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About Phocas Software
What is Phocas Software?
Phocas Software is a business intelligence (BI) and financial analysis platform designed for wholesalers, distributors, and manufacturers. It connects to your ERP data to provide AI-powered insights, planning, and reporting tools in one central place.
What problem does it solve?
It replaces manual, static spreadsheets with automated, live dashboards and planning tools. Teams can budget, forecast, analyze sales, manage inventory, and report on financials without juggling disconnected data or waiting for IT help. This speeds up month-end close and improves decision-making accuracy.
Who is it for?
It is built for mid-market to enterprise B2B companies that make, move, or sell physical goods. Typical users are finance teams, sales leaders, and operations managers in distribution, manufacturing, and wholesale. It is not designed for retail or pure-play service businesses.
Real use cases
Companies like Asko, Bayer, and Bupa use Phocas for sales forecasting, rebates management, inventory optimization, and automated financial reporting. The platform helps connect business planning across departments, ensuring everyone works from the same up-to-date numbers.
Key features
- Business Planning — Connect everyone to up-to-date data for manual, static planning across budgets, inventory, and sales.
- Performance Insights — See the big picture and deep detail to understand what is working and why.
- Financial Reporting — Automate month-end, ad hoc, and management reporting.
- Budgeting & Forecasting — One place for up-to-date budgeting, sales forecasting, demand planning, and headcount management.
- Sales Analytics & Forecasts — Forecast and analyze sales with live actuals across products, regions, and teams.
- Inventory Analytics — Optimize inventory with custom tools and up-to-date insights for smarter stock management.
- Rebates Analytics — See trends and near-misses in your rebates programs for better trade partnerships.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
Phocas Software Pricing
Phocas Software pricing: Custom – book a demo.
Custom Pricing
Phocas Software does not publish fixed price plans. Pricing is tailored per company based on modules used and business size. Contact the sales team for a demo and custom quote.
Free trial: No public free trial is offered; a guided demo is the standard starting point.
Frequently asked questions
How much does Phocas Software cost?
Phocas Software uses custom pricing. There are no published base plans or starting prices. You need to request a demo and get a tailored quote for your business.
What is Phocas Software used for?
It is used for business intelligence, financial reporting, budgeting, forecasting, sales analytics, and inventory management, primarily for wholesalers, distributors, and manufacturers.
Who is Phocas Software best for?
It is best for B2B wholesale, distribution, and manufacturing companies that want to connect to their ERP data and move away from spreadsheet-based planning and reporting.
Does Phocas Software offer a free trial?
No publicly available free trial is advertised. The onboarding path starts with a product demo.
What are top alternatives to Phocas Software?
Common alternatives include Domo, Jedox, and Board for BI and planning, and NetSuite or SAP Analytics Cloud for ERP-integrated analytics.
