Build accounting document management software, no code required
Organize financial records, streamline approvals, and ensure compliance with a custom document management app tailored to your accounting needs
Customize your document management tool
Choose the views and workflows your accounting team needs to manage documents efficiently. Adjust and expand your setup as your process evolves.
Upload and categorize documents
Document approval workflow
Search and filter documents
Share documents with team
Track document version history
Automated reminders and notifications
Centralize your accounting documents in real time
Connect spreadsheets, ERPs, and document systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your accounting workflows.
Custom document access for every team. Built-in security.
Easily manage accounting documents with secure logins, team-based access, and granular permissions—no IT or dev work needed.
Advanced permissions
Give accountants, managers, or auditors access to just the folders and dashboards they need.
User groups
Give accountants, managers, or auditors access to just the folders and dashboards they need.
Automations
Connect with Make, Zapier, or N8N to automate document routing, reminders, or approvals.
Works on any device
Review and update accounting files from desktop or mobile. All apps are mobile-ready out of the box.
Easy, secure logins
Let team members log in quickly with Google, email, or SSO—no IT support required.
Security
Keep accounting records compliant and secure with SOC2 and GDPR standards, plus detailed access control.
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Give accountants an AI assistant
Accountants can ask AI about invoices or reports and get fast answers—right inside your document management system with Softr.
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
Organize accounting documents in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add features like approvals or audit trails as your document workflows change.
Flexible as you grow
Manage client files, invoices, and requests—all in one secure place, with no extra tools needed.
Build a fully custom accounting tool in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your accounting document management app