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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 finance and accounting automation processes, including payment processing, accounting, and business operations.

Secure features for finance teams

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

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.

Explore 100+ Integrations

Ready to get started?

Start a 14-day free trial to see how Formstack’s productivity solutions can help you simplify your day and achieve efficiency in the workplace.

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Powerful solutions for finance professionals

Stop the paper chases with finance automation

Quickly gather and store data

Create secure finance workflows

End manual data entry

Saving Valuable Time on Process Approvals

Secure features for finance teams

Get started with a pre-built template

Check Request Form

Change Request Form

Authorization for Automatic Payment Form

Stop Payment Form

Direct Deposit Form

Credit Card Authorization Form

Integrate Formstack with your favorite apps

Create paperless workflows

Workflow Management

Online Payments

Field Operations

Online Surveys

Registrations

Lead Generation

Electronic Healthcare

Document Generation

Ready to get started?

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