Case Study: Ageras forecasts monthly revenue and boosts performance with Klipfolio

How Ageras uses dashboards and reports to forecast revenue for the month

Ageras, founded in 2012, is an online “accounting matchmaker” that connects small businesses with qualified accountants and bookkeepers. As the company scaled, it needed reliable, real-time visibility into everything from website traffic and server performance to client follow-ups and regional coverage. Early dashboards were manual Excel sheets run on a single PC with meter‑long cables—prone to freezing, hard to maintain, and difficult to scale when launching new markets.

Switching to Klipfolio automated and centralized Ageras’ reporting with highly customizable dashboards shown on screens across the office. Klipfolio integrates sources like Google Analytics, supports custom calculations, and uses drop‑down filters so one dashboard covers multiple markets. This freed analysts to focus on insights, enabled month‑ahead forecasting, improved day‑to‑day performance tracking (clients needing attention, top/worst rated accountants, matches, etc.), and helped drive data‑informed growth as the company expanded.

Ageras

Rico Andersen

Accounting Matchmaker