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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.
20,000+ 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

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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.

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 Sync helps marketers by syncing and updating qualified leads to sales. And by giving marketers the revenue and financial cost data they need to make accurate, data-driven decisions.
Kipp Bodnar
CMO at HubSpot
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
Using Formstack reduces failure when bringing in new patients. It increases efficiency and cuts down on data entry for both patients and staff.
Dr. Chris Bojrab
President of Indiana Health Group

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.