Finance & Accounting Portal Apps

Preview: Personal Finance Management App

Manage your personal finances with Jotform’s free Personal Finance Management App. This fully customizable mobile app includes a monthly expense form, budget tracker, bill record form, and bill payment log to help you stay on track when it comes to your finances. Once you’ve downloaded the app to your favorite, you can fill out your forms and view your logs at any time. All entries will be synced instantly and automatically, so you can keep all your important finance info in one easily accessible place.Customize your Personal Finance Management App without any coding. Jotform’s drag-and-drop interface makes it easy to add forms, tables, links, documents, and other elements to your app. Then you can save your app onto any computer, tablet, or smartphone for easy access. Take control of your spending with a custom Personal Finance Management App!

Preview: Personal Budget App

Track your expenses and income in a free Personal Budget App from Jotform! The app includes a Monthly Spending Details Form where you can add your spending information to create a complete record of money you have earned and the items you have bought. All submissions through the app are stored securely in your Jotform account, on an easy to access Personal Budget spreadsheet on any device.Make changes to this free app template with our drag-and-drop builder. Update the app icon, background image, and add as many forms, links, documents, images, and buttons as you’d like. Once your app is looking great, download it onto your computer, smartphone or tablet to start collecting budget details instantly on the go. Save time and track your budget online with a free Personal Budget App.

Preview: Easy Mortgage App

With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.

Preview: Simple Accounting App

Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.

Preview: Customizable Sales Tracking App

A sales tracking app enables you to track your sales from any device. Get started with our free Sales Tracking App for businesses of all sizes. This ready-to-use app bundles multiple forms that you can sync to your CRM, so you can create a seamless workflow for generating leads and logging tasks. To get started, customize the template for your company using our drag-and-drop app builder. When you’re satisfied with the look and feel of your app, download it on your smartphone, tablet, or desktop computer, or share it with other members of your sales team to save onto their own devices.Customizing this Sales Tracking App for your sales team won’t require any coding. In just a few clicks, you can create new forms, integrate them with your CRM, embed links, add images and buttons, and change app settings such as name, icon, and splash screen for a fully-custom experience. To share it, just copy and paste the app link in emails or messages to your sales team members. Your Sales Tracking App will be easy to pull up on any device, so you can track and grow sales no matter where you are — even on the go.

Preview: Customizable Quick Credit Loan App

Need a quick credit loan app for your business? If your financial institution needs a quick and easy way for customers to apply for a loan to improve their credit, this free Quick Credit Loan App is a great place to start. You can use the app as-is or easily customize it to fit your needs — with no coding required.Add your logo and branding, update the loan application form, include your contact information, and make other design changes in seconds. You can even connect your app with other platforms — like Salesforce, HubSpot, or Zoho — to send new leads to your CRM platform automatically. Get loan applications fast with a Quick Credit Loan App from Jotform.

Preview: Expense Report App

An expense report app is used by companies for keeping track of employee expenses. This free Expense Report App allows employees to log business expenses by filling out a form with general contact information, cost, description, date and time, and payment and expense type. There is also an upload form for employees to attach any relevant documents and receipts. Expense reports are immediately synced and stored securely in your account, and can be sorted, filtered, and exported from any device.Customize this app template in no time using Jotform’s drag-and-drop form builder. You can easily add or swap out form elements, change text, customize your app icon and splash page, and more — no coding necessary. Share a link to your app in an email or embed it in your website, and employees can access and download it on any smartphone, tablet, or computer for future use. Keep track of all your employees’ business expenses with this Expense Report App.

Preview: Custom Proposal App

Proposals are necessary for assuring clients that your construction services are the right fit for the job. Share and fill out your proposal forms in one place with our free Proposal App for construction companies and contractors. This ready-made app template includes a bid proposal form and job proposal form where users can enter client, contractor, and project details from any device. Since this app works with our Job Proposal PDF Template, form submissions will automatically turn into professional PDFs!Customizing your Proposal App only takes a few minutes with our drag-and-drop builder. Without any coding, you can create and add new forms, embed links to other pages, include images, and update app details such as name, icon, and splash page for a fully-custom design. When your app is ready to use, it can be downloaded from any smartphone, tablet, or computer. Make a good impression on your clients with a professional and personalized Proposal App for your services!

