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Phocas

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Phocas subscription

Priced on request

Named-user pricing · Products selected for business needs

Every plan, in full

On the record

AI data handling
Phocas says customer data processed through AI features is not used to train public or shared foundation models.phocassoftware.com · read 3 Oct 2026
Analytics
Phocas Analytics provides self-service analysis with customizable interactive dashboards, reports, favorites and alerts.phocassoftware.com · read 3 Oct 2026
Data synchronization
The integrations page says data can synchronize daily or as needed, following mapping and validation.phocassoftware.com · read 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.phocassoftware.com · read 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.phocassoftware.com · read 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.phocassoftware.com · read 3 Oct 2026
Licensing limits
Phocas documentation describes Viewer and Full user licenses and says CRM, Rebates and Insights require separate add-on licenses.docs.phocassoftware.com · read 3 Oct 2026
Planning
Budgets & Forecasts supports collaborative budgeting and forecasting with workflows, and published budgets and forecasts can be viewed in Financial Statements and Analytics.docs.phocassoftware.com · read 3 Oct 2026
Products
The platform includes Analytics, Financial Statements, Budgets & Forecasts, Rebates, CRM and Sales Insights.phocassoftware.com · read 3 Oct 2026
Scenario modeling
Yesphocassoftware.com · read 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.phocassoftware.com · read 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.phocassoftware.com · read 3 Oct 2026
Variance analysis
Yesphocassoftware.com · read 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.phocassoftware.com · read 3 Oct 2026
Who it is for
Phocas describes its platform as serving mid-market businesses, particularly in manufacturing, wholesale distribution and retail.phocassoftware.com · read 3 Oct 2026

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