Billing/Invoicing

Build your own invoice management tool, no code required

Streamline invoice tracking, automate processes, and improve accuracy with a customizable tool tailored to your business needs.

Screenshot of an invoice management tool user interface displaying a dashboard with recent invoices, payment status indicators, and navigation menu options.
invoice management tool mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your invoice data in real time

Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your invoices.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Give your finance team the right tools to manage invoices securely. Set up user groups, permissions, and automations—no IT help needed.

Advanced permissions

Give different team members access to the invoices and dashboards they need for their role.

User groups

Give different team members access to the invoices and dashboards they need for their role.

Automations

Connect with accounting tools to automate invoice creation, notifications, and payment tracking.

Works on any device

Access and manage invoices from any device. All apps are mobile-ready out of the box.

Easy, secure logins

Enable fast, secure access for your team with Google, email, or SSO logins—no IT tickets needed.

Security

Keep invoice and payment data safe with SOC2 and GDPR compliance, plus robust access controls.

AI Magic

Give finance teams an AI helper

Let your team ask AI about invoices, payments, or clients—instant answers from live data, built into your billing system.

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 invoice management tool

Easy, fast setup

Launch your invoice management tool in minutes with drag-and-drop blocks and ready-made templates.

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

Consolidate your stack

Add features for billing, approvals, or recurring invoicing as your needs change—no rebuild needed.

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

Flexible as you grow

Manage invoices, payments, and client records—all in one place, without extra tools or seats.

“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 invoice 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.

“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.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is an invoice management tool?
What are the benefits of building an invoice management tool with Softr?
What types of features can I build into my invoice management tool?
Do I need to know how to code to build an invoice management tool in Softr?
Can I manage multiple clients or teams in the same invoice management tool?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my invoice management tool in Softr, including using my own branding?
Can I customize the design and layout of my invoice management tool?
How secure is my data in Softr apps?
How much does it cost to build an invoice management tool with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your invoice management tool seamlessly

Set up your first Billing/Invoicing in under 30 minutes
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