Business Intelligence & Dashboards
Klipfolio
Rest of world Report an error0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.
by Klipfolio Inc. · www.klipfolio.com
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Klipfolio at a glance
- Vendor
- Klipfolio Inc.
- Headquarters
- Not stated on the vendor’s pages as of 1 Nov 2026
- Data hosting
- Not stated on the vendor’s pages as of 1 Nov 2026
- Free plan
- Not stated on the vendor’s pages as of 1 Nov 2026
- Starting price
- “Klips pricing starts at just $120/mo USD.” (vendor’s words) source, captured 1 Nov 2026
- Panel verdict
- The AI panel rates Klipfolio 3/5, the mean of 6 judges. Klipfolio Klips is a Canadian dashboard SaaS that is easiest to recommend on price and connections and hardest to recommend on data sovereignty. how scores are made
- As of
- Vendor pages captured 1 Nov 2026; evaluated by the panel 1 Nov 2026. all sources
Read this page as one judge. Each weighs the same scores by what they care about.
The panel's verdict
Klipfolio Klips is a Canadian dashboard SaaS that is easiest to recommend on price and connections and hardest to recommend on data sovereignty. Pricing transparency scored 7 to 8: four tiers from Base at $120 USD per month billed annually to Team+ at $600 USD per month billed annually publish dashboard counts, refresh intervals and unlimited users, every add-on carries an exact price, and the free trial requires no credit card. Data connectivity scored 7 with no spread, on a named connector list, standard SQL and refresh from every minute to once a day. Sovereignty scored 3: Klipfolio Inc. contracts under Ontario law, stores customer data on AWS in Canada with backups in Ireland, discloses that EU personal information may be transferred outside the EEA and that sub-processors may sit outside the EEA, and the SOC, PCI and ISO certifications cited belong to AWS. Self-service and modelling scored 4 to 5, with the metrics layer documented as a concept rather than a shipped capability. Judges' scores stayed close throughout; the widest spread is governance and portability at 4 to 6.
Speaks for it
- Four public plans state prices, dashboard counts, refresh intervals and unlimited users, with every add-on individually priced and the free trial requiring no credit card
- A named connector list covers the common databases and warehouses — PostgreSQL, SQL Server, Snowflake and BigQuery among them — with standard SQL, per-plan refresh intervals and documented IP allow-listing for a database behind a firewall
- Sharing scored 6 to 7 on password-protected published links, scheduled PDF email snapshots, embedding into websites and client portals, TV mode, and a White-Label Bundle priced at $299/mo billed annually
- Thirty-plus chart types including maps, gauges and scorecards, with custom HTML, branded theming, and display on desktop, mobile and TV
- Admin, Editor and Viewer roles apply down to individual dashboards and data sources, backed by an event log, an asset-management API, and deletion of customer data within six months of termination
Held against it
- Sovereignty scored 3: customer data is stored on AWS in Canada with backups in Ireland, and EU personal information may be transferred to and stored outside the EEA
- We found no public information naming sub-processors, on an EU hosting option, or on an EU contracting entity, and the SOC, PCI and ISO certifications cited belong to AWS
- Self-service and modelling scored 4 to 5, with the metrics layer documented only as an educational article, no public information on Git or dbt versioning, and number-watching announced only for early access this winter
- Single sign-on is a paid add-on at $63/mo billed annually, and we found no public information on row-level security, SCIM provisioning, or a self-hosted edition
- The captured pages give different figures for the integration count — 130+ on the pricing pages against 200+ on the homepage — and no public information on incremental refresh or per-plan row limits
Best for
- You need unlimited viewers — every plan states unlimited users, so cost scales on dashboards and refresh speed rather than seats
- You build client-facing or white-label dashboards — embedding, client-account distribution and a White-Label Bundle at $299/mo billed annually are publicly priced, and sharing scored 6 to 7
- You must compute the full annual cost before a sales call — four tiers and every add-on carry published prices, and the free trial requires no credit card
- Your data lives in the common databases and warehouses — named connectors, standard SQL and refresh from every minute to once a day are documented
Avoid if
- Your procurement requires EU data residency or an EU contracting entity — storage is on AWS in Canada with backups in Ireland, and transfers of EU personal information outside the EEA are disclosed
- You need certifications held by the vendor itself — the SOC, PCI and ISO certifications shown belong to the hosting provider
- Your analysts need one governed, version-controlled definition per metric — the documented model is Excel-like formulas and SQL per data source, and the shared-definitions content appears as an educational article
- You need alerting on your numbers today — the number-watching capability is announced for early access this winter rather than as a shipping feature
The scores
| Criterion | Panel median |
|---|---|
| Data sources, connectors & refresh | 3.5 of 5 |
| Dashboards, charts & interactivity | 3 of 5 |
| Self-service analysis & shared metrics | 2 of 5 |
| Sharing, scheduled reports & embedding | 3 of 5 |
| Access control, administration & portability | 2.5 of 5 |
| European sovereignty | 1.5 of 5 |
| Pricing transparency | 4 of 5 |
Data sources, connectors & refresh
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How this is scored
Which data the product can reach and how it stays current: native connectors to databases and warehouses (PostgreSQL, MySQL, SQL Server, BigQuery, Snowflake), to business applications (accounting, ERP, CRM, shop, help desk, ad platforms) and to files and spreadsheets (Excel, CSV, Google Sheets), live queries versus imported extracts, scheduled and incremental refresh with its minimum interval, joining data from several sources, light data preparation, access to databases behind a firewall (gateway, SSH tunnel, IP allow-list), and a generic REST or custom connector for what is not listed.
