No. 26 of 89 ·Financial Planning & Analysis Software

Phocas

Web · Windows

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Freedom report

One barScore 6.2

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely2 of 6 device platforms
DocumentedPlans, terms and facts published

Phocas is ranked #26 of 89 in financial planning & analysis software on Freedom251. It runs on Web, Windows.

Phocas plans and pricing

All plans

Phocas subscription Not published Annual subscription; price is calculated by the number of named users. A one-off implementation fee and annual platform fee also apply. Named-user pricing · Products selected for business needs phocassoftware.com · 3 Oct 2026

Compared on financial planning & analysis software

Rolling forecasts: Yes
Forecast vs actuals: Yes
Scenario modeling: Yes
Revenue and expense models: Yes
Multi-entity support: Yes
Data refresh: scheduled

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The record

Variance analysis: Yes
What it does: Phocas is a SaaS business intelligence and financial planning and analysis platform for wholesale distribution, manufacturing and retail businesses.
Products: The platform includes Analytics, Financial Statements, Budgets & Forecasts, Rebates, CRM and Sales Insights.
Analytics: Phocas Analytics provides self-service analysis with customizable interactive dashboards, reports, favorites and alerts.
Planning: Budgets & Forecasts supports collaborative budgeting and forecasting with workflows, and published budgets and forecasts can be viewed in Financial Statements and Analytics.
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.
Data synchronization: The integrations page says data can synchronize daily or as needed, following mapping and validation.
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.
Encryption: Phocas says data in its cloud is encrypted at rest and in transit, with AES256 and TLS 1.3 at a minimum.
AI data handling: Phocas says customer data processed through AI features is not used to train public or shared foundation models.
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.
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.
Licensing limits: Phocas documentation describes Viewer and Full user licenses and says CRM, Rebates and Insights require separate add-on licenses.
Who it is for: Phocas describes its platform as serving mid-market businesses, particularly in manufacturing, wholesale distribution and retail.

Where it ranks on Freedom251

Best Financial Planning & Analysis Software in 2026#26 of 89
Best Financial Forecasting Software in 2026#6 of 67
Best Intercompany Accounting Software in 2026#7 of 41

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Sources

phocassoftware.com· checked 23 Sept 2026
phocassoftware.com/about· checked 3 Oct 2026
phocassoftware.com/hubfs/phocas-velocity/datasheets/phocas· checked 3 Oct 2026
docs.phocassoftware.com/budgets-and-forecasts· checked 3 Oct 2026
phocassoftware.com/integrations· checked 3 Oct 2026
phocassoftware.com/platform/technology· checked 3 Oct 2026
phocassoftware.com/book-demo· checked 3 Oct 2026
docs.phocassoftware.com/basics/getting-started/user-permissions· checked 3 Oct 2026