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Business Intelligence · head to head

Phocas vs Reportz

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
Reportz logo

Reportz

Business Intelligence

Per-dashboard marketing reporting at under ten dollars a client

From
$9.9/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: 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.; Reportz the connector library is smaller than the established agency reporting tools, and if a platform you report on is missing there is no practical route to getting it added.
  • They diverge on capability: Phocas covers ERP connectors, Reportz covers Per-dashboard pricing.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Phocas and Reportz actually diverge.

Attributes where Phocas and Reportz differ
AttributePhocasReportz
Starting priceOn request$9.9/month
Pricing modelquotePer month by dashboard count
PlatformsWeb, iOS, AndroidWeb

Identical on both: 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 Phocas

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

Only in Reportz

  • Per-dashboard pricing
  • Unlimited users
  • Public share links
  • White labelling
  • Template library
  • Scheduled reports
  • Custom KPI widgets
  • Client management

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 Reportz
  • A manufacturer that wants budgeting on the same data as its sales analysis rather than in a separate spreadsheetnot Reportz
  • A multi-branch retailer comparing branch and product performance daily without an internal BI teamnot Reportz
  • A private equity owner standardising reporting across several acquired distributors on different ERPsnot Reportz

Reportz

  • A five-person SEO agency reporting to twenty five clients that cannot justify several hundred dollars a month for reporting softwarenot Phocas
  • A freelancer who needs one white-labelled dashboard per client and nothing elsenot Phocas
  • An agency giving clients a live link instead of a monthly PDF, without buying client seatsnot Phocas
  • A marketing team wanting a cheap always-on KPI screen fed from ad and analytics platformsnot 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.

Reportz

  • The connector library is smaller than the established agency reporting tools, and if a platform you report on is missing there is no practical route to getting it added.
  • Four Dots is a small agency-owned business rather than a funded software company, so API breakages and platform changes can take longer to fix than at larger vendors.
  • There is no data modelling, SQL or warehouse layer, so cross-source analysis is limited to what the widget set already supports.
  • Per-dashboard billing means an agency that builds several views per client loses the headline price advantage quickly.
  • Documentation and support are thin compared with larger competitors, and complex setups often need direct email support rather than self-service answers.

Pricing, plan by plan

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

Reportz

$9.9/month
  • Consultant$9.9/month
    • Priced per dashboard
    • Unlimited users
    • Unlimited data sources
  • Agency$99/month
    • Around ten dashboards at the same per-dashboard rate
    • Unlimited users
    • Custom domain
  • Enterprise$742.5/month
    • 75 dashboards
    • Volume rate
    • Unlimited users

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 Reportz if

  • You need per-dashboard pricing.
  • You also want unlimited users.
Reportz review

Questions people ask

Is Phocas or Reportz better?
Neither clearly leads. Phocas starts at On request and Reportz at $9.9/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Phocas or Reportz?
Phocas starts at On request and Reportz at $9.9/month.
Does Phocas or Reportz run on more platforms?
Phocas runs on Web, iOS, Android. Reportz runs on Web.
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 Reportz is typically brought in for.
What can Phocas do that Reportz cannot?
Phocas covers ERP connectors, Pre-built distribution content, Grid-first analysis, Financial statements. Reportz covers Per-dashboard pricing, Unlimited users, Public share links, White labelling.

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.

Reportz: What does Reportz cost?

9.90 US dollars per dashboard per month, with unlimited users and data sources on every tier.

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.

Reportz: Is there a free plan?

No, but there is a fifteen day trial with no card required.

Phocas: Does it replace my ERP reporting?

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

Reportz: Who is behind it?

Four Dots, a digital marketing agency in Belgrade that built the tool for its own client reporting.

Phocas: Can it do budgeting?

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

Reportz: Can clients view without a login?

Yes, dashboards can be shared as a public link under your own domain.

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