All of your finance data in one spot.

Klipfolio for Financial Services

klipfolio - financial dashboard
klipfolio - xero
klipfolio - infusionsoft
klipfolio - google analytics
klipfolio - freshbooks
klipfolio - harvest
klipfolio - salesforce

Loved by more than 10,000 companies of all shapes and sizes

The financial services industry is pervasive, and anyone who works in this industry knows that there are hundreds of things that need to be focused on. Whether you’re managing a single fund or overseeing countless financial accounts, there is a plethora of data coming your way. It’s not easy to keep an eye on everything, and going from platform to platform to find this data is not exactly efficient. The question is… How can you make all you most important data easily accessible and accurate?

The answer? Financial reporting dashboards.

Data reports bring all your most important financial data points together, giving you at a glance answers and helping you dive deep into data and gain valuable insights. Displaying metrics like debt-to-asset ratio, creditor days, invoice processing costs, and net profit margin on a single window frees up valuable time to allow you to focus on other brand-building activities such as CSR ( corporate social responsibility).

eCommerce dashboard examples

Curious to see what you can track in Klipfolio? Here are just a few examples of the dashboards you can build. View the Live Dashboard examples to get a better look.

Klipfolio - Xero Dashboard

Xero Dashboard

  • Stay up to date on real-time accounts payable and receivables
  • Measure and track income and expenses over the last 12 months
  • Get clear visibility into your executive financial summary and monthly profit/loss reports
Klipfolio - Cash Flow Dashboard

Cash Flow Dashboard

  • Drill down into your customer balances
  • Track your income, COGS, expenses, and net profit per period
  • Have a view into most important stats and metrics

Metrics for Financial Services

Want to motivate your team and stay up to date on your data, but not sure which metrics to start with? Not to worry, we've compiled a list of common ecommerce KPIs (key performance indicators) our users have built using Klipfolio. If you are looking for more, check out our KPI Library:

  • Accounts Payable
  • Accounts Payable Turnover
  • Asset Turnover Rate
  • Cash Conversion Cycle (CCC)
  • Common Stock Equity
  • Creditor/Debtor Days
  • Current Liabilities
  • Debt-to-Asset Ratio
  • Financial Reports Issued On-Time
  • Indirect Costs
  • Interest Expense
  • Long-Term Debt
  • Net Change in Cash
  • Net Interest Margin
  • Number of Past Due Loans
  • Operating Leverage
  • Operating Profit Margin
  • Percentage of Invoices Under Query
  • Profit Loss
  • Return on Investment (ROI)
  • Revenue per Employee
  • Return on Equity (ROE)
  • Total Assets
  • Share Price
  • Total of Uninvested Funds
  • Variable Costs
klipfolio - marketing metrics connections

How to track your financial services metrics with Klipfolio

Klipfolio allows you to pull in data from all of the different retail, marketing, and accounting platforms you use to track your store—and display precisely what you need in a single interactive dashboard. What does this mean for you? No more manual monthly reports or Excel sheets with multiple versions. And you can get started with just a few clicks. Click here for a complete list of all our integrations.

Pre-built Metrics

Using pre-built metrics

Our Klip Gallery allows you to track your key metrics with just a few clicks, wihtout the hassle of building. You can get the Klips that matter most to your business right from our Gallery to your dashboard in minutes.

  • klipfolio - quickbooks
  • klipfolio - infusionsoft
  • klipfolio - xero


Do you use QuickBooks to manage your accounting data? Connect your account to Klipfolio to easily monitor your financial performance in a real-time dashboard. Easily share the dashboard with your team and rally around your numbers. With Klipfolio you can track:

  • Income and Expenses
  • Revenue
  • Accounts Payable
  • Accounts Receivable
  • Customer Balance Summary
Klip Template | QuickBooks - Income and Expenses

QuickBooks Income and Expenses

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.


Klip Template | QuickBooks - Customer Balance Summary

Customer Balance Summary

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


Do you use Infusionsoft to manage your financial data? Connect your account to Klipfolio to easily monitor your data points in a real-time dashboard. Klipfolio's integration letss you track:

  • Payments by Type
  • Invoice Items by Revenue
  • Contact Sources
Klip Template | Infusionsoft - Top Invoice Items

Top 10 Invoice Items (Last 1000 Items)

Discover which invoice items are bringing in the most revenue.


Klip Template | Infusionsoft - Payment by Type

Payment by Type (Last 1000 Payments)

Monitor your top payment methods by type.


See what else you can build for Infusionsoft


Are you using Xero to track your ongoing financial data? Connect your account with Klipfolio and easily track key metrics in a dashboard that's easy to share. In Klipfolio, you can track metrics like:

  • Profit and Loss Report
  • Recent Payments
  • Bank Balance
  • Income and Expenses
  • Expenses this Month
  • Net Profit
Klip Template | Xero - Current AR and AP

Current AR and AP

Track your Accounts Receivable and Payable for this month. Also, compare average debtors and creditors for this month and last month.


Klip Template | Xero - Executive Summary

Executive Summary

This indispensable Klip provides an executive summary of your business metrics for this month and the last.


See what else you can build for Xero

Building in Klipfolio

Our professional services users 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 technology stack, but how do those puzzle pieces fit together? Klipfolio is an API machine with 100s of connections to the support services you use to run your business.

Browse the 100+ services you can connect to

The Editor

Love to tinker and build but tired of using Excel to share your data? The Klip Editor is where you bring your data story to life. Build custom data visualizations that you can share with your entire company.

Custom visualizations

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.

Other related industries

Interested in learning more about how other industries use Klipfolio to boost their business? Check out some of these pages:

Klipfolio for Professional Services

Klipfolio for Insurance

Klipfolio for Startups