Build an ERP for accounting firms without code
Log billable hours, track tax workflows, and manage reports in an AI-powered ERP built with AI to fit your firm's specific workflow.
Build exactly what your firm needs
Customize an ERP for accounting firms that looks sleek and modern. Add only the features you need, and iterate as your team's workflows evolve.
Client document portal
Automated tax workflow tracking
AI-powered financial reporting
Billable hour time tracking
Client onboarding and setup
Invoice and payment management
Bring all your client data together in real time
Connect spreadsheets, CRMs, and financial systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every role. Built-in security.
Give each accountant and partner the right tools. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give bookkeepers, tax specialists, and auditors tailored access and dashboards, so each role sees just the projects they need.
User groups
Give bookkeepers, tax specialists, and auditors tailored access and dashboards, so each role sees just the projects they need.
Automations
Streamline your reporting with Softr Workflows. Trigger native automations based on status changes to keep your tax filings running smoothly.
Works on any device
Access and update your ERP for accounting firms on the go. Log billable hours or check client status from any mobile device out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your firm fast, secure access to financial records—no IT tickets needed.
Security
Keep client financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your accounting tools.
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 ERP for accounting firms in minutes with AI—no manual setup needed for your tax or billing workflows.
Consolidate your stack
Add features like client document portals, invoicing, or time tracking as your firm grows—no rebuild needed.
Flexible as you grow
Start with an ERP, then add client portals or dashboards—all in one place, with no extra tools or seats to buy.
Generate a fully custom ERP for accounting firms 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 ERP for accounting firms in minutes
Describe what you need. Softr's AI builds your custom accounting software in minutes without code.