Build small business financial reporting software, no code required
Generate detailed financial reports and gain insights with a customizable app tailored to your small business needs and goals.
Customize your tool around your processes
Set up financial reporting software tailored to your business. Add only the views and features you need now—adapt as your workflows evolve.
Automated financial data import
Custom financial report builder
Monthly and quarterly close tracking
Expense categorization and review
Budget vs. actuals comparison
Stakeholder report sharing
Bring all your financial data together now
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your finances.
Custom access for every team. Built-in security, no dev time.
Give your finance and operations teams secure access to real-time financial dashboards and reports. Set up permissions and user groups in minutes—no IT needed.
Advanced permissions
Tailor reporting access for finance, management, or other teams—showing each group only the data they need.
User groups
Tailor reporting access for finance, management, or other teams—showing each group only the data they need.
Automations
Connect with your accounting software to automate recurring report delivery and streamline manual data tasks.
Works on any device
Monitor key financial metrics and access dashboards from any device, anywhere—your reporting tools are always mobile-ready.
Easy, secure logins
Provide secure team logins via email, Google, or SSO, so your financial data always stays protected.
Security
Keep sensitive financial data safe. Softr offers SOC2 and GDPR compliance with detailed access controls.
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An AI assistant for your finances
Ask AI about reports or trends and get quick answers, right inside your reporting dashboard—no switching tools required.
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
Launch your financial reporting dashboard in minutes—no code or design skills required.
Consolidate your stack
Easily add new reports, analytics, or integrations as your business needs change.
Flexible as you grow
Manage financial dashboards, reports, and data tools all in one place—no extra software needed.
Build a fully custom financial report tool in minutes
Connect to your data in seconds
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.
Customize layout and logic
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.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your Dashboard & Reporting in minutes