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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.

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32,000+ organizations have automated 500+ of interactions

See real customer examples

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.

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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

The fact that Formstack’s form builder is a native Salesforce application and works by drag-and-drop functionality with fields already existing within your Salesforce environment—that’s amazing. Great functionality.

Yajaira Fernandez

Salesforce Consultant and Business Analyst at Sikich Consulting

A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible.

Todd McGregor

Salesforce Platform Manager at Tri Counties Bank

Formstack is a solution that works well for our needs when dealing with applications for membership and other services. We continue to add new forms to reduce steps and hassle when processing.