Klipfolio

Spec sheet

Product

Klipfolio Klips is a cloud dashboard and reporting application for connecting, modeling, visualizing and sharing business data.Read 15 Oct 2026 · support.klipfolio.com

Intended users

Klipfolio describes Klips as serving teams and agencies, and says customers range from SMBs to Fortune 500 companies.Read 9 Oct 2026 · klipfolio.com

Deployment

TrustRadius categorizes Klipfolio Klips as SaaS deployment.Read 15 Oct 2026 · trustradius.com

Free plan

NoRead 21 Sep 2026 · klipfolio.com

Integrations

The integrations catalogue lists services including Salesforce, HubSpot, Google Analytics, Shopify, Snowflake, Stripe, WordPress, YouTube, Zendesk and Zoho.Read 15 Oct 2026 · klipfolio.com

Support

Support includes email or ticket assistance, a searchable knowledge base and instructional videos; priority support is an add-on unless included in the plan.Read 15 Oct 2026 · klipfolio.com

Headquarters

Ottawa, Ontario, CanadaRead 28 Sep 2026 · klipfolio.com

Founded

2001Read 28 Sep 2026 · klipfolio.com

API authentication

API access supports Basic Authentication and API keys; keys are generated in the dashboard profile or user administration screens.Read 15 Oct 2026 · apidocs.klipfolio.com

API limitation

Cursor-based pagination is unsupported; paginated services must expose total pages or records for Klipfolio formulas to retrieve all pages.Read 15 Oct 2026 · support.klipfolio.com

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.Read 15 Oct 2026 · chromewebstore.google.com

Company history

Klipfolio says it was founded in 2001, moved Klips to the cloud in 2011 and launched PowerMetrics in 2020.Read 15 Oct 2026 · klipfolio.com

Company identity

Crunchbase identifies the legal name as Klipfolio Inc. and lists Allan Wille and Peter Matthews as co-founders.Read 15 Oct 2026 · crunchbase.com

Company size

LinkedIn lists Klipfolio as a privately held software company with 11–50 employees.Read 15 Oct 2026 · linkedin.com

Connectors

The product offers hundreds of connectors covering cloud applications, files, cloud storage, email attachments, SQL databases and REST services.Read 15 Oct 2026 · support.klipfolio.com

Dashboards

Users can create dashboards from blank layouts or pre-built dashboards, then drag and resize Klips and apply light or dark themes.Read 15 Oct 2026 · support.klipfolio.com

Data connections

Klips connects to spreadsheets, cloud apps, APIs, databases, file services, FTP, and SFTP, with pre-built connectors and a REST/URL connector.Read 9 Oct 2026 · klipfolio.com

Data preparation

The Klip Editor supports filtering, grouping, sorting, joining data sources, and converting JSON or XML data into tabular format.Read 9 Oct 2026 · klipfolio.com

Data refresh

Refresh scheduling can be set from every few minutes to once daily, with account role controls and credential management.Read 15 Oct 2026 · klipfolio.com

Data transformation

The Klip editor supports filtering, grouping, sorting, joining multiple sources and converting JSON or XML trees into tables.Read 15 Oct 2026 · klipfolio.com

Embedded analytics

YesRead 21 Sep 2026 · klipfolio.com

Embedding

Klipfolio can embed Klips in external HTML pages, but embedded visuals are images and refresh at most every three hours.Read 15 Oct 2026 · support.klipfolio.com

File limit

A data source is limited to 10 MB by default, with a paid power-up raising the limit to 15 MB.Read 15 Oct 2026 · support.klipfolio.com

Licence

Klipfolio is delivered as a commercial cloud subscription and the reviewed product pages do not provide an open-source licence.Read 15 Oct 2026 · support.klipfolio.com

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.Read 15 Oct 2026 · capterra.com

Limit: charts

G2 reviewers report fewer chart options and weaker support for complex analysis than Power BI or Data Studio.Read 15 Oct 2026 · g2.com

