Manage invoices, track payments, and streamline billing with a customizable solution tailored to your consulting business needs.


Build consulting billing software that matches your workflow. Add just the features you need now, and adapt as your client needs change.
Connect spreadsheets, invoicing tools, and accounting systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your billing workflows.
Build a branded portal where clients can view invoices, track payments, and access billing details securely. Set up permissions and user groups in minutes.
Clients can view invoices and payment history on any device. All portals are mobile-ready for easy access on the go.
Clients can view invoices and payment history on any device. All portals are mobile-ready for easy access on the go.
Connect with your accounting tools to automate invoice reminders, payment updates, and client notifications.
Provide tailored dashboards for clients and internal staff—each sees only their relevant billing data.
Set detailed access rules for who can view, pay, or dispute invoices, tailored to different client or staff groups.
Protect sensitive billing data with robust security. Softr is SOC2 and GDPR compliant for peace of mind.
Consultants and finance teams can ask AI about invoices, payments, or client hours—all inside your billing portal with Softr.
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.
Set up your consulting billing software fast with drag-and-drop blocks and invoicing templates.
Easily add features like time tracking, client reports, or payment reminders as your needs change.
Manage invoices, client info, and project dashboards all in one place—no extra tools needed.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Consulting billing software is a secure solution where consultants and their clients can manage invoices, track billable hours, view payment histories, and access important billing documents. It centralizes all your billing activities, reducing the need for manual spreadsheets or scattered emails. This helps you stay organized, ensures timely payments, and improves the overall experience for both consultants and clients.
Softr makes it easy to build consulting billing software that fits your workflow. You can connect your billing data from sources like Airtable, Notion, or SQL, and create a portal where clients can log in to view invoices, check outstanding balances, submit payments, and download receipts—all in one place.
You don’t need to write any code. You can start with a template or create your setup from scratch, customize the layout, control access for different clients, and brand the portal for your consulting firm. It’s quick to launch, easy to update, and flexible enough to grow with your business needs. Everything stays organized and looks professional.
You can include a wide range of features in your consulting billing software, depending on your specific needs. Some common features are:
\- User logins – so each client can securely access their own invoices and billing records
\- Custom dashboards – to display outstanding payments, recent transactions, or account summaries
\- Forms – for submitting billing questions or payment confirmations
\- File sharing – for sharing contracts, receipts, or reports
\- Search and filters – to help clients quickly find past invoices or payment details
\- Tables, lists, and detail views – to show invoice histories, rates, or project hours
\- Comments or status updates – for communicating about billing issues or payment statuses
\- Charts – to visualize billing trends or payment timelines
\- Calendar view – for upcoming invoice due dates or scheduled payments
\- Permissions and roles – so clients and team members only see relevant information
Everything is built using Softr’s drag-and-drop blocks, so you can add these features without writing code. If your needs change, it’s easy to update later.
No coding is needed. You can build your consulting billing software entirely with Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within the same consulting billing software. Each user will only see the billing details, invoices, and project information that are relevant to them, based on their login and assigned role. This setup is ideal for consulting firms or independent consultants who handle several clients or teams and need to keep financial data organized and secure.
Softr supports a variety of data sources, making it easy to manage your consulting and billing workflows. You can connect your app to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also integrate with other platforms using the REST API.
You’re not limited to a single data source—you can combine multiple data sources within the same consulting billing software. For instance, you can manage client lists from Airtable and invoice data from Google Sheets in one place. Most sources support real-time, two-way sync, keeping your billing records up to date automatically.
Yes, Softr gives you complete control over how users interact with the consulting billing software. You can tailor the layout, navigation, and content to fit your consulting practice’s branding and workflow. Each page or billing module can be shown or hidden depending on who’s logged in, ensuring clients and team members only access what’s relevant to them.
You can also define specific user roles, such as consultant, client, or admin—setting exactly what each role can view or edit. For example, clients can only see their own invoices and payment history, while consultants or admins can access all billing records. You can also create personalized dashboards by filtering data based on the logged-in user, making it easy to manage multiple clients or teams securely and efficiently.
Yes, you can. You don’t need to import your billing or client data from another tool to start using the consulting billing software built with Softr. If you’re starting fresh, you can use Softr Databases, which is integrated into the platform and works seamlessly for tracking clients, projects, and invoices.
If you do have existing data in Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in billing data from other sources. Either way, you have full control over how your consulting and billing information is structured and displayed.
Yes, you can fully white-label your consulting billing software built with Softr. You have the ability to add your own logo, brand colors, fonts, and even use your custom domain. This ensures your billing software feels like a seamless part of your firm’s brand identity. You can also remove all Softr branding so that your clients and team only see your company’s details throughout their experience.
Absolutely. Softr gives you plenty of options to customize the design and layout of your consulting billing software. You can adjust colors, fonts, spacing, and overall page structure to align with your firm’s brand. You can decide how each section of your billing system is arranged and which modules—like invoices, payment status, or client summaries—are visible to each user role.
To display your billing data, you can use:
\- Table blocks – for lists of invoices, payment records, or client transactions
\- List or Card blocks – to showcase client profiles, services, or recent activity
\- Detail View – for displaying individual invoice details or account statements
\- Forms – for submitting new billing entries or payment requests
\- Charts – to visualize billing trends or outstanding balances
\- Calendar blocks – for payment deadlines or appointment reminders
And if your needs change, you can update the design any time directly in the visual builder.
Softr is designed with strong security measures to protect your consulting billing data. All information is encrypted in transit (TLS) and at rest, with your billing software hosted on secure, reliable infrastructure. You have complete control over access, using role-based permissions and visibility rules to ensure only authorized users can see sensitive billing information.
For billing systems connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data, but displays it in real time based on your permissions. You remain in control of who can view or edit billing records.
Softr also follows industry best practices for authentication, access management, and platform monitoring to safeguard your firm’s billing information.
You can start building your consulting billing software with Softr for free. The Free plan lets you publish one app with up to 10 users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your billing system needs to support more users or advanced features, you can explore the paid plans, which scale based on your requirements: <https://softr.io/pricing>
Softr is purpose-built to make it simple to create robust, user-facing applications like consulting billing software, CRMs, or internal dashboards—without needing to code. What distinguishes Softr is how quickly you can go from concept to a working billing system, and how easily it connects to your existing data sources.
While some no-code tools focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is designed for non-technical teams wanting control over layout, user experience, and permissions. You can build on top of live data from tools like Airtable, Google Sheets, Softr Databases, or SQL and offer a secure, branded billing solution for your team and clients.
Everything is customizable, from invoices to user dashboards. With built-in support for user roles, forms, logic, and APIs, you don’t need to patch together multiple tools to launch a polished billing system.
Yes, Softr allows you to automate workflows and integrate your consulting billing software with a wide range of other tools. You can connect to payment processors like Stripe, set up automated email notifications, and link with tools like Zapier, Make, and N8N for advanced automation. Softr also supports REST API and webhooks for more complex integrations.
Whether you need to automate invoice reminders, sync billing data to accounting software, or pull in information from other platforms, you can set it all up without writing any code.