0 — Not a reporting product, or data can only be typed or pasted in by hand.
3 — Spreadsheet and file uploads plus a handful of named connectors; refresh schedules, live queries and blending sources are basic or not described.
5 — A published connector list covering the common databases, warehouses, spreadsheets and several named business applications, scheduled refresh with its interval stated, live queries or extracts at the customer's choice, data from two sources combined in one report, and a documented way to reach a database behind a firewall.
8 — Hundreds of maintained connectors or a full SQL layer over every major warehouse, incremental refresh and caching explained, a built-in data preparation or modelling step, a gateway or agent for on-premise sources, a generic REST or custom connector SDK, and connector limits (rows, API calls, history) stated per plan.
10 — Connectivity an organisation can standardise on: every source reachable live or by extract with the trade-offs documented, refresh down to minutes with lineage from report back to source, source changes detected and reported, and connector behaviour, quotas and failure handling published.
The Finance Controller
The captured pages give different figures for the connector count — 200+ services on the homepage against 130+ data integrations on the pricing page — but either way the common databases are named, PostgreSQL, SQL Server, Snowflake and BigQuery among them, with a generic REST query option and standard SQL. Refresh runs from every minute to once a day, several sources can be blended in one dashboard, and the documented practice of adding Klipfolio's IP addresses to a Snowflake security group is what I need to reach a database behind our firewall. I found no public information on incremental refresh, caching behaviour, per-plan row limits, or a connector for German accounting systems such as DATEV. 1 5 6 11 12 18
The Managing Director
The connector story is the strongest part: a published list naming PostgreSQL, MySQL, SQL Server, Oracle, Snowflake, Redshift, MongoDB and BigQuery alongside Google Ads, Google Analytics 4 and Google Sheets, custom SQL, a REST API for anything not listed, and refresh from every minute down to once a day with the per-plan speed (4-hour, 1-hour, 15-minute, up-to-the-minute) spelled out. Blending several sources in one widget, an aggregate-first approach, and documented IP allow-listing to reach a database behind a firewall are all evidenced, though the captured pages give different figures for the service count (130+, 200+, hundreds). We found no public information on incremental refresh, caching behaviour, or per-plan row and API quotas. 5 11 18 6 1
The Data Analyst
PostgreSQL, Snowflake and BigQuery are named connectors with custom SQL, refresh intervals published per plan down to every minute, and the Snowflake guide documents an IP allow-list, which answers my firewall question; the captured pages give different figures for the connector count (130+, 200+, hundreds), and we found no public information on a gateway for on-premise sources, incremental refresh, or per-plan limits on rows and API calls. 5 1 11 12 18 6
The IT Administrator
A published connector list names the common databases and warehouses (Amazon Aurora, Amazon Redshift, MSSQL, MySQL, Oracle, PostgreSQL, Snowflake, BigQuery), spreadsheets, Google and SharePoint business applications, and the pricing page states each plan's refresh interval from 4-hour up to up-to-the-minute, though the captured pages give different figures for the total count ('130+', '100s of pre-built connectors', '200+ services'). Standard SQL against warehouse connectors, Excel-like formula blending of several sources in one dashboard, live spreadsheet data, and an IP allow-list so a database behind a firewall stays reachable are all documented. We found no public information on a gateway or agent for on-premise databases, on incremental refresh, or on connector quotas such as rows or API calls per plan. 1 3 5 6 11 12 18
The SaaS Product Lead
The published connector list covers the databases I care about — PostgreSQL, MySQL, MSSQL, Oracle, Snowflake, BigQuery, Redshift — plus 200+ services and hundreds of pre-built connectors with a REST API, and live pulls from Excel and Google Sheets are described. Refresh intervals are stated from every minute to once a day and tiered by plan from 4-hour to up-to-the-minute, SQL query access is documented, multiple sources combine in one widget via Excel-like formulas, and IP allow-listing for a firewall-restricted database is spelled out in the Snowflake guide. We found no public information on incremental refresh, caching behaviour or per-plan connector quotas. 5 1 11 12 6 3
The Skeptic
A named connector list covers the common databases — PostgreSQL, MySQL, MSSQL, Oracle, Snowflake — plus Google applications and ad services; refresh intervals are stated per plan from 4-hour down to up-to-the-minute, sources can be blended in one widget, and the Snowflake setup documents adding Klipfolio's IP addresses to a security group so a secured database can be reached. The captured pages give different figures for the integration count — 130+ on the pricing pages, 200+ on the homepage — and I found no public information on a gateway or agent for on-premise databases, on incremental refresh and caching, or on per-plan row or API-call limits. 1 3 5 6 11 12 18
Dashboards, charts & interactivity
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How this is scored
What can be built and how readers use it: the range of chart types, tables and pivot tables, maps, KPI tiles with targets and comparisons, dashboard layout, filters and date controls that apply across a dashboard, drill-down and drill-through, cross-filtering by clicking a chart, templates for common sources, mobile and TV display, theming to the company's design, number formatting and localisation (decimal comma, currencies, German date formats), and accessibility of the result.
