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Business Intelligence · head to head

Phocas vs Userpilot

Phocas logo

Phocas

Business Intelligence

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

From
On request
Free plan
No
Visit PhocasFull review
Userpilot logo

Userpilot

Business Intelligence

Product analytics and in-app onboarding platform.

From
Free
Free plan
Yes
Visit UserpilotFull review

The short version

  • Userpilot is a product-led growth platform.
  • Userpilot starts at $299/mo; Phocas prices on request.
  • Where Userpilot falls short: starter tier limited to 2,000 monthly active users; even small-to-medium products may require Growth tier.
  • Prices and features on this page were last checked on 13 November 2026.

Where they differ

Only the attributes on which Phocas and Userpilot actually diverge.

Attributes where Phocas and Userpilot differ
AttributePhocasUserpilot
Starting priceOn requestFree
Pricing modelQuoteSubscription
Free tierNoYes
PlatformsWeb, iOS, AndroidWeb, iOS, Android, API

Identical on both: 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 Phocas

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

Only in Userpilot

Nothing recorded that Phocas does not also cover.

What people use each for

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

Phocas

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

Userpilot

  • SaaS companies optimising user onboarding and activationnot Phocas
  • Product teams collecting user feedback and identifying churn drivers via session replaynot Phocas
  • Customer success teams using in-app guides and contextual helpnot Phocas
  • Growth teams orchestrating multi-channel campaigns across email and in-appnot Phocas
  • Product managers measuring adoption and engagement across user cohortsnot Phocas

Where each one falls short

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

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

Userpilot

  • Starter tier limited to 2,000 monthly active users; even small-to-medium products may require Growth tier
  • Large price jump from Starter ($299/mo) to Growth ($849/mo), nearly 3x increase
  • Growth tier scales to 100,000 MAU but does not publish pricing for higher volumes, requiring Enterprise negotiation
  • Session replay and mobile engagement are optional add-ons in Growth tier, not included in base pricing
  • Enterprise pricing not published; custom negotiations required for large-scale deployments

Pricing, plan by plan

Phocas

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

Userpilot

Free
  • Starter$299/mo
    • Up to 2,000 monthly active users
    • In-app engagement
    • User segmentation
  • Growth$849
    • 2,000 to 100,000 monthly active users
    • All Starter features
    • Advanced product analytics
  • EnterpriseOn request
    • Custom monthly active user levels
    • All Growth features
    • Premium integrations

Which should you pick?

Choose Phocas if

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

Choose Userpilot if

  • You want to start without paying.
  • You work on Web, iOS, Android, API.
Userpilot review

Questions people ask

Is Phocas or Userpilot better?
Neither clearly leads. Phocas starts at On request and Userpilot at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Phocas or Userpilot?
Userpilot has a free tier; the other does not. Paid plans start at On request for Phocas and Free for Userpilot.
Does Phocas or Userpilot run on more platforms?
Phocas runs on Web, iOS, Android. Userpilot runs on Web, iOS, Android, API.
Can I use Userpilot for free?
Yes. Userpilot has a free tier, so you can try it without paying. Phocas starts at On request.
What is Phocas best used for?
Phocas is most often used for a wholesale distributor on prophet 21 whose sales reps need per-customer margin and stock availability without waiting on a report writer, a manufacturer that wants budgeting on the same data as its sales analysis rather than in a separate spreadsheet, a multi-branch retailer comparing branch and product performance daily without an internal bi team, a private equity owner standardising reporting across several acquired distributors on different erps. Of those, a wholesale distributor on prophet 21 whose sales reps need per-customer margin and stock availability without waiting on a report writer and a manufacturer that wants budgeting on the same data as its sales analysis rather than in a separate spreadsheet are not what Userpilot is typically brought in for.
What can Phocas do that Userpilot cannot?
Phocas covers ERP connectors, Pre-built distribution content, Grid-first analysis, Financial statements.

Answered from the vendors’ own pages

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.

Userpilot: What is included in the free trial?

Userpilot offers a free 14-day trial without requiring a credit card, providing full access to the Starter tier features.

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.

Userpilot: Does Userpilot include session replay?

Session replay is available in the Growth tier as an optional add-on for watching real user sessions and identifying friction points.

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.

Userpilot: What integrations does Userpilot support?

Userpilot integrates with HubSpot, Salesforce, Segment, Google Analytics, Amplitude, Mixpanel, Heap, Zendesk, Intercom and Google Tag Manager. Additional integrations can be requested.

Source
Phocas: Can it do budgeting?

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

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