Automate invoices, track time, and manage client payments in an AI-powered system built with AI to fit your firm's specific workflow.




Customize a consulting billing software that looks sleek out of the box. Add only the features you need, and iterate as your team's workflows evolve.



Connect billable hours, expense logs, and client contracts with real-time sync—or manage everything in Softr Databases. Create one source of truth for your consulting firm.
Give each client and consultant the right views and access in a branded portal. Set up secure logins, payment tracking, and granular permissions in minutes.
Softr apps are mobile-ready. Let consultants track billable hours and expenses on the go by turning your billing tool into a downloadable PWA.
Softr apps are mobile-ready. Let consultants track billable hours and expenses on the go by turning your billing tool into a downloadable PWA.
Build native automations with Softr Workflows to handle invoice notifications, payment reminders, and status updates automatically.
Provide separate logins for lead consultants, junior staff, and clients, ensuring each group sees only relevant billing and project data.
Apply rules for different user roles. Customize who can approve invoices, edit time logs, or view revenue reports at a granular level.
Protect sensitive consulting contracts and financial information. Softr is fully compliant with SOC2 and GDPR regulations.
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.

Build your consulting billing software in minutes with AI—no manual setup or complex configuration needed.

Add features like automated approval workflows or revenue dashboards as your firm grows—no rebuild needed.

Start with billing, then add client portals and team dashboards—all in one place, with no extra tools.
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.