0 — No charts or dashboards; the product only stores or moves data.
3 — Standard bar, line and pie charts and a table on a dashboard; filters, drill-down and mobile display are basic or not described.
5 — A broad chart library with pivot tables, maps and KPI tiles with comparison to a previous period or target, dashboard-wide filters and date ranges, drill-down, templates for common sources, a mobile view, and number and date formats localised.
8 — Cross-filtering and drill-through between dashboards, custom visuals or a chart SDK, conditional formatting and annotations, dashboards themed to a brand, TV and presentation modes, pixel-exact or paginated reports for print, and accessibility of charts documented.
10 — Dashboards that a whole organisation reads daily: every interaction (filter, drill, cross-filter, parameter) available to readers without editor rights, performance on large data stated, accessibility conformance (WCAG) published, and every chart reproducible from a documented query.
The Finance Controller
A broad library of 30+ chart types including tables, scorecards, maps and gauges, a drag-and-drop editor with grid and free-form layout, number formatting, dynamic colour rules, parameterized user inputs, and display on desktop, mobile and TV with documented wallboard settings and templates. I found no public information on drill-down, cross-filtering, pivot tables, localised number and date formats, or a paginated print layout for the advisory board pack. 3 4 11 13 14
The Managing Director
Thirty-plus chart types including maps, gauges and scorecards plus custom HTML, grid and free-form layouts, number formatting with suffixes, dynamic colour rules, reusable templates, a mobile app and a genuinely thought-through TV mode give me the office screen and the phone view I need. We found no public information on drill-down, cross-filtering, accessibility of charts, or localised decimal and date formats, which is what keeps this below the top of the range. 3 11 4 14
The Data Analyst
Thirty-plus chart types with maps, tables and scorecards, custom HTML layouts, conditional colour rules, branded theming, TV and full-screen cycling and a mobile app cover how I would publish numbers to the warehouse floor and the management meeting, with dashboard parameters and department filters for readers. We found no public information on drill-down, cross-filtering by clicking a chart, or accessibility conformance, and while number formatting is customisable we found no public information on German date and currency formats. 3 11 14 4 13 10
The IT Administrator
There is a real chart library — 30-plus types including tables, scorecards, maps, gauges and custom HTML — with drag-and-drop grid and free-form layout, branding with logos and colours, dynamic colour rules, number formatting, reusable templates, and TV, desktop and mobile display documented in detail. Personalization controls, department filters and view-only dashboards are stated. We found no public information on drill-down, cross-filtering, pivot tables, localised date formats or the accessibility of the charts, which holds it in the middle of the range. 3 4 11 13 14 18
The SaaS Product Lead
There is a documented library of 30-plus chart types including maps, gauges and scorecards, custom HTML injection, grid and free-form layout, client-ready templates, TV and mobile display, and theming to a brand with logos, colours, number formatting and dynamic colour rules. KPI tiles that calculate growth rates, targets and ratios, dashboard filtering by department, and parameterised user inputs are described. We found no public information on drill-down, cross-filtering, pivot tables, chart accessibility or localised date and number formats. 11 3 18 14 4 13
The Skeptic
Thirty-plus chart types including maps, gauges, scorecards and custom HTML, conditional formatting with dynamic colour rules, branding with a priced white-label add-on, documented TV and wallboard modes, and display on mobile, desktop and TV make this a serious dashboard product. I found no public information on cross-filtering, drill-through, drill-down, pivot tables, localised number and date formats, or the accessibility of the rendered charts. 3 4 11 14 18
Self-service analysis & shared metrics
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How this is scored
Whether people outside the data team can answer their own questions and whether everyone gets the same answer: a visual query builder, a SQL editor for analysts, calculated fields and formulas, a semantic layer or data model where metrics such as revenue or churn are defined once and reused, metric definitions under version control (Git, dbt integration), questions in natural language with the generated query shown, forecasting and anomaly detection with the method stated, and notebooks or Python for deeper analysis.
0 — Dashboards can only be viewed; no one can ask a new question of the data.
3 — Charts are configured from a field list and simple calculated fields; shared metric definitions, SQL and a query builder are basic or not described.
5 — A visual query builder for business users and a SQL editor for analysts, calculated fields and formulas, saved questions reused across dashboards, a data model or dataset layer where joins and metrics are defined once, and natural-language questions that show the query they ran.
8 — A semantic layer with governed metrics and dimensions reused across every report, definitions in code under Git version control or synced with dbt, certified or endorsed datasets, forecasting and anomaly detection with the method stated, and Python or notebook analysis beside the dashboards.
