Create a custom accounts receivable/payable dashboard without code
Monitor cash flow, track invoices, and manage payments with a flexible dashboard tailored to your business's financial operations.
Customize your dashboard around your processes
Set up an accounts receivable/payable dashboard with just the features you need. Adapt workflows and views as your finance team’s needs evolve.
Invoice creation and tracking
Payment recording and reconciliation
Aging report generation
Customer and vendor management
Automated reminders and notifications
Export and share financial data
Bring all your financial data together in real time
Connect spreadsheets, accounting software, 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 your finance team. Built-in security.
Give your AR/AP team tailored dashboards to track receivables and payables securely. Set up user groups and granular permissions in minutes—no IT needed.
Advanced permissions
Set up custom dashboards for AR, AP, and management teams. Each role sees only their relevant financial data.
User groups
Set up custom dashboards for AR, AP, and management teams. Each role sees only their relevant financial data.
Automations
Connect to your finance stack to automate notifications, reconciliations, and reporting, saving your team time.
Works on any device
View and update your AR/AP dashboards from desktop or mobile—optimized for any device.
Easy, secure logins
Enable secure logins with Google, email, or SSO so your finance team can access the dashboard quickly.
Security
Keep financial data safe with SOC2 and GDPR compliance, plus fine-grained access control for sensitive info.
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AI assistant for your finance team
Let your team query invoices or payments and get AI-powered answers instantly, right inside your accounts dashboard with Softr.
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 accounts receivable/payable dashboard in minutes with drag-and-drop tools—no coding required.
Consolidate your stack
Add new reports, custom views, or data sources as your AR/AP processes evolve—no rework needed.
Flexible as you grow
Manage AR/AP dashboards, reports, and approvals—all in one place, without extra tools or logins.
Build a fully custom accounts dashboard 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 accounts receivable/payable dashboard