Automate invoices, track billable hours, and manage payments in an AI-powered system built with AI to fit your firm's specific workflow.




Customize your billing software for accounting firms with the exact steps and views your team needs. Add features as processes evolve—no code.



Connect billable hours from tracking tools, client records, and expenses with real-time sync—or manage it all in Softr Databases. Create one source of truth for your firm.
Give each client and accountant the right views and access in a branded portal. Set up secure logins, user groups, and billing permissions in minutes.
Softr apps are mobile-ready by default. Turn your billing portal into a downloadable app so staff can track billable hours from anywhere.
Softr apps are mobile-ready by default. Turn your billing portal into a downloadable app so staff can track billable hours from anywhere.
Build native automations to handle payment notifications, invoice generation, and status updates automatically whenever billing records are changed.
Provide separate logins for firm partners, accountants, and clients, ensuring each group sees a personalized dashboard relevant to their role.
Apply rules for different team members. Customize who can edit billing rates, approve invoices, or view financial reports at a granular level.
Protect sensitive client financial information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 billing software in minutes with AI—no manual setup or complex configuration needed.

Add features like billable hour tracking or automated financial reporting as your firm grows—no rebuild needed.

Start with billing, then add client portals, dashboards, or project trackers—all in one place, for one price.
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.




Billing software for accounting firms is a secure, digital environment where practice managers and clients can manage professional fees, track billable hours, and process invoices. It keeps all financial communication and payment records in one place, so your firm doesn't have to rely on fragmented email threads or manual spreadsheets. This makes it easier to stay organized, ensure timely payments, and provide a professional, transparent billing experience for your clients.
Softr is the first AI-native platform for building business software. It makes it easy to build billing software for accounting firms that fits the specific way your practice manages engagements and retainers. You can describe your specific requirements—like multi-entity billing or tiered service packages—to the AI Co-Builder to instantly generate your database, client-facing pages, and payment logic, all securely connected.
You don't need to code anything. You can start by generating with AI, using a pre-built accounting template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, or your existing HubSpot CRM. You have full control to adjust the layout visually, decide which associates or clients see specific financial records, and brand it with your firm’s professional identity. It's quick to get up and running, simple to update as your services change, and flexible enough to scale with your client list.
You can include a wide range of features in your billing software, depending on your firm's specific workflow. A great billing app usually mixes classic accounting blocks with AI-powered intelligence:
- **AI-Powered Intelligence** – Use Ask AI to let your staff query billing history conversationally, or set up Database AI Agents to automatically categorize expenses or perform preliminary audit checks on entries.
- **Vibe Coding Blocks** – Build custom UI elements—like a dynamic tax-summary calculator or a custom invoice previewer—using the AI Code block to "vibe code" exactly what your accountants need.
- **Softr Workflows** – Build native automations (like automated overdue payment reminders) that trigger notifications or sync data whenever an invoice status is updated or a client clicks a payment button.
- **Client Portals & Logins** – Securely manage access so each client only sees their own outstanding invoices, engagement letters, and payment history.
- **Forms & Data Collection** – Capture billable hours from staff or intake financial documents with custom forms, secure file uploads, and conditional logic.
- **Dashboards & Charts** – Visualize your firm’s accounts receivable, monthly recurring revenue, and collection rates with real-time charts and summaries.
- **Lists & Advanced Filtering** – Display and manage your ledger with searchable tables, status-based kanban boards for invoice approvals, and detailed client record views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored component with AI. And if your accounting services evolve, it's easy to update the software later.
Vibe coding is all about moving fast and using AI to build exactly what your practice needs. You can "vibe code" billing software for accounting firms in Softr by simply describing your billing requirements—such as 'I need an invoice tracking system with automated tax calculations and client approvals'—to the AI Co-Builder. Softr then generates a production-ready application on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like client authentication, secure database logic, and financial data encryption—natively. This means you get the speed of vibe coding without the professional risk or "Day Two" headaches of managing raw code. You describe it, Softr builds it, and it’s ready for your accountants and clients instantly.
Yes. You can manage hundreds of clients and multiple internal accounting teams in a single billing software application. Each client only sees the invoices and payment schedules assigned to them based on their login, while your internal partners and associates can be granted higher-level access to manage firm-wide collections. This is ideal for multi-disciplinary firms or those working with complex corporate hierarchies.
Yes, you can. You don't need to have a pre-existing ledger or database to start building with Softr. If you're starting a new firm or a new billing process from scratch, you can use Softr Databases. It is built directly into the platform and integrates perfectly with the billing and invoicing workflows you create.
