Automate invoicing, track time, and manage payments in an AI-powered system built with AI to fit your agency's creative workflow.




Customize an agency billing software setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.



Connect time trackers, client lists, and contract data with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each client and admin the right billing views in a branded portal. Set up secure logins, user groups, and granular permissions—no dev work needed.
Softr apps are mobile-ready by default. Access your billing dashboard or approve invoices on the go with a downloadable app—no extra design needed.
Softr apps are mobile-ready by default. Access your billing dashboard or approve invoices on the go with a downloadable app—no extra design needed.
Build native automations to handle invoice notifications, payment status updates, and data sync automatically whenever billing records are changed.
Provide separate logins for clients and finance teams, creating personalized dashboards for users to view only their specific invoices and reports.
Apply rules for different roles. Customize who can view, edit, or approve billable time and expenses at even the most granular level.
Protect sensitive agency financial information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for peace of mind.
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.

Build your agency billing software in minutes with AI—no manual setup or complex configuration needed.

Add features like revenue reporting, expense tracking, or client approvals as your agency grows—no rebuild needed.

Start with billing, then add client portals, dashboards, or project trackers—all in one place with no extra tools.
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.
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.




Agency billing software is a secure environment where your clients can log in to view project invoices, approve estimates, track payments, and manage billing history. It centralizes financial communications and document management in one dedicated spot, eliminating the need for fragmented email threads or manual spreadsheet exports. This organization improves your cash flow and provides a more professional billing experience for both your account managers and your clients.
Softr is the first AI-native platform for building business software, making it uniquely equipped to build agency billing software that matches your specific fee structures and audit trails. You can describe your billing requirements to the AI Co-Builder to instantly generate your invoice database, payment status pages, and client logic—all pre-connected and secure.
You don't need to code anything. You can start by generating with AI, using a billing template, or building from scratch. Everything runs on Softr Databases, which is optimized for relational data like linking clients to multiple invoices, or you can connect external tools like Airtable, HubSpot, or SQL. You have full control to brand the portal to match your agency's identity, customize permissions for different account tiers, and adjust layouts visually. It's fast to launch, simple to update for new service offerings, and scales as your client roster grows.
You can build a comprehensive suite of financial features in your agency billing software to streamline your accounts receivable. A high-performing billing app typically combines core functional blocks with AI-driven automation:
- AI-Powered Intelligence – Use Ask AI to let your finance team query client payment trends, or deploy Database AI Agents to automatically categorize expenses or summarize project scope for invoice descriptions.
- Vibe Coding Blocks – Build complex, custom UI elements—like a dynamic tax calculator or an interactive retainer utilization chart—using the AI Code block to "vibe code" the exact specialized component you need.
- Softr Workflows – Build native automations, such as automated payment reminders or syncing paid status to your CRM, that trigger whenever a client completes a transaction.
- User Portals & Logins – Securely manage access so each client only sees their specific project budgets, invoices, and billing history.
- Forms & Data Collection – Capture billing information, tax IDs, and payment methods with custom forms and secure file uploads.
- Dashboards & Charts – Visualize agency revenue, outstanding balances, and monthly recurring revenue (MRR) with real-time financial charts.
- Lists & Advanced Filtering – Display and manage invoice records with searchable tables, status boards (draft, sent, paid), and detailed expense views.
Everything is built using Softr's drag-and-drop blocks, allowing you to create these features without writing code. If you need a more specific billing logic, use the Vibe Coding block to generate a tailored component.
Vibe coding is about leveraging AI to build specialized financial tools at high speed. You can "vibe code" agency billing software in Softr by describing your billing workflows, such as project-based milestones or hourly tracking, to the AI Co-Builder. Softr then generates a production-ready application on a reliable, secure foundation.
Unlike other tools that generate raw script snippets that are difficult to secure, Softr handles the critical "boring 80%"—such as secure payment authentication, sensitive database logic, and permission levels—natively. This provides the speed of vibe coding without the risks of managing unvetted code for financial data. You describe the billing logic, Softr builds it, and it is ready for your clients to settle their balances immediately.
Yes. You can manage an unlimited number of clients and various internal departments in a single billing portal. Each client only sees the invoices and payment schedules assigned to them based on their secure login. This is ideal for agencies and consultancies that need to provide a private, white-labeled financial experience to multiple stakeholders while maintaining a centralized internal view for the finance department.
Yes, you can. You do not need an existing financial system to start building with Softr. If you are launching a new agency or moving away from manual files, you can use Softr Databases, which is built into the platform and handles relational data like connecting specific line items to master invoices perfectly.
