Track and allocate expenses with precision using a customizable dashboard tailored to your organization's financial workflows.


Customize your expense allocation dashboard with just the features and workflows you use most. Adjust and improve your setup as needs change.
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your expenses.
Empower your finance or ops teams with a secure expense allocation dashboard. Set up tailored logins, user groups, and permissions with no IT help needed.
Give different teams or departments specific dashboards, so each group sees just the expense data they need.
Give different teams or departments specific dashboards, so each group sees just the expense data they need.
Connect with tools like Make, Zapier, or N8N to automate expense reporting and reduce manual reconciliation.
Access and update your expense dashboard from any device. All dashboards are mobile-ready by default.
Let team members sign in with Google, email, or SSO for quick, secure access to expense reports.
Keep sensitive financial data protected with SOC2 and GDPR compliance and robust access controls.
Finance teams get instant answers from AI on allocations or trends, right inside your dashboard—no extra tools needed.
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.
Create your expense allocation dashboard in minutes with drag-and-drop blocks—no coding needed.
Easily add new reports or custom views as your expense tracking needs change.
Combine dashboards, data sources, and reporting tools—all in one place, no extra software required.
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.












An expense allocation dashboard is a secure, interactive space where team members or stakeholders can log in to view, manage, and analyze how expenses are distributed across projects, departments, or categories. It centralizes all your expense data, making it easy to track spending patterns, allocate costs, and generate insights—all without relying on manual spreadsheets or endless email chains. This helps everyone stay on the same page and supports smarter budgeting and decision-making.
Softr makes it simple to create an expense allocation dashboard tailored to your organization's needs. You can connect your existing expense data from sources like Airtable, Hubspot, Notion, monday.com, SQL, and more, and quickly set up a dashboard where users can log in, review allocations, submit expense details, and track spending—all in one place.
There’s no need for any coding. You can start with a template or build your dashboard from scratch, customize the layout, control who can view or edit data, and add your company’s branding. It’s fast to launch, easy to update, and flexible enough to adapt as your expense tracking requirements evolve.
You can include a variety of features in your expense allocation dashboard, depending on how your team handles expenses. Some of the most popular options include:
\- User logins – so each team member or stakeholder can access their relevant expense data
\- Custom dashboards – to display allocation summaries, spending by category, or project budgets
\- Forms – for submitting new expenses, allocating costs, or providing justifications
\- File uploads – for attaching receipts or supporting documentation
\- Search and filters – to quickly find specific expenses or allocation details
\- Tables, lists, and detail views – to present transaction records, allocations, or historical spending
\- Comments or status updates – to streamline communication about specific expenses
\- Charts – to visualize spending trends, allocation breakdowns, or budget vs. actuals
\- Calendar view – for tracking expense submission dates or reporting periods
\- Permissions and roles – so users only see and edit what’s appropriate for them
All of this is built with Softr’s drag-and-drop blocks, letting you create your dashboard without any coding. And if your process changes, updating your dashboard is quick and straightforward.
No coding is required. You can build your entire expense allocation dashboard using Softr’s visual editor. Everything from the dashboard layout to user permissions can be set up and adjusted without writing a single line of code.
Yes. You can manage multiple clients or teams within a single expense allocation dashboard. Each user will only see the expense data and reports assigned to them, based on their login and role. This makes it easy to oversee several departments, projects, or stakeholders from one place, while keeping sensitive information secure and organized.
Softr supports a wide range of data sources for your expense allocation dashboard. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also connect to other sources using the REST API.
You’re not limited to just one source—you can integrate multiple data sources in your dashboard and display them side by side. This way, your expense allocation dashboard can pull in data from different departments or systems at once. Many sources also support real-time, two-way sync, keeping your data up to date automatically.
Yes, Softr gives you complete control over the user experience in your expense allocation dashboard. You can tailor the layout, navigation, and content to fit your organization’s workflows and branding. Pages or dashboard sections can be shown or hidden based on each user's role, so everyone only sees the data relevant to them.
You can also set up custom user roles, such as admin, manager, or team member, and specify exactly what each role can view or edit. For example, department heads can see their own expense reports, while finance admins can manage records across the organization. You can even filter data so each user gets a personalized view. This helps you manage access securely and keep the dashboard streamlined for every user.
Yes, you can. You don’t need to have existing data elsewhere to start building your expense allocation dashboard in Softr. If you’re starting from scratch, you can use Softr Databases, which is built right into the platform and works seamlessly with your dashboard setup.
If you do have data in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in data from other sources. Either way, you have full control over how your expense data is organized and displayed in your dashboard.
Yes, you can fully white-label your expense allocation dashboard in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the dashboard feel like a seamless part of your organization’s tools. You can also remove all Softr branding, so users only see your company’s identity throughout their experience with the dashboard.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your expense allocation dashboard. You can adjust colors, fonts, spacing, and page structure to match your organization’s branding. You can also choose how each page is organized, decide where to place different blocks, and set what different users see when they log in.
To display your data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like expense line items, allocation summaries, or approval statuses
\- List or Card blocks – to highlight things like department overviews or budget categories
\- Detail View – to show one record at a time, like a detailed expense breakdown
\- Forms – for submitting new expenses or adjustments
\- Charts – to visualize spending and allocation trends
\- Calendar blocks – to display important reporting deadlines or review dates
If your content or design needs change later, it’s easy to make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your dashboards are hosted on secure, reliable infrastructure. Softr apps also let you fully control who can view or modify information. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive expense data across your dashboard.
If your expense allocation dashboard connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your access settings. You always retain control over your data and its access.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your financial information secure.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your expense allocation dashboard needs more users or features, you can explore the paid plans to see which one fits your requirements: <http://softr.io/pricing>
Softr is designed to make it easy to create fully functional, user-facing apps—like expense allocation dashboards, internal tools, and reporting platforms—without writing code or needing developers. What sets it apart is how quickly you can go from idea to a working dashboard, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-oriented (like Retool), Softr is built for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded dashboards that your team or stakeholders can log into.
You can customize everything visually—from content and design to user permissions. And because Softr includes features like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch different tools together to launch a polished dashboard.
Yes. Softr supports a wide range of integrations so you can connect your expense allocation dashboard to the rest of your workflow. You can automate tasks using Zapier, Make, and N8N, and connect with other tools using REST API and webhooks for more advanced processes.
Whether you need to send expense data to another system, trigger automations based on approvals, or pull in information from other platforms, you can build these automations into your dashboard—all without writing code.