10 — Self-service that stays consistent at scale: every metric defined once and traced to every chart that uses it, changes reviewed and tested before they reach readers, AI answers grounded in the semantic layer with their limits documented, and the model exportable in an open format.
The Finance Controller
Formulas and built-in functions are well documented — growth rates, targets, ratios, conditional logic — and standard SQL defines data sources held in a shared library, while an MCP server answers questions in natural language and can explain how metrics are defined. But I found no public information on a governed model where contribution margin is defined once and reused on every page; the metrics-layer article explains the concept generically, and the anomaly-watching feature is announced for early access this winter rather than shipping. 3 11 12 15 16
The Managing Director
Excel-like formulas with growth-rate, target and ratio calculations, standard SQL for pulling data, reusable Klips and a data source library, plus an AI assistant that answers questions in natural language and respects account permissions — my operations lead could genuinely work with that. Shared metric definitions, however, appear only in an educational article about metrics layers rather than as a product capability, and the number-watching feature is announced for early access this winter; we found no public information on a governed semantic layer, Git or dbt versioning, or Python analysis. 3 16 12 15 14
The Data Analyst
Standard SQL against Snowflake and BigQuery is documented — "no new query language" — the Excel-like formula editor handles calculated fields, and the MCP server lets a connected AI assistant answer questions about the data in natural language while respecting account permissions. We found no public information on a visual query builder for colleagues, on natural-language answers showing the query that ran, or on a product capability behind the metrics-layer article, which explains shared definitions without evidencing them in Klips. We found no public information on Git or dbt version control of definitions, and the anomaly-watching feature is announced only for early access — for a team answering the same revenue question three ways, that gap is the whole game. 11 12 16 3 15
The IT Administrator
Excel-like formulas in a purpose-built data source editor, standard SQL against warehouse connectors, reusable Klips shared across dashboards, and natural-language questions through an AI assistant that respects the account's configured permissions are all documented. However, the metrics-layer articles describe the concept rather than stating a shipped semantic layer where metrics are defined once for Klips, and we found no public information on a visual query builder for business users, on whether natural-language answers display the query they ran, or on Git or dbt versioning; the anomaly-watching feature is announced for early access only. 3 11 12 15 16
The SaaS Product Lead
Excel-like formulas with built-in functions, standard SQL query access, reusable components across dashboards and a shared Data Source Library are documented, and the MCP server lets an AI assistant answer questions about the data and rearrange dashboards in natural language while respecting account permissions. The governance of definitions is where the evidence runs thin for me: the captured article explains what a metrics layer is, and we found no public information that Klips itself ships a governed semantic layer of shared metric definitions, version control of definitions, or Python and notebook analysis. The anomaly-watching feature is announced only as early access opening this winter. 3 12 11 16 15 14
The Skeptic
Editors get Excel-like formulas with built-in functions, custom SQL against Snowflake and BigQuery, reusable visualizations across dashboards and a shared Data Source Library, and the MCP server answers natural-language questions while respecting the account's permissions. The captured pages give no example of the query behind an AI answer, the metrics-layer material explains what such a layer is rather than documenting a governed one inside the product, the number-watching feature is announced for early access "this winter", and I found no public information on Git or dbt-managed definitions or Python notebooks. 3 11 12 15 16
Sharing, scheduled reports & embedding
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How this is scored
How results reach the people who need them: sharing a dashboard with colleagues and with external parties, public or password-protected links, scheduled reports by email or chat (Slack, Microsoft Teams) as PDF, image or data, threshold alerts, comments and annotations, export to PDF, PowerPoint and Excel, embedding dashboards in an intranet, a website or the company's own software product, white-label options, and per-customer data separation for embedded use.
0 — Results cannot leave the editor; no sharing, export or embedding.
3 — Dashboards shared with other users of the account and exported to PDF or CSV; scheduled reports, alerts and embedding are basic or not described.
5 — Sharing with colleagues and by link, scheduled email reports with PDF or image, alerts when a metric crosses a threshold, export to PDF and Excel, and dashboards embedded in a website or intranet with an iframe or script.
8 — Reports delivered to Slack or Microsoft Teams, comments and annotations on dashboards, signed embedding with row-level filtering per viewer, an embedding SDK for a software product with white-label styling, client or guest portals, and an embedding licence model documented.
10 — Distribution as a product: multi-tenant embedded analytics with per-customer data isolation, theming and custom domains, end-user self-service inside the host application, every delivery channel automatable through an API, and usage of shared and embedded content reported to the customer.
