Who It's For

Built for firms shipping
client-facing reporting

Consulting & Advisory Firms

Ship the client dashboard prospects expect without adding headcount or an engineering project.

Managed Service Providers

Give clients visibility into uptime, tickets, and service metrics without a status call every week.

Accounting & Bookkeeping Firms

Turn financial data into a live client view instead of a spreadsheet attachment every month.

Client Success & Engagement Managers

Stop rebuilding the same status deck every reporting cycle for every client on your roster.

The Alternatives

Choose the
right scope

Full analytics platforms and custom client portals make sense when you need a broad analytics stack. When the job is a live project dashboard, Embedful offers a shorter path.

Start Free

  • Status day becomes a permanent recurring fire drill

    Pulling numbers into a deck, writing a summary email, and sending it to every client eats hours that should go toward billable work.

    Embedful replaces the reporting cycle with a live dashboard link you configure once.

  • Tableau, Looker, and Power BI weren't built for dozens of clients

    Enterprise BI platforms are built for internal reporting, with per-viewer licensing that doesn't scale across a full client roster.

    Embedful is built specifically for client-facing delivery, account by account.

  • Shared trackers go stale the moment you close the tab

    Manually updating a spreadsheet tracker for a client call doesn't scale past a handful of engagements.

    Embedful keeps every client's dashboard live and current, automatically.

Three steps, no reporting infrastructure rollout

Connect, configure, and share one client dashboard

Connect Your Data

  • Google Analytics (GA4)
  • Google Sheets
  • CSV and Excel files
  • PostgreSQL, MySQL & Firebase
  • Public CSV API endpoints

Design the Dashboard

  • Charts, tables, and counters
  • Your logo, colors, and theme
  • Automatic data refresh
  • Responsive layouts
  • Save as template

Publish to Clients

  • Password-protected links
  • Embed inside your client portal
  • Drop into engagement docs
  • Public or private access
  • Customer sees only their data
See Customer Dashboards Demo

See It In Action

This is what your
clients will see

One dashboard, every metric that matters

Combine charts, tables, and counters into a single view each client can check anytime: no separate app, no static export.

Charts clients understand at a glance

Line, bar, area, pie, and radar charts with interactive tooltips, custom colors, and your firm's branding — always current, never a static screenshot.

Tables when clients need the details

Give clients access to the records behind the chart: time entries, deliverables, and invoices, searchable and sortable with built-in pagination.

Counters that highlight what matters first

Surface hours billed, budget remaining, or milestones hit as the headline number, formatted automatically and styled to match your firm.

Where Firms Use Embedful

One dashboard layer,
every client engagement

Client Project & Status Dashboards

Replace the weekly status email with a live link every client can check on their own schedule.

Billable Hours & Utilization Reporting

Show clients exactly where hours and budget are going, updated automatically.

Engagement Performance Reviews

Bring a live dashboard into every QBR instead of a stale slide deck.

Multi-Client Reporting at Scale

Save a dashboard as a template and spin up a new client report in minutes instead of starting from scratch.

Faq's

Frequently asked questions

Manual status reporting means exporting numbers, building a deck, or writing a PDF summary every reporting cycle for every client or engagement. Embedful replaces that with a live dashboard link: connect your data once, and every client sees current numbers automatically instead of a static file emailed on a schedule.

Yes. Publish a separate, password-protected dashboard per client or engagement so each one only accesses the data meant for them.

Yes. Dashboards, charts, tables, and counters can all use your firm's logo, colors, and theme so every client dashboard looks like it came from you, not a third-party tool.

Every dashboard, chart, table, and counter comes with an embed code you can drop directly into your client portal, engagement workspace, or onboarding documentation.

Embedful currently supports Google Analytics (GA4), Google Sheets, CSV and Excel files, publicly accessible CSV API endpoints, and direct connections to PostgreSQL, MySQL, and Firebase databases: a good fit for time-tracking exports, billing data, and project data you already have in a spreadsheet, database, or warehouse, with additional data source integrations added over time.

No. Embedful isn't built to replace enterprise BI platforms for internal analysis. It focuses specifically on delivering simple, secure client dashboards, without per-viewer licensing or a lengthy implementation.

Your clients are asking for real-time visibility.
Ship it this week.

Connect your project and billing data, design the dashboard, and share it wherever your clients already are.

Start building with Embedful Talk to us