Billing/Invoicing

Build expense management software for small business, no code required

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

Screenshot of an expense management software dashboard for small businesses, displaying charts, recent transactions, and navigation menus for tracking and managing expenses.
expense management software for small business mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your expense data in real time

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.

Explore all data sources
Power

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

Empower your small business to manage expenses and invoicing with secure, role-based access. Set up user permissions and workflows—no IT help needed.

Advanced permissions

Provide tailored access for accountants, managers, or staff, so each role only sees the expenses and invoices relevant to them.

User groups

Provide tailored access for accountants, managers, or staff, so each role only sees the expenses and invoices relevant to them.

Automations

Connect with Make, Zapier, or N8N to automate expense approvals, invoice generation, and reminders.

Works on any device

Access expense and invoicing features on any device. Your team can submit or review on the go.

Easy, secure logins

Enable secure logins with Google, email, or SSO—giving your team fast access to manage expenses and invoices.

Security

Keep financial data secure with SOC2 and GDPR compliance, plus fine-tuned access control for every user.

AI Magic

An AI teammate for small businesses

Let your team ask AI about expenses or budgets and get instant answers—right inside your Softr billing and invoicing app.

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 management software for small business

Easy, fast setup

Build your small business expense management app in minutes—no developers or design skills needed.

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

Consolidate your stack

Easily add features like receipt uploads, approvals, or custom reports as your billing needs change.

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

Flexible as you grow

Manage expenses, invoices, and approvals all in one place—no more switching between tools.

“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
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“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
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“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
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“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
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“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
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“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
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How It Works

Build a fully custom expense management tool 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
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Frequently asked questions

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

Create your first Billing/Invoicing app in minutes, no coding required
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