# Financial Workflow Software | Jotform Workflows

# 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workspace/new?assetCreationType=workflow&wizardInitialView=UseTemplate&templateCategory=Finance)

![Image 1: Finance Workflow Software](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL3NvbHV0aW9ucy9maW5hbmNlL2hlcm8ucG5n/hero.png?w=2072&t=1)

## Easy budget management

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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workspace/new?assetCreationType=workflow&wizardInitialView=UseTemplate&templateCategory=Finance)

![Image 2: Easy budget management](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL3NvbHV0aW9ucy9maW5hbmNlL3NlY3Rpb24tMS5wbmc=/section-1.png?w=2240&t=1)

### TEMPLATES

## 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

![Image 3: Expense Reimbursement Approval](https://cdn.jotfor.ms/templates/screenshot/workflow-templates/expense-reimbursement-approval-workflow-template.png?w=988)

Use Template

### Budget Approval Process

![Image 4: Budget Approval Process](https://cdn.jotfor.ms/templates/screenshot/workflow-templates/budget-approval-process-workflow-template.png?w=988)

Use Template

### Purchase Requisition Approval

![Image 5: Purchase Requisition Approval](https://cdn.jotfor.ms/templates/screenshot/workflow-templates/purchase-requisition-approval-workflow-template.png?w=988)

Use Template

## Business trip planning made easy

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!

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workspace/new?assetCreationType=workflow&wizardInitialView=UseTemplate&templateCategory=Finance)

![Image 6: Business trip planning made easy](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL3NvbHV0aW9ucy9maW5hbmNlL3NlY3Rpb24tMi5wbmc=/section-2.png?w=40&t=1)

![Image 7: Use Cases Icon](https://cdn.jotfor.ms/p/products/workflows/assets/img-min/solutions/use-case-icon.svg)
## Finance Use Cases

### Purchase Requisition Approval

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

[See Template](https://www.jotform.com/approval-templates/purchase-requisition-approval-template)

### Mileage Reimbursement Approval

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

[See Template](https://www.jotform.com/approval-templates/mileage-reimbursement-approval-template)

### Purchase Order Approval

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

[See Template](https://www.jotform.com/approval-templates/purchase-order-approval-template)

### Invoice Approval

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

[See Template](https://www.jotform.com/approval-templates/invoice-approval-template)

[View All Finance Templates](https://www.jotform.com/workflow-templates/category/finance)