Klipfolio

Name: Klipfolio
Price: 120 USD
Author: Klipfolio

by Klipfolio

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What Klipfolio is

Klipfolio’s Klips is a cloud dashboard and reporting product for teams and agencies. It builds live dashboards and client reports from business data connected through spreadsheets, cloud applications, APIs, databases, file services, FTP, and SFTP. Pre-built connectors and a REST/URL connector support these sources; Klipfolio lists services such as Salesforce, HubSpot, and Google Analytics. The Klip Editor can filter, group, sort, and join sources, and convert JSON or XML into tables. Users can publish dashboard links, embed Klips, or schedule PDF and image snapshots by email. Role-based access, group sharing, single sign-on, and permissions at source, Klip, or dashboard level provide sharing controls. Klips runs in the cloud with web, Android, iOS, and API access, plus scheduled reports and embedded analytics. Paid annual-billed plans start at $120 a month, with a 14-day trial and no free plan.

Who it suits

Klipfolio suits teams, agencies, and organizations ranging from SMBs to Fortune 500 companies that need connected dashboards, reports, and controlled sharing. It also fits users who need web and mobile access with scheduled or embedded delivery.

What it does well

Connects spreadsheets, apps, APIs, databases, and file services
Editor filters, groups, sorts, and joins data
Dashboards can be embedded or shared by published links
Scheduled PDF and image snapshots by email
Role, group, and single sign-on controls

What to know first

No free plan
Annual plans limit dashboards from 3 to 40
Priority Support requires Team+ or a paid add-on

Plans

Plan	Billed and limits	Price
Base	annually ($140 billed monthly) · 3 dashboards · unlimited users · 4-hour refresh · 130+ integrations · data modelling and joins · PDF reports · template gallery · logo	$120 a month
Grow	annually ($220 billed monthly) · 10 dashboards · unlimited users · 1-hour refresh · 130+ integrations · published links · scheduled reports	$190 a month
Team	annually ($350 billed monthly) · 20 dashboards · unlimited users · 15-minute refresh · 130+ integrations · SSO · warm-up refresh	$310 a month
Team+	annually ($690 billed monthly) · 40 dashboards · unlimited users · up-to-the-minute refresh · 130+ integrations · custom onboarding · priority support	$600 a month

As klipfolio.com lists them, read 15 Oct 2026. The maker's own page has the final word.

Verdict

Klipfolio combines broad data connections, dashboard editing, scheduled sharing, and configurable access controls in a cloud product. The main purchase considerations are dashboard limits, refresh intervals, and the annual plan prices.

Facts from Klipfolio's own pages

API authentication: API access supports Basic Authentication and API keys; keys are generated in the dashboard profile or user administration screens. · apidocs.klipfolio.com, 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. · support.klipfolio.com, 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. · chromewebstore.google.com, 15 Oct 2026
Company history: Klipfolio says it was founded in 2001, moved Klips to the cloud in 2011 and launched PowerMetrics in 2020. · klipfolio.com, 15 Oct 2026
Company identity: Crunchbase identifies the legal name as Klipfolio Inc. and lists Allan Wille and Peter Matthews as co-founders. · crunchbase.com, 15 Oct 2026
Company size: LinkedIn lists Klipfolio as a privately held software company with 11–50 employees. · linkedin.com, 15 Oct 2026
Connectors: The product offers hundreds of connectors covering cloud applications, files, cloud storage, email attachments, SQL databases and REST services. · support.klipfolio.com, 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. · support.klipfolio.com, 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. · klipfolio.com, 9 Oct 2026
Data preparation: The Klip Editor supports filtering, grouping, sorting, joining data sources, and converting JSON or XML data into tabular format. · klipfolio.com, 9 Oct 2026
Data refresh: Refresh scheduling can be set from every few minutes to once daily, with account role controls and credential management. · klipfolio.com, 15 Oct 2026
Data transformation: The Klip editor supports filtering, grouping, sorting, joining multiple sources and converting JSON or XML trees into tables. · klipfolio.com, 15 Oct 2026
Deployment: TrustRadius categorizes Klipfolio Klips as SaaS deployment. · trustradius.com, 15 Oct 2026
Embedded analytics: Yes · klipfolio.com, 21 Sept 2026
Embedding: Klipfolio can embed Klips in external HTML pages, but embedded visuals are images and refresh at most every three hours. · support.klipfolio.com, 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. · support.klipfolio.com, 15 Oct 2026
Founded: 2001 · klipfolio.com, 28 Sept 2026
Free plan: No · klipfolio.com, 21 Sept 2026
Headquarters: Ottawa, Ontario, Canada · klipfolio.com, 28 Sept 2026
Integrations: The integrations catalogue lists services including Salesforce, HubSpot, Google Analytics, Shopify, Snowflake, Stripe, WordPress, YouTube, Zendesk and Zoho. · klipfolio.com, 15 Oct 2026
Intended users: Klipfolio describes Klips as serving teams and agencies, and says customers range from SMBs to Fortune 500 companies. · klipfolio.com, 9 Oct 2026
Licence: Klipfolio is delivered as a commercial cloud subscription and the reviewed product pages do not provide an open-source licence. · support.klipfolio.com, 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. · capterra.com, 15 Oct 2026
Limit: charts: G2 reviewers report fewer chart options and weaker support for complex analysis than Power BI or Data Studio. · g2.com, 15 Oct 2026