | % budget | Landing page |
|---|
NetSuite Custom Reports - Custom Reports in Minutes
Best-in-class data analysis for NetSuite. Create dashboards & reports easily. Get a demo. Create dashboard and reports in minutes. 3x faster reporting with Phocas...
https://www.phocassoftware.com
Cash Flow Analysis Report - Perfect for 8-Figure Business
Analyze cash flow in minutes – by branch, category or region using live ERP data. Track cash position over time and compare actuals vs.
https://www.phocassoftware.com
Infor Analytics - The Easy to Use Analytics Tool
Get the best Infor BI software. See how easy building dashboards & reports can be. See why our customers love using Phocas everyday.
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NetSuite Dashboard Customization
Boost Netsuite BI & Reporting — Self-serve analysis. Empower everyone to build & customize unlimited reports & dashboards. Best-in-class data analysis for Netsuite. Create dashboards & reports easily. Get a demo.
https://www.phocassoftware.com
NetSuite Analytics
Built for NetSuite — Looking for Reporting alternatives? Get quicker insights from NetSuite data with Phocas. Best-in-class data analysis for NetSuite. Create dashboards & reports easily. Get a demo.
https://www.phocassoftware.com
Faiz A. · Research Assistant · Information Technology and Services · March 1, 2026
I use Phocas on a daily basis for a variety of reports and pulling data. The very easy way to pull large data sets and manipulate to produce bespoke reports is a key part of why I love Phocas.
Pros: Very easy to use. Ability to manage very large data sets and manipulate into different views.
Cons: Inability to export dashboards into excel.
Shamir P. · Operations Manager · Logistics and Supply Chain · March 28, 2025
Good product but poor service, so wouldn't recommend!
Pros: Great software, really user friendly, and cuts the complexity out of data analysis.
Cons: The customer service and after sales support is very poor, to the point of considering moving away. I've had a ticket open for months now and can't seem to just have a call with them to discuss the issue, very disappointing.
Kenny L. · Commercial Director · Wholesale · March 13, 2025
I've enjoyed using Phocas to translate our business performance into easy to understand dashboards.
Pros: Clear and effective dashboards, easy to interpret and maintain
Cons: AI features are encouraging but could do with refining.
Alex H. · Digital · Mechanical or Industrial Engineering · February 20, 2025
It has been good, had not used before starting with this business, now I am a promoter of the software.
Pros: Easy to use and intuitive. Our sales teams are the primary users because it is simple
Cons: On the financial side - syncing. We need to run this manually at month end as we complete journals, we want to see updated reports more timely.
Stephen C. · CFO · Wholesale · January 27, 2025
Postive. Again, I like how user friendly it is, but I think it just needs to have the function to import data so you can get values faster.
Pros: I like that is very user friendly, and that is not hard to figure out.
Cons: I don't like that you can't import data into it so that you can return values that reflect the imported data. For example, instead of clicking on each SKU you want to look at, I think it would be beneficial to import a large dataset that involves SKUs so that you can see their data much faster.
Omar M. · Data Analyst · Automotive · November 1, 2024
Use it to see my customers buys and track their spending
Pros: Lots of data to view and gives a wealth of information
Cons: It’s too clumpy in that not user friendly
Jay C. · Sales · Automotive · November 1, 2024
Have used Phocas for many years and watched it mature into a very competent products that's easy to use
Pros: Very easy to use and especially good at putting data in the hands of non data professionals
Cons: Not much really. I still think a native mobile phone app would be nice but most people disagree with me
Anonymous User · Group Head of IT · Wholesale · October 18, 2024
Overall experience with Phocas is really good, customer support is great and equally our customers love the data that we can share with them improving our relationship with our customers and winning business
Pros: I like the ease of use and how you can analyse data at various levels to get what you need. I brought this into my current company as used in a previous role and helps with everything from sales and marketing to budgets and costings. Being a one stop shop for all your data.
Cons: Could be slightly better from a customer perspective, having option to share data, dashboards etc with customers is great as a view option however being able to extract tables to excel from a view version would make it easier for customers as currently have to also set up emailed subscriptions for tables and data so feels like you are doing double work when it would be so easy to have an option for customers to extract to excel any of the tables created in view only. I hope this is something that could be implemented in the future.
stuart m. · Head of Commercial · Medical Devices · October 18, 2024
OVerrall i have thoroughly enjoyed this software and look forward to implementing forecasting/budgeting next
Pros: transparency - ease of use; This has been instrumental as Tencarva pushes toward united reporting
Cons: The one constraint we found is Budget uploading without the budget module.
Chris B. · Manager Financial Systems · Machinery · September 30, 2024
It's been a overall positive experience so far. I hope to further my knowledge of Phocas and utilize more
Pros: how many different reports you can run, it's endless
Cons: Sometimes it is a little difficult to figure out how to run reports with the parameters you need
Kelly A. · Branch Manager · Wholesale · September 27, 2024
Pros: The ease of use and ability to drill down to the exact detail you are looking for. Also the quickness with which it sorts and organizes the information is a great feature of the software.
Cons: At first, it seemed a little daunting, but the tutorials and guidance tools they provide allow the user to learn the ins and outs at a rapid pace
Ray P. · Store Manager · Wholesale · September 27, 2024
The software helps me to enable my Team with information that is timely and relevant for them to perform their job to the best of their ability and to provide the excellent service our customers require.
Pros: The software works very well and the support from Phocas is exceptional and very knowledgeable.
Cons: I have no complaints regarding Phocas, they are a company that does what it says
Lars M. · President · Wholesale · September 27, 2024
Overall Phocas is a great tool for analyzing and comparing sales data, inventory analysis, and revenue tracking.
