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What is UnpackData? A Private Data Portal for SQL Teams

UnpackData replaces SSRS, Access and spreadsheet reporting with one private portal on your SQL database: live reports, dashboards, forms that save to your database, scheduled reports and an AI assistant.

9 min read

UnpackData is a private data portal for teams that run on SQL. It replaces SSRS reports only IT can change, Access databases on a shared drive and spreadsheets emailed around every Monday with one place for live reports and dashboards, forms that save to your database, scheduled reports and alerts, and an AI assistant that shows its work. It works with Microsoft SQL Server, Oracle, PostgreSQL and MySQL. You build everything in the browser without code, and every account runs on its own server.

This page is the main product overview, covering what UnpackData does, who it's for, and how it compares with the alternatives.

Three Things That Set UnpackData Apart

1. Built-In Claude AI Integration

UnpackData includes a built-in Claude AI connector on the Pro and Enterprise plans. This means your data, dashboards, and tools are accessible to Claude Desktop and Claude Code directly. Your team can ask Claude questions about company data, generate reports, and even trigger workflows. You decide who can use the connector.

For teams already using Claude AI as part of their work, this brings company data into the tool they already use.

2. A Dedicated Server for Every Account

Most SaaS platforms run on shared servers, where your performance depends on what other customers are doing. UnpackData gives every account its own dedicated server, hosted by UnpackData in the US, with its own database and web address. No other customer's data or code runs on it, so other customers can't slow it down.

This applies on all plans, not just Enterprise. Even the Basic plan runs on its own dedicated server.

3. Bring Your Own Database, Or Generate One in Plain English

Many platforms force you to bring an existing database. UnpackData gives you two paths:

  • Connect your existing SQL database: Microsoft SQL Server, PostgreSQL, MySQL, or Oracle
  • Or start with no database at all: Describe what you want to track in plain English (for example, "track customer orders, products, and shipments" or "manage support tickets with priority and assignee"), and the AI Schema Builder sets up all the tables you need, ready to use. This works for any kind of business: sales tracking, support operations, inventory, project management, HR records, anything.

You don't need a database expert to design your tables, and you don't need an existing database to get started. Describe your data in a sentence and start building immediately.

Who is UnpackData For?

  • Operations teams consolidating reporting across multiple systems
  • Business analysts replacing fragile spreadsheet stacks with real-time dashboards
  • IT teams setting up internal tools without pulling developers from product work
  • Teams using Claude AI who want to work with their company data in Claude
  • Small-to-medium businesses needing their own dedicated server without enterprise pricing
  • Startups that want to ship internal tooling fast and iterate without engineering bottlenecks

Core Capabilities

AI-First Data Interaction

UnpackData's AI features are central to how the platform works, not bolt-ons:

  • AI Insight Builder: Ask questions in plain English. You get the answer straight from your data. No SQL knowledge needed.
  • AI Schema Builder: Describe what you want to track in plain English ("track customer orders with product details, quantities, and ship dates") and UnpackData sets up the tables for you.
  • Claude AI Connector (Pro and Enterprise): Use your UnpackData tools and data in Claude Desktop and Claude Code. Your team works with company data through Claude, with access you control.

Flexible Data Sources

  • Your own SQL databases: Microsoft SQL Server, PostgreSQL, MySQL, Oracle
  • AI-built tables: Describe your data needs in plain English; the AI Schema Builder sets up the tables and the links between them for you, for any kind of business
  • App Integrations: Ready-made connections to Stripe, Shopify, QuickBooks, Zendesk, and more
  • File Imports: Smart Excel upload that works out your columns automatically
  • Custom APIs: Connect to other online services through their APIs

Application Building (No Code Required)

Once your data is connected (or the AI Schema Builder has set up your tables), build complete internal applications:

  • Interactive Charts: Bar, line, pie, bubble, and stock charts with real-time data
  • Smart Data Grids: Sortable, filterable data tables with inline editing
  • Custom Forms: Drag-and-drop form builder for data collection
  • Dashboards: Personalized layouts combining charts, grids, and metrics
  • Lists & Timelines: Custom views for task tracking and event management
  • Dynamic Menus: Build navigation structures for your internal apps

Workflow Automation (Pro and Enterprise)

Automate business processes without code:

  • Alerts: Email notifications triggered by data conditions or schedules
  • Multi-Step Workflows: Chain approvals, conditions, and actions
  • Form-Triggered Automation: Start workflows when forms are submitted
  • Conditional Logic: Route workflows based on data values

Your Own Server: How UnpackData Compares

ApproachMost SaaS PlatformsUnpackData
Hosting modelShared with other customersDedicated server per account
PerformanceVariable (other customers affect you)Not shared (your own server)
Data separationKept apart by software onlySeparate server and database per account
Cost barrierLower (shared)Included in every plan (current prices)
Available on Basic planN/AYes (dedicated server)

