Track expenses, manage budgets, and streamline approvals with a customizable solution tailored to your small business needs.


Build an expense management app that matches how your team works. Add only the workflows you need now, and update as your needs change.
Connect spreadsheets, accounting tools, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your expenses.
Empower your small business to manage expenses and invoicing with secure, role-based access. Set up user permissions and workflows—no IT help needed.
Provide tailored access for accountants, managers, or staff, so each role only sees the expenses and invoices relevant to them.
Provide tailored access for accountants, managers, or staff, so each role only sees the expenses and invoices relevant to them.
Connect with Make, Zapier, or N8N to automate expense approvals, invoice generation, and reminders.
Access expense and invoicing features on any device. Your team can submit or review on the go.
Enable secure logins with Google, email, or SSO—giving your team fast access to manage expenses and invoices.
Keep financial data secure with SOC2 and GDPR compliance, plus fine-tuned access control for every user.
Let your team ask AI about expenses or budgets and get instant answers—right inside your Softr billing and invoicing app.
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.
Build your small business expense management app in minutes—no developers or design skills needed.
Easily add features like receipt uploads, approvals, or custom reports as your billing needs change.
Manage expenses, invoices, and approvals all in one place—no more switching between tools.
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.












Expense management software for small business is a secure platform where you and your team can track, submit, and manage expenses all in one place. Instead of juggling receipts, spreadsheets, or endless email threads, you can oversee reimbursements, spending policies, and approvals through one organized system. This helps small business owners and employees stay on top of company spending and keep financial records accurate and up to date.
Softr makes it simple to create expense management software that’s tailored to your small business needs. You can connect your existing data sources—such as Airtable, Notion, or Google Sheets—to set up a central hub where your team can submit expenses, upload receipts, and view status updates. There’s no need for coding. With Softr, you can start from a template or build from scratch, customize the look and feel, decide who can see or do what, and brand it for your company. It’s quick to launch, easy to maintain, and flexible enough to adapt as your business grows.
You can include a variety of features in your expense management software, depending on how your team works. Some common options are:
\- User logins – so each employee can access their own expense reports and submission history
\- Custom dashboards – to display pending reimbursements, expense statuses, or budget summaries
\- Forms – for submitting new expenses, uploading receipts, or requesting approvals
\- File uploads – so employees can attach receipts and supporting documents
\- Tables, lists, and detail views – to track all expenses, approvals, and payment logs
\- Search and filters – to quickly find specific transactions or categories
\- Role-based permissions – to control who can submit, approve, or manage expenses
\- Charts – for visualizing spending trends or budget allocation
\- Notifications – for alerts on pending approvals or policy reminders
All these features can be built with Softr’s drag-and-drop blocks, so you can keep everything organized and adjust your setup as your policies or workflow evolve.
No coding is required. You can build your expense management software for small business entirely with Softr’s visual editor. From the layout to user permissions and forms, everything can be customized without writing a single line of code.
Yes. With our expense management software for small businesses, you can manage multiple clients or teams within a single portal. Each user will only see the expense data and reports assigned to them, based on their login and role. This makes it easy for small businesses, accounting firms, or consultancies to track and organize expenses across multiple clients or departments securely.
Softr supports a wide variety of data sources for your small business expense management needs. 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 bring in expense data from other platforms using the REST API.
You can integrate multiple data sources into your expense management dashboard, displaying them side by side. For example, you can monitor expenses recorded in both Airtable and Google Sheets at once. Most sources support real-time, two-way sync, ensuring your expense data stays up to date automatically.
Yes, Softr lets you tailor the user experience and permissions for your small business expense management portal. You can customize layouts, navigation, and reporting tools to fit your workflow and branding. Each page or section can be shown or hidden based on who’s logged in, so team members or clients only see the expense information relevant to them.
You can set up user roles such as admin, manager, or employee, and define exactly what each role can view or edit. For example, employees might only see their own submitted expenses, while managers can review and approve all team expenses. Personalized views and permissions help you keep expense data secure, organized, and easy for everyone to use.
Yes, you can. You don’t need to have your expense data stored elsewhere to start using Softr for your small business. If you’re starting from scratch, you can use Softr Databases, which are built right into the platform and work seamlessly with your expense management app.
If you do have existing data in tools like Airtable, Google Sheets, or other supported sources, you can connect them too. The REST API connector also lets you import data from various other platforms. Either way, you maintain full control over how your expense records are organized and displayed.
Yes, you can fully white-label your expense management software for small business in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the platform feel like a seamless extension of your company. All Softr branding can be removed, so your team and users will only see your business identity throughout the experience.
Yes, you can. Softr gives you plenty of flexibility to control both the design and layout of your expense management software for small business. You can adjust colors, fonts, spacing, and page structure to match your company’s branding, and choose how each page is arranged. You decide which blocks go where and configure what different users see when they log in.
To display your expense data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like expense lists, transaction histories, or approval queues
\- List or Card blocks – to highlight things like employee spending profiles or vendor information
\- Detail View – to show individual expense records or reports
\- Forms – for submitting new expenses or approvals
\- Charts – to visualize spending trends or budgets
\- Calendar blocks – to display submission deadlines or reimbursement schedules
If your content or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data in your expense management software for small business is encrypted both in transit (TLS) and at rest, hosted on secure, reliable infrastructure. You have full control over user permissions within your app—set role-based access, manage users from your data source, establish visibility rules, and apply global restrictions to keep sensitive expense data protected.
When using external data sources like Airtable, Notion, or SQL, Softr doesn’t store your information—it simply displays it in real time based on your permissions. You remain in control of your expense data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your financial information safe.
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 management solution needs more users or advanced features, you can explore the paid plans to find the right fit for your small business.
Softr is designed to make it easy to create fully functional, user-facing apps—like expense management software for small businesses—without writing code or hiring developers. The big advantage is how quickly you can take your idea from concept to a working solution, and how seamlessly it connects with your existing expense data.
Unlike some no-code tools that focus on mobile apps or require advanced technical knowledge, Softr is built for non-technical teams who want control over layout, user experience, and permissions. You can build on top of real-time data from services like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that your employees or finance team can access.
Everything can be customized visually—from content and design to specific user access. Since Softr includes user roles, forms, conditional logic, and API support out of the box, there’s no need to piece together multiple tools to build a polished expense management system.
Yes. Softr supports a wide range of integrations so you can connect your expense management software to the rest of your business tools. You can sync with platforms like Stripe for reimbursements, automate tasks using Zapier, Make, or N8N, and connect to chat platforms for notifications. Softr also supports REST API and webhooks for more advanced automations.
Whether you need to send expense data to your accounting system, trigger approval workflows, or pull in information from other tools, you can build it into your expense management app—without writing any code.