Build ERP for accounting firms, no code required
Streamline financial operations and client management with a customizable ERP solution tailored to your accounting firm's workflow.
Customize your ERP around your processes
Add the workflows and features your accounting firm needs today. Easily adapt your ERP as your team grows or your processes change—no coding required.
Client onboarding management
Invoicing and payments tracking
Document management and sharing
Task and deadline tracking
Time and expense logging
Client communication portal
Unify your accounting data in real time
Connect spreadsheets, ERPs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your accounting workflows.
Tailored ERP access for every accounting team.
Empower your accounting firm with secure, role-based access to all ERP features. Streamline workflows, control permissions, and automate tasks with no IT support required.
Advanced permissions
Give audit teams, tax specialists, and admin staff tailored dashboards, so each role only sees what they need.
User groups
Give audit teams, tax specialists, and admin staff tailored dashboards, so each role only sees what they need.
Automations
Integrate with accounting tools to automate invoice processing, reporting, and workflow notifications.
Works on any device
Update records or review reports on any device—your ERP is mobile-ready out of the box.
Easy, secure logins
Enable staff to log in securely with Google, email, or SSO—simple access with strong security.
Security
Keep sensitive financial data protected with SOC2 and GDPR compliance and robust access controls.
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An AI assistant for accountants
Let staff ask AI for client data, reports, or deadlines—answers come fast, right inside your ERP, powered by Softr’s built-in AI.
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
Set up your accounting ERP in minutes with drag-and-drop blocks and tailored templates.
Consolidate your stack
Add modules like billing, reporting, or approvals as your firm’s needs change—no rebuild required.
Flexible as you grow
Bring client records, financial dashboards, and workflows together in one place—no extra tools needed.
Build a fully custom ERP for accounting firms 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 ERP for accounting firms today