The Finance Controller
Published links with password protection, scheduled PDF or image emails, TV mode and embedding into websites and client portals are all documented, plus a white-label bundle with branding, custom theme and custom domain at $299 per month billed annually, and client dashboards distributed at scale by import into client accounts. I found no public information on alerts when a metric crosses a limit, delivery to Slack or Microsoft Teams, or signed embedding with per-viewer row filtering. 4 6 12 17 18
The Managing Director
This is my Monday morning sorted: scheduled PDF or image email reports, password-protected published links, public sharing, embedding in websites and client portals, TV mode, white-label as a priced bundle, and unlimited users on every plan so the price cannot double when the whole team looks. We found no public information on delivery to Slack or Microsoft Teams, comments and annotations, alerts when a number crosses a set limit, or signed embedding with per-viewer row filtering. 4 17 6 18
The Data Analyst
Published links with optional password protection, scheduled PDF and image snapshots by email, embedding into external websites and host applications, and dashboards imported into client accounts give real distribution, with a white-label bundle including custom domain priced at $299 per month billed annually and viewers unlimited on every plan. We found no public information on delivery to Slack or Teams, metric alerts, comments, or per-viewer row-level filtering in embedded views; the number-watching capability is announced for early access this winter. 4 17 18 6 12 10
The IT Administrator
Distribution is well documented: public and password-protected published links, scheduled PDF or image email snapshots, TV mode, embedding into websites and host applications, client-account distribution at scale, and a white-label bundle priced at $299 per month billed annually with branding, custom theme and custom domain. Live self-serve dashboard access for clients is also stated. We found no public information on delivery to Slack or Microsoft Teams, threshold alerts, comments and annotations, or signed embedding with per-viewer row-level filtering. 4 6 10 12 17 18
The SaaS Product Lead
This is what I would judge Klipfolio on, and much of it is public: dashboards embed into external websites, host applications and client portals, published links can be password-protected, scheduled PDF snapshots go out by email, and dashboards distribute at scale by importing into client accounts, with parameterised per-client inputs and real-time self-serve client access. The White-Label Bundle with branding, custom theme and custom domain is priced at $299/mo billed annually, which lets me put an embedding line into my product price. We found no public information on delivery to Slack or Teams, comments and annotations, or signed embedding with row-level filtering per viewer, which is what I would need to guarantee each of my 600 customers sees only their own rows. 4 12 6 17 18 3
The Skeptic
Published links open or password-protected, scheduled PDF or image snapshots by email, embedding into websites, client portals and host applications, TV mode, and distribution into client accounts — with the white-label bundle at $299/mo billed annually and a custom domain at $90/mo billed annually publicly priced. I found no public information on metric alerts, delivery to Slack or Microsoft Teams, comments or annotations on dashboards, or row-level filtering of embedded views per viewer. 4 6 12 17 18
Access control, administration & portability
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How this is scored
What a company needs before it gives the tool to everyone, and what leaving would cost: roles and folder or workspace permissions, row-level and column-level security, single sign-on (SAML, OpenID Connect) and user provisioning (SCIM), audit logs and usage analytics, content certification and lifecycle, environments for development and production, a public REST API for administration and content, export of dashboards and definitions in a reusable format, open-source code, and a self-hosted or on-premise edition the customer runs on its own servers.
0 — A single shared login with no permissions; dashboards cannot be exported or administered.
3 — Users with view and edit rights; row-level security, single sign-on, an API and export of definitions are basic or not described.
5 — Roles and folder or workspace permissions, row-level security documented, single sign-on on at least one stated plan, an audit log, a documented REST API, and dashboards and data exportable on termination.
8 — Column-level security and data permissions inherited from the source, SAML and SCIM provisioning, usage analytics for admins, development and production environments or content promotion, dashboards and definitions as code that can be versioned and moved, and a self-hosted or on-premise edition with its own documentation.
10 — Governance and an exit that can be verified: open-source code under a named licence that runs fully self-hosted with feature parity stated, every object (data model, dashboards, permissions) exportable in a documented format another instance imports, audit logs streamed to the customer's own systems, and deletion of every copy on termination documented.