Pros: The functionality to build custom reports with easy to choose options.
Cons: At first it takes some use to familiarize with all of the options and choices, almost too many options, but once you get the hang of it, and save custom options it's great.
Robin J. · Project Manager · Logistics and Supply Chain · September 27, 2024
Phocas provide great customer service and are easy to do business with
Pros: Phocas is easy to use providing self service to users. This reduces the workload on IT
Cons: Data integration can get complicated over time. This is really down to how we have added data rather than an issue with Phocas
Mark L. · Group IT Director · Logistics and Supply Chain · April 17, 2024
Pros: We use Phocas for all our reporting across the business. The ability to make any dashboard visible on an external link has allowed us to use it for our wall board reporting throughout the business - making the numbers visual has helped to make them understandable. Using Phocas for reporting on spend breakdown couldn't be easier, and beats using alternatives like excel or similar!
Cons: I guess if there's one thing Phocas could do better, that is modernise the dashboard graphics - the options feel quite restrictive.
Adrian B. · Director · Wholesale · April 9, 2024
As an IT administrator, this tool enabled me to gain visibility over a large amount of data in a school.
Pros: Thanks to this tool, you'll be able to understand your company's data. It's easy to deploy and allows you to centralise your data.
Cons: this tool is regularly updated but does not come regularly with patches updates but is compatible on several platforms
Anonymous User · CEO · Design · September 20, 2023
Pros: The speed and the web based working aspect.
Cons: Depending on the contact person. If this person is on vacation or sick, there is only a substitute for emergencies. But there are nearly weekly issues to clarify.
Robert B. · Controller · Wholesale · September 15, 2023
9/10 woluld recommend~
Pros: I like how easy it is to use! It didnt even require training.
Cons: Sometimes, we do have connectivity issues with it connecting with our versions of dynamics Navision.
Jessica B. · ACCOUNT MANAGER · Consumer Goods · September 7, 2023
Pros: Ha sido muy útil por sus herramientas BI
Cons: Puede llegar a ralentizar el dispositivo de computo si no cumple con los requisitos.
Felipe N. · Analista IT · Information Technology and Services · May 16, 2023
It's important to note that the cons of Phocas software will depend on your specific needs and circumstances. It's recommended that you evaluate each software's (exam. Tableau, Microsoft PowerBI, etc.) features, pricing, and customer reviews to determine which one will work best for your business.
Pros: I highly recommend Phocas software for any business looking for a user-friendly, real-time analytics solution. The customizable dashboards and robust data modeling capabilities make it easy to create a single source of truth for your organization. Plus, the seamless integration with other business applications and mobile access means you can access critical information from anywhere. And with dedicated customer support, you can be sure you're getting the most out of the software. Overall, I'm very impressed with Phocas software and would definitely recommend it to others.
Cons: While Phocas software has many advantages, there are also some potential drawbacks to consider. Users may find that some customization options are limited, and the software can have a steep learning curve for those who are not familiar with business intelligence solutions. Additionally, Phocas software may have fewer data visualization options and may not integrate with all the data sources that your organization uses. Finally, It can be relatively expensive, which could be a barrier for some businesses, especially small businesses.
Khallyl A. · Data Specialist · Marketing and Advertising · March 10, 2023
hocas Software is highly regarded as an effective business intelligence and analytics solution due to its user-friendly interface and customizable dashboards that enable easy data analysis and interpretation, even for non-technical users. The software's fast analytics capabilities are also a major advantage, making it ideal for businesses that need to process large amounts of data quickly and in real-time. Users have praised the software for its reliable performance and usefulness in facilitating data-driven decision-making.
Pros: Phocas Software is praised for its simple and intuitive interface, which enables me to navigate and analyze data in various ways. This feature is especially beneficial for businesses without dedicated data analysts, as it helps non-technical users to access and comprehend their data with ease.
Cons: Some users have pointed out that Phocas Software's integration options with other systems and tools are limited. This can be problematic for businesses that use various applications as it would force them to switch between different platforms to access all their data.
Aman K. · Researcher · Chemicals · March 5, 2023
Pros: The fact that Phocas Software is simple to use and enables quick and simple access to data was appealing to me. Additionally, the visuals are excellent, allowing for simple customization of the dashboards' appearance and feel. The team is always willing to assist with any questions or problems, and the customer service is also excellent.
Cons: I didn't like how the user interface was clunky and not as intuitive as other software applications I'd used before. It was difficult to navigate the system and find the information I needed.
Reunaldo P. · Senior Data Analyst · Marketing and Advertising · March 4, 2023
I have used Phocas for 5-6 years and use most days. The deep diving of data speeds my reporting time two-fold. Accurate and reportable data.
Pros: I enjoy the ability to phocas into different datasets whilst viewing another, for example the product, credit note type BY each customer.
Cons: Available training for new users. I have several years and was shown with a 'hands on approach'.
Anthony P. · Technical Compliance Manager · Electrical/Electronic Manufacturing · February 17, 2023
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| Data Discovery | 1 | 16 | - |
| Statistical Analysis | 1 | 17 | Shortlist |
| KPI | 1 | 19 | - |
| Data Collection | 1 | 21 | - |
| Big Data | 1 | 22 | - |
| Budgeting | 2 | 9 | Shortlist |
| Business Performance Management | 2 | 10 | Shortlist |
| Data Analysis | 2 | 10 | - |
| Sales Forecasting | 2 | 16 | - |
| Business Intelligence | 2 | 18 | Shortlist |
| Dashboard | 2 | 20 | Shortlist |
| Data Visualization | 2 | 21 | Shortlist |
| Financial Reporting | 2 | 41 | - |
| Reporting | 2 | 48 | Shortlist |
| Accounting | 3 | 10 | - |