Finance Workflow Software
Automate your finance workflows
Streamline the way your finance department handles processes with automated workflows. Save time processing expense claims, invoices, financial aid requests, and more with Jotform Workflows.
Build a Workflow — It’s Free!
Easy budget management
Streamline budgeting and eliminate back-and-forth emails with Jotform Workflows. When someone fills out your budget approval form, their request will automatically be sent to a finance specialist — who can approve or deny the request from any device.
Build a Workflow — It’s Free!
TEMPLATES
Free Finance Workflow Templates
Not sure where to start? Choose one of Jotform’s free, ready-made finance templates to get started right away.
Expense Reimbursement Approval
Budget Approval Process
Purchase Requisition Approval
Business trip planning made easy
No matter your industry, speed up your expense review process with an automated workflow for business trip planning — and spend more time where it counts!
Build a Workflow — It’s Free!
Finance Use Cases
Purchase Requisition Approval
Quickly process employee purchase requests with an automated workflow. View your workflow on any device.
See TemplateMileage Reimbursement Approval
Reimburse employees for business-related transportation expenses. Customize this workflow template and view it on any device.
See TemplatePurchase Order Approval
Process purchase orders with this free workflow template. Assign approvers, add autoresponses, automate payments, and more.
See TemplateInvoice Approval
Process invoices with this free workflow template. Assign approvers, add autoresponses, automate payments, and more.
See Template