Dashboards for Accounting & Bookkeeping Firms
Because your clients’ numbers should always look this good
Run client reporting, advisory dashboards, and internal KPIs from one place. Connect QuickBooks, Xero, Sage, spreadsheets, and bank feeds. Standardize templates, refresh on a schedule, and share secure, branded views with every client.
Unify fragmented data, reduce prep time
Pull numbers from accounting apps and spreadsheets into consistent models, then present them the same way across clients. Templates and formulas keep everything aligned so your team spends time advising, not wrangling data.
- Connect the stack: QuickBooks, Xero, Sage, spreadsheets, bank feeds, SQL
- Clean once, reuse: Model charts and tables that fit any client
- Keep data fresh: Automatic and scheduled refresh windows
- Standardize delivery: Shared templates for P&L, balance sheet, cash flow
Client-ready dashboards and reports, always up to date
Give each client a secure, branded dashboard for cash flow, receivables, payables, and spend trends. Send scheduled PDFs and emails, or share private links for live views any time.
- Branded views: Logos, colors, and layout that match your firm
- Flexible distribution: PDFs, scheduled email, links, TV mode, mobile web
- Role-based access: Separate clients, teams, and partners with permissions
- Filters and inputs: Period, entity, and scenario selectors built in
Build advisory value with firm and client KPIs
Shift from compliance to advisory with KPIs that spark useful conversations. Track utilization, client profitability, and AR internally, then forecast scenarios clients care about.
- Utilization & capacity: Billable hours, workload, and targets
- Client profitability: Time, fees, write-ups, write-downs
- AR & cash: Aging, collections, cash runway, upcoming liabilities
- Benchmarks: Comparable KPI views across client segments
Customer story
Summit CPA
Streamlined Reporting
Read the full story
What you can deliver with Klips
Standardized client reporting packs
Package P&L, balance sheet, cash flow, and key ratios in a repeatable dashboard set. Roll out once, then clone for every new client. Update in one place, see it everywhere.
Real-time client portals
Share live dashboards so clients see cash, revenue, and expense trends without waiting for the next email. Add filters for period, entity, and scenario so they can explore safely.
Internal firm performance dashboards
Give your leadership a clear read on utilization, WIP, pipeline-to-capacity, client profitability, AR, and revenue forecast. Spot bottlenecks early and balance workloads across the team.
“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. Additionally, in the consulting world, managing payroll and other costs against billables is critical to success. We've built advanced KPI tracking for historical and future trends that our accounting software did not have” Brian Dainis, Curotec
Why accounting firms pick Klips
Klips fits small and mid-sized firms that need flexibility without heavy IT. Connect almost any source, shape data with spreadsheet-like formulas, and present it your way. Manage users, groups, and roles for clean client separation. Distribute by email, PDF, image, CSV download, or secure links. Everything looks clean on web, mobile, and office TVs. And support resources and services are available when you need a hand.