# Klipfolio — Business Intelligence & Dashboards

Klipfolio by Klipfolio Inc. holds a panel rating of 3/5 from 6 AI judges (category median 3/5), as of 2026-11-01. Provenance: Rest of world; sovereignty: not determined.

- Vendor: Klipfolio Inc. (https://www.klipfolio.com)
- Category: [Business Intelligence & Dashboards](https://whats-best.ai/software/business-intelligence.md)
- Provenance (editorial classification): Rest of world
- Canonical page: https://whats-best.ai/software/business-intelligence/klipfolio
- Alternatives: https://whats-best.ai/software/business-intelligence/klipfolio/alternatives ([markdown](https://whats-best.ai/software/business-intelligence/klipfolio/alternatives.md))
- Data as of: 2026-11-06 · evaluated 2026-11-01 · oldest source captured 2026-11-01

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## 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) [S1]

## 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

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price, or the judge found no public information on that criterion.

| Criterion | The Finance Controller | The Managing Director | The Data Analyst | The IT Administrator | The SaaS Product Lead | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Data sources, connectors & refresh | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 |
| Dashboards, charts & interactivity | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| Self-service analysis & shared metrics | 2/5 | 2.5/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| Sharing, scheduled reports & embedding | 3/5 | 3/5 | 3/5 | 3/5 | 3.5/5 | 3/5 |
| Access control, administration & portability | 3/5 | 2.5/5 | 2/5 | 2/5 | 2.5/5 | 2.5/5 |
| European sovereignty | 1.5/5 | 1.5/5 | 1.5/5 | 1.5/5 | 1.5/5 | 1.5/5 |
| Pricing transparency | 3.5/5 | 4/5 | 4/5 | 4/5 | 3.5/5 | 4/5 |
| **Weighted verdict** | **3/5** | **3/5** | **2.5/5** | **2.5/5** | **3/5** | **2.5/5** |

### The judges

- **The Finance Controller** (v1.0): Head of controlling at a 250-person machine builder in Baden-Württemberg. Closes the month from DATEV, the ERP, the CRM and a dozen Excel files that colleagues still mail around, and spends two days a month copying numbers into the management report. Wants the sources connected and refreshed on a schedule, one definition of contribution margin on every page, a report that prints cleanly for the advisory board, and data that stays where the auditors expect it.
- **The Managing Director** (v1.0): Runs a 40-person service company with HubSpot, an online accounting tool, a help desk and a project management app, and no one whose job is data. Wants revenue, pipeline, utilisation and open tickets on one screen in the office and on their phone, set up in an afternoon from ready-made connectors, a weekly summary in the inbox on Monday morning, and a price that does not double when the whole team wants to look.
- **The Data Analyst** (v1.0): The first data hire at a Hamburg e-commerce scale-up, with orders, marketing spend and customer data landing in a PostgreSQL warehouse every night. Answers the same question three times a week because every department computes revenue differently. Wants a SQL editor and a query builder for colleagues, metrics defined once in a model that lives in Git, natural-language questions that show the query they ran, and a way out that does not mean rebuilding every dashboard.
- **The IT Administrator** (v1.0): IT lead at a mid-sized healthcare supplier whose reports touch customer, pricing and employee data. Is asked to approve a BI tool after a department has already started a trial. Reads where extracts and caches are stored, whether the tool reaches the ERP database through a gateway or wants it opened to the internet, whether sales sees only its own region, and whether single sign-on and an audit log come with the plan or behind a sales call. Prefers an edition they can run themselves.
- **The SaaS Product Lead** (v1.0): Product lead at a Vienna software company selling fleet management to 600 business customers, each of whom asks for reports the team keeps building by hand. Wants dashboards embedded in the product under its own brand, every customer seeing only their own rows, customers building their own views without a ticket, and an embedding licence whose cost they can put into the product's price before signing.
- **The Skeptic** (v1.0): Has seen "connect any data source" on a tool with eight connectors and a CSV upload, "self-service" that ends with every department defining revenue its own way, "free viewers" that need a paid licence to open a shared link, and "AI insights" that never show the query. Asks where the extracts are stored, whether dashboards and definitions can be exported in a format another tool reads — and what leaving would cost.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: not determined.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Not determined | — | — |
| Hosting location | Not determined | — | — |
| Hosting options | Not determined | — | — |
| Open source | Not determined | — | — |
| Data processing agreement | Not determined | — | — |
| Transfer impact assessment | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- AI training exclusion: no [S20]
- Aws certifications: SOC · PCI · ISO [S7]
- Breach notification: yes [S9]
- Deidentified commercial use: yes · yes [S9]
- DPA audit rights: yes · 1 · 10 [S8]
- DPA breach notification hours: 72 [S8]
- DPA GDPR scope: , [S8]
- Eea transfers: appropriate safeguards as required by applicable law · yes [S9]
- Encryption at rest: yes [S20]
- EU legal bases: consent · contract performance · legitimate interests · legal obligation [S9]
- GDPR alignment: GDPR · CCPA [S20]
- HIPAA: no [S10]
- Security measures: yes · yes · yes · yes [S9]
- Tls encryption: SHA-256 · 1.2 [S7]
- Tls encryption: yes [S20]

