Manage tasks and expenses in an AI-powered system built with AI that you customize to fit your team's unique project cost workflows.




Customize your setup with the exact steps and budget views your team needs. Add features as project processes evolve—no code ever required.



Connect task lists, expense trackers, and financial logs from multiple tools—or manage everything directly in Softr Databases. Create one integrated system for updates.
Give each teammate the right project views and budget access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different team members tailored access and financial dashboards, so each role sees just the projects and budgets they are responsible for.
Give different team members tailored access and financial dashboards, so each role sees just the projects and budgets they are responsible for.
Streamline operations with Softr Workflows. Trigger native automations based on budget changes or task completions to keep project finances running smoothly.
Access and update your project management boards and budget logs on the go. All software apps are mobile-ready out of the box.
Use Google, email, or SSO logins to give your team fast, secure access to your internal project tools—no IT tickets needed.
Keep internal project and budget data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your 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.

Build your project management software with budget tracking in minutes with AI—no manual configuration needed.

Add features like billable hour logs, cost reporting, or approvals as your budget needs evolve—no rebuild needed.

Start with project boards, then add financial dashboards, forms, or internal tools—all in one place.
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.




Project management software with budget tracking is a secure space where project managers and stakeholders can track project progress alongside financial health. It keeps all milestones, expense reports, and resource allocations in one place, so you don't have to rely on fragmented spreadsheets or emails. This makes it easier to stay organized and ensure every project stay under budget while delivering quality results.
Softr is the first AI-native platform for building business software. It makes it easy to build a project management software with budget tracking that fits your team's specific financial and operational workflows. You can describe your project structures and cost categories to the AI Co-Builder to instantly generate your database, tracking pages, and approval logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a project template, or building from scratch. Everything runs on Softr Databases, or you can connect external tools like Airtable or Google Sheets where you likely already store financial data. You have full control to adjust the layout visually, decide who can see sensitive cost data, and brand it to match your company. It's quick to get up and running, simple to update, and flexible enough to scale with more complex projects.
You can include a wide range of features depending on your project complexity. A great project management software with budget tracking usually mixes classic task management with AI-powered financial intelligence:
- AI-Powered Intelligence – Use Ask AI to query your project spend conversationally, or set up Database AI Agents to automatically categorize expenses or summarize weekly progress.
- Vibe Coding Blocks – Build complex, custom UI elements—like a dynamic budget burn-down chart—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like an alert when a project exceeds 80% of its budget) that trigger notifications whenever a record is updated.
- User Portals & Logins – Securely manage access so clients only see project status while internal leads see the granular budget breakdowns.
- Forms & Data Collection – Capture expenses or time logs with custom forms, file uploads for receipts, and conditional logic.
- Dashboards & Charts – Visualize your ROI and budget utilization with real-time graphs and financial summaries.
- Lists & Advanced Filtering – Display and manage tasks with searchable kanban boards and detailed financial record views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code.
Vibe coding is all about moving fast and using AI to build exactly what you need for your PMO. You can "vibe code" project management software with budget tracking in Softr by simply describing your requirements—like 'I need a dashboard showing project health and actual vs. planned spend'—to the AI Co-Builder. Softr then generates a production-ready app on top of a stable foundation.
Unlike other tools that just generate raw code for a single page, Softr handles the architecture, including authentication for your team, database logic for expenses, and overall security. This means you get the speed of vibe coding without the management headaches of raw code. You describe your project needs, Softr builds the software, and it’s ready for your team to start tracking costs instantly.
Yes. You can manage multiple internal teams or external vendors in a single project management environment. Each user only sees the tasks and budget lines assigned to them based on their login and department role. This is useful for large organizations or agencies that need to isolate financial data between different project stakeholders.