However, if you already store client contracts or billing data in Airtable, Google Sheets, HubSpot, or SQL databases, you can connect those sources just as easily. You can also use the REST API to fetch data from specialized accounting tools. Either way, you have total control over how your agency's financial data is structured and presented.
Softr Databases is the recommended native data source for agency billing software. It is built specifically for business applications, offering high performance for complex financial queries and lightning-fast updates to payment statuses because the data is native to the platform.
If your billing records live elsewhere, Softr connects to 17+ external sources including Airtable, Google Sheets, HubSpot, and BigQuery. You can even combine sources—for example, pulling client contact info from HubSpot while storing project invoices in Softr Databases. Most connections support real-time, two-way sync, ensuring that when an invoice is marked as paid in your app, it updates your source of truth automatically.
Yes, Softr gives you granular control over the client experience within your billing software. You can customize the dashboard layout and navigation to ensure clients find their invoices quickly. Each page or payment block can be shown or hidden based on the user's tier or department, so individual project leads only see their specific project costs while the client's CFO sees the full account balance.
You can define distinct user roles—such as Client, Account Manager, or Auditor—and set specific rules for what they can view or edit. For instance, clients might have view-only access to historical invoices but can upload new tax forms, while your internal team can generate new billing records. This ensures your financial data stays secure and the user experience remains uncluttered.
Yes, you can fully white-label your agency billing software. You can apply your agency's logo, brand colors, custom typography, and host the software on your own custom domain (e.g., billing.youragency.com). This ensures the billing process feels like a professional, integrated part of your client's brand experience, and you can remove all Softr branding entirely.
Yes, Softr provides extensive flexibility to control the visual design and structural layout of your billing software. You can adjust the spacing, colors, and flow to match your brand style. You can select exactly which data points are displayed on your dashboard—for example, highlighting 'Total Outstanding' vs 'Paid Year-to-Date.'
You can use various blocks to organize your billing information:
- Table blocks – to display detailed invoice lists, due dates, and payment statuses.
- List or Card blocks – to show different service packages or project categories.
- Detail View – for deep dives into specific invoice line items or receipts.
- Forms – to allow clients to submit billing inquiries or update credit card info.
- Charts – to visualize spending patterns or budget consumption.
- Calendar blocks – to keep track of quarterly payment deadlines or recurring subscription dates.
As your agency evolves, you can easily tweak the design or add new billing modules using the visual builder without needing a developer.
Security is central to Softr's infrastructure. All agency billing data is encrypted in transit via TLS and at rest, and apps are hosted on enterprise-grade servers. You have complete control over data visibility via role-based permissions, ensuring sensitive financial information is only accessible to authorized users.
For billing apps using Softr Databases, your data is stored in a secure, SOC 2 Type II compliant environment hosted in Germany. For apps connected to external sources like SQL or Airtable, Softr acts as a secure interface and does not persist your data on its servers—it simply displays it in real time based on your specific access rules. This multi-layered approach to authentication and monitoring keeps your agency's and your clients' sensitive financial records safe.
It is fully production-ready from day one. While many AI tools merely generate fragile scripts that lack security, Softr builds your agency billing software on a stable, business-grade architecture.
We provide the critical infrastructure—secure logins, payment-ready logic, and granular data permissions—natively. This solves the long-term maintenance issues associated with AI-generated code; you get the benefit of instant creation with the reliability of a platform that scales with your agency's revenue. Your billing portal is secure and ready to process real client invoices immediately.
Softr is the first AI-native platform designed for business software. Unlike 'vibe-only' tools that produce unmaintainable code, or traditional no-code platforms that can take weeks of manual configuration to set up complex permissions, Softr’s AI Co-Builder generates a secure, functional billing app in minutes.
The advantage is the hybrid approach: use AI to generate your client list, invoice tables, and automated logic, then use our visual editor to fine-tune the branding. You get the speed of AI combined with professional-grade features like built-in authentication and role-based access that are essential for handling financial data. It is built for agencies that need to move from a manual process to a professional billing app today.
Yes. Softr supports robust native workflows and integrations to connect your billing software to your entire tech stack. You can automate financial tasks using Softr Workflows, such as triggering an email when an invoice becomes overdue, or integrating with Stripe for seamless payment processing.
You can also sync data with tools like Intercom for billing support or use the REST API and webhooks for more complex requirements. Whether you need to push paid invoice data to your accounting software or display real-time project hours from a tracking tool, you can build these integrations into your billing portal without writing any code.
Describe what you need. Softr's AI builds it in minutes. Get started free. No setup time, no dev needed.