Build budgeting software for small business
Track expenses and forecast cashflow in an AI-powered system built with AI you customize to fit your small business's daily workflow.
Build exactly what your business needs
Customize budgeting software for small business with the exact reporting and tracking your team needs. Add features as your processes evolve.
Expense tracking and categorization
Real-time budget dashboards
Automated approval workflows
AI-powered cashflow forecasting
Centralized document storage
Role-based financial access
Unify your financial data in real time
Connect bank exports, spreadsheets, and revenue trackers with real-time sync—or manage everything in Softr Databases. Create one source of truth for your budget.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give department heads tailored access to their specific budget dashboards, while your finance lead maintains view-only access across the entire small business.
User groups
Give department heads tailored access to their specific budget dashboards, while your finance lead maintains view-only access across the entire small business.
Automations
Streamline your financial processes with Softr Workflows. Trigger native notifications for budget overages or automate approval cycles based on record changes.
Works on any device
Access and update your business budget on the go. Log expenses or check real-time cashflow dashboards from any mobile device, ready right out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your finance team fast, secure access to your budgeting tools—all without needing to submit IT tickets.
Security
Keep small business financial data safe with SOC2 and GDPR compliance, along with fine-tuned access control that protects your sensitive spreadsheets and records.
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 your budgeting software in minutes with AI—no manual configuration or complex setup needed.
Consolidate your stack
Add forecasting, expense approvals, or payroll tracking as your business grows—no rebuild from scratch needed.
Flexible as you grow
Start with a budget dashboard, then add invoice portals or internal forms—all with no extra tools to buy.
Generate a custom budgeting tool with AI in minutes
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.
The go-to platform for business operations
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your budgeting software in minutes
Describe what you need. Softr's AI builds your custom financial dashboard in minutes.