Build your own xero client portal, no code required
Provide secure access to financial data with a customizable client portal tailored for your accounting firm and client needs.
Customize your portal around your processes
Create a Xero client portal that fits your accounting workflows. Add only the features you need, and update your setup as your client needs change.
View and download invoices
Submit payment receipts
Expense claim submissions
Access shared documents
Update contact and business details
Request support or consultations
Bring all your client data together in real time
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Keep client and invoice data centralized.
Give every client a custom, secure experience.
Provide clients with a branded portal for their Xero data. Enable secure logins and tailored access to financial documents and records.
Easy, secure logins
Clients can view invoices and financial documents from any device. The portal is mobile-ready and easy to access on the go.
Works on any device
Clients can view invoices and financial documents from any device. The portal is mobile-ready and easy to access on the go.
Automations
Integrate with tools like Zapier to streamline workflows—automate invoice notifications or document sharing from Xero.
User groups
Provide distinct logins for each client or team. Tailor dashboards so every user sees only their own Xero information.
Advanced permissions
Set detailed rules around who can view, download, or share different Xero documents or reports.
Security
Keep client financial data protected. The portal complies with SOC2 and GDPR for strong security.
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Give clients an AI assistant
Clients can ask AI about invoices, payments, or files and get instant answers—right inside your Xero client portal.
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
Set up your Xero client portal in minutes with ready-made layouts—no coding required.
Consolidate your stack
Add document uploads, client messaging, or new integrations as your client needs change—no rebuilds.
Flexible as you grow
Connect Xero, share files, and manage client interactions—all from a single, secure portal.
Build a fully custom Xero client portal 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 xero client portal in minutes