The Finance Controller
Admin, Editor and Viewer roles with group-based permissions down to individual dashboards, data sources and Klips, a detailed event log, usage tracking of who views what, SSO via SAML as a priced add-on, an API for assets and automation, and export of data with deletion within six months of termination are all stated. I found no public information on row-level security, SCIM provisioning, or a self-hosted edition the customer runs itself; the dedicated server add-on sits on the vendor's side. 1 4 6 7 10
The Managing Director
Admins, editors and viewers with permissions down to the individual data source, Klip or dashboard, an event log capturing logins and asset changes, usage tracking, SSO with SAML as a priced add-on, an asset management API, and deletion of data within six months of termination — that is enough governance to hand it to my forty people. We found no public information on row-level security, SCIM provisioning, development and production environments, or export of dashboards and definitions in a reusable format, and no self-hosted edition. 7 4 6 10 1
The Data Analyst
Admins, editors and viewers with permissions down to the individual data source, a detailed event log of logins and asset changes, SAML single sign-on as a priced add-on, an asset-management API and usage analytics are all documented. What holds it back for me is the exit: we found no public information on export of dashboards and metric definitions in a reusable format, on row-level security, or on a self-hosted edition — the terms confirm our data is ours and is deleted within six months, but nothing about moving the work out. 4 7 6 1 10 20
The IT Administrator
Role-based control is documented down to the data source, Klip and dashboard level with Admin, Editor and Viewer roles and groups, backed by a detailed event log of authentication, failed logins and asset changes, usage analytics, a REST and asset management API, and deletion of customer data within six months of termination or earlier on written request — but single sign-on is a priced add-on at $63 per month billed annually rather than part of a plan. We found no public information on row-level security, SCIM provisioning, development and production environments, export of dashboards and definitions in a reusable format, or a self-hosted edition; a 'Dedicated Server' add-on is priced, though it is not documented as running on our own servers. 1 4 6 7 10 16 20
The SaaS Product Lead
Admin, editor and viewer roles with group-based permissions down to individual dashboards, Klips and data sources, a detailed event log, usage analytics described in the terms, SSO via SAML as a priced add-on, and an automation API covering asset management and published-link management are documented. We found no public information on row-level security, SCIM provisioning, development and production environments, or export of dashboard definitions in a reusable format. The dedicated server is offered as a priced add-on at $699/mo billed annually rather than documented as an edition the customer runs on its own servers. 4 7 10 6 1 16
The Skeptic
Admin, Editor and Viewer roles apply at dashboard, visualization and data-source level, backed by an event log of authentication and asset changes, single sign-on via SAML as a priced add-on, a documented API including asset management, and deletion of customer data within six months of termination or earlier on written request. I found no public information on row-level or column-level security, SCIM provisioning, development and production environments, or a self-hosted edition; the only portability evidence is a visualization source code view and dashboard import into client accounts. 1 4 6 7 8 10
European sovereignty
panel opinion
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How this is scored
Who the contracting entity and the parent company are, where the connected business data is queried, cached, extracted and stored, and who the subprocessors are (hosting, query engine, AI model providers, email delivery of reports, support and payment tools). Independently sourced by the sovereignty pipeline; a BI tool reads revenue, customer and employee data from many systems, so every place a copy or cache lands counts, not only the account database. A self-hosted or open-source edition the customer runs on its own European servers counts as the customer's chain, whatever the vendor's seat.
0 — Non-EU vendor and contracting entity, hosting unstated, subprocessors unnamed, and no data processing agreement offered.
3 — A privacy policy and a data processing agreement exist, but hosting location is unstated or non-EU and the subprocessors are not listed.
5 — EU hosting available and an EU contracting entity or EU representative, but parts of the chain (query engine, extracts and caches, AI features, report emails, support, payment) run through non-EU providers without a stated safeguard.
8 — EU hosting on named infrastructure, EU contracting entity, subprocessors listed with their locations, a data processing agreement published, where extracts and caches are stored stated, and security certifications (ISO 27001, SOC 2) stated — or a self-hosted edition documented that keeps every query and cache on the customer's own servers.
10 — Sovereign end to end and evidenced: European ownership, entity, hosting and every subprocessor including AI features, or a self-hosted open-source edition with no call home, data export and deletion documented, and certifications published with their scope rather than implied.
The Finance Controller
The contracting entity is Klipfolio Inc. in Ontario, Canada; customer data sits on AWS in Canada with backups in Ireland, EU personal information may be transferred outside the EEA, sub-processors may sit outside the EEA, and analytics data may be stored in the United States. A GDPR-scoped data processing addendum with controller and processor roles and 72-hour breach notice is published, but the sub-processors are not listed and I found no public information on an EU hosting option, an EU contracting entity, or a self-hosted edition. For my auditors and works council this is a Canadian chain end to end. 8 9 10 20
The Managing Director
The contracting entity is Klipfolio Inc. of Ontario, Canada, customer data is stored on AWS in Canada with backups in Ireland, and the privacy statement acknowledges transfers outside the EEA including to Canada and analytics storage in the United States. A data processing agreement and a GDPR-referenced addendum exist and encryption in transit and at rest is stated, but we found no public list of subprocessors, and the SOC, PCI and ISO certifications named are the hosting provider's — my revenue, pipeline and ticket data would sit outside the EU. 9 8 7
The Data Analyst
Klipfolio Inc. is an Ontario-incorporated company processing customer data on AWS in Canada with backups in Ireland, and a data processing agreement exists with GDPR terms, seventy-two-hour breach notification and once-a-year audit rights at the customer's cost. The privacy statement says EU personal information may be transferred to and stored outside the EEA including Canada, website analytics may be stored in the United States, and we found no public information naming the sub-processors or offering EU hosting. For a Hamburg shop feeding revenue and customer data in nightly, that is not a chain I can hand to procurement. 9 8 10 7
The IT Administrator
