Forms & Surveys

Create a custom monday.com reimbursement form

Streamline expense tracking and approvals with a no-code form tailored to your team's reimbursement process and needs.

Screenshot of a monday.com reimbursement form user interface, displaying fields for entering expense details, amounts, and supporting documentation.
monday.com reimbursement form mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your reimbursement data in real time

Connect spreadsheets, accounting software, and HR systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for expense tracking.

Explore all data sources
Power

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

Give each teammate secure access to submit and review reimbursement forms. Set up logins, user groups, and permissions in minutes—no IT support needed.

Advanced permissions

Give finance, managers, and employees tailored access to reimbursement requests and dashboards.

User groups

Give finance, managers, and employees tailored access to reimbursement requests and dashboards.

Automations

Connect to Make, Zapier, or N8N to automate approval flows, notifications, and data entries.

Works on any device

Access and submit reimbursement forms from any device—desktop or mobile, no extra setup needed.

Easy, secure logins

Let your team log in with Google, email, or SSO for quick, safe access to reimbursement workflows.

Security

Keep reimbursement data secure with full SOC2 and GDPR compliance, plus detailed access controls.

AI Magic

Give finance teams an AI helper

Let teams ask AI about reimbursement status or policy—get instant, accurate answers inside your monday.com form portal.

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 reimbursement form

Easy, fast setup

Create a monday.com reimbursement form in minutes using drag-and-drop and ready-made templates.

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

Consolidate your stack

Update your reimbursement workflow or add approval steps as your process changes—no rebuilds needed.

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

Flexible as you grow

Manage reimbursement forms alongside other internal surveys or tools—all in one place, no extra logins.

“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 reimbursement form 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 reimbursement form?
What are the benefits of building a monday.com reimbursement form with Softr?
What types of features can I build into my monday.com reimbursement form?
Do I need to know how to code to build a monday.com reimbursement form in Softr?
Can I manage multiple reimbursement requests or departments in the same monday.com reimbursement form?
Which data sources does Softr support for my reimbursement form?
Can I customize the user experience and permissions in my reimbursement form?
Can I use Softr if I don’t already have my reimbursement data in another tool?
Can I white-label my monday.com reimbursement form in Softr, including using my own branding?
Can I customize the design and layout of my monday.com reimbursement form?
How secure is my data in Softr apps?
How much does it cost to build a monday.com reimbursement form with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

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