Preview: Bank Reconciliation App

Bank reconciliation is the process in which a bank account’s balance is reconciled to the amount reported by a financial institution according to the account’s most recent statement. To carry out this process in the easiest way possible, consider using Jotform to create a Bank Reconciliation App for internal use. Add forms to record new transactions, make detailed reports, and more! To share this app with others, simply link to it directly, share via QR code, or embed it in your online workspace.Need to make changes to how your Bank Reconciliation App looks? Just use our drag-and-drop app builder to do so. Upload personal branding assets, change fonts and colors, integrate with helpful payment or scheduling tools, edit letter text, and more depending on your needs. Make bank reconciliation easier for all parties with Jotform.

Preview: Event Budget Planner App

An event budget planner app is used by businesses and organizations to organize events and plan event budgets. This Event Budget Planner App contains an Event Planning Questionnaire for filling out contact details, event type, date, and budget. There is a separate Budget Planning Form for entering individual items, setting priority levels, and calculating total cost based on event requirements. Event planners can sign off on the proposed budget using an e-signature box at the bottom of the form.Need to customize this app template? With Jotform’s intuitive drag-and-drop form builder, it’s easy to add or change form elements, choose fonts and colors, upload your logo, personalize your splash screen, and more — no coding needed. When you’re satisfied with the look and feel, you can share your app with a link, where employees and event planners can download it on any device. Plan your next company event and stay on budget with this Event Budget Planner App from Jotform.

Preview: Reimbursement App

Jotform's Reimbursement App template is designed to streamline the process of submitting and managing expense reports. Ideal for corporate employees, freelancers, and small business owners, this no-code app builder allows users to easily log business or travel expenses, upload and organize receipts, and submit reports for approval. The Reimbursement App allows users to customize forms, add e-signature fields, and integrate with payment gateways, simplifying the reimbursement process for all users. Looking for a hassle-free way to manage expense reports and reimbursements? Look no further than Jotform's Reimbursement App. With a drag-and-drop builder, powerful app elements, and over 70 widgets to choose from, creating a customized app has never been easier. Add e-signature documents for quick approvals, connect with payment gateways for seamless transactions, and enjoy the flexibility of building a unique app that fits your specific needs. Plus, with features like advanced sharing options, custom URLs, and push notifications, staying on top of expense management has never been more convenient.

Preview: Receipt Upload App

Are you tired of manually tracking receipts for expense purposes? Look no further than the Receipt Upload App template by Jotform. This no-code app builder allows users to easily upload receipts for expense tracking, reimbursement, or tax purposes without any coding knowledge. Simply add forms, widgets, products, and branding to create a fully customized app that can be downloaded onto any smartphone, tablet, or computer. Say goodbye to paper receipts and hello to digital organization with this convenient app template.With Jotform's Receipt Upload App template, managing expenses has never been easier. Explore the top features of Jotform Apps, such as the drag-and-drop builder that allows for quick customization, powerful app elements like forms and images, and 70+ app widgets for added functionality. With flexible app design options and ready-to-use layouts, creating a personalized app for receipt management is a breeze. Enhance user engagement with push notifications and access data securely with Jotform Tables, all while enjoying the ease of use and customization that Jotform offers. Say goodbye to paper clutter and hello to digital efficiency with Jotform's Receipt Upload App template.

Preview: Energy Audit App

An energy audit app is used by auditors to perform energy inspections of buildings. With Jotform’s free Energy Audit App, your company can complete audits seamlessly on any device — making it easier than ever for your team to identify and address energy efficiency issues in the field. The app can be downloaded onto any device in a single click!Feel free to update the design of the app by creating and adding other online forms with our drag-and-drop builder, uploading your company logo, or making other changes with no coding. All information you collect is stored safely in your secure Jotform account. Make the switch from paper forms to online forms with the help of a free Energy Audit App for your team.

Preview: Retirement Planning App

A retirement planning app is used by retirement planners to gather important information from their clients. With this ready-made Retirement Planning App, your business can quickly and efficiently collect contact details, payments, e-signatures, and more from any device. Simply customize the app and share it with a link or via social media to start collecting responses!Add your company logo and branding, update forms within the app, and change fonts and colors in seconds with our intuitive drag-and-drop builder — no coding knowledge required. You can include a retirement calculator for clients to use, plus your contact information so they can get in touch. Take your retirement services to the next level with a free Retirement Planning App that works great on any device.

Preview: Expense Tracker App

Expense Tracker App is an app template designed to simplify and streamline the process of recording and monitoring expenses for businesses, freelancers, finance teams, and individuals. This robust app is built for making budgeting and expense management easier and more efficient, centralizing all expense data into one accessible location. Whether it’s for tracking daily operational costs, monitoring project expenses, or consolidating personal financial records, this app serves as a solid foundation for maintaining financial discipline and visibility. The app collects data related to the expenses, such as cost categories, transaction details, and corresponding notes, offering users a comprehensive view of their spending patterns. Its ready-to-use design makes it ideal for those seeking to improve their financial tracking without the need for complex setups or configurations. It's best for those who manage multiple expenses and need a reliable, convenient platform to monitor their financial activities.Jotform’s Expense Tracker App is easy to use and customizable, making it an excellent choice for all types of users, regardless of their technical expertise. The drag-and-drop interface allows for easy customization of the app to cater to specific financial tracking needs. Users can easily modify forms, adjust color schemes, and even add their logo, enhancing user experience and reinforcing their brand. The added convenience of electronic signature collection provides an additional layer of verification for expense records, enhancing accountability within teams. Moreover, Jotform’s platform supports seamless data collection, making it easier to generate comprehensive sheets and reports for analysis or audit purposes. Take control of your budgeting and expense management with Jotform’s Expense Tracker App.

Preview: Stock Market App

Stock Market App is an app template designed to centralize and streamline financial data collection for financial service providers, fintech startups, investment platforms, and organizations. Its main purpose is to serve as a reliable platform for tracking stock market activity, monitoring investments, and providing users with a comprehensive view of their financial information in one system. With its ready-to-use functionality, this app template is an efficient solution for financial coordinators seeking to eliminate scattered data sources and bring consistency to their investment monitoring processes. The Stock Market App collects relevant financial data, making it a must-have for firms looking to simplify and optimize their investment tracking, especially in an environment of fast-paced stock market dynamics.Jotform’s no-code, drag-and-drop interface helps financial service providers easily customize their Stock Market App with their branding, fonts, and colors without the need for technical know-how. The addition of e-signature capabilities further streamlines data collection by enabling users to authenticate and approve transactions directly within the app. Ease of use is at the heart of Jotform's offering, and this extends to sharing and accessibility as well. The Stock Market App can be accessed on any smartphone, tablet, or desktop, and installed directly to users' home screens without requiring an App Store download. This seamless experience, combined with Jotform’s commitment to providing ready-to-use, effective solutions, makes the Stock Market App an invaluable addition to any financial service provider’s operational workflow.

Preview: Expense Claim App

Expense Claim App helps teams collect and manage reimbursement requests in one place. Employees can submit a claim, browse their past claims, and review claim rules before sending anything for review. This setup works well for finance teams handling recurring expense reports, managers overseeing team budgets, and organizations that want a clearer, more consistent way to capture receipts and claim details without chasing information across email threads.With Jotform App Templates, you can publish a guided self-service experience that connects directly to your data collection process. Use Jotform’s no-code app builder and drag-and-drop interface to tailor pages, add helpful instructions, and link your app to the connected form and table-backed records so everyone can access the right claim information quickly. Share the app with a link or QR code and keep your expense workflow organized as volumes grow.

Preview: Bank Account Tracker App

Bank Account Tracker App helps individuals, families, and small business teams keep a clear view of accounts, transactions, and budget categories in one place. Use it to log new accounts, review activity as spending happens, and organize transactions by merchant so monthly check-ins feel manageable instead of scattered across notes and screenshots. It fits everyday money management, shared household tracking, or simple finance routines for freelancers who want a lightweight way to monitor multiple accounts and spending patterns.Built with Jotform App Templates, this app template can be tailored in minutes with a no-code app builder and a drag-and-drop interface. Connect buttons to forms for data collection, keep lists updated as entries come in, and turn routine updates into a repeatable workflow that supports self-service for anyone you share the app with. Publish and share your Jotform app with a link so tracking stays accessible on desktop or mobile whenever you need to add an account, record a transaction, or update a budget category.

