ERP

Build project budget management software, no code required

Track expenses, allocate resources, and optimize spending with a customizable budgeting tool tailored to your project's unique needs.

Screenshot of a project budget management software interface displaying charts, tables, and financial summary panels for tracking expenses and allocations.
project budget management software mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your project budget data in real time

Connect spreadsheets, accounting tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.

Explore all data sources
Power

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

Empower finance, project managers, and executives with tailored dashboards and permissions. Manage project budgets, approvals, and workflows securely—no dev work required.

Advanced permissions

Configure access for finance, project teams, or execs so each sees the right financial data and actions.

User groups

Configure access for finance, project teams, or execs so each sees the right financial data and actions.

Automations

Connect with accounting tools to automate project budget updates, approval flows, and reporting.

Works on any device

Review and manage project budgets from anywhere. All features are mobile-ready by default.

Easy, secure logins

Enable secure access with Google, email, or SSO logins for all teams, no IT support needed.

Security

Protect sensitive financial data with robust SOC2 and GDPR compliance and detailed access controls.

AI Magic

Give finance teams an AI helper

Finance teams can ask AI about budgets, expenses, or forecasts and get instant answers, right inside your ERP software.

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 project budget management software

Easy, fast setup

Launch your project budget management ERP 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 cost tracking, approvals, or reporting as your project or budget needs change.

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

Flexible as you grow

Manage budgets, projects, reports, and approvals—all in one place, without extra tools or 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
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 project budget 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 a project budget management software?
What are the benefits of building project budget management software with Softr?
What types of features can I build into my project budget management software?
Do I need to know how to code to build a project budget management software in Softr?
Can I manage multiple clients or teams in the same project budget 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 project budget management software in Softr, including using my own branding?
Can I customize the design and layout of my project budget management software?
How secure is my data in Softr apps?
How much does it cost to build a project budget management software 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 project budget management software

Easily set up your first ERP system without coding
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