Small Business Server

One simple system for customer contacts, invoicing, subscriptions and accounts — everything you need to run your small business, without stitching together five different tools.

The system

Everything you need to run your business, in one place

Small Business Server brings your customer contacts, invoicing, subscriptions and accounts together in one simple system — instead of juggling separate apps that don't talk to each other. Built-in billing and subscriptions mean you're never locked into one payment provider: switch platforms whenever you want, without losing a single customer along the way.

Multi-currency invoicing Stripe built in Unlimited cash accounts Accountant access included
The Small Business Server sign-in screen
A dashboard graph showing monthly expenses for an account
Graphs & reports

See exactly where your money is going

Expense and revenue graphs update automatically as payments come in, so you can see the shape of your business at a glance — no spreadsheet required.

  • Expenses and revenue graphs, updated automatically
  • Produce period reports in a couple of clicks
  • Export and download the raw data to Excel any time
The Small Business Server dashboard shown on a tablet
Anywhere, any device

Run it from your desk, or from anywhere else

The dashboard works on any device with a browser — check what's been paid today, what's due this week, and what invoices need reviewing, without being sat at a desktop.

  • Works on desktop, tablet or phone
  • Payments received today, this week, and in the last 30 days
  • Outstanding and overdue invoices, at a glance
Features at a glance

Built for the way small businesses actually run

Every module works together, so information you enter once shows up everywhere it's needed.

Customer Contact Management

Keep every customer's details, history and grouping in one place. Share a contact instantly with a QR code or vCard, and group contacts however makes sense for your business.

Subscriptions, Your Way

Take back control of recurring billing from any payment provider — switch platforms whenever you like, without losing a single subscriber in the process.

Invoicing & Quotations

Send one-off invoices or let subscriptions bill automatically, in any currency you support. Quotations flow straight into invoicing once approved — no re-typing.

Payments Built In

Stripe is built in as standard, so customers can pay invoices by card straight away. Other payment gateways, like Worldpay, are available on request.

Multi-Currency Cashbook

Track unlimited bank and cash accounts, in any currency, including petty cash — with bank statements uploaded and reconciled in the same place.

Accountant Access

Give your accountant their own read-only login so they can pull reports directly — no more emailing spreadsheets around every quarter.

Works with Claude

Ask Claude about your business, straight from Small Business Server

Small Business Server connects directly to Claude through a dedicated MCP Server and API — so you can ask plain-English questions about your customers, invoices and accounts, and get a straight answer back. No exporting spreadsheets, no copying data between systems.

MCP Server included Claude API integration Secure, permissioned access No spreadsheet exports
Small Business ServerContacts, invoices, accounts
↓ MCP Server + Claude API ↓
Ask Claude directly"Which invoices are overdue this week?"
Do more with less admin
"One system for contacts, invoicing, subscriptions and accounts — so you spend less time on admin, and more time running the business."
— Small Business Server
What customers say

From our support desk

★★★★★

"Thanks Support, that has done the trick! Top notch service and top notch support, as always."

J
John B.Small Business Server customer
★★★★★

"We are not very technically minded, and your support guys set the whole service up for us. Many thanks — you guys are life savers."

D
David D.Small Business Server customer
★★★★★

"Thanks very much for all your prompt advice and assistance. I've recommended your service to a number of people, who have also taken it up."

B
Ben W.Small Business Server customer

Ready to simplify how you run your business?

Request a call back and we'll walk you through Small Business Server, and how it fits around what you already do.

Chat with us