Preview: Expenses Receipt App

Expenses Receipt App helps teams and individuals capture receipts, organize expenses, and keep a clear record for reimbursements, budgeting, or bookkeeping. Use it to snap and submit receipts as they happen, review an expense log by category, and check a simple summary view when you need a quick snapshot of spending. It’s a practical fit for small businesses, field teams, frequent travelers, project managers, and anyone who wants fewer lost receipts and faster follow-ups.Jotform makes it easy to turn this use case into a polished self-service experience with customizable App Templates and a no-code app builder. With a drag-and-drop interface, you can tailor the pages, buttons, and navigation to match your process, then connect receipt intake to data collection in Jotform Forms and organize entries in connected tables. Share the app with a link or QR code so people can submit receipts on the go and keep your expense workflow moving without extra tools.

Preview: International Bank App

International Bank App brings key customer banking touchpoints into one place for people who bank across borders. Use it to publish up-to-date exchange rates, help customers find nearby branches, and guide them to the right support option when they need assistance while traveling or managing international activity. It’s a practical fit for retail banks, credit unions with global partners, and financial service teams that want a clear, mobile-friendly experience for everyday banking information and service requests.With Jotform, you can turn this app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect pages to your forms and tables to support data collection and follow-up workflows, then share the app with a link or QR code. Update exchange-rate lists, branch details, and service pathways in minutes so customers always know where to go and what to do next.

Preview: Keeping Track of Expenses App

Keeping Track of Expenses App helps individuals, freelancers, and small teams log spending as it happens and stay organized when it’s time to review budgets or reimbursements. Use it to capture a new purchase in one place, browse a running list of past entries, and open an expense record to see key details without digging through notes or receipts. It’s a practical fit for day-to-day business costs, travel spending, project-related purchases, and personal budgeting when you want a clear, repeatable habit for tracking expenses.Built with Jotform, this app template can be tailored to match how you categorize and review spending, then shared as a simple self-service experience. With Jotform’s no-code app builder and drag-and-drop interface, you can connect the app to your forms and data collection workflow, route entries to the right table, and add lightweight insights for quick check-ins. Publish with a link so users can add expenses, view the full list, and monitor spending patterns from anywhere.

Preview: Tax Tracker App

Tax Tracker App helps individuals and small businesses keep a clear, ongoing view of tax-related activity in one place, from logging amounts to noting key dates and summarizing what needs attention. It’s useful for freelancers, contractors, side hustles, and growing teams that want a simple way to stay organized throughout the year without relying on scattered notes or last-minute spreadsheets.With Jotform, you can turn this app template into a branded, easy-to-share self-service experience using a no-code app builder and a drag-and-drop interface. Publish your app in minutes, then connect it to Jotform forms and workflows for consistent data collection, smoother internal handoffs, and a more reliable routine for keeping tax information up to date.

Preview: Investment Tracker App

Investment Tracker App helps you keep a clear, up-to-date view of your portfolio by organizing holdings, logging transactions, and surfacing quick insights in one place. It’s a practical fit for individual investors, finance teams, and small businesses that want a simple way to monitor positions across accounts, keep a running history of buys and sells, and check performance trends without hunting through spreadsheets. With pages for Holdings, Transactions, and Insights, plus an in-app button to add a transaction, this app supports consistent tracking and easier day-to-day decision-making.Built with Jotform App Templates, this app template can be tailored in minutes using Jotform’s no-code app builder and drag-and-drop interface. Connect it to your forms and tables for reliable data collection, keep workflows moving with structured entry points, and share a self-service experience through a link or QR code. As your needs change, you can adjust what you track, refine how information is displayed, and publish updates quickly without rebuilding from scratch.

Preview: Merchant Payment App

Merchant Payment App gives businesses a simple way to take payments, create new payment requests, and keep a clear record of what has been paid. It works well for retailers, service providers, pop-up vendors, and small teams that need a reliable place to collect customer payments and reference invoice details without juggling separate tools. With quick actions like Take Payment and New Request, plus views for My Requests and All Payments, staff can move from request to collection to follow-up with less confusion and fewer missed items.Jotform App Templates make it easy to turn your payment collection workflow into a branded, self-service experience without coding. Using Jotform’s no-code app builder and drag-and-drop interface, you can adjust pages, buttons, and navigation to fit how your team works, then connect the app to your data collection and tracking in Jotform. Share the app with a link or QR code so customers or staff can submit requests and you can monitor payment activity in one place.