Build finance asset management software, no code required
Track assets, optimize investments, and streamline reporting with a custom finance tool tailored to your organization's needs.
Customize your asset management tool
Set up a finance asset management solution with the features your team relies on. Add or adjust views and workflows as your needs evolve—no code required.
Asset tracking dashboard
Portfolio performance reporting
Transaction logging and approval
Document storage and management
Client account management
Task assignment and reminders
Unify your asset data in real time
Connect spreadsheets, ERPs, and portfolio management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your assets.
Custom access for every team. Built-in security, no dev time.
Empower your finance team to track, manage, and secure assets efficiently. Set up user groups, permissions, and automations—no IT required.
Advanced permissions
Assign tailored access and dashboards for analysts, managers, and auditors—each sees just what they need.
User groups
Assign tailored access and dashboards for analysts, managers, and auditors—each sees just what they need.
Automations
Connect with Make, Zapier, or N8N to automate asset tracking, reporting, and compliance workflows.
Works on any device
Track and update asset records anywhere—apps are mobile-ready for real-time access.
Easy, secure logins
Enable secure logins with Google, email, or SSO so your finance team can access assets safely.
Security
Keep sensitive asset data compliant and protected with SOC2 and GDPR standards and detailed access controls.
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Put AI to work for finance teams
Finance teams can quickly ask AI about assets, values, or trends—getting clear answers right inside your management system.
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
Build your finance asset management tool in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add features like custom reporting or approval flows as your asset management needs change.
Flexible as you grow
Start with asset tracking, then add dashboards or client portals—all in one place, no extra tools.
Build a fully custom finance asset management tool 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 finance asset management software