**Data**
- Deletion: 6 · yes [S10]
- DPA deletion period months: 6 [S8]
- Processed data retention: 6 · written deletion request to support [S9]
- Retention post termination: yes · 6 [S20]
- Revision notification: email or via the Services [S9]
- Right of access: yes [S9]
- Right of deletion: yes [S9]
- Volume: TB per 24hrs · 6.7 [S17]
- Website tracking: yes · yes · yes [S9]

**Hosting**
- Analytics data location: United States and other locations [S9]
- Made in canada: Canada [S1]
- Provider: AWS · multiple [S20]
- Provider regions: Ireland · Canada · Amazon Web Services [S9]

**Integrations**
- Connection methods: APIs · connectors · custom scripts [S15]
- Connection scope: Connects to data in the cloud, spreadsheets, on-premise servers, or anywhere else [S5]
- Custom dashboards: Build custom dashboards for you and your team. [S5]
- Data sources count: hundreds of data sources [S10]
- Database connectors: Database/data-store connectors include Amazon Aurora, Amazon Redshift, DB2, Firebird, MongoDB, MSSQL, MySQL, Oracle, PostgreSQL, Snowflake [S5]
- Google connectors: Google Ads, Google Analytics 4, Google BigQuery, Google Business Profile, Google Calendar, Google Drive, Google Search Console, Google Sheets [S5]
- Google sources: Google data source integrations [S9]
- Klips API: A Klips API exists for automation [S14]
- Prebuilt connectors: yes · 100s [S5]
- Query connectors: yes · yes [S1]
- Services count: 200 [S1]
- Snowflake available: Klips · yes [S11]
- Snowflake refresh every minute: every minute [S11]
- Spreadsheet live data: yes · yes [S1]
- Total data sources: 130 [S11]

**Legal**
- Claims limit: 1 [S10]
- Confidentiality duration: 5 · indefinite [S10]
- DPA addendum precedence: yes [S8]
- DPA controller processor roles: Klipfolio · Customer [S8]
- DPA entity: Klipfolio Inc · 300-111 Albert St., Ottawa, ON, Canada K1P 1A5 · Ontario, Canada [S8]
- DPA exists: yes [S10]
- DPA governing law: England and Wales [S8]
- Entity: Klipfolio Inc. · 300 Greenbank Road, Suite 94., Ottawa, Ontario, K2H 0B6, Canada · Ontario, Canada [S10]
- Entity name: Klipfolio Inc. [S9]
- Governing law: Ontario courts · Ontario, Canada [S10]
- Last revised: Aug 14, 2025 [S10]
- Made in canada: Made in Canada [S9]
- Origin: Canada [S15]
- Precedence: Data Processing Addendum; Privacy Statement; Terms [S10]
- Privacy contact: privacy@klipfolio.com [S9]
- Privacy last revised: 2021-10-01 [S9]

**Pricing**
- Addon custom domain: Custom Domain · 90 [S6]
- Addon dedicated server: Dedicated Server · 699 [S6]
- Addon extra dashboards: Extra Dashboards · 8 [S6]
- Addon priority support: Priority Support · 9AM-5PM EST · 63 [S6]
- Addon SSO: Single Sign-On · SAML · custom · 63 [S6]
- Addon white label bundle: White-Label Bundle · branding · custom theme · custom domain · 299 [S6]
- Annual adjustment: no · 8 · 4 [S10]
- Base: annual or monthly · USD · 120 · 140 [S6]
- Base limits: unlimited · 3 · 4-hour · 130+ [S6]
- Downgrade credit: yes [S10]
- Grow: USD · 190 · 220 [S6]
- Grow limits: unlimited · 10 · 1-hour · 130+ [S6]
- Liability cap: Fees paid in the year preceding the claim [S10]
- Payment methods: credit card · online payment · check · wire · 30 [S10]
- Refunds: no [S10]
- Starting price: 120 [S1]
- Taxes: yes · yes [S10]
- Team: USD · 310 · 350 [S6]
- Team limits: unlimited · 20 · 15-minute · 130+ [S6]
- Team plus: USD · 600 · 690 [S6]
- Team plus limits: unlimited · 40 · Up-to-the-minute · 130+ [S6]

