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SPECIFICTION
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Phocas

phocassoftware.com

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Spec score 7.2 #63 of 91 in Financial Planning & Analysis Software

Spec sheet

What it does
Phocas is a SaaS business intelligence and financial planning and analysis platform for wholesale distribution, manufacturing and retail businesses.Read 3 Oct 2026 · phocassoftware.com
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.Read 3 Oct 2026 · phocassoftware.com
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.Read 3 Oct 2026 · phocassoftware.com
AI data handling
Phocas says customer data processed through AI features is not used to train public or shared foundation models.Read 3 Oct 2026 · phocassoftware.com
Analytics
Phocas Analytics provides self-service analysis with customizable interactive dashboards, reports, favorites and alerts.Read 3 Oct 2026 · phocassoftware.com
Data synchronization
The integrations page says data can synchronize daily or as needed, following mapping and validation.Read 3 Oct 2026 · phocassoftware.com
Encryption
Phocas says data in its cloud is encrypted at rest and in transit, with AES256 and TLS 1.3 at a minimum.Read 3 Oct 2026 · phocassoftware.com
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.Read 3 Oct 2026 · phocassoftware.com
Licensing limits
Phocas documentation describes Viewer and Full user licenses and says CRM, Rebates and Insights require separate add-on licenses.Read 3 Oct 2026 · docs.phocassoftware.com
Planning
Budgets & Forecasts supports collaborative budgeting and forecasting with workflows, and published budgets and forecasts can be viewed in Financial Statements and Analytics.Read 3 Oct 2026 · docs.phocassoftware.com
Products
The platform includes Analytics, Financial Statements, Budgets & Forecasts, Rebates, CRM and Sales Insights.Read 3 Oct 2026 · phocassoftware.com
Scenario modeling
YesRead 23 Sep 2026 · phocassoftware.com
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.Read 3 Oct 2026 · phocassoftware.com
Variance analysis
YesRead 23 Sep 2026 · phocassoftware.com
Who it is for
Phocas describes its platform as serving mid-market businesses, particularly in manufacturing, wholesale distribution and retail.Read 3 Oct 2026 · phocassoftware.com

Plans and prices

Phocas subscription Priced on request 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 Read 3 Oct 2026 · phocassoftware.com

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Where Specifiction places it

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