Build a financial reporting dashboard in minutes
Track revenue, monitor budgets, and analyze trends in an AI-powered system built with AI to fit your firm's accounting workflow.
Build exactly what your team needs
Customize a financial reporting dashboard that looks sleek out of the box. Add only the charts and views you need, and iterate as needs grow.
Real-time revenue tracking
Expense approval workflow
AI-powered trend analysis
Budget vs actual monitoring
Secure client report access
Automated financial alerts
Bring all your financial data together in real time
Connect spreadsheets, CRMs, and accounting tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business performance.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes for your clients or staff.
Easy, secure logins
Softr apps are mobile-ready. Turn your dashboard into a downloadable app in one click so clients can view financial reports on the go—no extra design needed.
Works on any device
Softr apps are mobile-ready. Turn your dashboard into a downloadable app in one click so clients can view financial reports on the go—no extra design needed.
Automations
Build native automations to handle financial alerts, budget notifications, and data updates automatically whenever records or statuses are changed.
User groups
Provide separate logins for different clients or departments, and create personalized dashboards for each user to see their specific financial metrics.
Advanced permissions
Apply rules for different user roles. Customize who sees specific reports and which financial actions they can take at even the most granular level.
Security
Protect sensitive financial information from security threats. Softr is fully compliant with SOC2 and GDPR regulations to keep your reports safe.
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 AI—no manual configuration or coding needed.
Consolidate your stack
Add features like trend analysis, expense approvals, or automated alerts as your reporting needs evolve.
Flexible as you grow
Start with a dashboard, then add client portals, forms, or budget trackers—all in one place with no extra tools.
Generate a custom financial reporting dashboard with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your financial reporting dashboard.
Describe what you need. Softr's AI builds your dashboard in minutes. Get started free—no dev work needed.