Build your Xero client portal, no code required
Share invoices, track tax deadlines, and exchange files in an AI-powered Xero client portal built with AI to fit your firm's workflow.
Tailor your Xero client portal to your needs
Customize your Xero client portal with the exact steps and views your team needs. Add features as processes evolve—no manual coding required.
Secure document sharing
Real-time invoice tracking
AI financial summaries
Custom onboarding forms
Tax deadline alerts
Service request approvals
Unify your accounting data in real time
Connect spreadsheets, Xero invoices, and project trackers with real-time sync—or manage everything in Softr Databases. Create one integrated source of truth for your firm.
Give every user a custom, secure experience.
Give each client the right views and access in a branded portal. Set up secure logins, user groups, and permissions to protect sensitive financial data in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn it into a downloadable app in one click so clients can check invoices on the go—no extra design needed.
Works on any device
Softr apps are mobile-ready by default. Turn it into a downloadable app in one click so clients can check invoices on the go—no extra design needed.
Automations
Build native automations with Softr Workflows to handle tax deadline alerts and invoice status updates automatically whenever records are changed.
User groups
Provide separate logins for different clients and staff, and create personalized dashboards for each user to track their specific financial tasks.
Advanced permissions
Apply rules for different user groups. Customize who sees which invoices and tax documents at even the most granular level.
Security
Protect sensitive client financial information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 your Xero client portal in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like tax deadline alerts, custom forms, or service approvals as your firm grows—no rebuild needed.
Flexible as you grow
Start with a portal, then add dashboard or internal CRM tools—all in one place, with no extra tools to buy.
Generate a fully custom Xero client portal with AI
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.
The go-to platform for business operations
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Launch your Xero client portal today
Get started free. Build and customize your Xero client portal without code in under 30 minutes.