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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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Trusted by 25,000+ organizations of all sizes—from startups to Fortune 500s

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.

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 has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.

Kyle Judkins

VP of Entertainment and Technology

Texas Legends

Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.

Mark Walcott

Executive Director Advancement Systems

University of Houston

Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.