Build agency billing software, no code required
Streamline invoicing, manage payments, and ensure accuracy with customizable billing software tailored to your agency's needs.
Customize your billing tool around your processes
Set up a billing workflow that matches how your agency operates. Add only the features you need now, and adjust as your process evolves.
Client invoice generation
Time and expense tracking
Payment status monitoring
Client management dashboard
Automated recurring billing
Revenue and analytics reporting
Bring all your billing data together in real time
Connect spreadsheets, accounting tools, and billing platforms with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency's finances.
Custom access for every team. Built-in security, no dev time.
Empower your agency with tailored billing tools, secure logins, and automated workflows. Set up permissions for every role in minutes—no IT needed.
Advanced permissions
Give finance, account managers, and leadership different dashboards so each group only sees their relevant billing data.
User groups
Give finance, account managers, and leadership different dashboards so each group only sees their relevant billing data.
Automations
Connect with tools like Make, Zapier, or N8N to automate invoice creation, payment reminders, and status updates.
Works on any device
Access your agency's billing tools and update records from any device. Everything is mobile-ready out of the box.
Easy, secure logins
Team members log in with Google, email, or SSO for fast, secure access to agency billing data—no IT tickets needed.
Security
Protect billing and client payment data with SOC2 and GDPR compliance, plus fine-tuned access control.
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An AI assistant for agencies
Let team members ask AI about invoices, payments, or client billing—answers are instant and built right into your billing system.
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
Spin up your agency billing workflows in minutes using drag-and-drop blocks and ready templates.
Consolidate your stack
Easily add features like time tracking, approvals, or client invoicing as your agency scales.
Flexible as you grow
Manage billing, client data, and reporting all in one place—no need for multiple tools or logins.
Build a fully custom agency billing software 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 Billing/Invoicing solution today