Phocas
Phocas is a SaaS business intelligence and financial planning platform for mid-market businesses, particularly in wholesale distribution, manufacturing, and …
What Phocas is
Phocas is a SaaS business intelligence and financial planning platform for mid-market businesses, particularly in wholesale distribution, manufacturing, and retail. Its products include Analytics, Financial Statements, Budgets & Forecasts, Rebates, CRM, and Sales Insights. Analytics provides customizable interactive dashboards, reports, favorites, and alerts for self-service analysis. Budgets & Forecasts supports collaborative planning workflows, with published budgets and forecasts viewable in Financial Statements and Analytics. Planning capabilities include scenario modeling, variance analysis, rolling forecasts, forecast-versus-actuals, revenue and expense models, and multi-entity support. Phocas says it connects to more than 200 data sources, including ERP systems, CRM, sales, inventory, purchasing, and spreadsheets. Data can synchronize daily or as needed after mapping and validation. It runs on web and Windows. Pricing is available on request and is based on named users and selected products; a one-off implementation fee and annual platform fee also apply. Subscribers receive introductory training, ongoing account-manager support, tutorials, and free monthly global training sessions.
Good
- Offers analytics, planning, CRM, rebates, and sales insights.
- Supports scenario modeling and variance analysis.
- Connects to more than 200 data sources.
- Subscribers receive training and ongoing account-manager support.
Watch out
- Pricing is available on request.
- A one-off implementation fee and annual platform fee apply.
- CRM, Rebates, and Insights require separate add-on licenses.
Who it suits
Phocas suits mid-market businesses in wholesale distribution, manufacturing, and retail that need analytics and collaborative financial planning. Its named-user licensing and product selection may suit organizations choosing modules for their business needs.
Verdict
Phocas combines business analytics with budgeting and forecasting, alongside products for CRM, rebates, and sales insights. Pricing depends on named users and selected products, with additional implementation and platform fees.
Plans and prices
From Phocas's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Phocas subscription | Priced on request | Named-user pricing · Products selected for business needs · Annual subscription; price is calculated by the number of named users. A one-off implementation fee and annual platform fee also apply. |
The facts
Each one read from Phocas's own pages, with the date it was checked.
What it does
- AI data handling
- Phocas says customer data processed through AI features is not used to train public or shared foundation models.checked 3 Oct 2026
- Analytics
- Phocas Analytics provides self-service analysis with customizable interactive dashboards, reports, favorites and alerts.checked 3 Oct 2026
- Data synchronization
- The integrations page says data can synchronize daily or as needed, following mapping and validation.checked 3 Oct 2026
- Encryption
- Phocas says data in its cloud is encrypted at rest and in transit, with AES256 and TLS 1.3 at a minimum.checked 3 Oct 2026
- Implementation
- Phocas says implementation is usually completed within six weeks of the first kickoff meeting, with timing depending on the ERP, data sources and data quality.checked 3 Oct 2026
- Integrations
- Phocas says it supports integrations with more than 200 data sources, including ERP systems and sources such as CRM, sales, inventory, purchasing and spreadsheets.checked 3 Oct 2026
- Licensing limits
- Phocas documentation describes Viewer and Full user licenses and says CRM, Rebates and Insights require separate add-on licenses.checked 3 Oct 2026
- Products
- The platform includes Analytics, Financial Statements, Budgets & Forecasts, Rebates, CRM and Sales Insights.checked 3 Oct 2026
- Scenario modeling
- Yeschecked 23 Sep 2026
- Security
- Phocas says it undergoes annual SOC 2 audits for Security and Availability and that its current SOC 2 Type 2 report is for calendar year 2025.checked 3 Oct 2026
- Support and training
- Phocas says subscribers receive introductory product training, ongoing support from a dedicated account manager, online tutorials and free monthly global training sessions.checked 3 Oct 2026
- Variance analysis
- Yeschecked 23 Sep 2026
- What it does
- Phocas is a SaaS business intelligence and financial planning and analysis platform for wholesale distribution, manufacturing and retail businesses.checked 3 Oct 2026
- Who it is for
- Phocas describes its platform as serving mid-market businesses, particularly in manufacturing, wholesale distribution and retail.checked 3 Oct 2026
Money
- Planning
- Budgets & Forecasts supports collaborative budgeting and forecasting with workflows, and published budgets and forecasts can be viewed in Financial Statements and Analytics.checked 3 Oct 2026
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