Build billing software for accounting firms, no code required
Streamline invoicing, track payments, and optimize financial workflows with a customizable billing solution tailored for your accounting firm.
Customize your billing tool around your processes
Build a billing solution tailored for your accounting firm. Add only the views and workflows you need, and adapt as your clients or team evolve.
Client invoice creation
Recurring billing automation
Payment tracking dashboard
Time and expense logging
Client portal access
Revenue and performance reports
Unify your billing data 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 firm.
Custom billing access for every accounting team.
Empower your firm with a secure, branded billing tool. Set up logins, user groups, and tailored permissions for billing and invoicing—in minutes, no IT needed.
Advanced permissions
Set tailored access for accountants, billing clerks, or partners, so each team member sees only the invoicing data they need.
User groups
Set tailored access for accountants, billing clerks, or partners, so each team member sees only the invoicing data they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate invoice creation, reminders, and payment tracking.
Works on any device
Access and manage your billing software from desktop or mobile—your firm’s invoicing is always within reach.
Easy, secure logins
Let team members log in securely with Google, email, or SSO—no IT tickets required.
Security
Protect client billing data with SOC2 and GDPR compliance, plus detailed access control at every step.
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An AI assistant for accountants
Accountants can ask AI about invoices, payments, or client balances—answers appear instantly inside your billing portal.
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
Set up billing and invoicing for your firm in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Easily add client portals, payment tracking, or approvals as your billing needs change—no rebuild needed.
Flexible as you grow
Manage billing, client records, and reports in one place—no switching between tools or extra licenses.
Build a fully custom billing software for accounting firms 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 billing software in minutes