Klipfolio is a bI & dashboards tool for Small businesses and Agencies, offered as paid ($140/mo). Founded in Canada in 2001.
About Klipfolio
Klipfolio is a dashboard platform from Ottawa, Canada. It was founded in 2001 as Serence by Allan Wille, Peter Matthews and James Scott, and took the Klipfolio name in 2008 as it moved from consumer widgets to business dashboards. Today it sells two products: Klips, the long-running dashboard builder, and PowerMetrics, a newer metrics-layer analytics app with AI features. The company reports more than 25,000 customers in 82 countries. Klips pulls live data from many services into dashboards that teams and clients watch or receive by email.
Klips connects directly to 200+ services, including Google Ads, analytics, CRMs and social platforms, and can query SQL databases, REST APIs, Excel and Google Sheets. Data is shaped with spreadsheet-style formulas and shown in 30+ chart types with drill-down and white-label options. Plans differ by dashboard count and refresh speed, not users: Base gives 3 dashboards refreshed every 4 hours, Grow adds published links and scheduled reports, Team adds SSO and 15-minute refresh, and Team+ adds near real-time refresh and onboarding. All plans include unlimited users and a 14-day trial without a card; there is no free plan.
Klipfolio fits agencies and data-savvy SMB teams that want custom KPI dashboards without a data warehouse. The formula editor has a learning curve. Databox and Geckoboard set up faster, Looker Studio is free for Google data, and Power BI goes deeper.
Buying tip: count dashboards per client first; extras cost $8 each a month and the white-label bundle $299 a month (annual).
Key features of Klipfolio
- 200+ direct connectors plus SQL, REST, Excel and Google Sheets
- Spreadsheet-style formulas for data modelling and joins
- 30+ visualisation types with drill-down and dark mode
- Scheduled email and PDF reports and published dashboard links
- White-label themes and custom domains for client reporting
- Unlimited users on every plan with role-based access
- Refresh from every 4 hours down to near real time
- Separate PowerMetrics app with AI-assisted metrics analysis
Pros and cons
Pros
- Unlimited users, so pricing does not grow with viewers
- Very flexible data shaping without a warehouse
- Strong white-label options for agencies
- Long track record and large connector library
- 14-day trial with no card and no auto-renewal
Cons
- Formula editor has a real learning curve
- No free plan and $140/month entry point
- Dashboard limits push agencies to higher tiers
- White-label and SSO cost extra on lower tiers
- Less suited to ad-hoc deep analysis than BI suites
Klipfolio pricing
Klipfolio uses a paid model. A 14-day free trial is available.
| Plan | Price | Includes |
|---|---|---|
| Base | $140 / mo | $120/mo billed annually; 3 dashboards, unlimited users |
| Grow | $220 / mo | $190/mo annually; 10 dashboards, hourly refresh |
| Team | $350 / mo | $310/mo annually; 20 dashboards, SSO, 15-min refresh |
| Team+ | $690 / mo | $600/mo annually; 40 dashboards, priority support |
Source: www.klipfolio.com · checked on Oct 20, 2026
How Klipfolio compares in BI & dashboards
- Rank by votes
- #1 / 16
- Starting price
- $140
- Free alternatives
- 4
0 votes from members
82% above the category median ($77/mo)
Free or open-source tools in BI & dashboards
Klipfolio ranks #1 of 16 bi & dashboards tools by community votes and is priced above most tools in the category.
Common use cases
- 1Agency client dashboards combining Google Ads, analytics and social data
- 2Live sales KPI wallboards for an office TV
- 3Weekly PDF performance reports emailed to management
- 4Joining spreadsheet data with SaaS metrics in one view
- 5Embedding branded dashboards in a client portal
Best for
Agencies and data-comfortable SMB teams that need flexible, branded KPI dashboards with unlimited viewers.
Not ideal for
Teams wanting plug-and-play metric dashboards in minutes or full BI analysis (Databox, Geckoboard, Power BI).
Integrations
- Google Analytics
- Google Ads
- HubSpot
- Salesforce
- Google Sheets
- Excel
- SQL databases
- REST APIs
Our take
Klipfolio Klips remains one of the most flexible dashboard tools for agencies, and unlimited users make it good value for wide audiences. If you want zero-setup dashboards, start with Databox or Geckoboard instead.
FAQ
- What is Klipfolio?
- Klipfolio is a BI & dashboards tool: Dashboard and KPI reporting tool for SMBs and agencies.
- How much does Klipfolio cost?
- Klipfolio uses a Paid model; paid plans start at $140 per month.
- Does Klipfolio have a free trial?
- Yes, Klipfolio offers a 14-day free trial.
- What does Klipfolio integrate with?
- Klipfolio integrates with Google Analytics, Google Ads, HubSpot, Salesforce, Google Sheets, Excel and more.
- Which platforms does Klipfolio support?
- Klipfolio is available on web.
- Who is Klipfolio for?
- Agencies and data-comfortable SMB teams that need flexible, branded KPI dashboards with unlimited viewers.
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