Business intelligence tools
Don't be a stranger to your data. Make Phocas Analytics your BFF.
Need an easy way to access and analyze data from multiple sources? Get self-service BI tools and data analysis with an award-winning user experience from Phocas.
4.8/5 on Capterra
4.6/5 on G2

Data for good
Phocas makes data analysis and reporting quick and easy
By automating disparate data sets into a single source of truth, Phocas business analytics help your team make better decisions with ease.

If you answer YES to any (or many) of these questions, you may have a data problem:
- Is your data siloed in different apps, APIs and data warehouses?
- Is it difficult to get a clear picture of your business KPIs?
- Do you constantly rely on IT to generate reports and dashboards?
- Or worse still, do you dance an elaborate Excel spreadsheet tango for each report update?
Relax! Every one of our customers has gone through these same issues at some point.
Make everyone a data scientist
Phocas' intuitive user interface encourages quick adoption across your entire organization. Users can easily answer questions and investigate information through the self-service capability, making it easy for even those with little financial savvy to gain actionable insights.

Powering thousands of data-driven companies worldwide
Better business decisions with data visualization
Identify patterns and trends through visualization tools such as graphs and geo-mapping. You can create and share dashboards and reports with anyone to make better data-driven decisions together.
Get a demo

Always know what’s happening with automated sync
Data from your ERP or business application is automatically and constantly updated in Phocas, so you can always drill down into current transactional data. Sharable visualizations and reporting tools let you check on business performance anytime, from anywhere.
- Sales managers spend less time analyzing data and more time with customers
- Operations can increase revenue by strategic purchasing and inventory management
- Finance can streamline their workflow by using an ERP that allows side-by-side P&L comparisons
Want to flex your financial planning muscle even further?

Real-time data exploration with interactive dashboards
Easily slice and dice the data to follow your train of thought and get the answers you need on the fly. You can also apply permissions to ensure the right business insights are in the hands of the right people.
Get a demo

One-stop solution to data management
We integrate with over 200 ERP solutions and provide business data cleansing, enrichment, provenance, and governance. This creates a single source of truth for your data.
Check out our most popular integrations


Ad hoc analysis is easy with Excel exports
Exporting to Excel is a breeze, and you can keep your file hierarchy and formulas for further data manipulation.

SOC 2 standards for security and availability? We're compliant!
That's right! And we've also achieved best practice standards according to security partners AWS and CrowdStrike.
Operational + financial data: a match made in heaven!
What could be better than combining your operational data to drive your financial forecasts? Directly link your sales team’s budgets to your revenue forecast, to get the complete picture.
Learn more about Phocas Financial Planning and Analytics platform

5-step expert implementation without breaking the bank
Our team offers fixed-price implementations, and we'll do the heavy lifting to enable your success on our BI platform. We tailor our integration to your business needs and provide support every step of the way.
Get a demo
You decided to improve your analysis and decision-making with a single source of truth. The good news is that Phocas is easy to set up and integrates with over 200 data sources. Based on your goals and the data you want to analyze, we'll advise you on the best solution and implementation.
A team of experts will be assembled to answer questions and clarify data needs so that everyone understands what has been bought and what will be received. This project will require the engagement of a sponsor, ERP/IT manager, and the subject area expert from your team.
Phocas will need server access to your data – this confidential information is stored securely. If you operate in the cloud, we'll connect your data to Phocas via API connectors, or we'll use SQL or text file extracts from your servers.
Once the data is connected and flowing from your systems to Phocas, we start building the solution. We create and validate databases systematically to ensure it matches your existing data. Two standard data clarity issues are: custom fields and business rules. We often need your business knowledge to address them.
This last step is all about making sure everyone on your side feels confident in using Phocas to make data-driven decisions. Your project team will receive an introductory training session so you can go live with full support from our team.
Loved by customers
Our mission at Phocas is to make people feel good about data. This is reflected by our customer satisfaction - the highest in the category - and the fact that 97% of surveyed customers* would recommend us to a friend!
Phocas
10
Product satisfaction
9.4
Ease of use
9.6
Business value
9.4
Customer satisfaction
10
Recommendation
QlikView
5
Product satisfaction
3.3
Ease of use
4.7
Business value
4.2
Customer satisfaction
2.9
Recommendation
Domo
7.2
Product satisfaction
9.8
Ease of use
4.4
Business value
6.1
Customer satisfaction
4.4
Recommendation
Power BI
5.8
Product satisfaction
4.6
Ease of use
4.7
Business value
5.2
Customer satisfaction
4.6
Recommendation
Looker
7
Product satisfaction
5.8
Ease of use
7.7
Business value
7.8
Customer satisfaction
7.9
Recommendation
*Based on the aggregate of "Definitely" and "Probably".
Source: The BI & Analytics Survey 23, BARC
Source: The BI & Analytics Survey 23, BARC
Product satisfaction
10
Phocas
5
Qlikview
7.2
Domo
5.8
Power BI
7
Looker
Ease of use
9.4
Phocas
3.3
Qlikview
9.8
Domo
4.6
Power BI
5.8
Looker
Business value
9.6
Phocas
4.7
Qlikview
4.4
Domo
4.7
Power BI
7.7
Looker
Customer satifaction
9.4
Phocas
4.2
Qlikview
6.1
Domo
5.2
Power BI
7.8
Looker
Recommendation
10
Phocas
2.9
Qlikview
4.4
Domo
4.6
Power BI
7.9
Looker
*Based on the aggregate of "Definitely" and "Probably".
Source: The BI & Analytics Survey 23, BARC
Source: The BI & Analytics Survey 23, BARC
Understand the past, operate better today, and plan well for the future
Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and analytics… We can guide you. Let’s see if we can help.
