---
description: Compare Phocas vs Notably regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Phocas vs Notably Comparison
---

Breadcrumb: [Home](/) > [Business Budgeting Software](/directory/265/budgeting-forecasting-software/software) > [Phocas \<span\>vs\</span\> Notably](https://www.softwareadvice.com.au/compare/116310/371759/phocassoftware/vs/notably)

# Compare Phocas vs Notably

Canonical: https://www.softwareadvice.com.au/compare/116310/371759/phocassoftware/vs/notably

> Detailed comparison between Phocas and Notably. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Phocas | Notably |
| **Overall rating** | 4.7/5 | - |
| **Total Reviews** | 132 | 0 |
| **Starting Price** | USD 150.00 | USD 25.00 |
| **Free Trial** | No | Yes |
| **Free Version** | No | Yes |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Videos |

## Key features

### Phocas

- Accounts Payable
- Ad hoc Reporting
- Cash Flow Management
- Customizable Reports
- Dashboard
- Data Import/Export
- Data Integration
- Data Visualization
- High Volume Processing
- KPI Monitoring
- Marketing Reports
- Mobile Dashboards
- Monitoring
- OLAP
- Private Dashboards
- Real-Time Data
- Search/Filter
- Templates
- Third-Party Integrations

### Notably

- Data Import/Export
- Data Visualization
- Search/Filter
- Templates
- Third-Party Integrations
- Whiteboard

## Links

- [View Phocas Profile](https://www.softwareadvice.com.au/software/116310/phocassoftware)
- [View Notably Profile](https://www.softwareadvice.com.au/software/371759/notably)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/116310/371759/phocassoftware/vs/notably)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Phocas vs Notably Comparison","description":"Compare Phocas vs Notably regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/116310/371759/phocassoftware/vs/notably","about":[{"@id":"https://www.softwareadvice.com.au/software/116310/phocassoftware#software"},{"@id":"https://www.softwareadvice.com.au/software/371759/notably#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/116310/371759/phocassoftware/vs/notably#breadcrumblist"},"@id":"https://www.softwareadvice.com.au/compare/116310/371759/phocassoftware/vs/notably#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"},"inLanguage":"en-AU","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"}},{"name":"Phocas","description":"Phocas is a SaaS platform designed to help mid-market businesses in manufacturing, wholesale distribution, and retail make data-driven decisions. Combining business intelligence (BI) and financial planning and analysis (FP&amp;A) in one integrated solution, it simplifies the way businesses access, analyze, and plan their data. It connects teams with the insights they need to understand their business better and drive growth.\n\nPhocas integrates with ERP systems including Epicor, Sage, and Oracle NetSuite, extending their capabilities by centralizing data from ERP, CRM, spreadsheets, and other systems into one intuitive platform. This unified view enables cross-functional teams to make more informed decisions with real-time insights. Key features include intuitive dashboards, ad hoc reporting, financial statements, budgeting, forecasting, and automated rebate management.\n\nPhocas is designed for self-service, empowering users at all levels of the business to access and analyze data. By automating manual processes including consolidating financial and operational data, it helps users focus on strategic activities. It assists with preparing monthly reports, analyzing trends, managing cash flow, or optimizing rebates.\n\nPhocas centralizes data from ERP and other systems into one platform. With drill-down capabilities, AI-powered queries, and customizable pivot tables, users can explore everything from high-level overviews to granular transaction details. Ad hoc reporting tools let users create custom reports and dashboards, while KPI alerts ensure teams stay on top of performance and act to drive improvements across sales, products, and customers.\n\nPhocas transforms ERP data into up-to-date profit and loss, balance sheet, and cash flow statements. By automating financial reporting, integrating prebuilt formulas and ratios, and offering drill-down capabilities, it helps finance teams identify and resolve performance issues quickly. With customizable statements and secure access controls, teams can share actionable financial data with stakeholders across the business.\n\nPhocas provides a tool for connected business planning. It consolidates financial budgets, sales forecasts, headcount, and demand planning into one platform, enabling collaboration through workflows, user permissions, and audit logs. Live actuals and driver-based functionality allow businesses to track performance, compare plans to results, and adjust forecasts. The self-serve tool supports growing businesses with the ability to manage budgeting, helping users make informed decisions.\n\nPhocas Rebates automates rebate calculations and ensures accuracy. Built on a BI foundation, it helps businesses identify trends, spot near misses, and assess rebate performance. With real-time updates, users can optimize product offers, pricing, and purchasing decisions to capitalize on emerging opportunities and maximize profitability while strengthening trading relationships.\n\nPhocas CRM brings sales, finance, and customer data together in one platform, offering real-time insights for sales analysis and account management. By providing accurate sales reporting and streamlining the customer relationship process, it bridges the gap between finance and sales, empowering businesses to make informed decisions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/dced6658-2b68-400d-8b3b-a66e18b1a0ed.png","url":"https://www.softwareadvice.com.au/software/116310/phocassoftware","@id":"https://www.softwareadvice.com.au/software/116310/phocassoftware#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":132},"offers":{"price":"150","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Linux on premise, Android, Platform ios, Platform ipad"},{"name":"Notably","description":"Notably is an all-in-one research platform thoughtfully designed for your workflow. Our vision is to make research a part of every day work, and we want to set your research up for success from the very beginning. As a tool that is built by researchers, for researchers, research best practices are baked into the foundation of Notably. We provide quick support, onboarding calls and even monthly research based webinars for our users. \n\nYou can work from a single workspace to create your research repository and replace notetaking apps, transcription services, spreadsheets, whiteboarding tools and shared drives. Notably is data-driven, meaning your source data is connected through every step of your research process. \n\nWe help people understand the problems that matter the most by reducing the time it takes to create powerful and impactful research insights by utilizing Notably's split screen workspace. With your spreadsheet and a canvas always in sync, you can analyze your raw research data in whichever way you are most comfortable with. On your canvas, you can cluster your digital sticky notes and apply different filters to see patterns as they emerge during analysis. \n\nAt Notably, we want to help amplify the voice of the customer. We do this by giving researchers the ability to add evidence of their data to their insights, manage and track participant impact &amp; share public insights with your team.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/dc32c623-0992-4703-abda-edac7bd62b9c.png","url":"https://www.softwareadvice.com.au/software/371759/notably","@id":"https://www.softwareadvice.com.au/software/371759/notably#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"25","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Chrome"},{"@id":"https://www.softwareadvice.com.au/compare/116310/371759/phocassoftware/vs/notably#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Business Budgeting Software","position":2,"item":"/directory/265/budgeting-forecasting-software/software","@type":"ListItem"},{"name":"Phocas vs Notably","position":3,"item":"https://www.softwareadvice.com.au/compare/116310/371759/phocassoftware/vs/notably","@type":"ListItem"}]}]}
</script>