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.
Accounting and bookkeeping teams juggle fragmented client systems, manual report builds, and requests for up-to-date insights. Klips brings your financial data together, keeps it fresh, and presents it in clear dashboards clients and partners can trust. You cut prep time, reduce spreadsheet risk, and move conversations from hindsight to what is happening right now. Build branded client portals, standardize reporting packs, and set schedules so every month-end runs on rails. Control access by client, role, and view, then share by link, PDF, email, TV screens, or embeds.
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.
