Build accounting document management software
Manage client files, automate approvals, and track financial data in an AI-powered system built with AI to fit your firm's workflows.
Build exactly what your accounting team needs
Customize your setup with the exact approval steps and document views your team needs. Add features as client needs evolve—no code required.
Secure client file uploads
Automated document approvals
Centralized client folders
Live financial reporting dashboards
AI-powered document categorization
Role-based access controls
Unify your financial document data in real time
Connect client files, audit trails, and financial records with real-time sync—or manage everything in Softr Databases. Create one integrated system for your firm.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn it into a downloadable app in one click so you can review and approve documents from anywhere.
Works on any device
Softr apps are mobile-ready by default. Turn it into a downloadable app in one click so you can review and approve documents from anywhere.
Automations
Build native automations with Softr Workflows to handle approval notifications, status updates, and auto-categorization when new files are uploaded.
User groups
Provide separate logins for staff and clients, and create personalized dashboards so each user sees only their specific folders and reports.
Advanced permissions
Apply rules for different user roles. Customize who can view, upload, or delete tax documents and sensitive financial records at a granular level.
Security
Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for financial services.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your accounting software in minutes with AI—no manual setup or complex configuration required.
Consolidate your stack
Add features like automated approvals, reporting, or client portals as your firm grows—no rebuild needed.
Flexible as you grow
Start with document management, then add client portals and dashboards—all in one place, with no extra tools.
Generate a custom accounting document tool with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your accounting document software. No code.
Describe what you need. Softr's AI builds your document management system in minutes.