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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.
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

Formstack has taken every complex branching logic and corner case I've thrown at it while building a set of forms. Definitely worth a look if you need to rapidly iterate on web forms without the liability of custom code.
Dave Guarino
Director at GetCalFresh & Code for America
Formstack Documents is a really good product that does exactly what you need it to do. It’s easy to create templates and edit them as needed, and is the only product that allows us to work on a Word template and PDF documents.
Omar Albahra
General Manager at Bahra IT Solutions
I've seen Formstack lift my conversion rates up to 45%. It has powerful potential to increase campus engagement and enrollment.
Adam Stoltz
Director of Admissions at California State University - Chico

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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

Ready to get started?

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

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