Build your own accounting software dashboard
Track budgets, manage invoices, and visualize insights in an AI-powered system built with AI to fit your firm's specific workflow.
Build exactly what your team needs
Customize an accounting software dashboard that looks modern out of the box. Add only the reporting features you need and iterate as you evolve.
Real-time financial reporting
Automated budget tracking
Centralized invoice management
AI-driven financial insights
Secure document storage
Role-based client access
Bring all your financial data together in real time
Connect invoices, budgets, and reporting data from spreadsheets or CRMs with real-time sync—or manage everything in Softr Databases. Create one source of truth for your team.
Custom access for every team. Built-in security.
Give each teammate the right financial views and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different staff members tailored access to specific reports and views, ensuring everyone sees exactly the budget data they need.
User groups
Give different staff members tailored access to specific reports and views, ensuring everyone sees exactly the budget data they need.
Automations
Streamline financial processes with Softr Workflows. Trigger native automations for invoice status updates or budget alerts to keep operations running.
Works on any device
Access and update your financial dashboard on the go. All accounting reporting tools are mobile-ready and responsive out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to financial data—no IT tickets or complex setups needed.
Security
Keep sensitive accounting and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every granular level.
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 dashboard in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like budget tracking, role-based access, or financial insights as your workflows evolve over time.
Flexible as you grow
Start with a dashboard, then add client portals, forms, or internal trackers — all in one place with no extra tools.
Generate a custom accounting software dashboard 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 software dashboard
Describe what you need. Softr's AI builds your dashboard in minutes. Get started free with no dev work required.