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Business Intelligence · head to head

ChartMogul vs Phocas

ChartMogul logo

ChartMogul

Business Intelligence

Subscription analytics platform

From
Free
Rated
-
Full reviewWebsite
Phocas logo

Phocas

Business Intelligence

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

From
On request
Rated
-
Full reviewWebsite

The short version

  • Only ChartMogul has a free tier, so it costs nothing to try first.
  • Each has a real cost: ChartMogul the free tier stops at $10K MRR, so it lapses precisely as a company starts to matter; 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: ChartMogul covers MRR Analytics, Phocas covers ERP connectors.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which ChartMogul and Phocas actually diverge.

Attributes where ChartMogul and Phocas differ
AttributeChartMogulPhocas
Starting priceFreeOn request
Pricing modelsubscriptionquote
Free tierYesNo
PlatformsWeb, ApiWeb, iOS, Android
Founded2014Unknown

Identical on both: 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 ChartMogul

  • MRR Analytics
  • Churn Analysis
  • Cohort Analysis
  • Customer Segmentation
  • Revenue Recognition
  • Stripe
  • Chargebee
  • Recurly

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.

ChartMogul

  • MRR trackingnot Phocas
  • Churn analysisnot Phocas
  • Revenue analyticsnot Phocas
  • Subscription metricsnot Phocas
  • Financial forecastingnot Phocas

Phocas

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

Where each one falls short

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

ChartMogul

  • The free tier stops at $10K MRR, so it lapses precisely as a company starts to matter
  • Starter is capped at 3 team members and a single billing system connection
  • Two-way CRM sync and warehouse integration require the Pro tier
  • Pricing scales with your ARR rather than with usage, so the bill rises as the business grows
  • Enterprise starts at $19,900 a year and is required above $10M ARR

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

ChartMogul

Free
  • FreeFree
    • Up to $120K ARR tracked
    • 1 billing source
    • Unlimited team members
  • Starter$59/month
    • $59-$707/month based on ARR
    • Up to $10M ARR tracked
    • 1 billing source
  • Pro$99/month
    • $99-$1,199/month based on ARR
    • Up to $10M ARR tracked
    • 5 billing sources
  • Enterprise$19900/year
    • Custom pricing available
    • Unlimited ARR tracked
    • 15 billing sources

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 ChartMogul if

  • You need mrr analytics.
  • You want to start without paying.
  • You work on Web, Api.
  • You also want churn analysis.
ChartMogul review

Choose Phocas if

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

Questions people ask

Is ChartMogul or Phocas better?
Neither clearly leads. ChartMogul starts at Free and Phocas at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ChartMogul or Phocas?
ChartMogul has a free tier; the other does not. Paid plans start at Free for ChartMogul and On request for Phocas.
Does ChartMogul or Phocas run on more platforms?
ChartMogul runs on Web, Api. Phocas runs on Web, iOS, Android.
Can I use ChartMogul for free?
Yes. ChartMogul has a free tier, so you can try it without paying. Phocas starts at On request.
What is ChartMogul best used for?
ChartMogul is most often used for mrr tracking, churn analysis, revenue analytics, subscription metrics. Of those, mrr tracking and churn analysis are not what Phocas is typically brought in for.
What can ChartMogul do that Phocas cannot?
ChartMogul covers MRR Analytics, Churn Analysis, Cohort Analysis, Customer Segmentation. Phocas covers ERP connectors, Pre-built distribution content, Grid-first analysis, Financial statements.

Answered from the vendors’ own pages

ChartMogul: How much does ChartMogul cost for a small SaaS startup?

ChartMogul offers a free plan for companies with up to $120K ARR. Starter plans begin at $59 per month for smaller ARR amounts and scale up to $707 per month, with a 17% discount available for annual commitments. Source: https://chartmogul.com/pricing

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.

ChartMogul: What are the team member limits on ChartMogul plans?

The Free and Pro plans include unlimited team members, while the Starter plan is limited to 3 team members. Enterprise plans offer unlimited users with custom pricing. Source: https://chartmogul.com/pricing

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.

ChartMogul: How many billing sources can each ChartMogul plan integrate?

Free and Starter plans support 1 billing source each. Pro plans increase to 5 billing sources. Enterprise plans support 15 billing sources with custom pricing and unlimited integration capabilities. Source: https://chartmogul.com/pricing

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.

ChartMogul: Does ChartMogul offer an annual payment discount?

Yes, ChartMogul provides a 17% discount when paying annually instead of monthly on Starter and Pro plans. Enterprise customers can discuss custom annual pricing with the sales team. Source: https://chartmogul.com/pricing

Source
Phocas: Can it do budgeting?

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

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