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features
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support

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Write a Review

Description

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

Description

You can quickly find answers with the flexible visual query builder. You can access data via your browser or phone and analyze it anywhere you are. No SQL, data scientist, or desktop required. You can learn from your team mates and search for any questions within your organization with shared questions. @mentions, push notifications and shared chat allow you to bring the right people in the conversation and make data actionable. You can easily copy and modify shared questions, export data and change the way charts are displayed so you don't just see someone else's analysis but make it yours. External sharing can be turned on to allow access to data tables and partners outside your domain. In just two clicks, you can access the underlying data tables. Smart typeaheads make it easy to run custom SQL.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
Alation No 
Amazon S3 No 
Databricks No 
Epicor Kinetic Yes 
Epicor Prophet 21 Yes 
Google Slides No 
HubSpot Marketing Hub Yes 
Infor SyteLine Yes 
Infor VISUAL Yes 
Jim2 Business Engine Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Teams No 
MongoDB No 
SAP Business One Yes 
SQL No 
Slack No 
Snowflake No 
Starburst Enterprise No 
Xero Yes 

Integrations

Microsoft Excel Yes 
Alation Yes 
Amazon S3 Yes 
Databricks Yes 
Epicor Kinetic No 
Epicor Prophet 21 No 
Google Slides Yes 
HubSpot Marketing Hub No 
Infor SyteLine No 
Infor VISUAL No 
Jim2 Business Engine No 
Microsoft Dynamics 365 Business Central No 
Microsoft Teams Yes 
MongoDB Yes 
SAP Business One No 
SQL Yes 
Slack Yes 
Snowflake Yes 
Starburst Enterprise Yes 
Xero No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$0
Free for small teams, with unlimited questions, and unlimited data sources.

$12/user/mo standard plan with user access control, embeddability, and more.

Enterprise option available to companies needing to self-host, for activedirectory integration, aand for higher support tiers.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Phocas Software

Founded

1999

Country

United Kingdom

Website

www.phocassoftware.com

Vendor Details

Company Name

Zing Data

Founded

2021

Country

United States

Website

getzingdata.com

Product Features

Big Data

Collaboration Yes 
Data Blends Yes 
Data Cleansing No 
Data Mining Yes 
Data Visualization Yes 
Data Warehousing No 
High Volume Processing No 
No-Code Sandbox No 
Predictive Analytics No 
Templates No 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Discovery

Contextual Search No 
Data Classification No 
Data Matching No 
False Positives Reduction No 
Self Service Data Preparation No 
Sensitive Data Identification No 
Visual Analytics Yes 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP Yes 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Qualitative Data Analysis

Annotations No 
Collaboration Yes 
Data Visualization Yes 
Media Analytics No 
Mixed Methods Research No 
Multi-Language No 
Qualitative Comparative Analysis No 
Quantitative Content Analysis Yes 
Sentiment Analysis No 
Statistical Analysis Yes 
Text Analytics No 
User Research Analysis No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Big Data

Collaboration Yes 
Data Blends Yes 
Data Cleansing No 
Data Mining No 
Data Visualization Yes 
Data Warehousing No 
High Volume Processing No 
No-Code Sandbox Yes 
Predictive Analytics No 
Templates No 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing Yes 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Discovery

Contextual Search No 
Data Classification No 
Data Matching No 
False Positives Reduction No 
Self Service Data Preparation No 
Sensitive Data Identification No 
Visual Analytics Yes 

Data Science

Access Control Yes 
Advanced Modeling Yes 
Audit Logs Yes 
Data Discovery Yes 
Data Ingestion No 
Data Preparation Yes 
Data Visualization Yes 
Model Deployment No 
Reports Yes 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Mobile App Analytics

A/B Testing No 
Channel Attribution No 
Cohort Analysis No 
Funnel Analysis No 
In-App Events Tracking No 
Push Notifications Yes 
Retention Tracking No 
Revenue Tracking No 
Uninstall Tracking No 

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