The contracting entity is Klipfolio Inc. of Ottawa, Ontario, and the privacy statement says customer and processed data is stored on Amazon Web Services in Canada with backups in Ireland; EU personal information 'may be transferred to and stored in a country outside the EEA, including Canada' with safeguards named only as 'appropriate safeguards as required by applicable law'. A data processing addendum exists under the law of England and Wales with 72-hour breach notification, once-yearly audit rights, and customer data excluded from AI model training, but we found no public information naming the sub-processors, on a European hosting option, or on an EU contracting entity, and the certifications cited (SOC, PCI, ISO) belong to AWS rather than to Klipfolio itself. 7 8 9 10 20
The SaaS Product Lead
The contracting entity is Klipfolio Inc., incorporated in Ontario, Canada, and the privacy statement says customer information is stored on Amazon Web Services in Canada with backups in Ireland, with EU personal information possibly transferred to and stored outside the EEA including Canada and analytics providers possibly storing analytics data in the United States. A data processing agreement exists, references the GDPR and sets controller and processor roles, but it is governed by the laws of England and Wales and permits sub-processors outside the EEA. We found no public information on an EU hosting option for primary processing or on a list of subprocessors, and the SOC, PCI and ISO certifications quoted are AWS's own. 9 8 7 10
The Skeptic
The contracting entity is Klipfolio Inc. under the laws of Ontario, customer data is stored on Amazon Web Services in Canada with backups in Ireland, and EU personal information may be transferred to and stored outside the EEA; a data processing addendum covers the GDPR with 72-hour breach notification, but no sub-processor names, EU hosting option or EU entity appear on the captured pages. The SOC, PCI and ISO certifications shown belong to the hosting provider rather than to Klipfolio itself. 7 8 9 10
Pricing transparency
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How this is scored
Whether a buyer can compute the real annual cost from public pages alone: price per creator or editor seat and whether viewers are free or paid, capacity or usage pricing (rows, refreshes, queries, AI credits), which features (row-level security, SSO, embedding, API, more connectors, faster refresh) sit behind a higher tier or "contact sales", the price of embedding for external users, the self-hosted edition's licence, the free tier and its limits, minimum term and setup.
0 — No public prices at all; every customer is a sales call.
3 — A starting price or a free tier exists, but how cost scales with viewers, data volume or features is unclear.
5 — Tiers are public with their seat price and main inclusions, but at least one commonly needed piece (viewer seats, row-level security, SSO, embedding, extra connectors or refresh frequency) is unpriced or "on request".
8 — Every tier priced publicly with its scaling rule (creators, viewers, capacity, rows), viewer pricing stated, add-ons and usage overage priced, embedded and self-hosted pricing stated, minimum term and VAT treatment stated.
10 — Complete price computability: annual cost derivable for a given number of creators and viewers, data volume and feature set, with every add-on, embedding, setup, support and overage fee and the cancellation and data-return terms published.
The Finance Controller
All four plans are published with monthly and annual prices and their limits — dashboards, refresh frequency and unlimited users — so I can compute the annual cost for a known reporting estate, and the add-ons are itemised: single sign-on at $63 per month billed annually, priority support at $63, custom domain at $90, extra dashboards at $8, white-label at $299 and a dedicated server at $699. Taxes are stated as exclusive, renewal is automatic with 30 days' notice, and a 4% to 8% annual increase is possible without prior notice. I found no public information on setup fees or quantified per-plan limits on data volume such as the history window. 6 10 14
The Managing Director
Four tiers priced publicly — Base $120 USD per month billed annually ($140 monthly), Grow $190, Team $310, Team+ $600 — with a clear scaling rule in dashboard count and refresh speed, unlimited users on every tier, and add-ons individually priced (Single Sign-On $63/mo, Priority Support $63/mo, Extra Dashboards $8/mo, Custom Domain $90/mo, White-Label Bundle $299/mo, Dedicated Server $699/mo), so I can compute the real annual cost for my team without a sales call. Billing annual or monthly, fees exclusive of taxes, auto-renewal with thirty days' notice and annual increases of 4% to 8% are all stated; we found no public information on row or query capacity charges or setup fees. 6 10 1
The Data Analyst
Four tiers are published with exact prices monthly and annually — Base at $120 per month billed annually, Team+ at $600 — with their limits of three to forty dashboards, unlimited users and four-hour down to up-to-the-minute refresh, plus priced add-ons for single sign-on, the white-label bundle, a dedicated server and priority support, and disclosed tax treatment, auto-renewal terms and the four-to-eight percent annual increase. With unlimited viewers I can compute our real annual cost from the public page alone. It stops short of the top because we found no public information on usage-based overages beyond priced extra dashboards, and the free offering is a trial rather than a permanent free tier. 6 1 10 14
The IT Administrator
Every tier is public with its price and scaling rule — $120 USD per month billed annually for 3 dashboards and 4-hour refresh, rising to $600 USD per month billed annually for 40 dashboards and up-to-the-minute refresh, with unlimited users stated on every tier — and add-ons carry exact prices: single sign-on $63 per month billed annually, extra dashboards $8, custom domain $90, white-label bundle $299 and dedicated server $699. Tax treatment, auto-renewal with 30 days' notice of non-renewal, annual increases 'ranging from a 4% to 8% increase' without prior notice, payment methods with 30-day invoice terms, and a free trial with no credit card required are all stated. We found no public information on a permanent free tier, on setup fees, or on separate per-viewer pricing for embedded external audiences. 1 6 10 14 17
The SaaS Product Lead
Every plan is public with monthly and annual prices and its limits — three dashboards with 4-hour refresh at $120 USD per month billed annually, rising to forty dashboards with up-to-the-minute refresh at $600 USD per month billed annually, unlimited users throughout — and add-ons are individually priced, from Single Sign-On at $63/mo billed annually to the White-Label Bundle at $299/mo billed annually and a dedicated server at $699/mo billed annually. The terms state tax treatment, automatic renewal with 30 days' notice and annual fee adjustments ranging from a 4% to an 8% increase, and a free trial requires no credit card. We found no public information on row- or usage-based overage pricing or on the cost of running hundreds of separate embedded customer accounts, which is the number I would need before signing. 6 10 14 1
The Skeptic
All four tiers are public with their prices, dashboard counts, refresh intervals and unlimited users stated, add-ons are individually priced — single sign-on at $63/mo billed annually, dedicated server at $699/mo billed annually, white-label bundle at $299/mo billed annually — the free trial requires no credit card, and the terms disclose tax treatment, auto-renewal with 30 days' notice, a possible 4% to 8% annual increase and no refunds for partial periods. A buyer can compute the annual cost from public pages alone; I found no public information on usage-based overage fees, though the plans scale on dashboards and refresh rate rather than rows or queries. 6 10 14
European sovereignty — proven facts
0 of 6 dimensions provenBuilt only from facts shown on the vendor's own pages. A dimension we could not prove is left open, not scored as zero.
