Track tasks and bill clients in an AI-powered system built with AI that you customize to fit your team's project management workflow.




Customize your project management and invoicing setup with the exact steps and views your team needs. Add features as processes evolve—no code.



Connect task boards, timesheets, and accounting systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Softr apps are mobile-ready by default. Turn it into a downloadable app for on-the-go task updates and invoice approvals without extra design work.
Softr apps are mobile-ready by default. Turn it into a downloadable app for on-the-go task updates and invoice approvals without extra design work.
Build native automations to handle status notifications, automatic invoice generation, and data sync whenever project milestones are reached.
Provide separate logins for clients and project managers, creating personalized dashboards that focus on task status or billing as needed.
Apply rules for different groups. Customize who can view budget details, edit timelines, or approve invoices at a granular level.
Protect sensitive project and financial information from security threats. 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 project management and invoicing tools in minutes with AI—no manual configuration needed.

Add features like automated billing, approval gates, or time tracking as your workflows evolve—no rebuild needed.

Start with project management, then add client portals, dashboards, or forms—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.




A project management and invoicing app is a secure workspace where project managers and freelancers can organize tasks, track progress, and handle billing in one unified system. It keeps all deliverables, milestones, and financial records in one place, so you don't have to chase clients for details via email or manually reconcile spreadsheets. This makes it easier to stay on schedule and ensure you get paid accurately and on time for every billable hour.
Softr is the first AI-native platform for building business software. It makes it easy to build a project management and invoicing tool that fits your specific creative or technical workflow. You can describe your needs to the AI Co-Builder to instantly generate your task database, client billing pages, and status logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a 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, or HubSpot. You have full control to adjust the task board layout visually, decide which team members see specific budget data, and brand it to match your agency. 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 app, depending on your project lifecycle. A great project management and invoicing app usually mixes task tracking with AI-powered financial intelligence:
- AI-Powered Intelligence – Use Ask AI to let managers query project health conversationally, or set up Database AI Agents to automatically summarize weekly progress reports for clients.
- Vibe Coding Blocks – Build complex, custom UI elements—like a dynamic Gantt chart or a custom progress circle—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like an automatic invoice generator) that trigger notifications or sync data whenever a milestone is marked as complete.
- User Portals & Logins – Securely manage access so clients only see their own project boards while your internal team sees the full portfolio.
- Forms & Data Collection – Capture project briefs and expense reports with custom forms and file uploads.
- Dashboards & Charts – Visualize your billable vs. non-billable hours and project profitability with real-time charts.
- Lists & Advanced Filtering – Display and manage your project data with searchable tables, kanban boards, and detailed task 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 component with AI.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can "vibe code" a project management and invoicing app in Softr by simply describing your requirements to the AI Co-Builder—such as "I need a task board that generates an invoice when a status changes to 'Done'." Softr then generates a production-ready app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like authentication, database logic, and secure document storage for invoices—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe your workflow, Softr builds it, and it’s ready for your project team or clients instantly.
Yes. You can manage multiple clients or external teams in a single app. Each user only sees the project timelines and invoices assigned to them, based on their login and role. This is useful for agencies or consultancies working with multiple high-stakes accounts simultaneously while keeping sensitive budget data isolated.
Yes, you can. You don't need to bring your task lists or rate cards from somewhere else to start building with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with your project management and invoicing interface.
But if you already have data in tools like Airtable, Google Sheets, HubSpot, or SQL, you can connect those too. You can also use the REST API connector to bring in time-tracking data from other sources. Either way, you have full control over how your projects are structured and how invoices are displayed.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps, offering the highest performance for complex task tracking and a lightning-fast experience because the invoice records are native to the platform.
If you already have project 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 into the same app—so your app could pull in project tasks from Softr Databases while syncing client payment status from HubSpot at once. Most sources support real-time, two-way sync, so updates in your task list stay in sync automatically.
Yes, Softr gives you full control over how users experience your project management and invoicing portal. You can customize the layout, navigation, and content to match your brand. Each page or task block can be shown or hidden based on who's logged in, so every client sees only the milestones relevant to them.
You can also set up different user roles, such as Project Manager, Freelancer, or Client—and define exactly what each role can view or edit. For example, freelancers can update tasks, while only admins can edit invoice amounts. You can also create personalized views by filtering records based on the logged-in user.
This level of customization is especially useful when you're managing multiple projects or budgets in the same app. It helps keep the billing experience clean, secure, and tailored to each stakeholder.
Yes, you can fully white-label your project management and invoicing app in Softr. You can use your own logo, brand colors, fonts, and a custom domain (e.g., projects.yourcompany.com) to make the experience feel like a professional, custom-built product. You can also remove all Softr branding, so your clients see a seamless extension of your brand when they log in to check the budget or review tasks.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your app. You can adjust colors, fonts, and spacing to match your agency's brand. You can also choose how project pages are laid out, which blocks go where, and set what clients see versus what your internal team sees.
To display your data, you can add different types of blocks:
- Table blocks – to show structured data like line items or payment histories.
- List or Card blocks – to highlight project phases or team profiles.
- Detail View – to show one record at a time, like a specific project dashboard.
- Forms – for time reporting or project intake.
- Charts – to show budget utilization.
- Calendar blocks – to display project deadlines and release dates.
If your project management needs change later, it's easy to make updates right in the visual builder.
Softr is built with security in mind. All project and invoicing data is encrypted in transit and at rest, hosted on secure infrastructure. Softr apps give you full control over sensitive financial data. You can set up role-based permissions, manage users directly within your database, and apply global restrictions to protect profit margins and client personal info across your entire app.
For apps using Softr Databases, your data is stored in Softr's secure environment with 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 who can edit an invoice or view a sensitive project file.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code that is hard to maintain—Softr builds your project management and invoicing app on top of a stable, business-grade foundation.
We handle the "boring 80%" (like secure login, role-based access for clients, and hosting) 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 financial data. Your app is secure, scalable, and ready for your team to start managing projects from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate fragile code, or traditional tools that require hours of setup, Softr's AI Co-Builder creates an invoicing and project tracker on a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your project structure in minutes, then use visual controls for precise editing of your billing workflows. You get the speed of AI with the reliability of business-grade infrastructure (auth, roles, and hosting) already built-in. It's designed for managers who want to move from an idea to a live client portal on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your project data to the rest of your tech stack. You can automate tasks using Softr Workflows, or sync with tools like Stripe for payment processing and Intercom for client support. Softr also supports REST API and webhooks for advanced financial automations.
Whether you need to send project data to an accounting system or trigger notifications when a task is overdue, you can build it into your tracker without writing code.
Describe what you need. Softr's AI builds it in minutes. Get started free, no code needed.