Billing/Invoicing

Build consulting billing software, no code required

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

Screenshot of a consulting billing software user interface displaying client information, invoice details, billing rates, and payment status.
consulting billing software mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your billing data in real time

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.

Explore all data sources
Power

Give every client a custom, secure billing experience.

Build a branded portal where clients can view invoices, track payments, and access billing details securely. Set up permissions and user groups in minutes.

Easy, secure logins

Clients can view invoices and payment history on any device. All portals are mobile-ready for easy access on the go.

Works on any device

Clients can view invoices and payment history on any device. All portals are mobile-ready for easy access on the go.

Automations

Connect with your accounting tools to automate invoice reminders, payment updates, and client notifications.

User groups

Provide tailored dashboards for clients and internal staff—each sees only their relevant billing data.

Advanced permissions

Set detailed access rules for who can view, pay, or dispute invoices, tailored to different client or staff groups.

Security

Protect sensitive billing data with robust security. Softr is SOC2 and GDPR compliant for peace of mind.

AI Magic

AI assistant for consulting billing

Consultants and finance teams can ask AI about invoices, payments, or client hours—all inside your billing portal with Softr.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building consulting billing software

Easy, fast setup

Set up your consulting billing software fast with drag-and-drop blocks and invoicing templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add features like time tracking, client reports, or payment reminders as your needs change.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage invoices, client info, and project dashboards all in one place—no extra tools needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom consulting billing software 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is consulting billing software?
What are the benefits of building consulting billing software with Softr?
What types of features can I build into my consulting billing software?
Do I need to know how to code to build consulting billing software in Softr?
Can I manage multiple clients or teams in the same consulting billing software?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my consulting billing software in Softr, including using my own branding?
Can I customize the design and layout of my consulting billing software?
How secure is my data in Softr apps?
How much does it cost to build a consulting billing software with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your consulting billing solution easily

Set up your first Billing/Invoicing system effortlessly
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