Build accounting workflow automation, no code required
Streamline transactions, approvals, and reporting with customizable automation tailored to your accounting team's unique processes.
Customize your workflows to your needs
Build an accounting workflow that matches how your team works. Add just the steps you need now, and adapt as your processes change—no code required.
Invoice creation and tracking
Expense submission and approval
Client payment portal
Vendor bill management
Bank reconciliation workflow
Financial report generation
Unify your accounting data in real time
Connect spreadsheets, ERPs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your financial workflows.
Custom access for every team. Built-in security, no dev time.
Streamline your accounting workflows with custom access for each team member. Set secure logins, user groups, and permissions—no IT support required.
Advanced permissions
Provide accountants, managers, and support staff with tailored dashboards, so each sees only the workflows and reports they need.
User groups
Provide accountants, managers, and support staff with tailored dashboards, so each sees only the workflows and reports they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate invoice processing, reconciliations, and financial reporting.
Works on any device
Access and manage accounting workflows on the go. All apps are mobile-ready for your team.
Easy, secure logins
Use Google, email, or SSO for fast, secure access to your accounting tools—no IT tickets needed.
Security
Keep sensitive financial data safe with SOC2 and GDPR compliance, plus detailed access controls at every level.
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An AI assistant for accountants
Accountants can ask AI about invoices, expenses, or reports and get fast answers, all within your Softr-powered internal 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
Set up automated accounting workflows in minutes with drag-and-drop blocks and ready templates.
Consolidate your stack
Easily add invoice approvals, reporting, or integrations as your accounting needs change.
Flexible as you grow
Centralize your accounting tools—dashboards, forms, and reports—all in one internal platform.
Build a fully custom accounting workflow 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 accounting workflow tool today