Dashboard & Reporting

Build your own expense allocation dashboard, no code required

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

A user interface dashboard displaying expense allocation with charts, graphs, and categorized spending summaries.
expense allocation dashboard mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your expense data in real time

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.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

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.

Advanced permissions

Give different teams or departments specific dashboards, so each group sees just the expense data they need.

User groups

Give different teams or departments specific dashboards, so each group sees just the expense data they need.

Automations

Connect with tools like Make, Zapier, or N8N to automate expense reporting and reduce manual reconciliation.

Works on any device

Access and update your expense dashboard from any device. All dashboards are mobile-ready by default.

Easy, secure logins

Let team members sign in with Google, email, or SSO for quick, secure access to expense reports.

Security

Keep sensitive financial data protected with SOC2 and GDPR compliance and robust access controls.

AI Magic

An AI assistant for finance teams

Finance teams get instant answers from AI on allocations or trends, right inside your dashboard—no extra tools needed.

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 expense allocation dashboard

Easy, fast setup

Create your expense allocation dashboard in minutes with drag-and-drop blocks—no coding needed.

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

Consolidate your stack

Easily add new reports or custom views as your expense tracking needs change.

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

Flexible as you grow

Combine dashboards, data sources, and reporting tools—all in one place, no extra software required.

“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
Read Case Study
“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
Read customer story
“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
Read Case Study
“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
Learn More
“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
Read Case Study
“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
Read Case Study
How It Works

Build a fully custom expense dashboard 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
Read Case Study

Frequently asked questions

What is an expense allocation dashboard?
What are the benefits of building an expense allocation dashboard with Softr?
What types of features can I build into my expense allocation dashboard?
Do I need to know how to code to build an expense allocation dashboard in Softr?
Can I manage multiple clients or teams in the same expense allocation dashboard?
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 expense allocation dashboard in Softr, including using my own branding?
Can I customize the design and layout of my expense allocation dashboard?
How secure is my data in Softr apps?
How much does it cost to build an expense allocation dashboard 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 expense allocation dashboard today

Set up your first Dashboard & Reporting easily and quickly
Get started free