Streamline invoicing and project tracking with a customizable app tailored to your team's workflow and operational needs.


Set up invoicing tools that match your team’s process. Add only the features you need, and adapt as your projects and billing evolve—no code needed.
Connect spreadsheets, project management tools, and accounting systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Give each team member the right invoicing tools and permissions. Set up secure logins, user groups, and fine-tuned access—no IT support needed.
Provide different roles, like accountants or project leads, with tailored invoice dashboards and billing access.
Provide different roles, like accountants or project leads, with tailored invoice dashboards and billing access.
Connect with accounting tools or CRMs to automate invoice creation, approvals, and payment reminders.
Access and update invoices or billing records from anywhere—apps are mobile-ready out of the box.
Allow your teams to log in securely with Google, email, or SSO—no IT tickets required.
Keep sensitive billing data safe with SOC2 and GDPR compliance, using strong access controls for every user.
AI surfaces invoice details, deadlines, and project costs—answers right inside your billing app, saving time on every query.
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 invoicing in minutes with drag-and-drop blocks and tailored templates.
Add features for tracking payments, clients, or billable hours as your projects demand.
Combine invoicing, project tracking, and client management—all in one place, no extra tools needed.
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 management invoicing software is a secure, centralized platform where your team and clients can manage project tasks, timelines, and invoices all in one place. It streamlines your workflow by keeping project updates, documentation, and billing details together, so you don’t have to juggle multiple tools or send endless emails. This helps everyone stay organized and ensures nothing slips through the cracks.
Softr makes it simple to create project management invoicing software that fits your team's unique needs. You can connect your existing data—such as project lists, client information, or financial records from tools like Airtable, Notion, or monday.com—and set up a workspace where your team and clients can track projects, submit or view invoices, and manage tasks from one dashboard.
You don’t need any coding knowledge. Whether you start with a template or build from scratch, you can customize the layout, control access for different users, and brand the platform to match your company’s look. It’s quick to set up, easy to update as your projects evolve, and flexible enough to support your growing workflow.
You can add a variety of features to your project management invoicing software to match your workflow. Some popular options include:
\- User logins – so each team member or client can securely access their own projects or invoices
\- Custom dashboards – to show project progress, outstanding invoices, or budget summaries
\- Task and project tracking – assign, manage, and update tasks in real time
\- Forms – for submitting new project requests, invoice approvals, or feedback
\- File sharing – upload and manage documents like contracts, proposals, or receipts
\- Search and filters – to quickly find specific projects, tasks, or invoices
\- Tables, lists, and detail views – to organize project details, billing records, or upcoming deadlines
\- Comments or status updates – keep communications centralized for each project
\- Charts – visualize budgets, timelines, or invoicing trends
\- Calendar view – track key project milestones, invoice due dates, or meetings
\- Permissions and roles – so only the right people see sensitive project or billing info
All these features are built using Softr’s drag-and-drop blocks, so you don’t need to write code. And as your workflow changes, you can easily update or add features anytime.
No coding is required. You can build your project management invoicing software entirely with Softr’s visual editor. Everything from the interface to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or project teams in a single project management invoicing workspace. Each user only sees the projects, invoices, and data assigned to them, based on their login and role. This is especially helpful for agencies, consultancies, or businesses handling several clients or teams in one platform.
Softr supports a wide range of data sources for your project management invoicing software. 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 sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same app and display them together—so your invoicing dashboard, for example, can pull in project and billing information from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so any changes in your software or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your project management invoicing software. You can customize the layout, navigation, and content to fit your brand and workflow. Each page or block can be shown or hidden depending on who’s logged in, so every client or team member sees only what’s relevant to them.
You can also set up different user roles, such as client, admin, project manager, or team member—and define exactly what each role can view or edit. For example, clients can view only their own invoices and project details, while internal users can manage all records. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization makes it easy to manage multiple projects and clients in the same software while keeping everything secure and tailored to each user.
Yes, you can. You don’t need to import data from another system to start using your project management invoicing software. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and integrate seamlessly with your invoicing and project management workflows.
If you already track projects or invoices in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your data is structured and displayed in your software.
Yes, you can fully white-label your project management invoicing software in Softr. You can use your own logo, brand colors, fonts, and a custom domain to make the software feel like a seamless extension of your company. All Softr branding can be removed so your project teams and clients only see your organization’s identity throughout the invoicing and project management experience.
Absolutely. Softr gives you robust options to control the design and layout of your project management invoicing software. You can adjust colors, fonts, spacing, and page structure to reflect your brand. You also decide how each page is structured, what blocks are used, and what different users see upon logging in.
To present your project and invoice data, you can add various blocks depending on your needs:
\- Table blocks – to display project timelines, invoice lists, or task assignments
\- List or Card blocks – to showcase project summaries, team members, or client information
\- Detail View – to show a specific project or invoice in-depth
\- Forms – for collecting updates or submitting new invoices
\- Charts – to visualize billing trends or project status
\- Calendar blocks – to manage deadlines or payment schedules
If your requirements change, it’s easy to update your app’s content and design directly in the visual builder.
Your project and invoicing data is protected with Softr’s security-first approach. All data is encrypted both in transit (TLS) and at rest, and your applications run on secure, reliable infrastructure. You have fine-grained control over who can access or update information in your software. Set up role-based permissions, manage users within your connected data source, establish visibility rules, and enforce app-wide restrictions to keep sensitive project and financial data secure.
For external data sources like Airtable, Notion, or SQL, Softr does not store your project or invoice data—it simply displays it in real time according to your settings. You always retain control over your information.
Softr also follows industry standards for authentication, access control, and platform monitoring to safeguard your software and data.
You can start building your project management invoicing software for free. Softr’s Free plan lets you create one app with up to 10 users and 2 user groups, and connect to all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If you need additional users, advanced features, or more customization for your software, you can explore Softr’s paid plans: <http://softr.io/pricing>
Softr makes it simple to build powerful, user-friendly project management invoicing software—without having to write any code or hire developers. Softr stands out with its speed from concept to live app, and its ability to integrate seamlessly with your existing data sources.
Unlike some no-code platforms that are geared toward mobile apps (like Glide) or are more developer-centric (like Retool), Softr is designed for teams who want intuitive control over their app’s layout, user experience, and permissions. You can pull in real-time data from Airtable, Google Sheets, Softr Databases, or SQL, building secure, branded software for your project managers, clients, or finance team.
All customization is visual—from the flow of content to granular access controls. With Softr’s built-in user roles, forms, conditional logic, and API access, you don’t need multiple tools to launch a professional project management invoicing solution.
Yes, Softr enables a wide range of integrations so you can connect your project management invoicing software to the rest of your workflow. You can sync with platforms like Stripe for payment processing, integrate with Intercom for support, and automate tasks with Zapier, Make, or N8N. Advanced users can connect via REST API and use webhooks for custom workflows.
Whether you want to trigger invoice notifications, automate project updates, or pull in data from external systems, you can build these automations and integrations into your software—all without writing code.