Billing/Invoicing

Build budget software for small business, no code required

Track expenses, allocate resources, and optimize finances with a customizable budget tool tailored to your small business needs.

Screenshot of a budget software user interface designed for small businesses, displaying charts, financial summaries, and navigation menus.
budget software for small business mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your budget data together in real time

Connect spreadsheets, accounting systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your budget.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Equip your small business with budget and billing tools. Assign teammates the right access and automate invoicing—all without IT support.

Advanced permissions

Let team members access only what they need—like budgets, billing history, or client lists—using tailored dashboards.

User groups

Let team members access only what they need—like budgets, billing history, or client lists—using tailored dashboards.

Automations

Connect with tools like Make, Zapier, or N8N to automate invoice delivery, reminders, and payment tracking.

Works on any device

Access and update your billing and budget data on the go. All features are mobile-ready by default.

Easy, secure logins

Use Google, email, or SSO logins for fast, secure team access to your budget and invoicing app.

Security

Protect sensitive financial data with SOC2 and GDPR compliance, plus fine-tuned access control at every level.

AI Magic

An AI assistant for your finances

Ask AI about budgets, invoices, or trends—get answers instantly, right inside your billing and finance app with Softr.

Why 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.

UI screenshot of Softr drag-and-drop dashboard setup for building budget software for small business

Easy, fast setup

Launch your small business billing tool in minutes—no dev time or accounting expertise needed.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add invoice tracking, expense reports, or payment reminders as your business scales.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage billing, invoicing, and client records—all in one place, without extra software to buy.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom budget software for small business 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is budget software for small business?
What are the benefits of building budget software for small business with Softr?
What types of features can I build into my budget software for small business?
Do I need to know how to code to build budget software for small business in Softr?
Can I manage multiple clients or teams in the same budget software for small business?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my budget software for small business in Softr, including using my own branding?
Can I customize the design and layout of my budget software for small business?
How secure is my data in Softr apps?
How much does it cost to build a budget software for small business with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your billing software in minutes

Set up your first invoicing app effortlessly today
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