**Product**
- Access controls: yes · yes [S7]
- Account access model: AI assistant accesses Klips assets, data and definitions of the connected account [S16]
- Active users: 100k daily active users [S17]
- Aggregate first architecture: yes [S20]
- API complement: Klips API for programmatic automation; MCP Server for natural-language access [S16]
- Asset management API: yes [S1]
- Audit logs: audit logs and usage tracking · yes [S4]
- Auto renewal: yes · 30 [S10]
- Automatic data refresh: yes [S1]
- Backup frequency: yes · yes · master/slave [S7]
- Bigquery connector: yes · Google BigQuery [S12]
- Branded dashboards: Polished, branded dashboards can be distributed to any audience [S12]
- Branding: yes [S3]
- Browser zoom recommendation: Recommended browser zoom 150-175% for TVs viewed within six metres [S14]
- Built in functions: yes [S3]
- Chart types: 30 [S3]
- Chart types: yes · 30 [S11]
- Client dashboard templates: yes [S1]
- Client sharing scale: dashboard distribution to client accounts via import · yes [S4]
- Coming soon AI feature: New Klipfolio feature that watches numbers and explains changes; early access opens this winter, waitlist available [S15]
- Company origin: Made in Canada [S13]
- Connection fields: Account name · Snowflake Region · Username · Private key · Role · Warehouse · Database · Schema [S11]
- Countries: 82 [S1]
- Custom dashboards: Users can build custom dashboards for their team [S13]
- Customer count: 25000 [S1]
- Customer data ownership: yes [S10]
- Customization: yes · yes [S3]
- Daily active users: 100000 [S1]
- Dashboard access: public · password-protected links · yes [S4]
- Dashboard management: organize dashboards via AI assistant [S16]
- Data blending: BigQuery data can be blended with CRM, marketing platforms, or financial tools in a single dashboard view [S12]
- Data blending: Google Analytics 4 · Facebook Ads · Excel · yes [S18]
- Data export: yes · yes · yes [S9]
- Data processed daily: 6.7 [S1]
- Data source library: data sources stored in Data Source Library [S11]
- Data warehouse optional: no [S1]
- Debugging tools: yes [S1]
- Description: Klips is a complete dashboard solution that automates data retrieval and offers limitless dashboard presentation and distribution options, built on spreadsheet power [S1]
- Description: SaaS for building and sharing data dashboards and metrics [S10]
- Display targets: mobile · desktop · TV [S4]
- Distribution channels: TV mode · public links · scheduled PDF emails [S18]
- Documentation: step-by-step setup guide available [S11]
- DPA read only application: yes [S8]
- Drag and drop builder: yes [S3]
- Dynamic data sources: yes [S1]
- Education program: yes · no · 6 [S10]
- Embed anywhere: Dashboards can be embedded in TVs, websites, client portals [S12]
- Embedded klips: embedded Klips on external websites or host applications · yes [S4]
- Filter by department: Dashboards can be filtered by department or connected service [S13]
- Formula blending: Excel-like formulas to blend sources [S11]
- Formulas: yes [S3]
- Free trial: yes [S17]
- Free trial no card: yes · no [S14]
- Full screen cycling: Multiple dashboards can be cycled in full-screen mode [S14]
- Google signin: yes · yes [S10]
- Group based access: group-based access with edit or view rights · yes [S4]
- Health checks: detect stale data sources and unassociated Klips [S16]
- Industries supported: Healthcare · Finance · E-commerce · Real estate [S15]
- Ip allowlist required: yes [S11]
- Klip editor visualizations: Klip Editor with charts, tables, scorecards and Excel-like formula support [S18]
- Klip titles scaling: Klip titles scale with zoom settings and work across screen sizes [S14]
- Klips API: Klips has an API usable for automation [S15]
- Klips mcp server: Klips MCP Server for AI data access announced [S14]
- Large screen display: Klips dashboards can be displayed on TVs, wallboards, and large screens [S14]
- Layout options: yes · yes [S3]
- Live dashboards gallery: Gallery of interactive live dashboards browsable by department, service, or special topics [S13]
- Mcp documentation available: yes [S16]
- Mcp server exists: yes [S16]
- Metrics layer components: 3 · metric catalog · semantic layer · data abstraction [S15]
- Metrics layer definition: A metrics layer is a shared set of metric definitions between raw data and its users [S15]
- Mobile app: yes [S10]
- Mobile data access: Customer testimonial states data accessible on phones and linked screens [S14]
- Multi data source reference: yes [S3]
- Natural language queries: Ask questions, get dashboard summaries, understand metric definitions, carry out tasks via natural language [S16]
- New klipfolio AI insights: this winter · coming soon [S20]
- Non admin display recommendation: Klips recommends a non-Admin account for wallboard displays [S14]
- Numeric suffixes: Numeric suffix formatting supported for large numbers [S14]
- Parameterized dashboards: yes [S3]
- Password policy: yes · yes [S7]
- Permission respect: yes [S16]
- Personalization: yes [S3]
- Plan limits: Plan limits: users, dashboards, data refresh rate, data services, metrics, data history window, data feeds, features [S10]
- Product updates: 646 [S1]
- Published links: yes · yes [S17]
- Rbac: yes · dashboards · Klips · data sources [S20]
- Realtime dashboards: yes · yes [S17]
- Realtime visualization: real-time visualization of database metrics without manual exports [S11]
- Refresh rates: once a day · every minute [S11]
- Refresh schedule: 24 · 1 [S18]
- Refresh schedules: Automated refresh schedules keep dashboards current; refresh schedule is set when adding a Klip to a dashboard [S12]

