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Finance

Powerful solutions for finance professionals

Use secure finance and accounting automation to easily collect, manage, and store important financial information.

Stop the paper chases with finance automation

Your time is valuable and shouldn’t be spent on tedious tasks or paperwork. Easily create powerful finance workflows so you can be more productive.
Quickly gather and store data
Easily collect the data you need using online forms, document generation, eSignatures, and secure storage.
Create secure finance workflows
Automate the most tedious finance tasks with streamlined workflows, email confirmations, and data security.
End manual data entry
Digitize all accounting and finance processes, including payment processing, accounting, and business operations.

Secure features for finance teams

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Payment Processors
Transform your business by offering customers the convenience of online payments.
Payment Processors
Create a secure and reliable payment process by connecting your preferred gateway to your online transaction forms.
Data Routing
Use secure routing logic to send your form data where you need it after submission.
Data Routing
Choose where your data goes after a form is submitted. Use routing options like Email Logic to customize the experience.
Approvals
Create a seamless system for hiring, proposals, PTO requests, and more with Formstack Approvals.
Approvals
Create approval workflows that help you collect necessary sign-off, document next steps, and efficiently manage initiatives.
Calculating Fields
Automate the calculation of quantities and totals to simplify management of your payment forms.
Calculating Fields
Make simple work of processing and managing payments by automating calculations on your forms.
Document Generation
Use the data you collect to automatically generate custom documents and deliver them anywhere.
Document Generation
Use the data you collect to automatically generate custom documents and deliver them anywhere.
Mobile Signing
Easily collect mobile signatures from prospects, customers, or coworkers by sending documents for signature via text message.
Mobile Signing
Send documents to customers or employees via text message so they can review and sign on their phone or tablet.
The collections team would not be able to do their job without Formstack. We would need to have an additional accounts receivable and accounts payable person.
Tim Nethers
Assistant Creative Director at The First Academy

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Integrations

Integrate Formstack with your favorite apps

Our products connect to hundreds of popular web applications so you can automate workflows, eliminate data chaos, and be more productive.
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Create paperless workflows

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Take control of your finance workflows