Limit: Trustpilot cancellation

A 2026 Trustpilot reviewer said disabling automatic renewal was difficult and unclear.Read 15 Oct 2026 · trustpilot.com

Limit: TrustRadius complexity and cost

TrustRadius reviewers mention coding difficulty, convoluted permissions, limited API settings, documentation gaps and expensive pricing.Read 15 Oct 2026 · trustradius.com

News: SOC 2

Klipfolio announced its SOC 2 Type I milestone in September 2026.Read 15 Oct 2026 · klipfolio.com

Plan limits

The listed plans cap dashboards at 3, 10, 20, or 40 respectively, while each lists unlimited users.Read 9 Oct 2026 · klipfolio.com

Praise: Capterra value and support

Capterra summaries describe the product as intuitive, accurate and supported by strong customer service, connectors and dashboards.Read 15 Oct 2026 · capterra.com

Praise: ease and integrations

G2 reviewers repeatedly praise the intuitive interface, broad integrations and responsive support.Read 15 Oct 2026 · g2.com

Praise: GetApp support

GetApp says reviewers commonly describe support as responsive, patient, knowledgeable and effective through chat.Read 15 Oct 2026 · getapp.com

Praise: TrustRadius usability

TrustRadius sentiment highlights ease of use, efficient performance and responsive customer support.Read 15 Oct 2026 · trustradius.com

Privacy processing

Its data-processing addendum describes GDPR-related processor duties, security measures, audit rights and breach notification within 72 hours.Read 15 Oct 2026 · klipfolio.com

Public API

The REST API is available over HTTPS at app.klipfolio.com/api/1.0, returns JSON and supports GET, POST, PUT and DELETE operations for assets.Read 15 Oct 2026 · apidocs.klipfolio.com

Rating on Capterra

4.7 out of 5 from 192 reviewsRead 15 Oct 2026 · capterra.com

Rating on G2

4.5 out of 5 from 256 reviewsRead 15 Oct 2026 · g2.com

Rating on GetApp

4.7 out of 5 from 192 reviewsRead 15 Oct 2026 · getapp.com

Rating on Trustpilot

2.6 out of 5 from 4 reviewsRead 15 Oct 2026 · trustpilot.com

Rating on TrustRadius

6 out of 10 from 77 reviewsRead 15 Oct 2026 · trustradius.com

Refresh frequency

real-timeRead 21 Sep 2026 · klipfolio.com

REST data sources

The REST/URL connector supports Basic, two-step, API-key and OAuth authentication, plus GET and POST requests.Read 15 Oct 2026 · support.klipfolio.com

Scheduled reports

YesRead 21 Sep 2026 · klipfolio.com

Security attestation

Klipfolio announced a SOC 2 Type I attestation completed by AssurancePoint against the AICPA Trust Services Criteria.Read 15 Oct 2026 · klipfolio.com

Security controls

Administrators can configure password and multi-factor authentication requirements, lockouts, IP restrictions and download permissions.Read 15 Oct 2026 · support.klipfolio.com

Sharing

Grow and higher plans provide published links and scheduled dashboard snapshots delivered as PDF or image files.Read 15 Oct 2026 · klipfolio.com

System requirements

Large-screen use requires a dedicated computer with a supported Chrome, Firefox, Edge or Safari browser; Smart TV native browsers and Raspberry Pi are unsupported.Read 15 Oct 2026 · support.klipfolio.com

Trial terms

The free trial lasts 14 days, requires no payment information, and expires without automatically converting to a paid plan.Read 9 Oct 2026 · klipfolio.com

Plans and prices

Every Klipfolio plan and price →

Where Specifiction places it

• Data Visualization Software#3 of 989.2
• Business Intelligence Tools#8 of 899.0
• Kpi Tracking#2 of 218.9
• Dashboards#3 of 309.0
• KPI Software#2 of 209.0
• Realtime Dashboards#4 of 198.7