Build small business financial reporting software
Track KPIs and automate fiscal reports in an AI-powered system built with AI you customize to fit your small business workflow.
Build exactly what your business needs
Customize your financial reporting setup with the exact views your team needs. Add features like KPI tracking as processes evolve—no code needed.
Centralized financial data syncing
Automated expense approval workflows
Real-time KPI dashboards
AI-powered budget forecasting
Secure document and receipt storage
Custom stakeholder reporting
Unify your financial data in real time
Connect spreadsheets, bank feeds, and accounting tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different managers tailored dashboards and reports, ensuring each role sees just the financial metrics relevant to their department.
User groups
Give different managers tailored dashboards and reports, ensuring each role sees just the financial metrics relevant to their department.
Automations
Streamline your financial processes with Softr Workflows. Trigger native notifications or record updates whenever budget limits are reached.
Works on any device
Access and update your financial reports on the go. All dashboards and tracking tools are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your finance team fast, secure access—no IT support tickets or complex setup needed.
Security
Keep sensitive small business financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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.
Easy, fast setup
Build your financial reporting software in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like budget forecasting, expense approvals, or payroll tracking as your business needs grow.
Flexible as you grow
Start with reporting, then add investor portals, dashboards, or internal tax tools—all in one place.
Generate a custom financial reporting tool with AI
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.
The go-to platform for business operations
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Start building your reporting software
Describe what you need. Softr's AI builds your custom financial dashboard in minutes.