Consulting billing software is a secure, centralized system where consultants and their clients can manage financial transactions, such as hourly billable rates, fixed-fee project invoices, and expense reports. It keeps your financial tracking in one place, so you don't have to rely on manual spreadsheets or chasing payment status via email. This makes it easier to stay organized and provide a more professional, transparent billing experience for your clients and your accounting team.
Softr is the first AI-native platform for building business software. It makes it easy to build consulting billing software that fits the exact way your practice operates. You can describe your billing workflow to the AI Co-Builder to instantly generate your database, client invoices, and payment tracking—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a billing template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the invoice layout visually, decide which team members see specific project rates, and brand it to match your consultancy. It's quick to get up and running, simple to update, and flexible enough to grow as your client list expands.
You can include a wide range of features in your consulting billing software, depending on how you structure your engagements. A great billing app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let your finance team query project margins conversationally, or set up Database AI Agents to automatically summarize billable work descriptions for invoice line items.
- Vibe Coding Blocks – Build complex, custom UI elements—like a dynamic burn-up chart for project budgets—using the AI Code block to 'vibe code' exactly what you need.
- Softr Workflows – Build native automations (like an automatic Slack notification when a client pays an invoice) that trigger notifications or sync data whenever a record is updated.
- User Portals & Logins – Securely manage access so each consultant only sees their own assigned projects and each client only sees their specific billing history.
- Forms & Data Collection – Capture information with custom timesheets, expense uploads, and conditional logic for different project types.
- Dashboards & Charts – Visualize your total revenue performance and accounts receivable metrics with real-time charts and summaries.
- Lists & Advanced Filtering – Display and manage your data with searchable invoice tables, kanban boards for payment status, and detailed client views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored billing component with AI. And if your fee structure changes, it's easy to update the software later.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can 'vibe code' consulting billing software in Softr by simply describing your requirements, such as needing a multi-currency invoice generator, to the AI Co-Builder. Softr then generates a production-ready billing app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the 'boring 80%'—like client authentication, database logic for line items, and security—natively. This means you get the speed of vibe coding without the 'Day Two' headaches of managing raw code for financial records. You describe your billing rules, Softr builds it, and it’s ready for your clients and consultants instantly.
Yes. You can manage multiple clients or separate consulting practice groups in a single portal. Each stakeholder only sees the invoices and project data assigned to them, based on their login and role mapping. This is essential for large consultancies or agencies working with multiple enterprise clients simultaneously, ensuring financial privacy across the board.
Yes, you can. You don't need to bring your billing data from somewhere else to start building with Softr. If you're starting a new consulting firm, you can use Softr Databases, which is built into the platform and handles relational data like 'Clients' connected to 'Invoices' and 'Time Logs' perfectly.
But if you already have project hours in tools like Airtable, Google Sheets, HubSpot, Notion, or SQL databases, you can connect those too. You can also use the REST API connector to bring in data from other billing sources. Either way, you have full control over how your financial data is structured and displayed to your clients.
Softr Databases is the recommended native, relational data source for your consulting billing software. It is built explicitly for business apps, offering the highest performance for calculating totals, instant automation triggers for payment reminders, and a lightning-fast experience because the data is native to the platform.
If you already have your time tracking or CRM data elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even integrate multiple data sources—so your portal could pull client contact info from HubSpot and project hours from Softr Databases at once. Most sources support real-time, two-way sync, so any changes in your app or data source stay in sync automatically.
Yes, Softr gives you full control over how your clients and consultants experience your billing software. You can customize the dashboard layout, navigation, and content to match your brand and audit requirements. Each page or block can be shown or hidden based on who's logged in, so a client only sees their own invoices, never another company's data.
You can also set up different user roles, such as 'Billing Dept', 'Consultant', or 'Client User'—and define exactly what each role can view or edit. For example, clients can see and pay their bills, while senior partners can manage all client records and profit margins. You can also create personalized views by filtering time-logs based on the logged-in consultant.
This level of customization is especially useful when you're managing complex project-based billing with different tier structures in the same app. It helps keep the experience clean, secure, and tailored to each user.
Yes, you can fully white-label your consulting billing software in Softr. You can use your own firm's logo, brand colors, fonts, and a custom subdomain (e.g., billing.yourfirm.com) to make the experience feel like a natural extension of your professional services. You can also remove all Softr branding, so your clients only see your company's identity when they are reviewing and paying their invoices.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your billing portal. You can adjust colors, fonts, spacing, and page structure to match your consultancy's brand. You can also choose how each page is laid out, decide which billing blocks go where, and set what different users see when they log in.
To display your billing data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured data like transaction history or pending invoices
- List or Card blocks – to highlight things like current project status or consultant profiles
- Detail View – to show one record at a time, like a specific invoice summary with a 'Pay Now' button
- Forms – for consultants to submit expense reimbursements
- Charts – to show monthly revenue and billable utilization
- Calendar blocks – to display project milestones or invoice due dates
If your billing process or brand design changes later, it's easy to go back and make updates right in the visual builder.
Softr is built with security in mind for sensitive financial data. All data is encrypted in transit (TLS) and at rest, and your billing apps are hosted on secure infrastructure. Softr apps also give you full control over who can see specific financial records. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive billing info across your entire app.
For apps using Softr Databases, your billing info is stored in Softr's secure environment, with all data hosted in Europe (Germany) and SOC 2 Type II compliance. For apps connected to external data sources like Airtable or SQL, Softr doesn't store your data—it just displays it in real time based on your access settings. You're always in control of your client's data and who can view or edit sensitive project rates.
It is fully production-ready. Unlike many AI tools that just 'vibe code'—generating fragile, custom code that is hard to maintain for financial tracking—Softr builds your consulting billing software on top of a stable, business-grade foundation.
We handle the 'boring 80%' (like secure payment authentication, hosting, and granular role permissions) natively, so you don't have to. This solves the 'Day Two' problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable code for your client's invoices. Your app is secure, scalable, and ready for your accounting team and clients to use from day one.
Softr is the first AI-native platform for building business software like consulting billing systems. Unlike pure 'vibe coding' tools that generate fragile invoice logic, or traditional no-code tools that require manual configuration of every single table link, Softr's AI Co-Builder creates billing apps on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your billing database, invoice pages, and workflow logic in minutes, then use visual controls for precise editing of your fee structures. You get the speed of AI with the reliability of business-grade infrastructure (auth, roles, permissions, and hosting) already built-in. It's designed for consulting teams who want to move from billable work to paid invoices on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your billing portal to the rest of your stack. You can automate tasks using Softr Workflows—like sending an automated invoice upon project completion—or sync with tools like Stripe for payment processing and Intercom for billing support. Softr also supports REST API and webhooks for more advanced financial integrations.
Whether you need to send accounting data to QuickBooks, trigger reminder sequences based on overdue status, or display hours from Jira, you can build it into your billing portal without writing code.
Describe what you need. Softr's AI builds it in minutes. Get started for free, no developer needed.