Manage invoices, track payments, and streamline finances with a customizable billing tool tailored for your advertising agency.


Customize your billing workflows to match your agency’s process. Add only the views or features you need now, then adjust as your needs change.
Connect spreadsheets, accounting software, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize your billing workflows.
Empower your agency team to manage billing and invoicing with secure logins, tailored permissions, and automated workflows—no IT help needed.
Give finance teams, account managers, and executives personalized dashboards so each role sees only the billing data they need.
Give finance teams, account managers, and executives personalized dashboards so each role sees only the billing data they need.
Integrate with tools like Make, Zapier, or N8N to automate invoice generation, reminders, and payment tracking.
Access and update billing information anywhere. Your invoicing app is mobile-ready right out of the box.
Enable Google, email, or SSO logins so your team can securely access billing tools—no IT tickets required.
Keep sensitive client billing data safe with SOC2 and GDPR compliance, plus granular access controls.
Easily ask AI about invoices, payments, or client billing. Get fast answers inside your agency’s billing system with Softr.
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.
Launch your agency billing software in minutes with drag-and-drop blocks and ready templates.
Add features like client invoicing, approvals, or expense tracking as your billing needs evolve.
Manage billing, client dashboards, and reporting in one place—no extra tools or logins needed.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Advertising agency billing software is a secure platform designed specifically for agencies to manage all their billing needs in one place. It allows your team and clients to log in and access invoices, payment histories, project costs, and account details. With everything centralized, you can keep communication clear and organized, while making it easy for clients to access their billing information whenever they need it.
Softr makes it simple to create billing software that fits perfectly with your advertising agency's workflow. You can connect your existing data sources—like Airtable, HubSpot, Notion, or even SQL—and set up a system where clients can securely view invoices, manage payments, track budgets, and download reports, all in one place.
There’s no coding necessary. You can start with a template or build your own from scratch, personalize the layout, set permissions so each client only sees their own billing info, and brand the portal to match your agency. It’s quick to deploy, easy to update, and flexible enough to adapt as your agency grows.
You can incorporate a variety of features in your agency billing software depending on your process. Some of the most common include:
\- User logins – so each client can securely access their invoices and payment records
\- Custom dashboards – to display outstanding balances, recent payments, and account summaries
\- Forms – for clients to submit billing inquiries or update payment details
\- File sharing – clients can download invoices, receipts, and other billing documents
\- Search and filters – to easily find specific invoices or payment histories
\- Tables, lists, and detail views – to organize billing records, project costs, or account activity
\- Comments or status updates – to keep all communication about billing in one place
\- Charts – to visualize spend trends, budgets, or payment timelines
\- Calendar view – to track invoice due dates and payment schedules
\- Permissions and roles – so clients and agency staff only see the relevant billing info
With Softr’s drag-and-drop builder, you can set up all these features without writing code, and easily update your software as your agency’s needs change.
No coding is required. You can build your advertising agency billing software entirely using Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or agency teams within the same billing portal. Each client or team member only sees the invoices, reports, and billing details assigned to them, based on their login and role. This setup is perfect for advertising agencies that need to handle several accounts or departments securely in one place.
Softr supports a wide range of data sources for your agency’s billing needs. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also use the REST API to include billing data from other platforms.
You aren’t limited to just one source. You can integrate multiple data sources into your billing software and display them together—for example, tracking both invoicing and client communications side by side. Most sources offer real-time, two-way sync, so updates in your billing portal or data source stay in sync automatically.
Yes, Softr allows you to fully tailor the user experience for your advertising agency billing software. You can adjust the layout, navigation, and content to fit your agency’s branding and billing processes. Each page or section can be shown or hidden based on who’s logged in, so clients or team members only see what’s relevant to them.
You can create different user roles, such as client, billing admin, or agency team member, and specify exactly what each role can view or edit. For example, clients can access only their own invoices and payment history, while internal users can manage all billing records. You can also set up personalized dashboards and filtered views based on the logged-in user.
This kind of customization helps agencies manage multiple clients, projects, or departments in a secure, organized way that’s tailored to each user.
Yes, you can. You don’t need to have existing data in another system to start using Softr for your agency’s billing platform. If you’re starting fresh, you can use Softr Databases, which are built into the platform and work seamlessly with your billing workflows.
If you do have existing data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also makes it easy to bring in billing data from other sources. Either way, you maintain full control over how your agency’s billing data is organized and displayed.
Yes, you can fully white-label your advertising agency billing software in Softr. You can use your agency’s logo, brand colors, fonts, and a custom domain to make the billing portal feel like a seamless part of your agency’s workflow. All Softr branding can be removed, ensuring your clients and team see only your agency’s identity throughout the experience.
Absolutely. Softr gives you the flexibility to control both the design and layout of your advertising agency billing software. You can adjust colors, fonts, spacing, and the structure of each page to fit your agency’s brand. Choose where each block goes on the page and decide what different users—like clients or internal team members—see when they log in.
To display your billing data, you can add different types of blocks, such as:
\- Table blocks – to show invoices, payment histories, or project billing details
\- List or Card blocks – to highlight client accounts, services, or billable projects
\- Detail View – to show billing records one at a time, such as an invoice summary
\- Forms – for collecting payment information or client billing details
\- Charts – to visualize revenue or outstanding balances
\- Calendar blocks – to display important billing deadlines or payment schedules
If your needs change, you can easily update your portal’s content and design in the visual builder.
Softr is designed with security as a top priority. All data in your advertising agency billing software is encrypted both in transit (TLS) and at rest. Your portal is hosted on secure, reliable infrastructure, and you have full control over user permissions. You can set up roles for clients, team members, or finance staff, manage users within your data source, set visibility rules, and apply global restrictions to safeguard sensitive billing information.
If your billing software connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—instead, it displays information in real time based on your access settings. You maintain full control over who can view or edit your agency’s billing data.
Softr also follows industry best practices for authentication, access control, and monitoring to ensure your financial information stays protected.
You can start building your advertising agency billing software for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, and Google Sheets.
If your billing software needs to handle more users or requires advanced features, you can explore Softr’s paid plans to find the right fit for your agency’s needs.
Softr is built to let you create powerful, user-friendly apps—like advertising agency billing software, client portals, and internal tools—without writing any code. It stands out for how quickly you can launch a fully functional portal and how well it integrates with your agency’s existing data sources.
Unlike some no-code platforms that focus on mobile apps (like Glide) or are more developer-oriented (like Retool), Softr is designed for non-technical agency teams who want full control over layout, user experience, and permissions. You can work with live data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and offer a branded, secure experience for both clients and staff.
Everything is customizable—from design to user access. Plus, Softr includes user roles, forms, conditional logic, and API support out of the box, so you don’t need multiple platforms to run your agency billing software.
Yes, you can. Softr supports a wide range of integrations so you can connect your advertising agency billing software with the rest of your tech stack. Sync with payment platforms like Stripe, automate client notifications or invoice reminders with Zapier, Make, or N8N, and connect with chat tools such as Intercom. Softr also supports REST API and webhooks for advanced automation.
Whether you need to send billing data to your accounting system, trigger automated reminders, or pull information from other tools, you can build these workflows into your billing software—no coding required.