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


Set up a project budget tool with just the features your team needs. Add new views or workflows as your process changes—no code required.
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.
Empower finance, project managers, and executives with tailored dashboards and permissions. Manage project budgets, approvals, and workflows securely—no dev work required.
Configure access for finance, project teams, or execs so each sees the right financial data and actions.
Configure access for finance, project teams, or execs so each sees the right financial data and actions.
Connect with accounting tools to automate project budget updates, approval flows, and reporting.
Review and manage project budgets from anywhere. All features are mobile-ready by default.
Enable secure access with Google, email, or SSO logins for all teams, no IT support needed.
Protect sensitive financial data with robust SOC2 and GDPR compliance and detailed access controls.
Finance teams can ask AI about budgets, expenses, or forecasts and get instant answers, right inside your ERP 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.
Launch your project budget management ERP in minutes with drag-and-drop blocks and templates.
Easily add cost tracking, approvals, or reporting as your project or budget needs change.
Manage budgets, projects, reports, and approvals—all in one place, without extra tools or logins.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Project budget management software is a secure platform where project managers and teams can track, manage, and collaborate on project budgets in real time. It centralizes all financial data—like expense tracking, budget allocations, approvals, and reporting—so you don’t have to juggle multiple spreadsheets or emails. This helps your team stay organized, control costs, and ensure your projects stay on budget.
Softr makes it simple to build project budget management software that fits your team’s workflow. You can connect your existing data sources—such as Airtable, Notion, or SQL databases—and create a platform where team members can log in to view budgets, submit expenses, track approvals, and generate reports, all in one place.
You don’t need to code anything. Whether you start with a template or build from scratch, you can customize layouts, set permissions for who can view or edit financial info, and brand it to match your organization. It’s quick to launch, easy to update, and flexible as your project needs evolve.
You can build a wide range of features into your project budget management software depending on your team’s needs. Some of the most common include:
\- User logins – so each team member or stakeholder can access their relevant projects
\- Custom dashboards – to display overall budgets, spend-to-date, and financial KPIs
\- Forms – for submitting budget requests, expenses, or approvals
\- File sharing – to upload invoices, receipts, or budget documents
\- Search and filters – to quickly find specific expenses or projects
\- Tables, lists, and detail views – to show line items, transactions, or project summaries
\- Comments or status updates – to facilitate discussion and approvals in context
\- Charts – to visualize budget allocations, spending trends, or forecasted costs
\- Calendar view – for tracking deadlines, approval dates, or key financial milestones
\- Permissions and roles – so only authorized users can view or manage sensitive financial data
All of these features can be built using Softr’s drag-and-drop blocks—no coding required. And as your processes change, you can easily update your software.
No coding is required. You can build your project budget management software entirely using Softr’s visual editor. Everything from layouts to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within a single project budget management workspace. Each user only sees the budget details and project data assigned to them, based on their login and role. This is especially helpful for agencies or organizations overseeing budgets for several projects or departments at once.
Softr supports a wide range of data sources for your project budget management needs. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other places using the REST API.
You’re not limited to a single source. You can integrate multiple data sources into one budget management app and display them together—so your dashboard can pull in budget data from Airtable and project updates from Google Sheets, for example. Most sources even support real-time, two-way sync, keeping everything up to date automatically.
Yes, Softr gives you full control over how users interact with your project budget management software. You can tailor the layout, navigation, and content to fit your workflow and branding. Each page or section can be shown or hidden based on who’s logged in, so users only see the budgets or project data relevant to their role.
You can set up different user roles, like project manager, finance team, or external collaborator—and specify what each role can view or edit. For example, project managers can update their budget allocations, while finance team members oversee all financial records. You can also create tailored views by filtering data for each logged-in user, making sure the experience is secure and relevant for everyone involved with your projects.
Yes, you can. You don’t need to have your budget or project data already stored in another system to start using Softr for project budget management. If you’re starting from scratch, you can use Softr Databases, which are built right into the platform and work seamlessly with your budget tracking and project management needs.
If you already have budget data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. There’s also a REST API connector to bring in data from other sources. Either way, you have full flexibility in how your financial and project data is structured and displayed.
Yes, you can fully white-label your project budget management software built with Softr. You can use your own logo, brand colors, fonts, and even set up a custom domain so that the platform feels like a seamless part of your organization. All Softr branding can be removed, ensuring your team and stakeholders only see your company’s identity throughout the budget management experience.
Absolutely. Softr allows you to control the design and layout of your project budget management software. You can adjust colors, fonts, spacing, and organize pages to match your company's branding and workflow. You have the flexibility to decide how each page is structured, where to place different blocks, and what various team members or project stakeholders see when they log in.
To work with your budget data, you can add blocks tailored to your needs:
\- Table blocks – to present budget breakdowns, expense tracking, or project financial summaries
\- List or Card blocks – to highlight individual projects, cost centers, or funding sources
\- Detail View – to show in-depth budget details for a specific project
\- Forms – to collect expense submissions or budget requests
\- Charts – to visualize spending trends or allocations
\- Calendar blocks – to map out financial deadlines or reporting dates
If your requirements evolve, you can update the design or functionality easily in the visual builder.
Softr takes security seriously. All data within your project budget management software is encrypted during transit (TLS) and at rest, and your application is hosted on secure, reliable infrastructure. You have full control over access, with the ability to set up role-based permissions, manage user access directly from your data source, apply visibility rules, and enforce global restrictions to protect sensitive financial data across your software.
If your app connects to external data sources like Airtable, Notion, or SQL, Softr does not store your data—it simply displays it in real-time according to your permissions. You always control who can view or edit your budget information.
Softr also adheres to industry best practices for authentication, access control, and platform monitoring to keep your financial data secure.
You can start building your project budget management software for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, and it supports all major data sources like Softr Databases, Airtable, Google Sheets, and more.
If you need more users or advanced features for your budgeting workflows, you can explore Softr’s paid plans here: <http://softr.io/pricing>
Softr is designed to make it easy to build full-featured, user-facing apps—like project budget management software, resource trackers, and internal tools—without needing to code. What makes it unique is how quickly you can turn an idea into a working tool and how smoothly it connects to your existing data.
While some no-code platforms focus on mobile apps (like Glide) or cater to developers (like Retool), Softr is built for non-technical teams who want control over layout, user experience, and permissions. You can create secure, branded budgeting apps on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and tailor access for different user roles and team members.
Everything is customizable visually—content, design, and even permissions. With user roles, forms, conditional logic, and API support included, you don’t have to piece together multiple tools to deliver a polished project budget management platform.
Yes! Softr supports a wide range of integrations so your project budget management software can connect with the rest of your toolset. You can integrate with tools like Zapier, Make, and N8N to automate budget approvals, notifications, or reporting. Softr also supports REST API and webhooks for advanced integrations.
If you want to send budget data to another system, trigger automations when expenses are submitted, or display information from other tools, you can set it up directly within your budget management software—all without writing any code.