How quickly can we get up and running with our Xero data?

Most Xero integrations are live within 6-8 weeks. The timeframe can depend on factors such as your ERP, number of data sources you want to include, and the cleanliness and business rules associated with your data. Once our team looks at your data, we'll tell you exactly how long yours will take. We handle the technical setup while you focus on training your team. Our implementation experts have done hundreds of these connections before, so you're in good hands.

Can you show me information about plans and pricing?

Phocas uses a subscription model. Your yearly cost is based on how many people in your company need access to Phocas. Your total investment includes a one-time implementation fee to get you set up, plus annual costs for user subscriptions and a platform fee. The annual platform fee covers automatic data updates from your ERP, data access and security, fast loading times and quick searches, unlimited reports and dashboards, customer support and training, and new product updates including AI features.

We're already paying for Xero – why do we need another tool?

Think of it this way: Xero is great at managing your finances, but it wasn't built for business intelligence. It's like having a great calculator but needing a computer for complex analysis. Phocas takes your Xero data and turns it into the strategic insights you need to grow your business. You keep using Xero exactly as you do now.

Can't we just export to Excel and create our own reports?

You could, but here's what we see: most business owners spend 5-10 hours a month building reports in Excel, and they're still not getting the insights they need. Plus, Excel reports break when your business changes. Phocas gives you professional business intelligence that updates automatically and grows with your business.

Why not simply use Xero's built-in reports?

Xero shows you what happened. Phocas shows you why it happened and what to do next. Xero gives you separate reports for different parts of your business. Phocas connects the dots between sales, inventory, and finance so you can see the complete picture.

What happens to our Xero workflows and processes?

Nothing changes in Xero. You keep using Xero exactly as you do today. Phocas works in the background, automatically pulling your data to create better reports and insights. Your team will love having both tools working together.

What if we use other apps alongside Xero?

Many of our Xero customers also use apps like Shopify, WooCommerce, HubSpot, or inventory management systems. Phocas can connect to these as well, giving you a complete business intelligence picture beyond just your Xero financial data.

Do we need technical expertise to use Phocas?

No technical skills required. Phocas is designed for business users, not IT teams. If you can use Xero, you can use Phocas. We provide comprehensive training to get your team comfortable quickly.

How secure is our Xero data with Phocas?

Security is paramount. Phocas is responsible for the security of your data and provides a stable end-to-end solution. Our team constantly reviews our applications and processes to ensure any security, compliance and privacy issues are addressed, communicated and resolved immediately. We understand Xero contains your most sensitive business data. We invest in the latest technology and work closely with reputable partners, Amazon Web Services and CrowdStrike to manage your data locally in both a secure and sustainable way. We continually meet best practice security and privacy compliance with SOC 2 Type 2 and GDPR.

What's involved in the sales process?

We start by learning about your Xero setup and what reports you need. Then we show you a custom demo with examples that match your requirements. After the demo, if there's mutual interest, we'll walk you through implementation, provide ROI calculations, and help build your business case. We believe in transparency. No surprises, no pushy tactics.

Will I have support to train my team?

Yes, everyone in your business with a subscription to a Phocas product will receive an introductory training session for that software so they can hit the ground running. Everyone also has ongoing support from a dedicated account manager, on-demand tutorials online and free monthly training sessions globally.

Xero + Phocas

Need better Xero reporting & insights?

Phocas helps small business and mid-market teams turn Xero data into real-time insights. Build customizable dashboards and reports in minutes, not hours, and give cross-functional teams the confidence to make informed decisions that drive growth and profitability.

Get a demo

4.8/5 on Capterra

4.6/5 on G2

Xero reporting issues How Phocas helps How it works Testimonials FAQs

Xero reporting issues

Is Xero reporting holding you back?

Most Xero users run into the same roadblocks when it comes to reporting and analysis – so you're not alone.

Manual effort

Too much time spent manually pulling data from Xero & other systems for monthly reports.

Limited financial visibility

It's difficult to see which products, customers, sales channels are actually driving profits.

Hard-to-spot trends

You're missing patterns across sales, inventory, cash flow that impact your bottom line.

