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 Jform Workflows.

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Finance Workflow Software

쉬운 예산 관리

Streamline budgeting and eliminate back-and-forth emails with Jform 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

템플릿

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

쉬운 사업 출장 계획

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
Use Cases Icon

Finance Use Cases

Purchase Requisition Approval

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

See Template

Mileage Reimbursement Approval

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

See Template

구매 주문 승인

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

See Template

송장 승인

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

See Template