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Klipfolio
Klipfolio · Ottawa, Ontario, Canada · founded 2001
What it is
Klipfolio’s Klips is a cloud dashboard and reporting product for turning business data into live dashboards and client reports. It connects to spreadsheets, cloud apps, APIs, databases, file services, FTP and SFTP, using pre-built connectors or a REST/URL connector. Klipfolio lists hundreds of pre-built connectors and a REST API, including connections to services such as Salesforce, HubSpot and Google Analytics. In the Klip Editor, users can filter, group, sort and join data sources, and convert JSON or XML into tabular data. Dashboards can be shared with published links, embedded, or sent on a schedule as PDF or image snapshots. Access controls include roles, group sharing and single sign-on, with permissions configurable at the data source, Klip or dashboard level. Plans include unlimited users, but dashboard allowances and refresh intervals vary. Annual-billed plans start at $120 a month; there is no free plan, though a 14-day trial requires no payment information and expires without automatically starting a paid plan. Klipfolio is headquartered in Ottawa and was founded in 2001.
For and against
For
- Connects to spreadsheets, APIs, databases and file services
- Editor can join and reshape data
- Dashboards can be embedded or shared by link
- All listed plans include unlimited users
Against
- No free plan
- Plans cap dashboards at 3, 10, 20 or 40
- Annual-billed plans start at $120 a month
The verdict
Klips combines broad data connections with tools for shaping, sharing and controlling access to dashboards. Buyers should compare dashboard caps and refresh intervals across plans, as both vary by tier.
Who it suits
Klips suits teams and agencies that need live dashboards, client reports or embedded analytics from varied business data. It may also suit organizations needing role-based access and scheduled report snapshots.
Plans and prices
Base
3 dashboards · unlimited users · 4-hour refresh · 130+ integrations
Read 15 Oct 2026 · klipfolio.com
Grow
10 dashboards · unlimited users · 1-hour refresh · 130+ integrations
Read 15 Oct 2026 · klipfolio.com
Team
20 dashboards · unlimited users · 15-minute refresh · 130+ integrations
Read 15 Oct 2026 · klipfolio.com
Team+
40 dashboards · unlimited users · up-to-the-minute refresh · 130+ integrations
Read 15 Oct 2026 · klipfolio.com
On the record
- API authentication
- API access supports Basic Authentication and API keys; keys are generated in the dashboard profile or user administration screens.apidocs.klipfolio.com · read 15 Oct 2026
- API limitation
- Cursor-based pagination is unsupported; paginated services must expose total pages or records for Klipfolio formulas to retrieve all pages.support.klipfolio.com · read 15 Oct 2026
- Chrome Web Store
- The Klipfolio Chrome Extension has 0 out of 5 and no ratings; it is a third-party extension requiring a Klipfolio API key and is not part of the Klipfolio product.chromewebstore.google.com · read 15 Oct 2026
- Company history
- Klipfolio says it was founded in 2001, moved Klips to the cloud in 2011 and launched PowerMetrics in 2020.klipfolio.com · read 15 Oct 2026
- Company identity
- Crunchbase identifies the legal name as Klipfolio Inc. and lists Allan Wille and Peter Matthews as co-founders.crunchbase.com · read 15 Oct 2026
- Company size
- LinkedIn lists Klipfolio as a privately held software company with 11–50 employees.linkedin.com · read 15 Oct 2026
- Connectors
- The product offers hundreds of connectors covering cloud applications, files, cloud storage, email attachments, SQL databases and REST services.support.klipfolio.com · read 15 Oct 2026
- Dashboards
- Users can create dashboards from blank layouts or pre-built dashboards, then drag and resize Klips and apply light or dark themes.support.klipfolio.com · read 15 Oct 2026
- Data connections
- Klips connects to spreadsheets, cloud apps, APIs, databases, file services, FTP, and SFTP, with pre-built connectors and a REST/URL connector.klipfolio.com · read 9 Oct 2026
- Data preparation
- The Klip Editor supports filtering, grouping, sorting, joining data sources, and converting JSON or XML data into tabular format.klipfolio.com · read 9 Oct 2026
- Data refresh
- Refresh scheduling can be set from every few minutes to once daily, with account role controls and credential management.klipfolio.com · read 15 Oct 2026
- Data transformation
- The Klip editor supports filtering, grouping, sorting, joining multiple sources and converting JSON or XML trees into tables.klipfolio.com · read 15 Oct 2026
- Deployment
- TrustRadius categorizes Klipfolio Klips as SaaS deployment.trustradius.com · read 15 Oct 2026
- Embedded analytics
- Yesklipfolio.com · read 21 Sep 2026
- Embedding
- Klipfolio can embed Klips in external HTML pages, but embedded visuals are images and refresh at most every three hours.support.klipfolio.com · read 15 Oct 2026
- File limit
- A data source is limited to 10 MB by default, with a paid power-up raising the limit to 15 MB.support.klipfolio.com · read 15 Oct 2026
- Integrations
- The integrations catalogue lists services including Salesforce, HubSpot, Google Analytics, Shopify, Snowflake, Stripe, WordPress, YouTube, Zendesk and Zoho.klipfolio.com · read 15 Oct 2026
- Intended users
- Klipfolio describes Klips as serving teams and agencies, and says customers range from SMBs to Fortune 500 companies.klipfolio.com · read 9 Oct 2026
