Phocas Analytics
by Phocas Software · Embedded BI
ERP-focused self-service BI for distribution, manufacturing, and retail.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
- EpicorInfor
Sage
SAP
NetSuite - Deployment
- Cloud, On-premises
- Company size
- SMB, Mid-market
- Pricing
- Quote-based
- Founded
- 2001
- Headquarters
- Sydney, Australia (offices also in Coventry UK, Costa Mesa and Reno US, Christchurch NZ)
Overview
Phocas is a business intelligence and financial planning & analysis (FP&A) platform built specifically for product-centric businesses in wholesale distribution, manufacturing, and retail. Rather than being a general-purpose BI canvas, Phocas ships with prebuilt connectors and data models for many ERP systems, so customers can get to analysis quickly without extensive data modeling.
The platform emphasizes ease of use for non-technical business users, with a grid-based exploration model that lets users slice and drill into sales, inventory, purchasing, and financial data. It pairs self-service analytics with dashboards, financial statements, budgeting and forecasting, and a database/Rebate management module, positioning itself as an all-in-one BI and FP&A solution for the mid-market.
Phocas partners with leading ERP vendors including Epicor, Infor, Sage, SAP, and Oracle NetSuite, and connects to many distribution- and manufacturing-oriented systems. The company is headquartered in Australia, has roughly 300 employees, and received a majority strategic investment from private-equity firm Accel-KKR.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from Phocas Software.
Modules & capabilities
Phocas Analytics covers 17 of 45 capabilities we track in this category
38%- Drag-and-drop dashboard/report authoringCore strength
- Interactive filtering, drill-down and cross-filteringCore strength
- Broad chart and visualization libraryPrebuilt and custom dashboards with KPI widgets and chartsSupported
- Mobile-optimized dashboardsMobile accessSupported
- Geospatial / map visualizationsNot evidenced
- Pixel-perfect / paginated report layoutsFinancial statements and management reportingSupported
- Narrative data storytellingNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
Common use cases
- Distributors analyzing sales, margin, and inventory by product, customer, and rep
- Manufacturers monitoring purchasing, production, and profitability
- Retailers tracking SKU and store performance
- Finance teams producing statements, budgets, and forecasts on ERP data
- Managing supplier rebate programs
- Replacing spreadsheet-based reporting with self-service BI
- Multi-entity consolidation and management reporting
Strengths & considerations
Strengths
- Purpose-built for distribution, manufacturing, and retail rather than generic BI
- Prebuilt ERP connectors and data models speed time-to-value
- Combines BI and FP&A (including budgeting and rebates) in one platform
- Designed for non-technical business users
Considerations
- Narrower industry focus than general-purpose BI platforms
- Pricing is quote-based
ERP integrations
Prebuilt Phocas connector pulling financial and operational data from NetSuite ERP across multiple subsidiaries.
Supports SAP Business One, SAP By Design, SAP Business One for HANA and SAP ECC 6, via API connectors, SQL or text-file extracts.
Covers multiple Epicor platforms including Prophet 21, Vision, Kinetic, Eclipse and BisTrack.
Covers Infor SX.e, SyteLine, CloudSuite Distribution/Industrial, A+, FACTS and VISUAL as a BI layer on top of the ERP.
Confirmed for Sage X3 (also supports Sage 50/100/200/300); no Sage Intacct-specific connector evidenced.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.
Pricing
Subscription pricing quoted by sales; driven by number of users, modules (analytics vs FP&A/rebates), and ERP connectors. A demo/trial is available. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (cloud) with on-premises option
- Data residency
- US, EU, UK, Australia
- Compliance
- SOC 2, ISO 27001
- Mobile app
- Yes
- Languages
- English
About the vendor
- Founded
- 2001
- Headquarters
- Sydney, Australia (offices also in Coventry UK, Costa Mesa and Reno US, Christchurch NZ)
- Employees
- ~300
- Ownership
- Private equity (majority investment from Accel-KKR)
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Phocas Analytics — frequently asked questions
What industries is Phocas built for?
Phocas is purpose-built for product-centric businesses: wholesale distribution, manufacturing, and retail.
Which ERPs does Phocas connect to?
Phocas offers prebuilt connectors and data models for many ERPs, including Epicor, Infor, Sage, SAP, and Oracle NetSuite, among others.
Is Phocas just dashboards, or does it include FP&A?
It is an all-in-one BI and FP&A platform, adding financial statements, budgeting, forecasting, and a rebates module to its self-service analytics.
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