Build your accounting workflow automation
Automate document collection and task tracking in an AI-powered system built with AI that you customize to fit your firm's workflow.
Build exactly what your team needs
Customize your accounting workflow automation with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Automated document collection
Task progress tracking
Expense approval requests
AI-powered financial reporting
Client communication portal
Budget and cost monitoring
Unify your accounting data in real time
Connect expense reports, invoices, and audit logs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm's workflows.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access to expense approvals or budget monitoring so each role sees just the tasks they need.
User groups
Give different team members tailored access to expense approvals or budget monitoring so each role sees just the tasks they need.
Automations
Streamline your accounting processes with Softr Workflows. Trigger native notifications or status changes automatically when documents are collected.
Works on any device
Access and update your accounting workflows on the go. All task trackers and expense approval forms are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your finance team fast, secure access to your automation tools—no IT tickets needed.
Security
Keep client financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your accounting 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 your accounting workflow automation in minutes with AI—no manual configuration needed.
Consolidate your stack
Add features like expense approvals or client portals as your accounting services evolve—no rebuild needed.
Flexible as you grow
Start with workflow automation, then add internal dashboards and forms—all in one place, with no extra tools.
Generate a custom accounting workflow automation 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
Build your accounting workflow automation
Describe what you need. Softr's AI builds your custom accounting tool in minutes.