Track milestones and billable hours in an AI-powered system built with AI you customize to fit your team's project delivery workflow.




Customize your project management invoicing software with the exact steps and views your team needs. Add features as processes evolve.



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.
Give each client and teammate the right views and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Softr apps are mobile-ready. Turn your invoicing tool into a downloadable app in one click so teams can log billable hours from anywhere.
Softr apps are mobile-ready. Turn your invoicing tool into a downloadable app in one click so teams can log billable hours from anywhere.
Build native automations to handle invoice notifications, milestone status updates, and late payment alerts automatically whenever data changes.
Provide separate logins for project managers and clients, creating personalized dashboards that show only relevant tasks and invoices.
Apply rules for different groups. Customize who can view budgets, edit billable hours, or approve invoices at even the most granular level.
Protect sensitive financial data and project intellectual property from 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 invoicing software in minutes with AI—no manual configuration needed.

Add features like automated billing, budget tracking, or client portals as your workflow evolves—no rebuild needed.

Start with invoicing, then add team dashboards, time trackers, 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.




Project management invoicing software is a secure, unified space where project managers and clients can track project milestones and financial records like quotes, invoices, and payment statuses. It keeps your billable hours and expense tracking in one place, so you don't have to rely on manual spreadsheets or hunt through email threads. This makes it easier to stay organized, ensure projects stay on budget, and get paid faster by your clients.
Softr is the first AI-native platform for building business software. It makes it easy to build project management invoicing software that fits the specific way your firm bills and manages labor. You can describe your specific billing workflows to the AI Co-Builder to instantly generate your database for projects and invoices, project dashboards, and logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a project management 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, HubSpot, or SQL. You have full control to adjust the layout visually, decide which team members see specific budget lines, and brand the portal 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 project management invoicing software, depending on your billing cycle and project types. A great app usually mixes classic project tracking with AI-powered financial intelligence:
- AI-Powered Intelligence – Use Ask AI to let project managers query project profitability conversationally, or set up Database AI Agents to automatically summarize billable work logs into draft invoice descriptions.
- Vibe Coding Blocks – Build custom UI elements—like a dynamic burn-down chart or a custom tax calculator—using the AI Code block to 'vibe code' exactly what your finance team needs.
- Softr Workflows – Build native automations (like an automatic email notification when a client pays an invoice or when a project reaches 90% of its budget) that trigger whenever data is updated.
- User Portals & Logins – Securely manage access so clients only see their specific project invoices while project managers see their team's time logs.
- Forms & Data Collection – Capture expenses and time entries with custom forms, receipt uploads, and conditional logic.
- Dashboards & Charts – Visualize your outstanding accounts receivable and project margins with real-time charts.
- Lists & Advanced Filtering – Display and manage tasks with searchable tables, kanban boards for project stages, and detailed invoice record views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can 'vibe code' project management invoicing software in Softr by simply describing your billing requirements and project structure to the AI Co-Builder. 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 secure client logins, relational database logic for linking invoices to projects, and SSL security—natively. This means you get the speed of vibe coding without the 'Day Two' headaches of managing raw code for financial data. You describe the project workflow, Softr builds it, and it’s ready for your clients or accounting team instantly.
Yes. You can manage multiple client accounts and internal project teams in a single portal. Each user only sees the specific project boards, time logs, and invoices assigned to them, based on their login and role. This is useful for agencies or consultancies working with multiple external stakeholders who need to see their own billing history without seeing data from other clients.
Yes, you can. You don't need to bring your project or financial data 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 handles relational data like linking 'Tasks' to 'Projects' and 'Projects' to 'Invoices' perfectly.
But if you already have project data in tools like Airtable, Google Sheets, HubSpot, Notion, or monday.com, you can connect those too. You can also use the REST API connector to bring in data from your existing accounting software. Either way, you have full control over how your project and billing data is structured and displayed in your tool.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps, offering the high performance needed for tracking thousands of project tasks and instant automation triggers for invoice generation, providing a lightning-fast experience because the data is native to the platform.
If you already have your 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 portal could pull in tasks from Airtable and financial records from a SQL database at once. Most sources support real-time, two-way sync, so any changes in your app or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your project management invoicing software. You can customize the dashboard, navigation, and sidebar to match your brand and project workflow. Each project block or invoice list can be shown or hidden based on who's logged in, so every client sees only their relevant financial records.
You can also set up different user roles, such as Client, Project Manager, or Accountant—and define exactly what each role can view or edit. For example, clients can view and pay invoices, while Project Managers can edit project timelines but perhaps not change invoice amounts. You can also create personalized views by filtering data based on the logged-in user.
This level of customization is especially useful when you're managing various service tiers or sensitive project costs. It helps keep the experience clean, secure, and tailored to each user.
Yes, you can fully white-label your project management invoicing software in Softr. You can use your own logo, brand colors, custom fonts, and a custom domain like billing.yourcompany.com to make the portal feel like a professional, native extension of your services. You can also remove all Softr branding, so your clients only see your company's identity throughout their project management and payment experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your project management invoicing software. You can adjust colors, fonts, spacing, and page structure to match your professional brand. You can also choose how each page—like a project overview or an invoice detail page—is laid out.
To display your project data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured data like expense lists or task tracking logs.
- List or Card blocks – to highlight project milestones or high-level project summaries.
- Detail View – to show one specific invoice or project brief at a time.
- Forms – for submitting time logs or new project requests.
- Charts – to show budget vs. actual spend insights.
- Calendar blocks – to display project deadlines or payment due dates.
If your project management process changes, it's easy to go back and make updates right in the visual builder.
Softr is built with security in mind, especially for sensitive financial and project data. All data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your app. You can set up role-based permissions, manage users directly within your data source, and apply global restrictions to protect budget data across your entire app.
For apps using Softr Databases, your data is stored in Softr's secure environment in Germany with SOC 2 Type II compliance. For apps connected to external data sources like Airtable or SQL, Softr doesn't store your sensitive financial data—it just displays it in real time based on your access settings. You're always in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication and platform monitoring to help keep your information safe.
It is fully production-ready. Unlike many AI tools that just 'vibe code'—generating fragile, custom code that is hard to maintain and lacks security—Softr builds your project management invoicing software on top of a stable, business-grade foundation.
We handle the 'boring 80%' (like secure payment authentication, secure hosting, and granular permissions for clients and staff) 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 business-critical invoicing. Your app is secure, scalable, and ready for your team or clients to use for real billing from day one.
Softr is the first AI-native platform for building business software. Unlike 'off-the-shelf' project management tools that force you into their specific workflow, or pure 'vibe coding' tools that generate fragile code, Softr's AI Co-Builder creates custom apps on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your project database and invoicing logic in minutes, then use visual controls for precise editing. You get the speed of AI with the reliability of business-grade infrastructure (auth, roles, and hosting) already built-in. It's designed for operations and project teams who want to move from a manual process to a custom, professional software solution on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your project portal to the rest of your finance stack. You can automate tasks using Softr Workflows—like creating an invoice record automatically when a project stage is marked 'Complete'—or sync with tools like Stripe for payments and Intercom for client support.
Softr also supports REST API and webhooks for more advanced workflows, like pushing paid invoice data into your accounting software. Whether you need to send data to another system or trigger client notifications based on project milestones, you can build it into your tool without writing code.
Describe what you need. Softr's AI builds your invoicing and project tool in minutes.