Build workflow accounting software, no code required
Streamline financial processes and manage accounts with a customizable tool tailored to your accounting team's unique workflow.
Customize your accounting workflow to fit
Set up your workflow accounting software with only the features and views your team needs. Add, remove, or update elements as your processes evolve.
Invoice creation and management
Expense tracking and categorization
Accounts receivable monitoring
Accounts payable management
Financial reporting dashboard
Approval workflows for transactions
Unify your accounting data in real time
Connect spreadsheets, ERPs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your financial workflows.
Custom access for every team. Built-in security, no dev time.
Empower finance, ops, and management teams with secure logins and flexible permissions. Manage workflows, approvals, and financial data in a single ERP hub—no IT needed.
Advanced permissions
Provide tailored dashboards and access for accountants, managers, and other roles—so each team sees only what they need.
User groups
Provide tailored dashboards and access for accountants, managers, and other roles—so each team sees only what they need.
Automations
Integrate with ERP tools to automate invoice processing, approvals, and routine accounting workflows—saving your team time.
Works on any device
Access your ERP and accounting workflows from any device. All tools are mobile-ready for on-the-go management.
Easy, secure logins
Enable secure access with Google, email, or SSO—so every user can safely log in to your ERP platform.
Security
Safeguard sensitive financial data with SOC2 and GDPR compliance, plus advanced permission controls at every level.
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An AI teammate for accountants
Accountants can ask AI to explain entries, surface insights, or answer questions—all built right into your accounting workflow.
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 accounting ERP quickly with ready-made templates for workflows and reporting.
Consolidate your stack
Easily add modules for invoicing, approvals, or analytics as your accounting needs expand.
Flexible as you grow
Combine accounting, client portals, and reporting—all in one ERP, with no extra tools or seats.
Build a fully custom workflow accounting software 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 workflow accounting system in minutes