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Business Intelligence · head to head

Chartio vs Phocas

Chartio logo

Chartio

Business Intelligence

Cloud-based data exploration (discontinued)

From
On request
Rated
-
Phocas logo

Phocas

Business Intelligence

Pre-built BI and FP&A for wholesale distributors and manufacturers running mid-market ERPs

From
On request
Rated
-

The short version

  • Each has a real cost: Chartio product was discontinued and sunset on March 1, 2022 after company acquisition by Atlassian; Phocas the value is the pre-built vertical content, so a company outside distribution, manufacturing or retail pays premium prices for dashboards it must build itself anyway.
  • They diverge on capability: Chartio covers Visual Query Builder, Phocas covers ERP connectors.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Chartio and Phocas actually diverge.

Attributes where Chartio and Phocas differ
AttributeChartioPhocas
Pricing modelUnknownquote
PlatformsWebWeb, iOS, Android
Founded2010Unknown

Identical on both: starting price (On request), free tier (No), user rating (Not yet rated), category (Business Intelligence).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Chartio

  • Visual Query Builder
  • Interactive Dashboards
  • Data Blending
  • Collaboration
  • Embedding
  • PostgreSQL
  • MySQL
  • Redshift

Only in Phocas

  • ERP connectors
  • Pre-built distribution content
  • Grid-first analysis
  • Financial statements
  • Budgets and forecasts
  • Rebates module
  • Alerts and subscriptions
  • Mobile apps

What people use each for

The jobs each tool is most often brought in to do.

Chartio

  • Drag and drop chart building over SQL databasesnot Phocas
  • Shared business dashboards for non-technical teamsnot Phocas
  • Exploring warehouse data without writing SQLnot Phocas

Phocas

  • A wholesale distributor on Prophet 21 whose sales reps need per-customer margin and stock availability without waiting on a report writernot Chartio
  • A manufacturer that wants budgeting on the same data as its sales analysis rather than in a separate spreadsheetnot Chartio
  • A multi-branch retailer comparing branch and product performance daily without an internal BI teamnot Chartio
  • A private equity owner standardising reporting across several acquired distributors on different ERPsnot Chartio

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Chartio

  • Product was discontinued and sunset on March 1, 2022 after company acquisition by Atlassian
  • No current pricing available as service no longer operates
  • Users were migrated to alternative Atlassian solutions

Phocas

  • The value is the pre-built vertical content, so a company outside distribution, manufacturing or retail pays premium prices for dashboards it must build itself anyway.
  • If your ERP is not on the maintained connector list you fall back to generic database extraction and lose the fast time to value that justifies the price.
  • The visualisation library is thin next to Power BI or Tableau, and analysts who want fine control over chart design will find it constraining.
  • Pricing is quoted per user and never published, and buyers routinely report large gaps between initial and renewal quotes with limited comparison leverage.
  • Modules are licensed separately, so a customer who bought Analytics and later wants Financial Statements or Rebates faces a new negotiation rather than an upgrade.

Pricing, plan by plan

Chartio

On request
  • DiscontinuedFree
    • Service ended March 2022

Phocas

On request
  • Phocas$undefined/year
    • Annual subscription quoted by user count and modules
    • Analytics, Financial Statements, Budgets and Rebates licensed separately
    • One-off implementation and ERP connector setup fee

Which should you pick?

Choose Chartio if

  • You need visual query builder.
  • You also want interactive dashboards.

Choose Phocas if

  • You need erp connectors.
  • You work on Web, iOS, Android.
  • You also want pre-built distribution content.

Questions people ask

Is Chartio or Phocas better?
Neither clearly leads. Chartio starts at On request and Phocas at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Chartio or Phocas?
Chartio starts at On request and Phocas at On request.
Does Chartio or Phocas run on more platforms?
Chartio runs on Web. Phocas runs on Web, iOS, Android.
What is Chartio best used for?
Chartio is most often used for drag and drop chart building over sql databases, shared business dashboards for non-technical teams, exploring warehouse data without writing sql. Of those, drag and drop chart building over sql databases and shared business dashboards for non-technical teams are not what Phocas is typically brought in for.
What can Chartio do that Phocas cannot?
Chartio covers Visual Query Builder, Interactive Dashboards, Data Blending, Collaboration. Phocas covers ERP connectors, Pre-built distribution content, Grid-first analysis, Financial statements.

Answered from the vendors’ own pages

Chartio: Is Chartio still available?

No, Chartio was discontinued on March 1, 2022. The product was acquired by Atlassian and the service was shut down. Users were offered migration to alternative solutions.

Source
Phocas: What does Phocas cost?

Nothing is published. It is quoted annually by user count and module, with a separate implementation fee, and varies by region.

Chartio: What should I use instead of Chartio after its discontinuation?

Atlassian, which acquired Chartio, recommends users migrate to other data visualization and business intelligence tools within the Atlassian ecosystem or compatible alternatives.

Source
Phocas: Is it worth it over Power BI?

Only if you are in its target verticals on a supported ERP. Power BI is far cheaper per seat but you supply the data model.

Chartio: Can I still access Chartio's pricing information?

No, historical pricing is not relevant as Chartio ceased operations in March 2022. Any archived pricing information would not reflect current market options.

Source
Phocas: Does it replace my ERP reporting?

It replaces day-to-day analysis and sales reporting. Transactional and statutory reporting stays in the ERP.

Phocas: Can it do budgeting?

Yes, through a separately licensed Financial Statements and Budgets module on the same warehouse.

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