Excel4apps vs. Klipfolio Klips

We have to calculate most all Lab / Pilot / Proposals sizing and results. The automated calculations in [Excel4apps] is awesome, as once you are familiar with them, it is easy to quickly implement them when needed.

Incentivized

Using Klipfolio is one of the finest ways we can expand our business because it is so simple to use and always has new features that make it better. We also appreciate the excellent customer service they offer. There are several benefits to making this investment in your company's efficiency and profitability. We think it's worth the money.

Incentivized

• Easy to install and maintain. After the initial installation, there is little involvement by the technical administrators.
• Cloning production to a test environment does not require any additional setups unlike Oracle EBS which does.
• Loading data and reporting on this data is handled via EXCEL spreadsheets which is the "language" of our financial users.

Incentivized

• All my reporting requirements have been met.
• Salesforce, HubSpot, Mailchimp, Google Drive, and other business applications are quite easy to integrate with.
• The information you need is at your fingertips in a matter of seconds.
• Whenever I have a question, the customer service is always there to answer it.

Incentivized

• It is possible but difficult to retrieve data or set criteria from different module into a single report or retrieve. If it is more user friendly instead of having to create a complex formula to retrieve the data, this function will be utilized more often.
• It will be nice to have visual (graphs, etc.) report template available
• It is helpful if we can retrieve data for a range of date, instead of just YTD, PTD etc. and multi-year data all at once for comparison too.

Incentivized

• While Klipfolio covers so many of the bases, one area where I would like to see expansion would be offering additional design and graphics themes for even more customization.
• Klipfolio has an extensive offering but might be even better if there were a way that we could integrate with some small to mid-sized CRM solutions for audience list segmentation and marketing integrations.
• It would be interesting if Klipfolio could enable us to overlay the data learnings for cross-referencing of multiple client campaigns for comparative insights.

Incentivized

I am not a power user of Excel. So I find Exel4apps a friendlier version of the things that I could do on Excel and making it easier with a magic wand.

Incentivized

My initial impressions of the software have been extremely positive. There are YouTube tutorials that explain how to make klips. The intuitive design of the UI It appears that everything in this software has been thoroughly tested to create all the visualizations that can be imagined as well as the user input controls that allow users to have exactly the data they want to be displayed in seconds, considering the various functions and formulas available in the Excel integrations and the extensive list of other services that can be integrated.

Incentivized

I have not needed support yet

Incentivized

It provides all the necessary information to be able to carry out the analysis of any type of business, to know how money is managed virtually, what to do to have greater visibility, in addition to being a platform that is always accessible and allows continuous and efficient work.

Incentivized

None at all; just be sure of what information you will need for working.

Excel4apps is more user friendly and can retrieve data much easier and in a nicer format than Jaspersoft. Qlik Sense is useful and have more visual reporting and dashboard. However, it is usually used for higher level of analyses and review. Yardi is used for specific purpose, which is different than Excel4apps. Excel4apps can pull all the financial data from Oracle, including billing and collections.

Incentivized

These and many other BI tools are the most direct competitors. I only have experience with Klipfolio and Tableau. Tableau is definitely more capable, but much more difficult to learn and use. Klipfolio is simple and really packs a punch for its simplicity. I have yet to run into a major problem with it lacking a needed functionality.

Incentivized

• Increase team transparency
• Increased reporting

Incentivized

• It made reporting a breeze as we didn't have to spend time creating the reports
• The reporting forum really helped give our team more metrics to add to reporting
• Always ready to view Dashboard meant stakeholders could view reports at any given time