Board Templates for Finance & Accounting Teams
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
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
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
Efficiently manage your grant applications with Jotform's Grant Tracking Template. This customizable board template helps teams organize tasks, set priorities, and collaborate seamlessly 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 & Support
Manage project risks effectively with Jotform's Project Risk Management Template. Use this customizable board to identify, assess, and mitigate risks collaboratively with your team using a drag-and-drop interface.
Go to Category:Strategy & Planning
Manage your retail store's finances effectively with Jotform's Retail Store Budget Template. This customizable board helps track budget tasks, assign responsibilities, and streamline workflow automation with a drag-and-drop interface.
Go to Category:Operations & Support
Manage your software development projects efficiently with Jotform's Raid Project Management Template. This customizable board helps you track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
Go to Category:Project & Task Management
Efficiently manage vendor performance with Jotform's Vendor Risk Management Template. Use this customizable board to collect information, review contracts, and assess delivery performance with your team.
Go to Category:Sales & CRMAbout Board Templates for Finance & Accounting Teams
Finance and accounting teams handle everything from budgeting and forecasting to payroll and financial compliance. Board Templates for Finance & Accounting Teams give you a structured environment to track invoices, reconcile accounts, and manage audits without the hassle of juggling multiple software tools or spreadsheets. By laying out tasks—like tax filings, expense approvals, and cash flow analyses—in one organized board, finance professionals can prioritize workloads, flag urgent items, and maintain transparency with stakeholders. This approach reduces both human error and the risk of missing crucial deadlines, ensuring that your organization’s financial health remains stable and well-documented.
Jotform Boards turns form submissions—like expense reports, invoice uploads, and vendor applications—into structured task management boards, so you can keep a close eye on your financial processes. Drag-and-drop workflows let team members mark payments as pending, approved, or completed, while integrated comments, file attachments, and activity logs streamline communication for quicker resolution of discrepancies. You can also create custom fields to track client IDs, tax categories, or recurring payments, further refining your oversight. By automating the transition from incoming data to actionable tasks, Jotform Boards offers finance teams a simplified, auditable, and highly efficient solution for managing complex financial operations.