Share KPIs, track milestones, and visualize results in an AI-powered software built with AI you customize to fit your team's workflow.


Customize a stakeholder reporting tool that looks sleek out of the box. Add only the features you need, and iterate as your reporting evolves.






Connect project data, financial spreadsheets, and CRMs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each stakeholder the right views and access in a fully branded portal. Set up secure logins, user groups, and granular permissions in minutes.
Reports are mobile-ready by default. Stakeholders can view updates on the go via a downloadable app using Softr's PWA—no design needed.
Reports are mobile-ready by default. Stakeholders can view updates on the go via a downloadable app using Softr's PWA—no design needed.
Build native automations to handle status alerts, milestone notifications, and data sync automatically whenever report records are changed.
Provide separate logins for different stakeholder groups, like investors or internal leads, and create personalized dashboards for each.
Apply rules for different groups. Customize who sees which KPIs, and which documents they can download, at a granular level.
Protect sensitive corporate 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 stakeholder reporting tool in minutes with AI—no manual configuration or complex setup required.

Add features like interactive KPI charts, document sharing, or approvals as your reporting needs grow and evolve.

Start with reporting, then add executive portals, dashboards, or project trackers—all in one place without code.
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 stakeholder reporting tool is a centralized hub where investors, board members, or department heads can access critical project updates, financial KPIs, and performance metrics. It consolidates data into a single source of truth, eliminating the need to search through fragmented emails or manual spreadsheets. This ensures your stakeholders have real-time visibility into progress, fostering better decision-making and transparency across your organization.
Softr is the first AI-native platform for building business software, making it ideal for creating a stakeholder reporting tool that adapts to your specific governing needs. You can describe your reporting requirements to the AI Co-Builder to instantly generate your database, executive summaries, and data visualizations—all pre-connected and secure.
You don't need to code anything. You can start by generating with AI, using a specialized reporting template, or building from scratch. Everything runs on Softr Databases, or you can pull in existing data from tools like Airtable, Google Sheets, HubSpot, or SQL. You have full control to customize the layout, define granular access levels for different stakeholder groups, and brand the dashboard to match your corporate identity. It’s built for speed, making it easy to share professional reports in minutes.
You can include a wide range of features in your stakeholder reporting tool to ensure data is both accessible and actionable. A professional reporting app typically blends functional blocks with AI-driven insights:
- AI-Powered Intelligence – Use Ask AI to let stakeholders ask questions like "What was the ROI last quarter?" or set up Database AI Agents to automatically summarize complex project status updates.
- Vibe Coding Blocks – Build custom UI elements—like a proprietary risk assessment matrix—using the AI Code block to create exactly what your board needs to see.
- Softr Workflows – Create native automations, such as automated weekly email digests or Slack alerts to stakeholders when a financial milestone is hit.
- Secure Stakeholder Portals – Manage access rules so investors only see financial summaries while project leads see detailed operational data.
- Forms & Feedback – Capture stakeholder sentiment or approval signatures directly within the tool using custom forms.
- Interactive Dashboards – Visualize performance with real-time charts, progress bars, and high-level KPI summaries.
- Filterable Reports – Organize massive data sets with searchable tables and categorized views of department-specific achievements.
Everything is built using drag-and-drop blocks, so you can iterate quickly. Need a specific financial chart? Use Vibe Coding to generate it via AI, and update your reporting structure as your project scales.
Vibe coding is about leveraging AI to build professional reporting interfaces instantly. You can "vibe code" a stakeholder reporting tool in Softr by describing the specific metrics you need to track—such as budget burn rates or project milestones—to the AI Co-Builder. Softr then generates a production-ready dashboard on a secure and stable foundation.
Unlike experimental AI tools that produce raw, disconnected code, Softr manages the essential infrastructure—like secure stakeholder logins and database integrity—natively. This means you get the speed of AI generation without the risk of security vulnerabilities or broken data links. You describe your reporting needs, Softr builds the dashboard, and your stakeholders can log in immediately.
Yes. You can manage multiple stakeholder groups, such as different investor tiers or separate internal departments, within one portal. Each user only sees the specific reports and data records assigned to them based on their login credentials. This is perfect for complex organizations where sensitive financial data must be restricted to the board while operational metrics are shared with project managers.
