Board Templates for Finance & Accounting
Manage your finances effectively with Jotform's Monthly Budget Board Template. Use this customizable board to track expense tasks, set budget goals, and collaborate with your team using a drag-and-drop interface.
Go to Category:Operations & Support
Manage your finances effectively with Jotform's Personal Budget Template. This customizable board helps track income, expenses, and savings with a drag-and-drop interface for seamless online task management.
Go to Category:Operations & Support
Manage project risks effectively with Jotform's Risk Register Template. Use this customizable board to identify, analyze, and track risks while collaborating with your team through a drag-and-drop interface.
Go to Category:Project & Task Management
Ensure operational resilience with Jotform's Business Continuity Plan Board Template. Organize tasks, develop recovery strategies, and collaborate with your team using this customizable board for effective online task management.
Go to Category:Strategy & Planning
Manage project risks effectively with Jotform's Raid Log Template. This customizable board helps teams identify, document, and evaluate risks while facilitating collaboration and task management using a drag-and-drop interface.
Go to Category:Project & Task Management
Optimize your sales process with Jotform's Sales Pipeline Template. Use this customizable board to track leads, manage follow-ups, and collaborate with your team using a drag-and-drop interface.
Go to Category:Sales & CRM
Enhance your strategic planning with Jotform's Scenario Planning Board Template. This customizable board helps you track tasks and collaborate effectively using a drag-and-drop interface.
Go to Category:Strategy & Planning
Manage project risks effectively with Jotform's Risk Management Template. Use this customizable board to identify risks, assess their impact, and develop mitigation strategies using an intuitive drag-and-drop interface.
Go to Category:Strategy & Planning
Organize your financial tasks efficiently with Jotform's Finance Tracker Template. This customizable board allows you to manage budgets, investments, and consultations using a drag-and-drop interface.
Go to Category:Operations & Support
Manage and mitigate risks effectively with Jotform's Risk Log Template. This customizable board template allows teams to track tasks, set priorities, and collaborate on risk management using a drag-and-drop interface.
Go to Category:Project & Task Management
Create a comprehensive risk management strategy with Jotform's Risk Mitigation Plan Template. This customizable board helps teams identify, assess, and manage risks effectively using an online task management system.
Go to Category:Strategy & Planning
Manage your finances effectively with Jotform's Budget Tracking Template. Use this customizable board to track expenses, set budgets, and collaborate with your team using a drag-and-drop interface.
Go to Category:Operations & Support
Manage your budgeting process with Jotform's Budget Reporting Template. This customizable board template helps finance teams track tasks, collaborate on budget proposals, and streamline workflow automation with a drag-and-drop interface.
Go to Category:Operations & Support
Enhance your project management with Jotform's Project Risk Assessment Template. Use this board template to identify risks, assess probabilities, and develop response strategies collaboratively.
Go to Category:Strategy & Planning
Manage your finances effectively with Jotform's Monthly Budget Tracker Template. This customizable board helps you track expenses, set budget goals, and collaborate with your team using a drag-and-drop interface.
Go to Category:Operations & Support
Manage your commission statements effectively with Jotform's Commission Tracker Template. This customizable board template allows you to track tasks, communicate with your team, and automate workflows using a drag-and-drop interface.
Go to Category:Sales & CRM
Manage your budgeting process efficiently with Jotform's Cost Management Plan Template. This customizable board template helps finance teams track tasks, gather inputs, and streamline budget approvals using a drag-and-drop interface.
Go to Category:Operations & Support
Manage project risks effectively with Jotform's Project Risk Register Template. Use this customizable board to identify, analyze, and mitigate risks collaboratively with your team.
Go to Category:Project & Task Management
Manage your finances effectively with Jotform's Money Budgeting Template. Use this customizable board to track expenses, set budgets, and collaborate with your team using a drag-and-drop interface.
Go to Category:Operations & Support
Manage your commission statements effectively with Jotform's Commission Tracking Template. This customizable board template helps you track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
Go to Category:Operations & Support
Manage your finances effectively with Jotform's Bill Budgeting Template. Use this customizable board to track expenses, set budgets, and collaborate with your team using a drag-and-drop interface.
Go to Category:Operations & Support
Manage your project budgets effectively with Jotform's Project Cost Management Template. This customizable board helps track tasks, allocate resources, and streamline your workflow with a drag-and-drop interface.
Go to Category:Project & Task Management
Streamline your capital raising process with Jotform's Venture Capital Template. Use this customizable board to manage tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
Go to Category:Operations & Support
Manage your commission payments efficiently with Jotform's Commission Schedule Template. Use this customizable board to track tasks, verify details, and collaborate with your team using a drag-and-drop interface.
Go to Category:Operations & SupportAbout Board Templates for Finance & Accounting
Finance & Accounting Board Templates help accountants, CFOs, and financial consultants manage critical processes like client billing, tax preparation, and compliance checks with greater transparency. By organizing tasks such as invoice follow-ups, audit trails, and budget approvals in one streamlined system, these templates ensure no deadlines or vital details go unnoticed. Professionals can easily prioritize urgent items, share progress updates, and maintain thorough documentation, ultimately cutting down on errors and missed opportunities. For organizations juggling multiple accounts or complex financial portfolios, these templates provide the clarity needed to meet important reporting timelines, reduce operational risks, and maintain strong client relationships. With a structured approach to task management, finance teams can allocate resources more effectively and focus on delivering accurate, efficient services.
By integrating seamlessly with Jotform Boards, these templates turn form submissions—whether they’re expense reports, vendor invoices, or tax documents—into structured task management boards that keep financial tasks on track. The platform’s drag-and-drop functionality allows team members to move tasks through stages like “Pending Review,” “In Process,” or “Completed,” ensuring each item receives appropriate attention. Real-time comments, file sharing, and activity logs foster transparent collaboration and accountability, while custom fields and automated notifications help capture essential financial data points. Thanks to Jotform Boards, your finance department gains a centralized view of every moving part, reducing tedious back-and-forth emails and manual data entry. Embrace a more efficient way to handle financial oversight, transform your workflow into a clear, organized process, and make tax season or quarterly reporting less stressful for everyone involved.