Manage finances, streamline processes, and enhance productivity with a customizable ERP solution tailored to your accounting needs.


Design an accounting ERP tailored to your workflow. Add only the features and views you need, and update your setup as your business grows.
Connect spreadsheets, accounting tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your finances.
Empower your finance and operations teams with secure, tailored access to accounting data. Set up logins, user groups, and permissions—no IT needed.
Provide accountants, managers, and staff with role-based dashboards so each sees only the data they need.
Provide accountants, managers, and staff with role-based dashboards so each sees only the data they need.
Connect with Make, Zapier, or N8N to automate invoicing, reconciliations, and data syncing with your ERP.
Access your ERP system and update records from any device—mobile-ready out of the box.
Enable quick, secure team access with Google, email, or SSO—no IT tickets required.
Keep sensitive financial data safe with SOC2 and GDPR compliance, plus robust internal controls.
Let your team ask AI about invoices, reports, and payments—right inside your ERP, with answers based on up-to-date data.
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.
Build your accounting ERP fast with drag-and-drop tools and ready-made templates—no coding needed.
Easily add modules like invoicing, reporting, or approvals as your accounting needs change.
Manage accounting, inventory, and client records in one ERP—no extra software or logins required.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An accounting ERP software is an all-in-one platform that helps you manage your financial operations, track expenses, generate invoices, and oversee your company’s overall accounting from a single dashboard. It keeps all your financial data and processes organized, eliminating the need for separate spreadsheets or manual reconciliations. This makes it easier for your finance team to stay on top of transactions, reporting, and compliance, while improving overall efficiency.
Softr makes it simple to build an accounting ERP software tailored to your business needs. You can connect your existing financial data from sources like Airtable, Hubspot, Notion, monday.com, SQL, and more to create a unified platform for managing invoices, expenses, and financial reports.
There’s no coding needed. You can start with a template or build from scratch, customize the interface, set user permissions, and add your company branding. Softr makes it quick to launch, easy to update as your requirements grow, and flexible enough to adapt to your unique accounting workflows.
You can add a variety of features to your accounting ERP software depending on how your finance processes work. Some common options include:
\- User logins – so accountants or managers access their own dashboards and data
\- Custom dashboards – to display financial summaries, outstanding invoices, or cash flow reports
\- Forms – for submitting expense reports, invoice approvals, or new vendor requests
\- File sharing – for securely uploading receipts, statements, or tax documents
\- Search and filters – to quickly find transactions, invoices, or clients
\- Tables, lists, and detail views – for tracking payments, accounts, or audit logs
\- Comments or status updates – to keep team communication about finances in one place
\- Charts – for visualizing budgets, spending trends, or income statements
\- Calendar view – for tracking payment deadlines, tax filings, or financial reviews
\- Permissions and roles – so users only see the financial data relevant to them
All these features are built using Softr’s drag-and-drop blocks—no coding required. If your accounting needs change, it’s easy to update the software anytime.
No coding knowledge is needed. You can build your accounting ERP software entirely using Softr’s visual editor. Everything, from the interface to user permissions and financial workflows, can be customized without writing a single line of code.
Yes. You can manage multiple clients or accounting teams within a single accounting ERP portal. Each user, whether they're a client, accountant, or internal staff member, only sees the financial data and records assigned to them based on their login and role. This makes it easy to work with multiple businesses, subsidiaries, or accounting teams in one convenient platform while keeping sensitive information secure and organized.
Softr supports a wide range of data sources, making it easy to connect your accounting ERP software to the tools you already use. You can link Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in financial data from other sources using the REST API.
You’re not limited to just one—combine multiple data sources to display them side by side in your accounting ERP portal. Most connections support real-time, two-way sync, so any updates in your software or data source are automatically reflected.
Yes, Softr gives you complete control over how users interact with your accounting ERP software. You can tailor the layout, navigation, and content to fit your firm's branding and workflow. Every page or block can be shown or hidden depending on the user's role, so clients only see their own financial records and internal teams see the data relevant to them.
You can set up different user roles, like client, accountant, or admin, and specify exactly what each group can view or edit. For example, clients might only see their invoices and reports, while accountants manage all client transactions. Personalized views can also be created by filtering data for each logged-in user.
This level of customization is especially helpful when managing multiple clients or accounting teams, ensuring a secure and streamlined experience for every user.
Yes, absolutely. You don’t need to migrate existing data from another system to start building your accounting ERP software with Softr. If you’re starting fresh, you can use Softr Databases, which are built into the platform and work seamlessly with your accounting workflows.
If you do have financial data in systems like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL databases, you can connect those as well. There’s also a REST API connector for integrating data from other sources. This gives you full flexibility over how your accounting data is structured and displayed in your ERP portal.
Yes, you can fully white-label your accounting ERP software in Softr. You can use your own logo, company colors, fonts, and a custom domain to make your ERP feel like a seamless part of your organization. All Softr branding can be removed, ensuring your users only see your firm’s identity throughout their experience.
Absolutely. Softr gives you plenty of flexibility to control both the design and layout of your accounting ERP software. You can adjust colors, fonts, page structure, and spacing to match your company’s branding guidelines. You also have control over how each page is organized, choosing which blocks to display and configuring role-based visibility for different user types.
To showcase your accounting data, you can add various blocks depending on your needs:
\- Table blocks – for displaying ledgers, transactions, or invoice lists
\- List or Card blocks – to highlight client accounts, vendors, or financial summaries
\- Detail View – to show a single record, such as an account overview or invoice details
\- Forms – for entering or updating records
\- Charts – to visualize financial performance or trends
\- Calendar blocks – for tracking due dates, payment schedules, or key financial events
If your business needs or design preferences change, you can easily update your ERP’s interface using the visual builder.
Softr is designed with security as a priority. All data is encrypted both in transit (TLS) and at rest, and your accounting ERP software is hosted on secure, robust infrastructure. Softr lets you control who can access and modify information, with role-based permissions, user management linked to your data source, visibility rules, and global restrictions to keep sensitive financial data protected across your ERP.
If you connect your ERP to external sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time based on your access permissions. You always control your financial data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and continuous platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan allows you to publish one ERP app with up to 10 users and 2 user groups, supporting main data sources like Softr Databases, Airtable, Google Sheets, and more.
If your ERP software needs to support more users or advanced features, you can explore the options available on Softr’s paid plans: <http://softr.io/pricing>
Softr is specifically designed to make it easy to create robust, user-facing applications—like accounting ERP software, CRMs, and internal tools—without writing any code or needing a development team. What sets it apart is how quickly you can go from concept to a fully functional ERP, and how seamlessly it connects with your existing accounting data.
Compared to other no-code platforms that focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is built for non-technical users who want complete control over layout, user experience, and access permissions. You can build on real-time data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and deliver a secure, branded ERP that your team can access with ease.
You can visually customize everything—from workflows and design to individual user access. Softr also includes user roles, forms, conditional logic, and API support out of the box, so you don’t need to cobble together multiple tools to create a polished ERP solution.
Yes. Softr offers a wide range of integrations to connect your accounting ERP software with other tools in your workflow. You can sync with payment providers like Stripe, integrate with communication tools, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automation.
Whether you need to send invoice data to other systems, trigger notifications based on financial activity, or pull in data from other accounting tools, you can automate these processes in Softr without any coding.