Secure, seamless finance automation

Collect financial information online, populate documents with data, and capture eSignatures—all on a single, secure platform.

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Put processes on autopilot

Eliminate the mess of paper and spreadsheets with digital financial workflows that keep your team organized and productive.

Streamline data collection

Collect data from clients, vendors, and coworkers with beautifully designed online forms that can be built in minutes.

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Automate document creation

Instantly populate the information you collect into custom agreements, contracts, reports, and other documents.

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Capture electronic signatures

Let clients and other stakeholders review and sign financial documents on their mobile phone, tablet, or computer.

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Optimize Salesforce workflows

Use Formstack for Salesforce to automate finance processes directly in Salesforce and create a more unified experience for clients.

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Manage payments digitally

Safely collect payments online, generate and deliver custom invoices, share finance updates with clients, and more.

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Protect sensitive information

Maintain peace of mind with multiple security measures, including SSL, encryption, and compliance.

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Trusted by these industry leaders

Dozens of organizations use Formstack to automate financial workflows

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.