Build your financial metrics tracker with AI
Monitor KPIs, track budgets, and visualize trends in an AI-powered system built with AI you customize to fit your firm's workflow.
Build exactly what your team needs
Customize your financial metrics tracker with the exact dashboards and views your firm needs. Add features as workflows evolve—no code needed.
Real-time KPI monitoring
Automated expense categorization
Fiscal budget tracking
Interactive financial reporting
Document and receipt storage
Custom executive dashboards
Unify your financial data in real time
Connect spreadsheets, CRMs, and payment systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business reporting.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so analysts see raw data while executives see high-level KPI overviews.
User groups
Give different team members tailored access and dashboards, so analysts see raw data while executives see high-level KPI overviews.
Automations
Streamline reporting with Softr Workflows. Trigger native automations based on budget changes or data updates to keep the firm running smoothly.
Works on any device
Access and update your financial metrics on the go. All trackers and reporting dashboards are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your finance team fast, secure access to metrics—no IT tickets or complex setup needed.
Security
Keep sensitive financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tracker.
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 financial metrics tracker in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like budget limits, expense tagging, or executive views as your needs grow—no rebuild required.
Flexible as you grow
Start with a tracker, then add client portals, dashboards, or tax forms—all in one place with no extra tools.
Generate a custom financial metrics tracker in minutes
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.
The go-to platform for business operations
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your financial metrics tracker
Describe what you need. Softr's AI builds it in minutes. Get started free, no setup time or dev needed.