“Before we would build snapshot financial reports and look into the past, now with Klipfolio, we pull in financial data from several data points and look into the future. Our leadership team is making smarter decisions and were on target to grow by 40 - 50% this year thanks to our insights from Klipfolio."
CEO of Curotec
A cloud-based reporting solution for leading accounting and bookkeeping professionals
As the leading team-member responsible for ensuring that everyone understands the bigger picture of the business, Klipfolio can help! Your accounting solution is great at invoicing, expense management reporting and providing data such as cash flow, but how is your business really doing?
Create dashboards beyond traditional GAAP reports
Klipfolio can help you calculate all the other core metrics that are driving the performance of the business. With Klipfolio, you can look at KPIs such as retention rate, velocity, average revenue per user and quick rations.
Leverage your favourite spreadsheets and accounting tools to build dashboards
With Klipfolio you can easily build custom reports by importing all your favourite data sources including Excel Spreadsheets, Google Sheets and data from accounting tools such as Freshbooks, QuickBooks Online, Wave and Xero.
Build and schedule reports for all the different departments you support
With end of month and quarterly close, manage your entire process within Klipfolio. Provide the leadership team with the data they need to know where the business stands at any given time.
Accounting dashboard examples
Curious to see what you can track in Klipfolio? Here are just a few examples of the accounting dashboards you can build. View the live dashboard examples to get a better look.
- Get a real-time, interactive view of your fiscal performance
- Track key financial metrics like current revenue, quick ratio, and short term assets
- Give your executive team an easy view into financial performance
- Give your executive team or clients a quick view into their financial performance
- Pull in numbers from services like Xero, QuickBooks Online, FreshBooks, and more
- Easily pull in numbers and benchmark data from Excel sheets to bring your dashboard to the next level
How to track your accounting metrics with Klipfolio
Klipfolio allows you to pull in data from all of the different financial and accounting services you use to track your performance—and display precisely what you need in a single interactive dashboard. What does this mean for you? No more piecemeal reports or Excel sheets with multiple versions. And you can get started with just a few clicks.
Here are a few pre-built accounting metrics.
Click each icon to see what's possible.
Connecting your Xero data into Klipfolio gives you instant access to your financial performance. You can also combine your Xero data with data from other key services. With Klipfolio you can track:
- Accounts receivable
- Accounts payable
- And more
Are you a QuickBooks user? Connect your account to Klipfolio to easily monitor your financial performance in a real-time dashboard. Easily share the dashboard with your executive team or clients and save time on creating manual Excel reports. With Klipfolio you can track:
- AP and AR
- And more
Bring your key accounting puzzle pieces - Income, Expenses, and Profit - together to help you make actionable decisions. Choose the time period of your choice from the drop-down menu, and compare to the previous period.
Cash-flow can make or break a venture. See which customers are current and which ones owe you money during the time period of your choice.
See what else you can build for QuickBooks
Are you using FreshBooks to track your company's financial health? Connect your FreshBooks account with Klipfolio and easily track key account metrics in a dashboard that's easy to share. In Klipfolio, you can track metrics like:
- And more
Monitor your business expenses for the time period of your choice and see if you spent as much during the previous period.
Maintain the financial health of your business with this simple, real-time report on revenue for the time period of your choice.
See what else you can build for FreshBooks
Are you using Stripe to track your online payments? By connecting your Stripe account to Klipfolio you can easily share that data with your team and combine it with metrics from other relevant services. Track metrics like:
- New customers
- Lost customers
- Account balance
- And more
Discover how many Stipe customers you have gained and lost in the past 24 hours and compare it to the previous period.
Discover how many Stripe payments succeeded and failed and compare it to the previous period.
See what else you can build for Stripe
Using Chargify as your billing system? With Klipfolio, you can connect to your account and pull in key accounting metrics to create a custom dashboard. You can easily share that dashboard with your executives or clients so everyone knows how you're performing at any given time. Track key metrics like:
- Average product price
- Total subscriptions
- Total revenue
- And more
Discover dashboard builder’s delight
Our customers in financial roles love Klipfolio because it empowers them to build their own dashboards. Sure, it takes time to get it right, but it’s absolutely worth it.
Connecting your data
You’ve got an impressive financial tech stack, but how do those puzzle pieces fit together? Klipfolio is an API machine with 100s of connections to the accounting services you use to grow your business.Browse the 100+ services you can connect to
Love to tinker and build but tired of using Excel to share your key financial data? The Klip Editor is where you bring your data story to life. Build custom data visualizations that you can share with your clients.
Drag-and-drop visualizations from the palette to start assembling your custom dashboard. Choose from standard data visualizations like charts, bullet charts, and scatter plots. Or get creative and inject custom HTML into your dashboard. The choice is yours.
Data is meant to be shared. A dashboard without any viewers is, well, kind of sad. Wouldn’t you agree?
Which is exactly why we make sure you can share with your team and clients through multiple channels.
TV dashboard display
Our customers love showing off their dashboards on wall-mounted TVs throughout the office. It’s a great way for executives to nurture a culture of data transparency and the team to see their performance at a glance. Plus, it looks super cool.
Slack, email snapshots, and links
Send Klips or entire dashboards via Slack, setup manual or recurring email snapshots, and share links to your live dashboard.
Still sending spreadsheets to your clients? You’ll improve your service offerings and their business performance by instead giving them direct access to beautifully visualized live data.
✔ Executive Reporting Dashboard
✔ Web Metrics Dashboard
✔ Sales Performance Dashboard
✔ Accounts Health Dashboard
✔ Social Media Status Dashboard
✔ Support Tickets
✔ Call Status
✔ Account Health
✔ MRR & Accounts Dashboard
Are you an accounting firm or independent consultant with lots of clients? We can help.
From large accounting firms to independent contractors, our accounting partners are differentiating, deepening and growing their businesses with Klipfolio. Here are some reasons why our partners chose us:
- Showcase ROI in real-time: Partnering with Klipfolio enables you to provide your clients with transparent access to the metrics that matter most to them.
- Automated reporting: Deliver interactive performance dashboards in real-time or submit PDF dashboard reports at the push of a button.
- 100s of integrations: Our partners are empowered with the freedom and flexibility to connect their dashboards to a wide variety of data sources in real-time, so they don’t have go to ten places to get one answer (and neither do their clients).
- Dashboard reports: Create branded PDF reports for your clients and schedule recurring email reports based on live dashboards.
- Customize your dashboards: Add your logo and taglines to your dashboard, stylize individual Klips and automated dashboard reports, or refine the look and feel of your dashboards at a more granular level with custom CSS.
- Client management: Get access to our dashboard management hub that lets you manage multiple client accounts in a single place.
Resources for accountants and bookkeepers
As a certified professional, you understand the importance of being data driven and keeping keeping up-to-date with the latest industry changes. Here are some resources to keep improving your accounting skills: