Create a custom financial reporting dashboard without code
Visualize key metrics, streamline reporting, and gain insights with a no-code dashboard tailored to your financial team's needs.
Customize your dashboard around your processes
Set up a financial reporting dashboard with only the features and views your team needs. Adapt and expand your setup as your reporting evolves.
Upload financial data
Customizable financial reports
Expense and revenue tracking
Departmental performance comparison
Automated KPI dashboards
Role-based access control
Unify your financial data in real time
Connect spreadsheets, accounting software, and reporting tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your financial insights.
Custom access for every team. Built-in security, no dev time.
Empower your finance team to access the right reports and analytics instantly. Set up secure logins, user groups, and permissions—no IT help needed.
Advanced permissions
Provide tailored dashboard access for finance, accounting, or leadership, so each role sees only the reports they need.
User groups
Provide tailored dashboard access for finance, accounting, or leadership, so each role sees only the reports they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate report generation and sharing, cutting down on manual updates.
Works on any device
Access and review financial dashboards on any device. All apps are mobile-ready out of the box.
Easy, secure logins
Allow your team to log in with Google, email, or SSO for fast, secure access to financial data.
Security
Protect sensitive financial data with SOC2 and GDPR compliance, plus fine-grained access control for every user.
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Give finance teams an AI helper
Finance can ask AI about cash flow, budgets, or KPIs—getting instant answers from live data inside your reporting dashboard.
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 financial reporting dashboard in minutes with drag-and-drop blocks and custom templates.
Consolidate your stack
Add new charts, data sources, or team access as your reporting needs change—no overhaul required.
Flexible as you grow
Bring reports, dashboards, and data views together—no more switching between tools or platforms.
Build a fully custom financial reporting 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.
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Frequently asked questions
Build your financial reporting dashboard today