| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
Klipfolio is a dashboard and reporting platform that connects to hundreds of data services to create real-time business dashboards. It offers both self-service analytics and white-label reporting capabilities. |
| Pricing |
Subscription ($399-$899/month) |
Paid ($90-800/mo) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- Real-time dashboards
- data connectors
- custom metrics
- white-label reports
- TV dashboards
- PowerMetrics
- data modeling
- API access
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Good connector library
- Affordable entry point
- TV dashboard mode
- White-label options
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Limited advanced analytics
- Can be slow to load
- Smaller visualization library
- Complex formula language
|
