Solutions
All your accounting metrics in one reporting tool
The control you want, the data you need
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.
Sharing
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.
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: