Build a cash flow monitoring portal with AI
Track liquidity and project trends in an AI-powered portal built with AI that you customize to fit your firm's specific workflows.
Tailor your monitoring portal to your needs
Customize your cash flow monitoring portal with the exact financial views and transaction trackers your team needs. Iterate as processes evolve.
Real-time liquidity dashboards
AI-powered trend forecasting
Secure expense document uploads
Automated budget threshold alerts
Categorized transaction tracking
Expense approval workflow
Bring all your financial data together in real time
Connect bank spreadsheets, CRMs, and expense trackers with real-time sync—or manage everything in Softr Databases. Create one single source of truth for your cash flow.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Monitor cash flow on the go. Softr apps are mobile-ready by default, turning your portal into a downloadable PWA in one click for quick updates.
Works on any device
Monitor cash flow on the go. Softr apps are mobile-ready by default, turning your portal into a downloadable PWA in one click for quick updates.
Automations
Build native automations with Softr Workflows to handle budget alerts, status updates, and automated notifications whenever financial records are changed.
User groups
Provide separate logins for accountants, executives, and clients, and create personalized liquidity dashboards for each user group.
Advanced permissions
Apply rules for different user groups. Customize who can view sensitive accounts or approve expenses, at even the most granular level.
Security
Protect critical financial information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for peace of mind.
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 cash flow monitoring portal in minutes with AI—no manual configuration or manual coding needed.
Consolidate your stack
Add features like budget alerts, forecasting, or expense approvals as your financial workflows grow and change.
Flexible as you grow
Start with a monitoring portal, then add dashboards, forms, or client portals—all in one place with no extra tools.
Generate a custom cash flow monitoring portal with AI
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 cash flow monitoring portal now
Describe your workflow and Softr's AI will build your portal in minutes. Get started for free with no code needed.