However, if you already have client data or time logs in tools like Airtable, Google Sheets, HubSpot, or even a SQL database, you can connect those too. You can also use the REST API connector to bring in financial data from other sources. Either way, you have full control over how your billing data is structured and presented to your clients.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business software like billing systems, offering the highest performance for large datasets, instant automation triggers for payment events, and a lightning-fast experience because the financial data is native to the platform.
If you already maintain your firm’s records elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even integrate multiple data sources into the same app—so your billing software could pull service records from Softr Databases and client contact info from HubSpot simultaneously. Most sources support real-time, two-way sync, ensuring your billing statuses stay accurate across all platforms.
Yes, Softr gives you full control over how your clients interact with your billing portal. You can customize the layout, navigation, and payment flows to match your firm’s workflow. Each invoice record or data block can be shown or hidden based on who's logged in, so every client sees only their own sensitive financial data.
You can also set up different user roles, such as Client, Senior Partner, or Junior Accountant—and define exactly what each role can view or edit. For example, clients can view and pay invoices, while Junior Accountants can draft invoices but not authorize refunds. You can also create personalized dashboards that filter data based on the specific logged-in user.
This level of customization is especially useful when managing diverse client portfolios. It ensures the experience is clean, secure, and tailored to the unique financial relationship you have with each client.
Yes, you can fully white-label your billing software in Softr. You can use your firm’s logo, brand colors, professional fonts, and a custom domain (e.g., billing.yourfirm.com) to make the experience feel like a natural extension of your professional services. You can also remove all Softr branding, ensuring your clients only see your company's identity when they log in to review their statements.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your firm’s billing software. You can adjust colors, typography, and page structure to match your audit and accounting brand. You can also choose how each page is laid out, decide which billing blocks go where, and set what different users see when they log in.
To display your financial data, you can add different types of blocks depending on what you need:
- **Table blocks** – to show structured data like work-in-progress (WIP) reports or past invoice history.
- **List or Card blocks** – to highlight different service packages or recurring retainer options.
- **Detail View** – to show a comprehensive breakdown of a single invoice or project fee.
- **Forms** – for expenses, time logs, or onboarding new clients.
- **Charts** – to show aging receivables or revenue trends.
- **Calendar blocks** – to display tax filing deadlines or payment due dates.
If your service model or design needs change, it's easy to make updates right in the visual builder without needing a developer.
Softr is built with enterprise-grade security for sensitive financial data. All information is encrypted in transit (TLS) and at rest, and your billing apps are hosted on secure, reliable infrastructure. Softr apps give you full control over who can view and edit financial records. You can set up role-based permissions, manage client logins directly within your data source, and apply global restrictions to protect sensitive billing data across your entire firm.
For billing apps using Softr Databases, your data is stored in Softr's secure environment with SOC 2 Type II compliance and hosting in Europe (Germany). For apps connected to external data sources like Airtable or SQL, Softr doesn't store your sensitive financial data—it just displays it in real time based on your specific access settings. You're always in control of your data and who can view or edit client ledgers.
Softr also follows industry best practices for authentication and platform monitoring to ensure your firm’s information remains safe and compliant.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code that is difficult for a professional firm to maintain—Softr builds your billing software on top of a stable, business-grade foundation.
We handle the "boring 80%" (like secure client authentication, encrypted hosting, and granular role permissions) natively, so your firm doesn't have to. This solves the "Day Two" problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable code. Your billing app is secure, scalable, and ready for your accountants and clients to use for actual financial transactions from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate code your firm can't audit, or traditional no-code tools that require weeks of manual configuration, Softr's AI Co-Builder creates billing apps on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your billing database, client interface, and logic in minutes, then use visual controls for precise professional editing. You get the speed of AI with the reliability of business-grade infrastructure (authentication, roles, and financial-grade hosting) already built-in. It's designed for accounting teams who want to move from manual invoicing to a custom digital portal on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your billing software to the rest of your accounting stack. You can automate tasks using Softr Workflows, such as triggering an email when an invoice is paid, or sync with tools like Stripe for payment processing and Intercom for client support. Softr also supports REST API and webhooks for more advanced data syncing.
Whether you need to send invoice data to a Xero/QuickBooks system, trigger automations based on status changes, or display client info from other CRM tools, you can build it into your Billing Software for Accounting Firms without writing code.
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