| Legal entity | Not determined ⚠ unverified | — | uncited Report an error |
|---|---|---|---|
| Hosting location | Not determined ⚠ unverified | — | uncited Report an error |
| Hosting options | Not determined | — | uncited Report an error |
| Open source | Not determined | — | uncited Report an error |
| Data processing agreement | Not determined ⚠ unverified | — | uncited Report an error |
| Transfer impact assessment | Not determined | — | uncited Report an error |
Questions about Klipfolio
Is Klipfolio European?
No. whats-best.ai classifies Klipfolio as Rest of world.
Where does Klipfolio store data?
Not stated on the vendor’s pages as of 1 Nov 2026.
Does Klipfolio have a free plan?
Not stated on the vendor’s pages as of 1 Nov 2026.
What are the best alternatives to Klipfolio?
As of 1 Nov 2026, the panel rates Metabase (3.5/5), Preset (Apache Superset) (3.5/5) and Holistics (3/5) highest among the other 15 Business Intelligence & Dashboards products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is Luzmo (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: how scores are made. The full list, with European products first: Klipfolio alternatives.
Where this could be wrong
- Evidence ages. The oldest capture behind this page is from 1 Nov 2026. Vendors change pricing and policies without notice; every fact reflects its source as of the capture date shown in the registry.
- Weak sourcing — Data processing agreement, Hosting location, Legal entity. Not confirmed on the vendor’s own pages as captured.
- AI can misread a source. Extraction and judgement are automated; a citation guarantees traceability, not infallibility. If something here is wrong, say so — no account needed, every report is decided within 5 business days, and accepted corrections are published.
What we left out
A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.
- 18 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
- 15 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
- 11 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
- 7 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
- 2 compliance facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
- 2 hosting facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
- 2 support facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
- 1 data fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material. Know more? Tell us
- 3 sovereignty dimensions could not be confirmed on the vendor’s own pages and are shown as unknown. Know more? Tell us
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement. Know more? Tell us
Sources (20)
The pages every claim on this page was read from — each one checked, dated, and kept verifiable.
- 1 Vendor homepage www.klipfolio.com Checked 1 Nov 2026 Details →
- 2 Features page (data connections) www.klipfolio.com Checked 1 Nov 2026 Details →
- 3 Features page (building dashboards) www.klipfolio.com Checked 1 Nov 2026 Details →
- 4 Features page (sharing) www.klipfolio.com Checked 1 Nov 2026 Details →
- 5 Integrations page www.klipfolio.com Checked 1 Nov 2026 Details →
- 6 Pricing page www.klipfolio.com Checked 1 Nov 2026 Details →
- 7 Security / trust page www.klipfolio.com Checked 1 Nov 2026 Details →
- 8 Data processing agreement (dpa) www.klipfolio.com Checked 1 Nov 2026 Details →
- 9 Privacy policy www.klipfolio.com Checked 1 Nov 2026 Details →
- 10 Terms of service www.klipfolio.com Checked 1 Nov 2026 Details →
- 11 Data sources, connectors & refresh — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →
- 12 Data sources, connectors & refresh — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →
- 13 Dashboards, charts & interactivity — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →
- 14 Dashboards, charts & interactivity — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →
- 15 Self-service analysis & shared metrics — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →
- 16 Self-service analysis & shared metrics — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →
- 17 Sharing, scheduled reports & embedding — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →
- 18 Sharing, scheduled reports & embedding — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →
- 19 Access control, administration & portability — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →
- 20 Access control, administration & portability — found from sitemap www.klipfolio.com Checked 1 Nov 2026 Details →