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Market-first process automation platform for building error‒free, data‒rich workflows with automatic prefill that reduce costs and risks, and improve efficiency.
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Formstack’s all-in-one solution for online forms, document generation, eSignatures, and automated workflows.
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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 for over 18 years, by more than 32,000 organizations…

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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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Save hours with the world's easiest-to-use forms builder.

Quickly build online forms with our advanced AI technology and intuitive, no-code builders.

Foster rapid innovation

Whether you are an individual or an enterprise, Formstack simplifies how your team builds digital forms and automates processes, reducing IT dependency. We save you an average of 17 hours a week.

Seamless system integration

Seamlessly connecting with CRMs, ERP systems, and more, Formstack ensures data flows directly into your central systems, improving accuracy and reducing manual tasks.

Maintain clean data

Our automated form builder helps organizations prioritize data integrity by minimizing data errors and discrepancies caused by manual entry, paper processes, and lack of data integration.

We go beyond forms

Turn your captured data into actionable insights by routing data to your central business systems, generating AI-powered documents, allowing for e-sign, and tracking form performance.

Screenshot of a form creation interface showing options for creating a new form, survey, or workflow. Includes a gear icon and a URL example for student admission forms.

Smiling woman in glasses uses a laptop with a Formstack Workflows dashboard visible on the screen.

Two professionals shake hands over coffee as a tablet displays a Formstack-powered digital loan agreement form.

Man walking with a bike checks phone while an enlarged phone screen shows a Formstack document signature request.

Get up and running in minutes

Want to start today? We make it easy! Kick off your workflows with a pre-built template, request a demo of our platform, or ask our team your most pressing questions.