Plans and Pricing

UnpackData has three plans: Basic, Pro and Enterprise. Each plan includes a set number of seats:

PlanBuildersInternal ViewersExternal ViewersData Source ConnectionsAI Schema Builder TablesServer
Basic225100350Dedicated server
Pro55050010150Larger dedicated server
EnterpriseUnlimitedUnlimitedUnlimitedUnlimitedUnlimitedCustom server setup

All plans include: your own dedicated server and database, reports and dashboards with Excel, PDF and CSV export, forms that save to your database, master lists, menus, roles and permissions, charts, timelines, custom branding, ready-made connections to Stripe, Shopify, QuickBooks, Zendesk and others, Excel upload, combined views of your tables, a ready-to-use ERP database, the AI Insight Builder, and the AI Schema Builder.

Pro adds: scheduled and condition-based alerts, workflows, API access with secure keys, and the Claude AI connector.

Enterprise adds: unlimited builders, viewers, data sources and AI tables, a custom server setup, custom email settings, unlimited cloud storage, the option to host on your own servers or private cloud, and 24/7 priority support. Enterprise is priced by quote (talk to us).

Coming soon: single sign-on, custom domains, and control over which records each person can see.

Add-ons: on any plan, add extra builders, extra internal viewers, or external viewers in blocks of 50, billed monthly or yearly with your plan.

You can pay monthly or annually, and annual billing costs less. See the pricing page for current prices and the full comparison.

Security & Hosting

  • Every account runs on its own dedicated server in the US, with its own database and web address (not shared with other customers)
  • Roles and permissions that decide which menus, reports and forms each person can see
  • Custom branding, so internal tools carry your company's name and look
  • Secure API keys for connecting other tools (Pro and Enterprise): shown only once, and can be given an expiry date or revoked
  • Claude AI integration with access you control (Pro and Enterprise)
  • Special hosting requirements? The Enterprise plan can run on your own servers or private cloud (book a call)

Getting Started

UnpackData offers a 14-day free trial on your own private server, with no credit card required, just a work email, and the trial includes every Pro plan feature. Two paths to start:

Path 1: Bring Your Own Database

  1. Start a free trial
  2. Connect your SQL Server, PostgreSQL, MySQL, or Oracle database
  3. Start building dashboards, forms, and workflows on your live data

Path 2: Let AI Set Up Your Tables

  1. Start a free trial
  2. Describe what you want to track in plain English ("manage customer orders with line items, products, and shipping addresses")
  3. The AI Schema Builder sets up the tables and the links between them, so you can start building immediately

Either path takes minutes to start. Either gets you a dedicated server from day one.

Frequently Asked Questions

What makes UnpackData's Claude AI integration unique?

UnpackData includes a built-in connector for Claude on the Pro and Enterprise plans. This means your data, queries, and tools become available in Claude Desktop and Claude Code, and you decide who can use it. Your team can ask Claude to retrieve, analyze, or trigger workflows on company data without any custom development.

Do I need an existing database to use UnpackData?

No. The AI Schema Builder lets you describe what you want to track in plain English, and it sets up the tables and the links between them automatically, for any kind of business. You can connect your own SQL database (SQL Server, PostgreSQL, MySQL, Oracle) when ready, or run entirely on the tables the AI set up.

What does "dedicated server" mean?

Every UnpackData account runs on its own dedicated server, not on servers shared with other customers. UnpackData hosts it in the US, with its own database and web address, and no other customer's data or code runs on it. This is included on all plans, including Basic.

Do I need coding skills to use UnpackData?

No. UnpackData is designed for non-technical users. All application building, dashboard creation, and workflow automation is done through a visual interface. The AI Insight Builder lets you ask questions about your data in plain English, and the AI Schema Builder sets up tables from a description.

What databases does UnpackData support?

UnpackData supports Microsoft SQL Server, PostgreSQL, MySQL, and Oracle databases. If you don't have a database yet, the AI Schema Builder can generate one from a plain-English description.

Is the Claude AI connector available on all plans?

No. The Claude AI connector is available on the Pro and Enterprise plans. Every plan, including Basic, includes the AI Insight Builder and the AI Schema Builder. The 14-day free trial includes every Pro plan feature, so you can try the connector there.

Can UnpackData replace our BI tool?

Yes, for most internal reporting and dashboard needs. UnpackData includes interactive charts (bar, line, pie, bubble, stock), data grids, and personalized dashboards. For teams doing advanced statistical modeling, a dedicated BI tool may still be needed alongside.

Is there a free trial?

Yes. UnpackData offers a 14-day free trial on your own private server that includes every Pro plan feature, with no credit card required, just a work email. When it ends, pick a plan to keep your work; if you don't, the trial workspace is deleted two days after the trial ends. Start your free trial.

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