**Subprocessors**
- DPA transfer outside eea: yes [S8]

**Support**
- Knowledge center: Knowledge Center documentation available [S14]

41 more facts on the canonical page: https://whats-best.ai/software/business-intelligence/klipfolio

## Questions

### 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)](https://whats-best.ai/software/business-intelligence/metabase), [Preset (Apache Superset) (3.5/5)](https://whats-best.ai/software/business-intelligence/preset) and [Holistics (3/5)](https://whats-best.ai/software/business-intelligence/holistics) 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](https://whats-best.ai/software/business-intelligence/luzmo) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Klipfolio alternatives](https://whats-best.ai/software/business-intelligence/klipfolio/alternatives).

## What this page leaves out

- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 3 sovereignty dimensions could not be confirmed on the vendor’s own pages and are shown as unknown.
- 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.

## Sources

- [S1] Vendor homepage: https://www.klipfolio.com/ (checked 2026-11-01)
- [S2] Features page (data connections): https://www.klipfolio.com/features/connect (checked 2026-11-01)
- [S3] Features page (building dashboards): https://www.klipfolio.com/features/build (checked 2026-11-01)
- [S4] Features page (sharing): https://www.klipfolio.com/features/share (checked 2026-11-01)
- [S5] Integrations page: https://www.klipfolio.com/integrations (checked 2026-11-01)
- [S6] Pricing page: https://www.klipfolio.com/pricing (checked 2026-11-01)
- [S7] Security / trust page: https://www.klipfolio.com/legal/security (checked 2026-11-01)
- [S8] Data processing agreement (dpa): https://www.klipfolio.com/legal/dpa (checked 2026-11-01)
- [S9] Privacy policy: https://www.klipfolio.com/legal/privacy (checked 2026-11-01)
- [S10] Terms of service: https://www.klipfolio.com/legal/terms-of-service (checked 2026-11-01)
- [S11] Data sources, connectors & refresh — found from sitemap: https://www.klipfolio.com/integrations/snowflake-dashboard (checked 2026-11-01)
- [S12] Data sources, connectors & refresh — found from sitemap: https://www.klipfolio.com/integrations/google-bigquery-dashboard (checked 2026-11-01)
- [S13] Dashboards, charts & interactivity — found from sitemap: https://www.klipfolio.com/live-dashboards (checked 2026-11-01)
- [S14] Dashboards, charts & interactivity — found from sitemap: https://www.klipfolio.com/articles/best-practices-large-screen-wallboard-tv-dashboard (checked 2026-11-01)
- [S15] Self-service analysis & shared metrics — found from sitemap: https://www.klipfolio.com/articles/metrics-layer (checked 2026-11-01)
- [S16] Self-service analysis & shared metrics — found from sitemap: https://www.klipfolio.com/articles/talk-to-klips-ai-mcp-server (checked 2026-11-01)
- [S17] Sharing, scheduled reports & embedding — found from sitemap: https://www.klipfolio.com/partners/features/sharing-publishing (checked 2026-11-01)
- [S18] Sharing, scheduled reports & embedding — found from sitemap: https://www.klipfolio.com/integrations/sharepoint-dashboard (checked 2026-11-01)
- [S19] Access control, administration & portability — found from sitemap: https://www.klipfolio.com/articles/automate-klips-api-overview (checked 2026-11-01)
- [S20] Access control, administration & portability — found from sitemap: https://www.klipfolio.com/articles/dashboard-data-security-privacy-risk (checked 2026-11-01)

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Cite as: whats-best.ai, "Klipfolio — Business Intelligence & Dashboards", AI panel analysis, as of 2026-11-06. https://whats-best.ai/software/business-intelligence/klipfolio

Corrections: https://whats-best.ai/correct/1266?target=page