Build billing software for financial advisors, no code required
Simplify invoicing, track payments, and manage client accounts with customizable software tailored for financial advisors.
Customize your billing tool around your processes
Set up billing workflows tailored to your practice. Add only the features you need now, and adapt as your clients or processes change—no code needed.
Client onboarding forms
Automated invoice creation
Payment tracking dashboard
Expense and fee management
Client communication portal
Revenue reporting and exports
Bring all your billing data together 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 billing workflows.
Give every advisor and client a secure billing portal.
Provide financial advisors and their clients with a branded, secure portal for managing invoices, payments, and billing history—set up permissions in minutes.
Easy, secure logins
Financial advisors and clients can access billing info on desktop or mobile. Your portal is ready for any device out of the box.
Works on any device
Financial advisors and clients can access billing info on desktop or mobile. Your portal is ready for any device out of the box.
Automations
Connect with your favorite tools to automate invoice reminders, payment notifications, and document sharing.
User groups
Provide tailored access for advisors, clients, and admin teams, each with personalized dashboards and invoice views.
Advanced permissions
Set rules for invoice visibility, payment actions, and document access—customized for each user group.
Security
Keep sensitive billing information secure. Softr is fully SOC2 and GDPR compliant for financial data.
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Put AI to work for advisors
Advisors can ask AI about invoices, client payments, or account details—answers appear instantly inside your billing software.
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 billing tools for your advisory practice in minutes—no coding or design skills needed.
Consolidate your stack
Add new invoicing features or connect to payment tools as your client list grows—no rebuilds required.
Flexible as you grow
Manage billing, track payments, and handle client info—all in one secure, easy-to-use platform.
Build a fully custom billing software for financial advisors 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