Klips vs Phocas

Dynamics 365

Tableau

Microsoft Power BI

IBM Cognos Analytics

Infor OS

TruOI

Compare Klips and Phocas based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Tableau is the world’s leading AI-powered analytics and business intelligence platform. Learn More! 

Microsoft Power BI converts data into rich interactive visualizations, utilizing business analytics tools to share dashboard-based insights across all devices

TruOI centralizes, manages, and automates your entire multi-unit operations. Voice-activated AI Command instantly retrieves data for all your locations so you can understand and improve every aspect of your business’s performance.

Klipfolio Klips is a powerful dashboard and reporting platform for small and mid-sized businesses tracking their performance and agencies automating client reporting. It consolidates, transforms, and visualizes data in real-time, enabling smarter decisions and customized, actionable insights.

Access Controls/Permissions

Activity Dashboard

Ad hoc Analysis

Ad hoc Query

Ad hoc Reporting

Alerts/Notifications

Campaign Analytics

Campaign Tracking

Charting

Customizable Branding

Customizable Dashboard

Customizable Reports

Customizable Templates

Customization

Dashboard

Dashboard Creation

Data Aggregation

Data Blending

Data Connectors

Data Discovery

Data Import/Export

Data Integration

Data Management

Data Mapping

Data Source Connectors

Data Transformation

Data Visualization

Database Support

Drag & Drop

Financial Reporting

Forecasting

Functions/Calculations

Goal Setting/Tracking

Historical Reporting

Interactive Reports

Key Performance Indicators

KPI Monitoring

Marketing Reports

Mobile Access

Mobile Dashboards

Monitoring

Multi-Campaign

Multiple Data Sources

Performance Metrics

Predictive Analytics

Private Dashboards

Progress Tracking

Public Dashboards

Publishing/Sharing

Query Builder

Real-Time Analytics

Real-Time Data

Real-Time Monitoring

Real-Time Notifications

Real-Time Reporting

Real-Time Updates

Reporting & Statistics

Reporting/Analytics

ROI Tracking

Role-Based Permissions

Sales Reports

Scheduled/Automated Reports

Scorecards

Search/Filter

Secure Data Storage

Self Service Data Preparation

Self-service Analytics

Single Page View

Single Sign On

SSL Security

Statistical Process Control

Templates

Third-Party Integrations

Time Series Analysis

Trend Analysis

Trend/Problem Indicators

User Management

Visual Analytics

Visual Discovery

Website Analytics

Widgets

Klips

Web-based

Human Resource Manager

I am impressed by the amazing capabilities of Klipfolio. Klipfolio is easy to use and reliable.

Technical Driector

They doubled their price and I was not informed by email, then my card was charged and they refused to refund when I cancelled my account - not even a part refund.

Marketing Automation Manager

Klipfolio support team is fantastic: very responsive and actually helps me dig into the formulas and components and improve my confidence and competence in the tool.

Brand Development & Design Manager

The help chat box is amazing and always just a click away. People they have working there  have been super helpful and friendly, and really walk you through any coding help you need.

Business Intelligence

Klipfolio is an outstanding solution for organizations that are eager to visualize their performance measures in completely flexible and customized ways.

Digital Marketing Specialist

Great tool for analytics with amazing visualizations and brilliant customer support.

Consultant

It is cost-friendly and provides a solid ROI. This makes it a great alternative compared to a more expensive option like Tableau.

Customer Service Representative

I like how Klipfolio integrates well with complex data sources. The user interface is awesome and makes it easy to navigate around the Klipfolio dashboard very easily.

Software Engineer

Overall, for a business with lightweight needs I'd recommend Klipfolio. I found it reasonably priced, easy to setup, powerful, and sufficient.

Client Success Manager

Klipfolio has been instrumental in keeping my department on track and ensuring that our clients benefit from the services we provide.

It's very difficult to format outside of the pre-defined reports. If you are not a Klipfolio expert or technically savvy, you are limited in Klipfolio.

Marketing Associate 

Some of the features and functions can be hard to find/set up. Support/help documents can be somewhat difficult to navigate.

Vice President

I love that I can white-label the Klipfolio software so that my clients see my company branding when they login to view their metrics and marketing dashboards.

Owner | PR and Marketing Manager

There's isn't really anything that we dislike about klipfolio.

