Create a custom financial metrics tracker without code
Monitor key financial metrics, track performance, and gain insights with a customizable tracker tailored to your business needs.
Tailor your financial metrics tracker
Add only the features and workflows you need to track financial data. Easily adapt your setup as your team’s metrics and goals change over time.
Add and categorize transactions
Dashboard financial overview
Monthly and quarterly reporting
Custom KPI tracking
Budget vs actuals monitoring
Collaborative access controls
Bring all your financial data together 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 metrics.
Custom access for every team. Built-in security, no dev time.
Empower your finance team with tailored dashboards and secure access. Set up user groups, permissions, and login options in minutes—no IT help needed.
Advanced permissions
Give finance and leadership teams tailored dashboards, ensuring each role sees only the relevant data.
User groups
Give finance and leadership teams tailored dashboards, ensuring each role sees only the relevant data.
Automations
Connect with Make, Zapier, or N8N to automate report updates and notify teams of key financial changes.
Works on any device
Access your financial dashboards from desktop or mobile. All apps are mobile-ready out of the box.
Easy, secure logins
Provide secure logins with Google, email, or SSO, so your team can access financial reports quickly.
Security
Protect sensitive financial data with SOC2 and GDPR compliance, plus robust access controls at every level.
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An AI assistant for finance teams
Finance teams can ask AI about KPIs, trends, or reports—getting instant answers right in their Softr financial dashboard.
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 financial metrics dashboard in minutes with templates—no coding or design skills needed.
Consolidate your stack
Add new charts, data sources, or custom reports as your financial tracking needs change.
Flexible as you grow
Track all your key financial data, dashboards, and reports in one place—no extra tools required.
Build a fully custom financial metrics tracker 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 financial metrics tracker today