Yes, you can. You don't need an existing setup to start building your stakeholder reporting tool. If you're starting fresh, use Softr Databases, which is built into the platform and allows you to structure your reporting metrics, KPIs, and project logs directly.
However, if your reporting data is already living in tools like Airtable, Google Sheets, HubSpot, or SQL, you can easily connect those as well. You can also utilize the REST API to pull in data from niche financial or PM tools, giving you complete flexibility over how your reports are structured.
Softr Databases is the recommended native source for your stakeholder reporting tool. It is optimized for speed and reliability, ensuring that when stakeholders log in to check a report, the data loads instantly with real-time accuracy.
If you prefer to keep your data elsewhere, Softr connects to over 17 external sources including Google Sheets, Airtable, HubSpot, and BigQuery. You can even combine sources—for example, pulling project tasks from Airtable and financial data from a SQL database into a single cohesive dashboard. Most connections support two-way sync, so any updates made in your app reflect in your source data automatically.
Yes, Softr provides robust control over the stakeholder experience. You can customize the look and feel to match your brand, and use granular visibility rules to show or hide specific dashboard sections. A "Major Investor" might see a high-level financial summary, while a "Project Lead" sees task-level progress on the same page.
You can define distinct user roles—such as Executive, Internal Auditor, or External Partner—and specify exactly which records they can view, edit, or comment on. This ensures your stakeholder reporting tool remains secure and clutter-free, providing each user with only the information relevant to their role.
Yes, you can fully white-label your stakeholder reporting tool in Softr. Use your corporate logo, custom fonts, and brand colors to ensure the dashboard looks like an official company resource. By using a custom domain and removing Softr branding, you provide a professional, seamless experience for your stakeholders that builds trust.
Yes, you have complete control over the presentation of your data. Softr allows you to adjust colors, spacing, and layouts to ensure your reports are easy to read and professionally formatted. You can arrange blocks to create the most impactful narrative for your stakeholders.
To display your reporting data, you can choose from various block types:
- Table blocks – for listing detailed financial transactions or project lists.
- List/Card blocks – to highlight key department initiatives or team leads.
- Detail View – for deep dives into specific monthly reports or project summaries.
- Forms – to collect stakeholder feedback or monthly status updates.
- Charts – to visualize growth, budget utilization, and performance trends.
- Calendar blocks – to track upcoming board meetings or project deadlines.
You can easily modify these layouts in the visual editor as your reporting requirements evolve.
Security is a top priority for stakeholder reporting. Softr encrypts all data in transit and at rest, hosting your apps on secure infrastructure. You retain full ownership and control, utilizing role-based permissions to ensure sensitive financial or strategic data is only accessible to authorized stakeholders.
For apps using Softr Databases, data is stored in a secure SOC 2 Type II compliant environment in Germany. If you connect external sources like SQL or BigQuery, Softr displays your data in real-time without storing it on our servers. This architecture ensures you can meet strict corporate governance and data privacy requirements.
It is absolutely production-ready. While many AI coding tools produce one-off scripts that are hard to secure, Softr builds your reporting tool on a stable, institutional-grade infrastructure.
Softr handles the heavy lifting—including secure user authentication, SOC 2 compliant data handling, and complex permission logic—natively. This means you can generate a reporting dashboard with AI today and have your board of directors using it tomorrow, confident that it is scalable, secure, and professional.
Softr is the first AI-native platform specifically designed for custom business software. Unlike generic business intelligence tools that only visualize data, Softr allows you to build a functional app with portals, logins, and two-way data interaction.
The hybrid advantage allows you to use AI to generate your initial stakeholder dashboard in minutes, then use the visual builder for pixel-perfect adjustments. You get the speed of modern AI tools with the reliability of a high-end enterprise platform that handles hosting, security, and user management automatically.
Yes. Softr allows you to automate repetitive reporting tasks and connect to your existing tech stack. You can use Softr Workflows to automate status updates or integrate with tools like Stripe for financial reporting and Slack for stakeholder notifications.
Whether you need to trigger a PDF report generation when a project closes or sync stakeholder contact info from HubSpot, you can build these integrations into your tool without writing code. This ensures your reporting process is efficient and always up to date.
Describe what you need. Softr's AI builds your custom reporting tool in minutes.