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Finance

Powerful finance and accounting automation

Eliminate paperwork and manage information more efficiently with easy-to-use tools for finance process automation.

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

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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 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.
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.
Formstack is a Swiss Army knife that helps me solve problems. When the challenge of quickly creating a digital PPP loan application came up, I was ready and didn’t need an army of developers.
Todd McGregor
VP, Digital Platform Manager at Tri Counties Bank

Get started with a pre-built template

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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.
Explore 100+ Integrations

Create paperless workflows

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.