Klipfolio
Klipfolio’s Klips is cloud software for building live dashboards and scheduled reports from business data.
What Klipfolio is
Klipfolio’s Klips is cloud software for building live dashboards and scheduled reports from business data. It connects spreadsheets, cloud applications, APIs, databases, file services, FTP, and SFTP through pre-built connectors and REST or URL connections. The Klip Editor can filter, group, sort, and join sources, and convert JSON or XML into tables. Dashboards can be shared by published link, embedded, or emailed as scheduled PDF or image snapshots. Role-based access, group sharing, single sign-on, and permissions at source, Klip, or dashboard level support controlled distribution. Plans include unlimited users and listed integrations, with dashboard limits from three to 40 and refresh intervals from four hours to up-to-the-minute. A 14-day trial needs no payment information and does not auto-convert. Klipfolio was founded in 2001 and is headquartered in Ottawa, Canada.
Good
- Connects spreadsheets, apps, APIs, and databases
- Editor joins and transforms data sources
- Scheduled PDF or image snapshots
- Unlimited users on every listed plan
- Single sign-on and role-based permissions
Watch out
- No free plan
- Dashboard counts are capped by plan
- Higher refresh speeds require higher tiers
- Priority Support is limited or add-on
Who it suits
Klipfolio suits teams and agencies that need connected business dashboards, scheduled reports, and embedded analytics. It supports organizations ranging from SMBs to Fortune 500 companies.
Verdict
Klipfolio offers broad data connectivity and controlled dashboard sharing. Plan selection mainly determines dashboard capacity and refresh frequency, with a trial available before payment.
Plans and prices
From Klipfolio's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Base | $120 a month | 3 dashboards · unlimited users · 4-hour refresh · 130+ integrations · data modelling and joins · PDF reports · template gallery · logo · annually ($140 billed monthly) |
| Grow | $190 a month | 10 dashboards · unlimited users · 1-hour refresh · 130+ integrations · published links · scheduled reports · annually ($220 billed monthly) |
| Team | $310 a month | 20 dashboards · unlimited users · 15-minute refresh · 130+ integrations · SSO · warm-up refresh · annually ($350 billed monthly) |
| Team+ | $600 a month | 40 dashboards · unlimited users · up-to-the-minute refresh · 130+ integrations · custom onboarding · priority support · annually ($690 billed monthly) |
The facts
Each one read from Klipfolio's own pages, with the date it was checked.
What it does
- API authentication
- API access supports Basic Authentication and API keys; keys are generated in the dashboard profile or user administration screens.checked 15 Oct 2026
- API limitation
- Cursor-based pagination is unsupported; paginated services must expose total pages or records for Klipfolio formulas to retrieve all pages.checked 15 Oct 2026
- Chrome Web Store
- The Klipfolio Chrome Extension has 0 out of 5 and no ratings; it is a third-party extension requiring a Klipfolio API key and is not part of the Klipfolio product.checked 15 Oct 2026
- Connectors
- The product offers hundreds of connectors covering cloud applications, files, cloud storage, email attachments, SQL databases and REST services.checked 15 Oct 2026
- Dashboards
- Users can create dashboards from blank layouts or pre-built dashboards, then drag and resize Klips and apply light or dark themes.checked 15 Oct 2026
- Data connections
- Klips connects to spreadsheets, cloud apps, APIs, databases, file services, FTP, and SFTP, with pre-built connectors and a REST/URL connector.checked 9 Oct 2026
- Data preparation
- The Klip Editor supports filtering, grouping, sorting, joining data sources, and converting JSON or XML data into tabular format.checked 9 Oct 2026
- Data refresh
- Refresh scheduling can be set from every few minutes to once daily, with account role controls and credential management.checked 15 Oct 2026
- Data transformation
- The Klip editor supports filtering, grouping, sorting, joining multiple sources and converting JSON or XML trees into tables.checked 15 Oct 2026
- Deployment
- TrustRadius categorizes Klipfolio Klips as SaaS deployment.checked 15 Oct 2026
- Embedded analytics
- Yeschecked 21 Sep 2026
- Embedding
- Klipfolio can embed Klips in external HTML pages, but embedded visuals are images and refresh at most every three hours.checked 15 Oct 2026
- File limit
- A data source is limited to 10 MB by default, with a paid power-up raising the limit to 15 MB.checked 15 Oct 2026
- Integrations
- The integrations catalogue lists services including Salesforce, HubSpot, Google Analytics, Shopify, Snowflake, Stripe, WordPress, YouTube, Zendesk and Zoho.checked 15 Oct 2026
- Intended users
- Klipfolio describes Klips as serving teams and agencies, and says customers range from SMBs to Fortune 500 companies.checked 9 Oct 2026
- Licence
- Klipfolio is delivered as a commercial cloud subscription and the reviewed product pages do not provide an open-source licence.checked 15 Oct 2026
- Limit: Capterra pricing and pagination
- Capterra reviews mention that lower tiers can feel limited for their price and that cursor-based pagination is not handled.checked 15 Oct 2026
- Limit: charts
- G2 reviewers report fewer chart options and weaker support for complex analysis than Power BI or Data Studio.checked 15 Oct 2026
The company
- Company history
- Klipfolio says it was founded in 2001, moved Klips to the cloud in 2011 and launched PowerMetrics in 2020.checked 15 Oct 2026
- Company identity
- Crunchbase identifies the legal name as Klipfolio Inc. and lists Allan Wille and Peter Matthews as co-founders.checked 15 Oct 2026
- Company size
- LinkedIn lists Klipfolio as a privately held software company with 11–50 employees.checked 15 Oct 2026
- Founded
- 2001checked 28 Sep 2026
- Headquarters
- Ottawa, Ontario, Canadachecked 28 Sep 2026
Money
- Free plan
- Nochecked 21 Sep 2026
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