Yes, you can. You don't need an existing spreadsheet to start building with Softr. If you're starting fresh, you can use Softr Databases, which is built into the platform and handles project tasks, employee hourly rates, and expense tracking perfectly within your application.
But if you already have financial data in tools like Airtable, Google Sheets, or SQL, you can connect those too. You can also use the REST API connector to bring in data from accounting software. Either way, you have full control over how your project and budget structure is displayed.
Softr Databases is the recommended native, relational data source for project management software. It is built explicitly for business apps, offering high performance for complex project lists and instant automation triggers for budget alerts because the data is native to the platform.
If you have billing data elsewhere, Softr also connects to 17+ external data sources like Airtable, Google Sheets, and HubSpot. You can even combine sources—for example, pulling project tasks from Softr Databases while syncing client billing information from HubSpot. Most sources support real-time, two-way sync, ensuring your budget totals stay updated automatically.
Yes, Softr gives you full control over how team members experience your project management software. You can customize the layout and navigation to match your internal workflows. Each page or block can be visibility-controlled, so an employee might see their task list, but only a Finance Manager can see the total project margin and budget limits.
You can set up different roles—such as Project Lead, Contributor, or External Stakeholder—and define exactly what each can view or edit. This level of customization is essential when managing sensitive financial data, ensuring that budget tracking remains secure and tailored to each person's level of responsibility.
Yes, you can fully white-label your project management app in Softr. You can use your own logo, company brand colors, and a custom domain to make it look like a proprietary internal tool. You can also remove all Softr branding so your team and clients only see your corporate identity when tracking project milestones and costs.
Yes, you can. Softr provides the flexibility to control both the design and layout of your project management software. You can adjust colors, fonts, and page structures to match your brand style. You can also choose how project data is displayed using specialized blocks:
- Table blocks – to show detailed budget logs, invoice lists, or resource schedules.
- List or Card blocks – to highlight active projects or project categories.
- Detail View – to show a deep dive into a single project’s budget and progress.
- Forms – for submitting expense reports or time entries.
- Charts – to visualize spending vs. budget in real-time.
- Calendar blocks – to display project deadlines and financial milestones.
Changes are easy to make in the visual builder whenever your project reporting needs evolve.
Softr is built with enterprise-grade security. All budget and project data is encrypted in transit (TLS) and at rest. Softr apps give you granular control over who can view sensitive financial information. You can set up role-based permissions, manage users directly within your data source, and apply global restrictions to protect budget data across your entire app.
For apps using Softr Databases, your data is stored in a secure environment in Europe with SOC 2 Type II compliance. For external sources like SQL or Airtable, Softr doesn't store your records—it only displays them in real-time based on your permission settings. You are always in control of who can edit your project budgets.
It is fully production-ready. Unlike basic AI builders that just "vibe code" experimental scripts, Softr builds your project management software with budget tracking on a stable foundation designed for business use.
We handle the critical layers like user authentication, secure expense data hosting, and granular permissions natively. This solves the classic AI reliability problem: you get the speed of instant generation for your project trackers without the risk of managing raw, unmaintained code. Your software is scalable and ready for your PMO to use from day one.
Softr is the first AI-native platform for building business software. Unlike traditional no-code tools that require weeks of manual configuration for budget logic, or AI tools that generate fragile code, Softr's AI Co-Builder creates full project management systems on a secure, production-ready foundation.
The difference is the hybrid advantage: use AI to generate your project database and dashboard in minutes, then use visual controls to fine-tune your budget tracking logic. You get the speed of AI with the reliability of built-in business infrastructure like roles and permissions. It’s designed for project managers who want to build a perfect tool without needing a technical team.
Yes. Softr supports powerful native workflows and integrations to connect your project management software to your existing stack. You can automate tasks like sending a Slack alert when a budget is nearly exhausted or use Softr Workflows to update project statuses automatically. You can also integrate with Stripe for project billing or use webhooks to sync with accounting software.
Whether you need to trigger a notification based on a deadline or pull invoice data from another system, you can build it into your software without writing any code.
Describe what you need. Softr's AI builds your project and budget tracking tool in minutes.