Plan budgets, track expenses, and optimize resources with a customizable budgeting app tailored to your project's unique needs.


Choose only the views and features that fit your project budgeting workflow. Start simple and adapt your setup as your team’s needs evolve.
Connect spreadsheets, financial systems, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your budgets.
Empower your project teams with the right budgeting tools and access. Set up tailored logins, permissions, and dashboards—no IT support needed.
Provide tailored dashboards for project managers, team members, and finance so everyone sees just what they need.
Provide tailored dashboards for project managers, team members, and finance so everyone sees just what they need.
Connect with tools like Make, Zapier, or N8N to automate budget tracking, approvals, and notifications.
Access and update project budgets and timelines from any device. All tools are mobile-ready by default.
Enable secure access for your team with Google, email, or SSO logins—no IT tickets necessary.
Keep your project and financial data protected with SOC2 and GDPR compliance and strong access controls.
Let teams ask AI about expenses, forecasts, or allocations—instant answers from real data, right in your budgeting 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.
Set up project budgeting in minutes with drag-and-drop blocks and customizable templates.
Easily adjust budgets, approval flows, or reports as your project management needs change.
Manage budgets, timelines, and resources—all in one place, no extra tools required.
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 budgeting software is a dedicated platform that helps you manage, track, and share all aspects of your project's finances in one secure place. It provides tools for setting budgets, monitoring expenses, accessing real-time cost updates, and collaborating with your team or stakeholders. This keeps all your budget-related data organized and makes it easier to stay on top of project spending without relying on manual spreadsheets or scattered emails.
Softr makes it easy to create a project budgeting solution tailored to your workflow. You can connect your existing data sources—like Airtable, Google Sheets, Notion, or SQL—and set up a platform where your team can track budgets, submit expenses, review reports, and manage approvals all in one place.
You don’t need any coding knowledge. Start with a template or build from scratch, adjust layouts, set up user roles, and brand everything to match your organization. It’s quick to launch, easy to update, and flexible enough to evolve as your project needs change. Everything stays organized and professional without the usual hassles.
You can add a wide range of features to your project budgeting software, depending on your team’s needs. Some common examples include:
\- User logins – so each team member or stakeholder can access relevant budget data
\- Custom dashboards – to display budget summaries, expense tracking, or funding status
\- Forms – for submitting budget requests, tracking expenses, or approvals
\- File sharing – to upload and download invoices, receipts, or supporting documents securely
\- Search and filters – so users can quickly find specific budget lines or transactions
\- Tables, lists, and detail views – to present breakdowns of costs, allocations, or pending requests
\- Comments or status updates – to streamline communication around budget changes
\- Charts – for visualizing spending trends, allocations, or forecasts
\- Calendar view – for tracking key budget deadlines or review dates
\- Permissions and roles – so users only see the data relevant to them
All of this is built with Softr’s drag-and-drop blocks, so you can customize features as your budgeting process evolves—no coding required.
No coding is required. You can set up your entire project budgeting platform using Softr’s visual editor. From layout to user permissions, everything can be customized without writing a single line of code.
Yes. You can manage multiple clients or project teams in a single project budgeting workspace. Each user only sees the budgets, reports, and financial data assigned to them, based on their login and role. This is ideal for agencies, consultants, or organizations who are tracking multiple projects and stakeholders within one place.
Softr supports a wide variety of data sources. You can connect your project budgeting software to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import data using the REST API.
You’re not limited to just one data source. You can pull in data from multiple platforms into the same budgeting app and view them together—so your project budgeting software, for example, can display financial data from both Airtable and Google Sheets. Many data sources support real-time, two-way sync so your software and data stay updated automatically.
Yes, Softr gives you full control over how users experience your project budgeting software. You can customize the layout, navigation, and content to match your workflow and brand. Each page or section can be shown or hidden based on who’s logged in, ensuring every user only sees the budgets and reports relevant to them.
You can also set up different user roles, such as project manager, client, or team member—and specify what each role can view or edit. For example, clients can access only their own project budgets, while internal team members can manage all accounts. You can create personalized dashboards by filtering budget data based on the logged-in user.
This level of customization is especially valuable when you’re managing multiple projects or clients, keeping the experience clear, secure, and tailored to every stakeholder.
Yes, you can. You don’t need to bring your budget data from another platform to get started. If you’re starting fresh, you can use Softr Databases, which is built right into the platform and works seamlessly with your project budgeting software.
If you do have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in financial and project data from other sources. Either way, you have full control over how your budgeting data is organized and displayed in the software.
Yes, you can fully white-label your project budgeting software built on Softr. You can use your own logo, brand colors, fonts, and even set up a custom domain to make the budgeting platform feel like an integrated part of your organization. All Softr branding can be removed, so your team and stakeholders will only see your company’s identity throughout the budgeting experience.
Absolutely! Softr gives you a lot of flexibility to control the design and layout of your project budgeting software. You can adjust colors, fonts, spacing, and page structure to match your organization’s look and feel. You also decide how budget dashboards, project lists, or financial summaries are arranged, and which users can access specific views or reports.
To visualize your budgeting data, you can add different types of blocks, such as:
\- Table blocks – to show budget breakdowns, expense reports, or project allocations
\- List or Card blocks – to highlight summaries, team members, or budget categories
\- Detail View – to present in-depth budget information for a single project
\- Forms – for submitting budget requests or expense approvals
\- Charts – to display financial insights and trends
\- Calendar blocks – to keep track of budget deadlines or review dates
If your needs change later, you can easily update the layout and content right in the visual builder.
Softr is designed with data security in mind. All project budgeting data is encrypted in transit (TLS) and at rest, and your budgeting software is hosted on secure, reliable infrastructure. You have full control over who can view or edit budgets and reports using role-based permissions, user management within your data source, visibility rules, and global restrictions to protect sensitive financial data.
If your software connects to external data sources like Airtable, Notion, or SQL, Softr doesn't store your budget data—it displays it in real time based on your access settings. You always control your budgeting data and who can interact with it.
Softr also follows industry best practices for authentication, access control, and ongoing platform monitoring to help keep your financial information safe.
You can get started for free. Softr’s Free plan allows you to publish a project budgeting app with up to 10 users and 2 user groups, and it supports all standard data sources including Softr Databases, Airtable, Google Sheets, and more.
If your budgeting platform needs more users or advanced features, you can explore the paid plans, which scale based on your requirements. You can always start with the Free plan and upgrade as your budgeting needs grow.
Softr is tailored to help you quickly build functional, user-friendly apps like project budgeting software—without any coding or developer resources. What sets Softr apart is how quickly you can go from an idea to a working budgeting solution and how seamlessly it connects with your existing data sources.
Unlike other no-code tools that might be geared toward mobile apps (such as Glide) or developer-heavy tools (such as Retool), Softr is built for non-technical teams who want control over layout, user experience, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded budgeting platforms for your team or organization.
Everything is customizable through a visual editor—from content and design to user-specific permissions. Plus, Softr includes features like user roles, forms, conditional logic, and API integrations right out of the box, so you don’t have to piece together multiple tools.
Yes. Softr supports a wide range of integrations, so you can connect your project budgeting software to the rest of your workflow. You can sync with tools like Stripe for payments, automate tasks with Zapier, Make, or N8N, and even use REST API and webhooks for advanced workflows.
Whether you need to push budget updates to another system, trigger notifications when a budget is approved, or display project data from other platforms, you can set it up—all without writing code.