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.

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Finance Workflow Software

Gestión fácil del presupuesto

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.

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Easy budget management

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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

Expense Reimbursement Approval

Budget Approval Process

Budget Approval Process

Purchase Requisition Approval

Purchase Requisition Approval

Planificación de viajes de negocios simplificada

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!

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Business trip planning made easy
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Finance Use Cases

Purchase Requisition Approval

Quickly process employee purchase requests with an automated workflow. View your workflow on any device.

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Mileage Reimbursement Approval

Reimburse employees for business-related transportation expenses. Customize this workflow template and view it on any device.

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Aprobación de órdenes de compra

Process purchase orders with this free workflow template. Assign approvers, add autoresponses, automate payments, and more.

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Aprobación de facturas

Process invoices with this free workflow template. Assign approvers, add autoresponses, automate payments, and more.

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