Budget frustrations

Struggling to forecast accurately because Xero's budgeting tools don't match your business complexity.

How Phocas helps

Finally, Xero reporting built for growing companies

Phocas connects to your Xero data and turns it into clear dashboards & insights that help you make better business decisions faster.

Current Xero processes

Hours spent on manual spreadsheet reporting
Limited visibility beyond basic financials
Difficult to spot important trends
Stuck with basic forecasting tools
Can't track true profitability
Basic Xero reports are limiting

Xero processes extended with Phocas

Phocas

Pulls your ERP, sales and financial data automatically every day
Phocas

Shows whole business performance with clear reporting tools
Phocas

Smart alerts show you what matters
Phocas

Next-level budgeting and planning tools
Phocas

Shows detailed profit for any part of your business
Phocas

Customizable reports and dashboards that help you take action

Talk to a Xero + Phocas expert

Xero vs Phocas comparison
Current Xero processes	Xero processes extended with Phocas
Hours spent on manual spreadsheet reporting	Phocas Pulls your ERP, sales and financial data automatically every day
Limited visibility beyond basic financials	Phocas Shows whole business performance with clear reporting tools
Difficult to spot important trends	Phocas Smart alerts show you what matters
Stuck with basic forecasting tools	Phocas Next-level budgeting and planning tools
Can't track true profitability	Phocas Shows detailed profit for any part of your business
Basic Xero reports are limiting	Phocas Customizable reports and dashboards that help you take action
	Talk to a Xero + Phocas expert

See how Phocas stacks up against the competition

Based on hundreds of customer reviews on BARC.

Phocas

Product satisfaction

9.4

Ease of use

9.6

Business value

9.4

Customer satisfaction

Recommendation

QlikView

Product satisfaction

3.3

Ease of use

4.7

Business value

4.2

Customer satisfaction

2.9

Recommendation

Domo

7.2

Product satisfaction

9.8

Ease of use

4.4

Business value

6.1

Customer satisfaction

4.4

Recommendation

Power BI

5.8

Product satisfaction

4.6

Ease of use

4.7

Business value

5.2

Customer satisfaction

4.6

Recommendation

Looker

Product satisfaction

5.8

Ease of use

7.7

Business value

7.8

Customer satisfaction

7.9

Recommendation

*Based on the aggregate of "Definitely" and "Probably".
Source: The BI & Analytics Survey 23, BARC

Product satisfaction

Phocas

Qlikview

7.2

Domo

5.8

Power BI

Looker

Ease of use

9.4

Phocas

3.3

Qlikview

9.8

Domo

4.6

Power BI

5.8

Looker

Business value

9.6

Phocas

4.7

Qlikview

4.4

Domo

4.7

Power BI

7.7

Looker

Customer satifaction

9.4

Phocas

4.2

Qlikview

6.1

Domo

5.2

Power BI

7.8

Looker

Recommendation

Phocas

2.9

Qlikview

4.4

Domo

4.6

Power BI

7.9

Looker

*Based on the aggregate of "Definitely" and "Probably".
Source: The BI & Analytics Survey 23, BARC

Real-world feedback from Phocas customers

"Before we had Phocas, we were saying a lot of things that were just a feel; it wasn't actually the truth... With Phocas, it breaks it down and gives us the real answers."

Luke McEnaney
Group Sales Manager
Bowens

“Phocas helps us deal with the issues that arise, and we methodically work through each one and move to the next.”

Rob Seeley
General Manager
MUK Haircare

"Phocas tells you what's not happening in your sales or what could be happening in sales – that's what we care about."

Rohan Salisbury
Managing Director
iQuip

What happens when you request a demo

Let us show you a 30-minute demo tailored to your business. We'll show you how Phocas connects to your Xero data and solves your reporting challenges.

Talk to a Phocas expert

A Phocas team member will contact you to set up an initial meeting.
We'll listen to understand your use case and technical requirements.
We will then schedule a personal demo with an expert to show you Phocas in action.

Frequently asked questions

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.

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Need better Xero reporting & insights?

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