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About

Analyze and track critical business data with Chartio, a cloud-based business analytics solution for small to mid-sized businesses. Built for the entire organization - from founders and execs, to product and business teams. Chartio features cloud-based data exploration, beautiful charts, and interactive dashboards to help teams turn data into actionable insights. Chartio is ranked as the number one self-service business intelligence software for SMBs.

About

Phocas offers a cloud-based BI and financial planning and analysis (FP&A) platform tailored for mid-market businesses who make, move and sell. Our intuitive platform makes data analysis and financial planning accessible and straightforward, empowering cross-functional teams to make confident, data-driven decisions. Seamlessly integrating with ERP systems like Epicor, Sage, and Infor, Phocas consolidates data into one centralized platform, unlocking ERP potential and improving workflows across the business. Phocas’ key features are: intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, the Phocas platform provides the clarity you need to stay ahead.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Small and medium-sized companies

Audience

Manufacturers, distributors, and retailers who want better data insights

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$400/month
Pricing starts at $400/month with plans to meet your scaling needs. Find out more at https://chartio.com/product/pricing/
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Chartio
Founded: 2010
United States
chartio.com

Company Information

Phocas Software
Founded: 1999
United Kingdom
www.phocassoftware.com

Alternatives

Alternatives

Martus

Martus

Martus Solutions
Yurbi

Yurbi

5000fish
Looker

Looker

Google

Categories

Dashboard Supported
Data Visualization Supported
Reporting Supported
Web Analytics Supported

Categories

Big Data Supported
Dashboard Supported
Data Analysis Supported
Data Discovery Supported
Data Visualization Supported
Reporting Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Not Supported
Themes Supported
Visual Analytics Supported
Widgets Not Supported

Data Visualization Features

Analytics Supported
Content Management Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Not Supported
Relational Display Supported
Simulation Models Not Supported
Visual Discovery Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Web Analytics Features

Campaign Management Supported
Conversion Tracking Supported
Form Analytics Not Supported
Goal Tracking Supported
Keyword Tracking Supported
Multiple Site Management Supported
Pageview Tracking Supported
Referral Source Tracking Supported
Site Search Tracking Supported
Time on Site Tracking Supported
User Interaction Tracking Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Not Supported
Visual Analytics Supported
Widgets Supported

Data Visualization Features

Analytics Supported
Content Management Not Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Supported
Relational Display Not Supported
Simulation Models Not Supported
Visual Discovery Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Big Data Features

Collaboration Supported
Data Blends Supported
Data Cleansing Not Supported
Data Mining Supported
Data Visualization Supported
Data Warehousing Not Supported
High Volume Processing Not Supported
No-Code Sandbox Not Supported
Predictive Analytics Not Supported
Templates Not Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Supported
Quantitative Analysis Supported
Scorecarding Supported
Strategic Planning Supported

Data Analysis Features

Data Discovery Supported
Data Visualization Supported
High Volume Processing Not Supported
Predictive Analytics Not Supported
Regression Analysis Not Supported
Sentiment Analysis Not Supported
Statistical Modeling Not Supported
Text Analytics Not Supported

Data Discovery Features

Contextual Search Not Supported
Data Classification Not Supported
Data Matching Not Supported
False Positives Reduction Not Supported
Self Service Data Preparation Not Supported
Sensitive Data Identification Not Supported
Visual Analytics Supported

Qualitative Data Analysis Features

Annotations Not Supported
Collaboration Supported
Data Visualization Supported
Media Analytics Not Supported
Mixed Methods Research Not Supported
Multi-Language Not Supported
Qualitative Comparative Analysis Not Supported
Quantitative Content Analysis Supported
Sentiment Analysis Not Supported
Statistical Analysis Supported
Text Analytics Not Supported
User Research Analysis Not Supported

Integrations

HubSpot Marketing Hub Supported
NetSuite Supported
Amplitude Supported
Epicor Propello Not Supported
Epicor Prophet 21 Not Supported
Heroku Supported
Intercom Supported
Jim2 Business Engine Not Supported
MYOB Not Supported
Microsoft Dynamics GP Not Supported
Nytro Supported
Obviously AI Supported
SAP Business One Not Supported
SAP HANA Not Supported
Sage 200 Not Supported
Sage X3 Not Supported
Salesforce Marketing Cloud Account Engagement Supported
Xplenty Supported
Zendesk Supported
intermix.io Supported

Integrations

HubSpot Marketing Hub Supported
NetSuite Supported
Amplitude Not Supported
Epicor Propello Supported
Epicor Prophet 21 Supported
Heroku Not Supported
Intercom Not Supported
Jim2 Business Engine Supported
MYOB Supported
Microsoft Dynamics GP Supported
Nytro Not Supported
Obviously AI Not Supported
SAP Business One Supported
SAP HANA Supported
Sage 200 Supported
Sage X3 Supported
Salesforce Marketing Cloud Account Engagement Not Supported
Xplenty Not Supported
Zendesk Not Supported
intermix.io Not Supported
Claim Chartio and update features and information
Claim Chartio and update features and information
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Claim Phocas Software and update features and information