Finance AI Index
Index Vendors › Klipfolio · September 2026 Edition
2 categories · Ranked

Klipfolio

27Judge labels
1First choices
3Negative labels
11 of 12Models named it
2Categories
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Best standing
0% in Financial reporting for small business buyers
Rank 33 of 81 in the mid-market standing
0 of 12 models made it the first choice on the direct prompt; 0% of its 2 labels there were negative.
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 rateLabelsQuadrant
SaaS metrics and analyticsPlanning and analysis0%33 of 810%2under 10 labels · led by ChartMogul at 45%
Financial reporting and dashboardsPlanning and analysis0%55 of 1330%1under 10 labels · led by Sage Intacct at 27%

Movement

This is the first edition on this tier, so no move can be computed for Klipfolio yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Klipfolio across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.500000
GPT-5.4 mini00000
Gemini 3.5 Flash00000
Perplexity Sonar00000
Grok 4.1 Fast00000
Mistral Small00101
DeepSeek V4 Flash00000
Llama 4 Maverick00000
Qwen 3.7 Flash00000
Kimi K200101
GLM 4.7 FlashX01001
MiniMax M2.500000

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
Direct3 labelsNone
Paraphrase3 labelsNone
Comparative6 labelsNone
Budget-constrained1 label1
Scale-constrained5 labelsNone
Negative9 labelsNone
First choiceAlternativeMentionNegative27 labels in all, every segment counted; 1 of the 1 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.

“### 3. The Best for Multi-Source Data: Klipfolio” GLM 4.7 FlashX · Financial reporting · paraphrase 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 27 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.
ProductSame answerTook the first choice insteadHead to head
Databox18 of 272Not in the top three
Looker Studio15 of 276Not in the top three
Microsoft Power BI15 of 270Not in the top three
ChartMogul12 of 275Not in the top three
ProfitWell Metrics11 of 273Not in the top three
Tableau11 of 270Not in the top three
Baremetrics10 of 271Not in the top three
Geckoboard9 of 271Not in the top three
Amplitude8 of 270Not in the top three
Looker7 of 270Not in the top three
A head-to-head page exists where both products are in a category's top three. 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, four of the twelve in this edition, so these counts come from 25 of the 27 answers that named Klipfolio and are not a share of its labels.

Domains cited

databox.com13
designrevision.com11
klipfolio.comYour site10
ustechautomations.com9
improvado.io8
getfairview.com7
worldmetrics.org7
zipdo.co7
baremetrics.com6
coefficient.io6

Seventy-four of the eighty-four domain citations in answers naming Klipfolio came from somebody else's page.

Pages cited

Pages are listed as the models cited 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.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at klipfolio.com is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.

Subscribe to the pack