Create a custom workflow management software for accountants
Streamline tasks, manage projects, and enhance collaboration with a no-code solution tailored to your accounting team's processes.
Customize your workflow management tool
Choose just the features and views your accounting team needs for efficient workflow management. Update your setup anytime as your processes evolve.
Client onboarding workflow
Task assignment and tracking
Document collection and approval
Recurring process automation
Client communication logs
Deadline and compliance tracking
Unify your accounting data in real time
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Streamline client, invoice, and task workflows.
Custom access for every accounting team. Built-in security.
Empower your accounting team with the right tools and secure access. Set up user groups and granular permissions—no IT support required.
Advanced permissions
Assign different levels of access and workflows to accountants, partners, or support staff, so each sees just what they need.
User groups
Assign different levels of access and workflows to accountants, partners, or support staff, so each sees just what they need.
Automations
Connect with your accounting tools to automate data entry, reminders, and reporting—saving time on repetitive tasks.
Works on any device
Access your accounting workflows and data from any device. All tools are mobile-ready out of the box.
Easy, secure logins
Enable accountants to log in securely with SSO, Google, or email—no tickets or IT headaches.
Security
Protect sensitive financial data with SOC2 and GDPR compliance, and robust access controls for your team.
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An AI assistant for accountants
Accountants can ask AI about tasks, deadlines, or workflow status—getting instant answers right inside your workflow tool.
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 workflow management tools for your accounting team in minutes—no coding or design skills needed.
Consolidate your stack
Easily update workflows or add approval steps as your accounting processes change—no need to rebuild.
Flexible as you grow
Manage your accounting workflows, client records, and dashboards in one tool—no switching apps.
Build a fully custom workflow management software for accountants 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.
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Frequently asked questions
Build your workflow management tool today