Dashboard software for accounting and bookkeeping firms
Client reporting you build once and trust every month
Klipfolio Klips lets accounting and bookkeeping firms define client and firm metrics once and deliver the same numbers to partners, managers, and clients every month. Monthly packs get rebuilt by hand for each client, and firm metrics such as Utilization often live in spreadsheets only one person understands.
Who it's for
Accounting, bookkeeping, and outsourced CFO firms with 5 to 250 staff that produce monthly reporting or advisory work for many clients, and track their own capacity and profitability in spreadsheets. Less relevant to sole practitioners with a handful of clients, or to large firms that already run a data warehouse with a dedicated reporting team.
Industries
- Accounting firms
- Bookkeeping practices
- Outsourced CFO and advisory firms
Roles
- Managing Partner
- Partner
- Practice Manager
- Client Accounting Manager
- Advisory Lead
- Firm Administrator
Company size
- 5 to 250 staff
An accounting firm handles more financial data than almost any business its size, and most of it belongs to someone else. Every client has its own ledger, chart of accounts, and close calendar. The firm's own picture of itself (time, billing, WIP, and collections) sits in practice management, payroll, and a few spreadsheets one manager keeps current.
The month runs on repetition. Close the books, export the trial balance, paste it into the client's template, fix the charts, write the commentary, send the PDF, then start again for the next client. Advisory work adds variance analysis, cash views, and KPI packs on top. Internally, partners want Utilization, Realization Rate, and write-offs by client before the quarterly review, and the answer depends on who built the spreadsheet and how they treated adjustments. Pasting numbers into a generic AI tool doesn't fix this: it doesn't know your chart of accounts or your definitions, and someone still has to check the answer.
When client measures and firm measures are defined once and refresh from source, the reporting pack becomes a template rather than a project. Clients open a live dashboard instead of waiting for the PDF, and partners walk into reviews with the same Utilization figure the practice manager sees. With Klipfolio Klips, a new client is a clone and a data connection, not a lost weekend.
Key jobs and use cases
Monthly client reporting packs
Who: Owned by client accounting managers. Used by client owners, controllers, and boards. Data: QuickBooks Online, Xero, payroll exports, bank feeds, and client budgets in spreadsheets. Output: A standard pack (P&L, balance sheet, cash flow, and key ratios) built once, cloned for each client, and filtered by entity and period. Decision: Which clients need a conversation this month, and about what, before the pack goes out.
Key metrics
- Revenue and Gross Margin against budget
- Operating Expenses by category
- Cash Position and Runway
- Current Ratio and Quick Ratio
- Days Sales Outstanding
Live client portals and advisory dashboards
Who: Owned by the advisory or outsourced CFO lead. Used by client owners and their finance teams. Data: Client ledgers, budgets and forecasts in spreadsheets, and CRM or sales data where the advisory scope covers it. Output: A secure, branded dashboard each client can open at any time, shared by link, scheduled email, or an embed in your client portal. Decision: Where the client should act between month-ends without waiting for the next meeting.
Key metrics
- Cash Balance and 13-Week Cash View
- Revenue Trend and Seasonality
- Budget Variance by Account
- Accounts Receivable Ageing
- Payroll as a Percentage of Revenue
Firm capacity and utilization
Who: Owned by the practice manager. Used by partners and team leads. Data: Practice management and time tracking, payroll, and staff schedules. Output: A capacity dashboard by person, team, and client, shared with partners by link or scheduled email. Decision: Where to move work, when to hire, and which engagements are taking more time than they are priced for.
Key metrics
- Billable Utilization by person and team
- Realization Rate
- Turnaround Time
- On-Time Delivery Rate
- Hours by Client and Service Line
Client profitability and pricing
Who: Owned by the managing partner or firm finance. Used by partners at engagement and renewal. Data: Time and billing, practice management, and the firm's general ledger. Output: A client profitability dashboard ranked by engagement, delivered to partners by scheduled PDF or email ahead of renewals. Decision: Which engagements to reprice, rescope, or move to a fixed fee at renewal.
Key metrics
- Revenue per Client
- Write-Off Rate
- Average Effective Hourly Rate
- Gross Margin by Engagement
- Client Profitability Ranking
WIP, billing, and collections
Who: Owned by the firm administrator or finance lead. Used by partners. Data: Practice management billing, accounts receivable, the firm's ledger, and bank data. Output: A WIP and receivables dashboard by partner and client, sent to partners on a schedule. Decision: Which WIP to bill now and which balances to chase this week.
Key metrics
- WIP Balance and Age
- Accounts Receivable Ageing
- Days Sales Outstanding
- Lockup Days
- Cash Collected against Billed
Integrations
Firm reporting draws on two sets of systems: your clients' books and your own practice data. Answering "which clients are profitable" means reading both.
| Client accounting | Firm operations | Payroll and people | Files and databases |
|---|---|---|---|
| QuickBooks, Xero, bank and card feeds, client budgets | Practice management, time tracking and billing, CRM | Payroll platforms, HR and staff scheduling | Excel and Google Sheets, CSV exports, SQL databases, and REST APIs |
Where a platform has no prebuilt connector, Klipfolio reads it through a scheduled export, a database connection, or its API.
Further detail
Build the pack once, clone it
A client reporting pack is a template: layout, formulas, and the ratios your firm reports on. Build it once, clone it for each new client, and connect their data. Change it in one place and every client sees the update.
Definitions partners stop debating
Utilization, Realization Rate, and Write-Off Rate need one answer. Calculate them once with spreadsheet-style formulas, including fiscal periods and adjustments, so the partner review and the practice manager's dashboard show the same figure.
Clients see only their own numbers
Users, groups, and roles keep each client to their own entities. Share by secure link, scheduled email or PDF, or embed dashboards in your client portal.
Numbers that arrive current
Refresh schedules run from 1 minute to 24 hours, and dashboards look the same on a laptop, a phone, or the TV in the office. When you need a hand, Klipfolio services can build the first templates with you.
Klipfolio offers 130+ connectors, 100+ Excel-like functions, and 10 distribution methods, and thousands of customers use it.
