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


Build a budgeting tool that fits your small business. Add only the features and workflows you need, and update as your processes grow or change.
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.
Equip your small business with budget and billing tools. Assign teammates the right access and automate invoicing—all without IT support.
Let team members access only what they need—like budgets, billing history, or client lists—using tailored dashboards.
Let team members access only what they need—like budgets, billing history, or client lists—using tailored dashboards.
Connect with tools like Make, Zapier, or N8N to automate invoice delivery, reminders, and payment tracking.
Access and update your billing and budget data on the go. All features are mobile-ready by default.
Use Google, email, or SSO logins for fast, secure team access to your budget and invoicing app.
Protect sensitive financial data with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
Ask AI about budgets, invoices, or trends—get answers instantly, right inside your billing and finance app with Softr.
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.
Launch your small business billing tool in minutes—no dev time or accounting expertise needed.
Easily add invoice tracking, expense reports, or payment reminders as your business scales.
Manage billing, invoicing, and client records—all in one place, without extra software to buy.
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.












Budget software for small business is an online platform designed to help small business owners manage their finances more efficiently. It provides a centralized place where you can track expenses, set budgets, generate financial reports, and monitor cash flow. With everything organized in one secure space, you can easily keep an eye on your company’s financial health and make smarter decisions without juggling spreadsheets or paperwork.
Building your budget software for small business with Softr makes the whole process simple and customizable. You can connect your financial data from tools like Airtable, Notion, or Excel, and set up a system where you can log transactions, categorize expenses, and view real-time reports—all in one place.
You don’t have to write any code. Start with a template or build your own, adjust layouts, control user access, and brand the software to match your company. Softr’s drag-and-drop editor lets you launch quickly, update easily, and grow your budget software as your small business evolves.
You can add a range of features to your budget software for small business, depending on what you need. Common options include:
\- User logins – so team members or finance staff can securely access the platform
\- Custom dashboards – to track budgets, spending, and financial summaries
\- Forms – for logging expenses, adding income, or submitting reimbursement requests
\- File uploads – to attach receipts, invoices, or financial documents
\- Search and filters – to quickly find transactions or reports
\- Tables, lists, and detail views – to organize expenses, budgets, or income records
\- Comments or notes – for clarification or approval processes
\- Charts – to visualize spending patterns, cash flow, or budget progress
\- Permissions and roles – so users only see and edit what they’re allowed
All of these features can be built using Softr’s no-code interface, and you can update the software as your business needs change.
No coding is required. You can build your budget software for small business entirely using Softr’s visual editor. Everything from the layout to user permissions can be set up and customized without writing a single line of code.
Yes. With our budget software for small business, you can manage multiple clients or departments within the same platform. Each user can access only the budgets and financial reports relevant to their account, based on their login and assigned permissions. This is especially useful for consultants, accountants, or small businesses that handle finances for several projects or teams.
Our budget software for small business, built on Softr, supports a wide range of data sources. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, ClickUp, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also use the REST API to connect other data sources.
You’re not limited to just one data source. You can bring in multiple sources to keep your budget data up to date across platforms—ideal for small businesses managing their numbers in different places. Most data sources allow real-time, two-way sync, so your financial information stays current automatically.
Yes, Softr gives you full control over how users interact with your budget software for small business. You can tailor the layout, navigation, and features to match your business requirements and branding. Each page or section can be shown or hidden based on the user’s role, so team members, accountants, or department heads only see what’s relevant to them.
You can also set up different roles, like admin, accountant, or team member, and specify what each can view or edit. For instance, users can access only their department’s budgets, while admins have oversight of all financial data. You can even create custom views to filter data for each logged-in user. This level of customization keeps your financial operations organized, secure, and easy for everyone to use.
Yes, you can. You don’t need to import data from another tool to get started with our budget software for small business. If you’re starting fresh, you can use Softr Databases, which is integrated into the platform and works seamlessly for setting up your budgets, expenses, and financial planning.
If you do have existing data in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in data from other sources. Either way, you have full control over how your financial data is organized and displayed in your budgeting app.
Yes, you can fully white-label your budget software for small business in Softr. You can use your own logo, brand colors, fonts, and custom domain to make your budgeting solution feel like a seamless part of your company. You can also remove all Softr branding, so your users only see your business’s identity throughout the app.
Absolutely. Softr gives you plenty of flexibility to control the design and layout of your budget software for small business. You can adjust colors, fonts, spacing, and page structure to match your company’s branding. You can also choose how each page is organized, decide where budgeting features and financial reports appear, and set what different users see when they log in.
To present your financial data, you can add a variety of blocks depending on your needs:
\- Table blocks – to display structured financial data like expense lists, revenue breakdowns, or budget categories
\- List or Card blocks – to highlight things like recent transactions, upcoming payments, or budget alerts
\- Detail View – to show individual financial records or dashboards
\- Forms – for collecting user input or expense submissions
\- Charts – to visualize spending patterns or income trends
\- Calendar blocks – to track payment deadlines or recurring expenses
If you want to change your budgeting features or layout later, it’s easy to update everything right in the visual builder.
Softr is designed with security as a top priority. All data related to your budget software for small business is encrypted both in transit (TLS) and at rest. Your budgeting app is hosted on secure, reliable infrastructure. Softr apps let you control exactly who can view or edit financial data. You can set up role-based permissions, manage users from your data source, set visibility rules, and apply global restrictions to keep sensitive financial information protected.
If your budgeting app connects to external sources like Airtable, Notion, or SQL, Softr doesn’t store your actual data—it simply displays it in real time based on your access settings. You always have control over your financial data and who has access to it.
Softr also follows industry-leading practices for security, including authentication, access control, and continuous platform monitoring to help keep your business’s information safe.
You can start building your budget software for small business for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups and includes support for standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your budgeting needs grow or you want more advanced features, you can explore Softr’s paid plans for additional users, integrations, and functionality.
Softr is purpose-built to help you create powerful, user-facing apps—like budget software for small business—without any coding or developer help. What sets Softr apart is how quickly you can turn your budgeting ideas into a working app, and how smoothly it connects to your existing financial data sources.
Unlike some no-code platforms that focus mainly on mobile apps or are designed for technical teams, Softr is made for non-technical users who want full control over the layout, user experience, and permissions of their financial app. You can easily connect to Airtable, Google Sheets, Softr Databases, or SQL to power your budgeting tool and create a secure, branded experience for your team or users.
You can customize every aspect visually—from the content and design to user access. Plus, Softr includes features like user roles, forms, conditional logic, and API integrations, so you don’t have to combine several tools to launch a polished budgeting solution.
Yes. Softr supports a wide range of integrations so you can connect your budget software for small business with the rest of your toolset. You can sync with payment providers, connect with notification services, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for advanced workflow automations.
Whether you want to send financial data to accounting software, trigger alerts based on spending limits, or display information from other systems, you can build these automations into your budgeting app—all without writing code.