Build your accounts receivable-payable dashboard
Track cash flow and aging invoices in an AI-powered dashboard built with AI that you customize to fit your finance team's workflow.
Tailor your dashboard to your finance needs
Customize your setup with the exact views and reporting steps your team needs. Add features like aging reports as processes evolve—no code needed.
Real-time cash flow monitoring
Aging invoice status tracking
Vendor payment approval process
AI-powered expense categorization
Secure financial document storage
Conversational data queries
Unify your financial data in real time
Connect your accounting software, bank feeds, and spreadsheets with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
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 managers, bookkeepers, and controllers tailored dashboards, so each role sees just the financial metrics and tasks that matter to them.
User groups
Give managers, bookkeepers, and controllers tailored dashboards, so each role sees just the financial metrics and tasks that matter to them.
Automations
Streamline your financial processes with Softr Workflows. Trigger payment alerts or status updates automatically to keep your accounts balanced.
Works on any device
Monitor your accounts receivable and payable health on the go. All financial dashboards 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 real-time company data—no IT tickets needed.
Security
Keep sensitive financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every granular level.
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 AI—no manual configuration needed.
Consolidate your stack
Add features like vendor approval flows or expense categorization as your team grows—without a total rebuild.
Flexible as you grow
Start with financial tracking, then add client portals or storage tools—all in one place with no extra tools.
Generate a custom financial dashboard with AI in minutes
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 dashboard. No code needed.
Go from idea to a live accounts receivable-payable dashboard in under an hour. Get started free.