Give yourself a winning edge with Klipfolio
From client management and branding to automation and delivery, Klipfolio gives you centralized tools to scale your services and stand out from the competition.
Klipfolio’s partner features are designed to help you serve more clients, work more efficiently, and deliver stunning dashboards. Explore the four pillars below to see how Klipfolio brings every part of your reporting workflow together.
Client Management
Manage hundreds of client accounts from a single partner account. Simplify onboarding, organize billing, set up templates, and monitor performance, all in one place.
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Customization & Automation
Make Klipfolio your own with white-label branding, CSS customization, and domain aliasing. Automate processes using APIs and scripts.
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Sharing & Publishing
Share dashboards securely by link, email, or embed. Control who sees what—and keep everyone aligned with shared, accurate data.
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Klips Power for Partners
Benefit from Klips, the engine behind it all. Get the power and flexibility of data connectors, formulas, dynamic visualizations, drill-downs, and interactive dashboards.
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Explore Klipfolio as your clients would — complete with partner-only features like client account management, white-labelling, and dashboard templates. Build your first dashboards, test integrations, and see how easy it is to scale your reporting.
Discover how data-driven partners scale smarter with Klipfolio.
Klipfolio Partners deliver clear, actionable insights to their clients every day. From automated reporting to fully customized dashboards, our platform helps you build consistent, scalable solutions that drive better decisions.
Omnia
Driving Client Success
Your clients deserve the best.
We partner with agencies, consultants, financial advisors, software companies, OEMs, resellers, and integration providers who share our passion for empowering clients through data. Whether you’re just getting started or scaling up, our team is here to help you every step of the way.
Start a Free TrialStrength in numbers. And in stars.
We love what we do. And so do our customers.
