Online Form Builder for Finance
Gather all the data you need for your finance company with Jotform. Create custom online forms to collect e-signatures, payments, applications, orders, feedback, registrations, and more seamlessly from any device. Automate your workflow to save time. No coding required.
Form Builder
Easy to Use
Drag and drop to get the design you want with our no-code Form Builder. Then securely receive finance data and quickly generate professional documents — like contracts, agreements, and reports — and manage them all in one place.
Automation
Streamline Your Workflow
Build a complete online workflow with Jotform’s suite of powerful products. Build automated approval flows, manage data in tables, generate visual reports, export PDFs, and connect your forms with 100+ integrations.
Payment Integrations
Receive Payments
Online
Safely collect payments online with 40+ payment integrations, including popular payment processors like Square, Stripe, PayPal, and Authorize.net. And with the Jotform PDF Editor, you can turn payment submissions into custom PDF invoices automatically.
Jotform Workflows
Automate Processes to Save Time
Make an automated approval flow for your finance business with Jotform Workflows. Each new form response will be instantly sent through the steps of your approval process — allowing you to approve or deny applications, send follow-up emails, and perform other actions automatically.
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Security
Keep Data Secure
Jotform protects form data with PCI, GDPR, and CCPA compliance; a 256-bit SSL connection; and options to encrypt your forms or modify them for HIPAA compliance.
