Private by default
Every artifact lives in a private store and is served through short-lived signed links, sandboxed in the browser.
Client portal
Interactive dashboards, delivered securely to every client.
Small Biz Data turns your data into interactive HTML dashboards, then hosts them in a private, multi-tenant portal. Clients sign in and see only their own workspace.
One workspace per client
Row-level security keeps each client's reports isolated. Invite teammates with a single link.
Fully interactive
Charts, filters and tooltips work exactly as generated — no flattening to static images.
Versioned and audited
Every publish keeps its history, and every open is recorded in the activity log.
Integrations
Publish reports straight from your tools.
REST API ingestion
Push a finished HTML report into any workspace with a scoped API key. It lands as a draft for review.
Claude MCP connector
Connect Claude over MCP and publish dashboards it builds directly into a client workspace — no copy and paste.
Prebuilt connectors
Tag reports with their data sources and wire in the tools you already use for recurring refreshes.