Build workflow accounting software, no code needed
Manage ledgers, automate invoices, and track expenses in an AI-powered ERP built with AI to fit your firm's financial workflows.
Build exactly what your firm needs
Customize your workflow accounting software with the exact ledgers and approval steps your team needs. Add features as your processes evolve.
Expense approval requests
Real-time ledger tracking
Automated invoice generation
AI-powered financial insights
Budget and cost monitoring
Secure document management
Unify your financial data in real time
Connect ledgers, invoice records, and budget 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 accountant the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give auditors, accountants, and managers tailored access and dashboards, so each role sees just the financial data they need.
User groups
Give auditors, accountants, and managers tailored access and dashboards, so each role sees just the financial data they need.
Automations
Streamline your financial processes with Softr Workflows. Trigger native automations for expense approvals and invoice generation.
Works on any device
Access and update your ERP on the go. Review budget alerts and approve financial requests from any mobile device out of the box.
Easy, secure logins
Use Google or SSO logins to give your finance team fast, secure access to sensitive ledgers—no IT tickets needed.
Security
Keep financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control to protect every transaction record.
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 workflow accounting software in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like real-time ledger tracking or automated invoice generation as your audit needs evolve.
Flexible as you grow
Start with an ERP, then add client portals and internal dashboards—all in one place, with no extra tools.
Generate workflow accounting software 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
Launch your ERP today
Build and customize your workflow accounting software without code. Get started for free.