Billing/Invoicing

Build your own monday.com expense tracker, no code required

Monitor expenses, streamline tracking, and gain insights with a custom expense tracker tailored to your team's workflow and goals.

Screenshot of a monday.com expense tracker UI, displaying a form with fields for entering expense details, categories, amounts, and submission buttons.
monday.com expense tracker mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your expense data together 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.

Easily manage expense tracking and approvals for your billing team. Set up secure logins, user groups, and permissions without extra IT support.

Advanced permissions

Give different team members tailored access to expense reports, so each role sees just what they need.

User groups

Give different team members tailored access to expense reports, so each role sees just what they need.

Automations

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

Works on any device

Track and submit expenses on the go. All apps are mobile-ready right out of the box.

Easy, secure logins

Use Google, email, or SSO logins for fast, secure access to your expense tracker—no IT tickets needed.

Security

Keep expense data safe with SOC2 and GDPR compliance, plus fine-tuned access controls at every level.

AI Magic

Give finance teams an AI helper

Let your team ask AI about expenses, budgets, or trends—answers delivered instantly from your monday.com tracker, right inside Softr.

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 monday.com expense tracker

Easy, fast setup

Build your monday.com expense tracker in minutes with drag-and-drop blocks and templates.

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

Consolidate your stack

Easily add features like receipt uploads 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

Track expenses, manage invoices, and view dashboards—all in one place, no extra tools needed.

“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
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
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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 tracker 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 a monday.com expense tracker?
What are the benefits of building a monday.com expense tracker with Softr?
What types of features can I build into my monday.com expense tracker?
Do I need to know how to code to build a monday.com expense tracker in Softr?
Can I manage multiple clients or teams in the same monday.com expense tracker?
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 monday.com expense tracker in Softr, including using my own branding?
Can I customize the design and layout of my monday.com expense tracker?
How secure is my data in Softr apps?
How much does it cost to build a monday.com expense tracker with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

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