Solutions
/ By ROLE /
Finance

Powerful finance and accounting automation

Eliminate paperwork and manage information more efficiently with easy-to-use tools for finance process automation.
Start Your Free TrialRequest a Demo
Watch The Overview
32,000+ organizations have automated 500+ of interactions

Reduce busywork 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.

Simplify your workflows

Streamline data management with the help of digital forms, documents, and signatures. A drag-and-drop workflow builder makes it easy to set up automated finance processes in minutes.

Manage payments

Easily manage billing, reimbursements, deposits, and other payment processes by connecting your forms to your preferred payment provider, such as Authorize.Net, PayPal, Stripe, and Chargify.

Do more with your data

Use dozens of integrations to send data to the apps you use every day. Keep numbers accurate in Google Sheets, create invoices in Freshbooks, schedule advising sessions on your Google Calendar, and much more.

‍

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 our approval workflows feature.

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.

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.

Teams are more productive with Formstack

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack
helps them get their job done.

G2 Leader

G2 named Formstack a 2023 leader in Online Forms, Document Generation, and eSignature collection.

Here’s what our customers have to say

A lot of my work revolves around automating business processes and digitizing our workflows. The initial implementation of Formstack has been so successful that we have continued to develop it across the organization.
Erin Maestas
Digital Platform Architect at CNM Ingenuity, Inc.
Formstack has made everything more visible—and secure at the same time—for the people who are responding to patients.
Della Miller
Call Center Coordinator at C2 Call Center
Formstack’s customer support is super responsive, but I can’t say enough about the tool’s ease-of-use. I was actually able to utilize some CSS, and the documentation for that was so easy to follow and readily available.
Laura Kaiser
Salesforce Consultant at Penrod

Get started with a pre-built template

View All Templates
Business Operations
Check request
Get This Template
Business Operations
Change Request Form
Get This Template
Finance
Payment authorization
Get This Template
Business Operations
Stop Payment Form
Get This Template
Human Resources
Direct Deposit Form
Get This Template
Finance
Credit Card Authorization Form Template
Get This Template

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.

Browse 100+ Integrations

Create paperless workflows

Digital Applications

Easily manage your employment application process by automating workflows, streamlining feedback and reviews, and simplifying eSignature collection.
Learn More

Workflow Management

Break down productivity barriers, streamline critical workflows, and take back lost time.
Learn More

Online Payments

Collect online payments quickly, easily, and securely for events, services, orders, donations, and more.
Learn More

Field Operations

Ditch pens and paper for good with completely digital workflows your team can access from anywhere on any device.
Learn More

Online Surveys

Engage your audience with beautiful online surveys that use powerful conversion tools to collect responses.
Learn More

Registrations

Seamlessly organize events, boost online registrations, manage tickets, accept payments, and more.
Learn More

Lead Generation

Create exceptional lead generation workflows that convert more site visitors and optimize your marketing strategy.
Learn More

Electronic Healthcare

Securely collect, store, and share patient information, digital documents, and eSignatures.
Learn More

Document Production

Whether you need a simple customer letter or a multi-page contract, Formstack Documents generates files instantly.
Learn More

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.
Connect With UsStart Your Free Trial