Dashboard & Reporting

Build your own cash flow monitoring portal

Monitor cash flow trends, customize insights, and streamline financial tracking with a portal tailored to your business needs.

Get started free Start with a template

Screenshot of a user interface dashboard displaying cash flow monitoring features, including charts, graphs, and financial summary panels.

Loved by 800,000+ teams around the globe

Flexibility

Customize your cash flow portal to your needs

Set up your cash flow monitoring portal with only the features and views your team requires. Adapt and refine your setup as your business evolves.

UI screenshot of recurring transaction tracking

UI screenshot of approval workflows for expenses

UI screenshot of alerts and notifications

Data Management

Unify your cash flow data in real time

Connect spreadsheets, accounting software, and banking systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your cash flow.

Explore all data sources

Power

Custom cash flow insights for every user.

Provide each user with a secure, tailored portal for real-time cash flow monitoring and reporting. Personalize dashboards and permissions with ease.

Easy, secure logins

Enable users to review cash flow dashboards and reports from any device. Mobile-ready by default for real-time monitoring.

Works on any device

Enable users to review cash flow dashboards and reports from any device. Mobile-ready by default for real-time monitoring.

Automations

Integrate with accounting tools or reporting workflows to automate cash flow tracking and notifications.

User groups

Set up user groups for executives, finance teams, or clients—each receives dashboards with relevant cash flow data.

Advanced permissions

Control dashboard access and report visibility with detailed permissions tailored to each user group.

Security

Keep financial information safe with SOC2 and GDPR compliance, plus robust access controls.

AI Magic

Give finance teams an AI assistant

AI answers cash flow questions and spots trends, right inside your portal—no switching tools or waiting for insights.

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 cash flow monitoring portal

Easy, fast setup

Set up your cash flow dashboard in minutes with drag-and-drop blocks and ready templates.

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

Consolidate your stack

Add new reports, visualizations, or data sources as your cash flow tracking needs change.

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

Flexible as you grow

Bring all your cash flow data, reports, and analytics together—no extra tools or logins needed.

“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

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“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 cash flow portal 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.”