How it works

Building reports for your clients can be tedious, time consuming, and frustrating. Solutions providers, consultants, and ISVs love Klipfolio because it brings focus, agility, and confidence to their work. They also love it because it takes the pain out of report building. Take control over your reporting process and start delivering data that makes sense in real-time.

  • Connect your data to 100+ services

    Pull your data together using out-of-the-box, hassle-free connectors for hundreds of data sources, including spreadsheets, files, databases, and web services applications.

  • Get client insights at a glance

    Visually explore your metric to see trends and compare results. Change visualizations with a single click, add a filter or segment your data. Change the time period or add a trend line or comparison to a previous period. Empower everyone to answer their own questions.

  • Snap metrics together to create dashboards

    Create dashboards and reports in a snap by literally snapping multiple metric views together on a Metric Board. Configure the board to use common date ranges and filters across all metric views, or update only some of the metric views using common controls.

  • Share

    Share your dashboards with your clients through multiple channels. Send report Klips or entire dashboards via Slack, setup manual or recurring email snapshots, and share links to your live analytical insights.

  • Build a performance culture

    Imagine what you could achieve if everyone was on the same page! Engage your whole team around their targets, share insights and fuel data driven discussions. Build a performance driven culture.

What you get

Integrations made easy

Create dashboards using data from hundreds of the apps, databases and files Klipfolio supports. Build custom assets or choose from our pre-built klips and dashboards.

Get help every step of the way with world class support

We get that dashboarding can sometimes feel complicated. Which is why we offer free training resources through our support team, online training, and certification programs.

Still having trouble? Consider adding Ninja Services to your plan. Our team of pro dashboard builders will provide you with the one-on-one assistance you need to ensure you are headed down the right path.

Save time and money

With next-level reporting, dynamic data calls, and interactive dashboard reports, you can not only store and display all of your clients’ data in one place, but you can also save time and money by improving client communications and automating your reporting.

Being a part of Klipfolio’s growing Partner Community

Share and accelerate through existing best practices by joining Klipfolio’s Partner network. Your unique capabilities will be discovered by a larger market through our Partner Directory.

Browse for yourself or join our exclusive Partner Slack Community, The Data Hive, to gain insights on how other partners have added value to their business with Klipfolio.

Get it all done with Klipfolio

We have a plan that fits your business

Agency Pro


Agency Lite


Partner Grow


Partner Publish



All prices are based on an annual plan in US Dollars. No hidden onboarding fees. Check out our pricing page for more information.

Let’s be friends. Kick-start your data-driven journey.

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Chat with one of our team members to find out how Klipfolio can add value to your business

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Check our our Klipfolio Partner Directory to find the perfect fit for your specific requirements

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Your clients deserve the best

Start automating your client reporting today