Build your own budgeting software for small business, no code required
Manage expenses, track income, and optimize cash flow with a customizable budgeting tool tailored to your small business needs.
Customize your budgeting tool around your processes
Create a budgeting tool that fits your small business. Add only the features and workflows you need now, and update them easily as things change.
Expense tracking and categorization
Income recording and reconciliation
Budget creation and monitoring
Vendor and bill management
Financial report generation
Approval workflows for expenses
Unify your budgeting data in real time
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your financial planning.
Custom access for every team. Built-in security, no dev time.
Empower your small business team with secure access to budgeting tools. Set up user groups and permissions for finance, ops, and management—no IT required.
Advanced permissions
Give each team—finance, operations, or leadership—a tailored dashboard to manage relevant budgets and reports.
User groups
Give each team—finance, operations, or leadership—a tailored dashboard to manage relevant budgets and reports.
Automations
Connect with tools like Make or Zapier to automate budget approvals, notifications, and recurring updates.
Works on any device
Track, edit, and approve budgets from any device. Your ERP budgeting tools are mobile-ready from day one.
Easy, secure logins
Team members log in with Google, email, or SSO for fast, secure access to budgeting data—no IT tickets needed.
Security
Keep sensitive financial data safe with SOC2 and GDPR compliance, plus robust access controls for small business teams.
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An AI assistant for small business
Business owners can ask AI about budgets, expenses, or forecasts and get instant answers right inside your ERP platform.
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
Set up your budgeting ERP in minutes with drag-and-drop tools and ready-made templates.
Consolidate your stack
Easily add expense tracking, approval flows, or reports as your budget needs change—no rebuild needed.
Flexible as you grow
Manage budgets, reports, approvals, and more—all in one place, with no extra tools or seats required.
Build a fully custom budgeting 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.
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Frequently asked questions
Build your ERP solution in minutes