Director of Product Management

Integration is very flexible what is useful for metric development.

Having a customizable dashboard that can link and display the data we want, is incredible for structuring our plans to deliver services and exceed all expectations.

Operations Manager

If you make use of the pre made reports Klipfolio is brilliant and easy to use, however creating custom reports can be a painful experience.

We have marketing analytics dashboards that help our clients understand the traffic, usage, and demographics of visitors to their HR pages.

Klips screenshot: Build fully custom dashboards with Klipfolio Klips. Designed for small and mid-sized businesses, Klips lets you tailor layouts, visuals, and insights to create dashboards that meet your unique KPI tracking needs—whether for your team or clients.

Klips screenshot: Integrate data from 130+ sources or jumpstart with expert-built templates. Easily connect to the tools and services your business relies on, or save time with pre-built templates optimized for tracking common KPIs.

Klips screenshot: Create custom dashboards with flexible layouts, chart types, and conditional formatting. Tailor your dashboards to track the KPIs that matter most to your business, making insights clear and actionable.

Klips screenshot: Customize everything—layouts, colors, fonts, and visuals. Build dashboards that not only highlight your KPIs but also align perfectly with your brand identity.

Klips screenshot: Customize everything—layouts, colors, fonts, and visuals. Build stunning dashboards perfectly tailored to your brand.

Klips screenshot: Dashboards shine on rotating TV displays and look amazing in dark mode. Keep your team and stakeholders informed with real-time KPI updates that look great in your office or workspace.

Klips screenshot: Share with ease. Invite team members as editors or viewers, generate published links for client access, or schedule automated emails with PDF reports to keep everyone aligned on your business’s key metrics.

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

IBM Cognos is a suite of business intelligence and performance management software, that includes dashboards, reports, forecasting, visualization & automation.

Infor OS is a BI product that promises to enable a single view of data and eliminate data silos. Additionally, decentralized teams and individual users can augment this shared analytic fabric with their own local data, without compromising data governance. This consistency comes from a unified semantic layer, which maintains common definitions and key metrics, no matter where users sit. The platform can be deployed to a fully managed cloud or client managed cloud/on-premises.

Phocas delivers cloud-based BI and FP&A solutions for mid-market distribution, manufacturing and retail businesses. Seamlessly integrating with ERP systems, it simplifies data analysis, streamlines financial planning, and empowers teams to uncover insights, forecast accurately, and drive growth.

"What If" Scenarios

Accounts Payable

Accounts Receivable

Approval Process Control

Audit Trail

Bank Reconciliation

Benchmarking

Big Data Analytics

Billing & Invoicing

Budgeting/Forecasting

Cash Flow Management

Cash Management

Chart of Accounts

Collaboration Tools

Consolidation/Roll-Up

Data Cleansing

Data Quality Control

Expense Tracking

Financial Analysis

Financial Management

For Small Businesses

General Ledger

High Volume Processing

Income & Balance Sheet

Multi-Company

Multi-Currency

Multi-Department/Project

OLAP

Profit/Loss Statement

Profitability Analysis

Quantitative Analysis

Sales Trend Analysis

Scenario Planning

Self-Service Reporting

Statistical Analysis

Strategic Planning

Version Control

Workflow Management

Phocas

Android

Linux

Windows

iPad

iPhone

sales person

I would say it is a positive experience helps me track what sale are most profitable. I would 100% recommend it to anyone looking to grow sales.

Commercial Administration Manager

The ease to use and train employees on this BI tool makes it best in the market. The power of building your own databases, customizing reports and the level of customer service is outstanding.

Area Manager

My overall experience with Phocas has been excellent, we use the system to monitor growing and declining sales to protect out business and easily identify buying gaps to help increase sales.

Phocas is very easy to use, very intuitive and provides excellent business information. It is relatively inexpensive per user and at times, worth its weight in gold.

Marketing Co-ordinator

Ease of use and navigation, ability to customise and a perfect support team.

Finance Director

I am most excited about the ability to draw in different strands of information from the various software platforms we operate as part of the business.

It is so useful to be able to track my sales and returns. It also has many great features for tracking sales and proformance.

Director I.T. Services

Ease of implementation, Ease of training, Ease of Customer service. Price point sealed the deal.

Klips vs Phocas Comparison (2026)

Klips vs Phocas Comparison (2026)

Klips

Phocas

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives