Generate invoices, track campaign costs, and manage billable hours in an AI-powered system built with AI to fit your agency's workflow.




Customize your advertising agency billing software with the exact steps and views your team needs. Add features as processes evolve—no code needed.




Connect time logs, campaign costs, and client data from multiple tools—or manage everything directly in Softr Databases. Create one integrated system for tracking invoices.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give account managers and accountants tailored dashboards, so each role sees only the financial data and billable logs they need.
Give account managers and accountants tailored dashboards, so each role sees only the financial data and billable logs they need.
Streamline your billing with Softr Workflows. Trigger native notifications for overdue payments or automated internal approval requests.
Access and update your agency billing tools on the go. Managers can approve invoices and check budgets from any mobile device.
Use Google or SSO logins to give your agency team fast, secure access to financial records—no IT tickets needed.
Keep sensitive agency and client billing data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 billing software in minutes with AI—no manual configuration or complex setup needed.

Add features like multi-level approvals or automated reporting as your agency’s workflows evolve.

Start with billing, then add client portals or team dashboards—all in one place, with no extra tools.
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.
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.




Advertising agency billing software is a secure, centralized system where your clients can log in to view campaign invoices, approve media spend, and track billing history. It consolidates all financial data in one place, eliminating the need for constant back-and-forth emails or manual spreadsheet reconciliations. This ensures your finance team stays organized while providing a transparent, professional financial experience for your agency partners.
Softr is the first AI-native platform for building business software, making it uniquely suited to create advertising agency billing software tailored to your specific fee structures. You can describe your agency's billing model—whether it's retainer-based, media commission, or project-based—to the AI Co-Builder to instantly generate your database, invoicing pages, and client logic.
You don't need to code anything. You can start by generating with AI, using a pre-built billing template, or starting from scratch. Everything runs on Softr Databases, or you can link your existing financial data from tools like Airtable, Google Sheets, or HubSpot. You maintain full control to brand the billing portal to match your agency’s identity and set precise permissions for who can authorize payments.
You can include a wide range of features in your billing software, depending on how your agency manages accounts. A high-performing billing app usually combines functional financial blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let account managers query client spend conversationally, or set up Database AI Agents to automatically verify invoice line items against media buying contracts.
- Vibe Coding Blocks – Build custom UI elements—like a sleek media spend burn-up chart—using the AI Code block to "vibe code" exactly what your finance team needs.
- Softr Workflows – Build native automations (like automatic late-payment reminders or Slack notifications when a client approves an invoice) that trigger based on record updates.
- User Portals & Logins – Securely manage access so each brand client only sees their specific campaign invoices and budget statuses.
- Forms & Data Collection – Capture expense reports or vendor invoices with custom upload forms and conditional logic.
- Dashboards & Charts – Visualize agency revenue, client profitability, and outstanding AR with real-time charts.
- Lists & Advanced Filtering – Display and manage billing cycles with searchable tables, kanban boards for invoice status, and detailed line-item views.
Everything is built using drag-and-drop blocks, but can be further customized with Vibe Coding to generate tailored financial components using AI.
Vibe coding is about moving at the speed of your agency and using AI to build the perfect billing solution. You can "vibe code" advertising agency billing software in Softr by simply describing your billing requirements—such as multi-currency support or tiered commission structures—to the AI Co-Builder. Softr then generates a production-ready billing interface on top of a secure foundation.
Unlike other tools that generate raw code, Softr handles the high-stakes parts—like secure client authentication, relational database logic, and financial security—natively. This means you get the speed of vibe coding without the risk of managing fragile code for sensitive financial data. Describe it, Softr builds it, and your clients can start paying invoices instantly.
Yes. You can manage multiple brand clients or regional accounts in a single billing portal. Each client user only sees the specific campaign budgets, invoices, and contracts assigned to them based on their login and organizational role. This is ideal for agencies that need to provide a unified financial dashboard for multiple stakeholders while keeping data strictly segmented.
Yes, you can. You don't need to have a pre-existing financial database to start building with Softr. If you are starting fresh, you can utilize Softr Databases, which is built into the platform and handles relational data like ‘Clients linked to Invoices’ perfectly.
However, if you already store campaign billing data in tools like Airtable, Google Sheets, HubSpot, or SQL, you can connect those as well. You can even use the REST API to pull data from your dedicated accounting software. Either way, you have absolute control over how your agency's billing records are structured and displayed.
Softr Databases is the recommended native, relational data source for agency billing apps. It offers the high performance required for financial software and instant triggers for automation, providing a fast experience because the data is native to the platform.
If your financial data is already elsewhere, Softr connects to 17+ external sources including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. You can even combine sources—for example, pulling client contact data from HubSpot and campaign spend from Softr Databases into one view. Most sources supports real-time, two-way sync, ensuring your billing statuses stay accurate in both the app and your database.
Yes, Softr gives you granular control over the client experience in your billing portal. You can customize the dashboard layout to match your agency’s workflow, showing or hiding specific blocks like "Pending Approvals" based on the user's role.
You can set up multiple roles—such as Agency Auditor, Account Manager, or Client CFO—and define exactly what each can view or edit. For instance, a client can view and pay invoices, while an account manager can upload media receipts and generate monthly reports. This ensures the experience is clean, secure, and tailored to the specific needs of each agency stakeholder.
Yes, you can fully white-label your billing software. You can use your agency's logo, brand colors, custom typography, and a custom domain (e.g., billing.youragency.com) to make the experience feel like a premium, in-house tool. You can remove all Softr branding, ensuring your clients see only your agency's professional identity throughout their billing and payment journey.
Yes, you can. Softr provides complete flexibility to control the design of your agency's billing portal. You can adjust the visual theme to match your brand and use specific functional blocks to present financial data effectively:
- Table blocks – to show line-item media buys or invoice history.
- List or Card blocks – to display current campaign budgets and status.
- Detail View – to allow clients to click into a specific invoice for a deep dive.
- Forms – to let clients submit billing disputes or file tax documents.
- Charts – to show month-over-month ad spend trends.
- Calendar blocks – to display upcoming payment deadlines or campaign milestones.
If your agency adds new service lines or updates its branding, you can easily tweak the design in the visual builder without needing a developer.
Softr is built with enterprise-grade security. All billing data is encrypted in transit and at rest, hosted on reliable infrastructure. Since billing involves sensitive financial information, Softr provides role-based permissions and visibility rules so you can control exactly who can see budget totals or download invoices.
For apps using Softr Databases, data is stored in a secure environment in Germany with SOC 2 Type II compliance. For apps connected to external sources like Airtable or SQL, Softr doesn't store your sensitive data; it simply displays it in real-time based on your permission settings. You remain in complete control of your data and its access levels at all times.
It is fully production-ready. Unlike AI tools that simply output code snippets that are difficult to manage, Softr builds your billing software on a secure, stable, business-grade foundation.
We handle the critical components natively—including secure login, document hosting for invoices, and granular permission sets. This solves the challenge of maintaining custom finance software; you get the speed of AI generation without the risk of managing raw, unreliable code. Your billing portal is ready to handle real client payments and sensitive media spend data from day one.
Softr is the first AI-native platform for business software, combining the ease of AI with the power of a professional relational database. Unlike traditional no-code tools that require weeks of manual configuration, Softr's AI Co-Builder creates your billing app, database, and business logic in minutes.
What sets it apart is the hybrid advantage: you get the speed of AI for the initial build, but maintain visual control for precise refinements. You start with enterprise features like authentication and secure roles already built-in, making it the fastest way for an agency to move from a manual billing process to a professional, automated portal.
Yes. Softr supports powerful native workflows and integrations to connect your agency billing software to your entire tech stack. You can automate financial tasks using Softr Workflows—such as triggering an invoice creation after a project is marked 'complete'—or integrate with Stripe for payment processing.
Whether you need to sync spend data from an ad platform, push billing info to your CRM, or trigger notifications in Slack, you can build these automations directly into your portal without writing code. Softr also supports REST API and webhooks for more complex agency financial ecosystems.
Describe what you need. Softr's AI builds your custom billing platform in minutes.