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Finance AI Index
Index › Products › Klipfolio · October 2026 Edition
2 categories · Named, not ranked

Klipfolio

12Judge labels
0First choices
4Negative labels
8 / 14Models named it
2Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Standing
3 labels, too few to rank
A product needs 10 labels in a category before a share or quadrant is stated. Klipfolio was named 3 times in SaaS metrics and 1 other category, where ChartMogul led with 49%. The labels and the evidence are below, counted exactly.
By buyer segmentRead the same way at every buyer size.
In saas metrics · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Klipfolio for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
SaaS metrics and analyticsPlanning and analysis0%22 of 780%2under 10 labels · led by ChartMogul at 49%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial reporting and dashboardsPlanning and analysis0%51 of 1050%1under 10 labels · led by Sage Intacct at 33%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.

Movement

Since September 2026, Klipfolio held within the floor in all two categories: no change cleared 10 points.

Best category · SaaS metrics · by segment

Small business=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 13 → 17 of 80
Mid-market=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 32 → 20 of 75
Enterprise▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 2% in September 2026
Inside the floor by 8 pointsRank 22 → 98 of 99

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
SaaS metrics0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 32 → 22 of 78
Financial reporting0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 55 → 51 of 105

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated Klipfolio across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.500000
GPT-5.4 mini00000
Gemini 3.5 Flash00000
Perplexity Sonar00000
Grok 4.1 Fast00000
Mistral Small00000
DeepSeek V4 Flash00000
Llama 4 Maverick00000
Qwen 3.7 Flash02002
Kimi K201001
GLM 4.7 FlashX00000
MiniMax M2.500000
GPT-6 Luna00000
Muse Glimmer 30B00000

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct1 labelNone
Paraphrase0 labelsNone
Comparative3 labelsNone
Budget-constrained1 labelNone
Scale-constrained2 labelsNone
Negative5 labelsNone
First choiceAlternativeMentionNegative12 labels in all, every segment counted; 0 of the 0 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“For smaller teams, look for "Low-Code" or "Drag-and-Drop" solutions ... (e.g., Klipfolio, Zoho Analytics, or Looker Studio)” Qwen 3.7 Flash · Financial reporting · negative prompt · alternative
“Consider Databox or Klipfolio if you need to combine SaaS metrics with marketing/sales data” Kimi K2 · SaaS metrics · direct prompt · alternative
“General KPI Aggregators (e.g., Databox, Klipfolio)” Qwen 3.7 Flash · SaaS metrics · scale prompt · alternative

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

No model argued against it.

Named alongside

The products named in the same answers as Klipfolio, over the 12 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Klipfolio was named but was not.
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ProductSame answerTook the first choice insteadHead to head
Microsoft Power BI9 of 121Not among the top eight
Baremetrics8 of 121Not among the top eight
Databox8 of 120Not among the top eight
ChartMogul7 of 121Not among the top eight
Tableau7 of 120Not among the top eight
Looker Studio6 of 121Not among the top eight
Looker5 of 121Not among the top eight
ProfitWell Metrics4 of 122Not among the top eight
Geckoboard4 of 120Not among the top eight
Zoho Analytics3 of 121Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Klipfolio. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 11 of the 12 answers that named Klipfolio and are not a share of its labels.

Domains cited

baremetrics.com7
databox.com7
designrevision.com5
indinero.com4
viasocket.com4
brights.io3
userpilot.com3
worldmetrics.org3
agencyanalytics.com2
bricxlabs.com2

Forty of the forty domain citations in answers naming Klipfolio came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Search and answers

klipfolio.com ranks first on Google for the category's searches. In the answers, Klipfolio takes 0% of first choices and ChartMogul takes 49%.
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In search

Google, US estimates
Position for “saas metrics tools”
4
Position for “saas metrics dashboard”
1
Searches for its name, Google
1,600 a month (“klipfolio”)
AI search demand for its name, est.
23 a month
Organic visits to its site
about 114,418 a month
Searches its site ranks for
12,880 · 969 in the top three
Sites linking to it
8,249
Paid Google search
No ads found in the estimate; that does not mean it runs none
Ads on GoogleDetailLess
11 ads · 9 text, 1 image, 1 video · 0 shown in the last 30 days

First shown February 2025, as Klipfolio Inc, verified.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
0%
rank 22 of 78 in saas metrics
Segment leader
49%
ChartMogul
First choices
0 across its categories
Named in
12 answers
Its own site cited
in 11 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

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Addresses on klipfolio.com
1,412
subdomains included
Content
384
counted in the table below
Documentation
14
Product · Integration
21 · 145
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog28772026-09-25
Report or ebook36102026-09-03
Comparison32262026-09-04
Case study22undated
Glossary or explainer602026-03-18
News or press112026-09-03

Most recent

How it is countedHide how it is counted

Every page klipfolio.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. Read September 29, 2026.

Follow Klipfolio

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Klipfolio is its own company.
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In its own words

Stated by the vendor, not checked
Positioning
Spreadsheet power with dashboard clarity
For
business teams
Price stated
Klips pricing starts at just $120/mo USD. klipfolio.com
Starting price
120 klipfolio.com
Free plan or trial
Our free trial includes almost unlimited access to Klips for 14 days. klipfolio.com/pricing
Integrations claimed
200 klipfolio.com · 130 klipfolio.com/pricing pages disagree
Certifications
SOCPCIISO
Customers named
NetguruComet BackupLaundry JeansMagneticOneIT MOOTIE-Planning.netformstack.comSouthwest Medical Imaging
Not stated on the pages read
Hosting

What Klipfolio's own pages state, read September 28, 2026: klipfolio.com, klipfolio.com/pricing, klipfolio.com/legal/security, klipfolio.com/features/build, klipfolio.com/case-studies. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Klipfolio's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Klipfolio, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Klipfolio by email, built from the raw record of the edition. It shows:

  • where Klipfolio is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name Klipfolio, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at klipfolio.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.