Finance App Templates

Preview: Digital Payment App

Digital Payment App is a ready-to-use app template for businesses, nonprofits, service providers, and finance teams that need a convenient payment experience for customers or members. It brings payment collection, payment tracking, and contact access into one clear destination, helping users complete transactions and follow up without searching through separate channels. Organizations can use it for invoices, service fees, membership charges, donations, order balances, event costs, or other digital payment needs. By giving payers a simple self-service path, the app can reduce routine inquiries, improve access to payment resources, and keep communication connected to the transaction process.Jotform Apps helps teams customize App Templates through a no-code app builder and an intuitive drag-and-drop interface. You can adjust the pages, wording, colors, buttons, and navigation to match your payment workflow, then connect forms and other data collection tools as needed. The finished Digital Payment App can be shared through a direct link or QR code and opened on mobile or desktop devices. This makes it practical for small and midsized organizations seeking a branded payment hub without building software from scratch.

Preview: Payment Account Records App

Payment Account Records App provides finance teams, accounting staff, administrators, and small businesses with a central place to document and manage payment account information. Users can browse existing records, submit a new record, and review stored entries without searching across disconnected files or messages. It is well suited to account inventories, periodic finance reviews, administrative handoffs, and internal recordkeeping where details such as the provider, record type, and reference contact need to remain easy to find. Built-in record guidance also helps teams follow a consistent process, reduce incomplete entries, and give authorized users a clearer view of available account records.Jotform makes this app template easy to adapt with a no-code app builder and a flexible drag-and-drop interface. Teams can adjust pages, cards, navigation, colors, and branding to match their preferred recordkeeping process. Forms and tables support organized data collection, while connected approvals, notifications, and other workflow steps can help route updates to the right people. As part of Jotform App Templates, the app can be published quickly and shared through a direct link, custom app link, embedded experience, or scannable code. Its mobile-friendly layout also supports convenient self-service access for staff working from different locations.

Preview: Earnings Withdrawal Request App

The Earnings Withdrawal Request App is an app template for businesses, finance teams, contractor networks, membership programs, and digital service providers that need a clear way to receive earnings withdrawal requests. Requesters can submit a withdrawal request, view its current status, and consult a status guide from one convenient location. This organized self-service experience reduces scattered messages, gives users clearer visibility into pending requests, and helps administrative teams maintain a consistent intake process. It is particularly useful for organizations that manage payouts for employees, freelancers, contributors, sellers, or other eligible account holders.Jotform Apps makes it easy to adapt this template without writing code. Use the no-code app builder and drag-and-drop interface to update pages, adjust branding, reorganize navigation, and connect forms or tables that support your workflow. Teams can use Jotform App Templates to create a mobile-friendly destination for data collection and request tracking, then share it through a direct link, QR code, or embedded experience. The Earnings Withdrawal Request App can be tailored as processes change, helping requesters find the right action while giving staff a practical way to organize incoming information.

Preview: Financial Preparedness Survey App

The Financial Preparedness Survey App helps individuals assess their readiness for unexpected expenses and longer-term financial needs. It gives financial educators, consultants, employers, nonprofits, and community programs a practical way to offer a guided survey, present aggregate insights, and direct participants toward relevant next steps. Users can reflect on savings, budgeting, and financial protection, then revisit the survey as their circumstances change. By bringing assessment and educational guidance into one accessible experience, the app supports financial awareness without requiring teams to manage disconnected questionnaires and resources.Jotform Apps makes it easy to customize this app template with a no-code app builder and an intuitive drag-and-drop interface. Teams can adjust pages, branding, navigation, and educational content while connecting forms and data collection to a coordinated workflow. The finished app can be shared through a direct link or QR code, giving participants mobile-friendly self-service access from almost any device. Start with one of Jotform’s App Templates, tailor the experience to your audience, and publish a polished financial preparedness resource without writing code.

Preview: Credit Score Improvement Request App

Credit Score Improvement Request App is an app template for collecting and organizing requests from people seeking help with credit improvement planning. Financial consultants, credit counselors, personal finance educators, and customer support teams can use it to give clients one convenient place to submit a request, browse existing requests, check items under review, and access relevant educational resources. It can reduce scattered messages, make follow-up responsibilities easier to manage, and create a clearer experience for clients who need guidance with payment planning, credit report review, or next-step checklists. The app supports an organized service journey without suggesting or guaranteeing a particular credit outcome.With Jotform, teams can adapt this app template using a no-code app builder and an intuitive drag-and-drop interface. Pages, buttons, lists, forms, and visual elements can be updated to match an organization’s services and branding. Connected forms support data collection, while tables, notifications, approvals, and other workflow tools help staff coordinate requests behind the scenes. The finished app can be shared by direct link or QR code for mobile-friendly self-service, giving clients straightforward access to requests, status information, and resources from one central location.

Preview: Annual Budget Forecast App

The Annual Budget Forecast App is a central planning workspace for preparing, organizing, and reviewing yearly financial forecasts. Finance teams, department managers, business owners, consultants, and nonprofit administrators can establish budget periods, add forecast entries by category, and review forecast insights and submission reports from one accessible location. It helps organizations replace disconnected spreadsheets and scattered requests with a consistent workflow for collecting projected figures and planning notes. Teams can use it during annual planning cycles, periodic forecast reviews, departmental budget preparation, or scenario discussions, making it easier to maintain visibility across reporting periods and coordinate financial input.With Jotform Apps, organizations can turn this app template into a branded planning experience without writing code. The no-code app builder and drag-and-drop interface make it easy to adjust pages, navigation, buttons, and visual elements for an organization’s budgeting process. Connected forms support structured data collection, while tables and workflows keep forecast records organized for review. The finished app can be shared through a direct link or QR code, giving contributors mobile-friendly access wherever planning takes place. Start with one of Jotform’s App Templates, customize the content and appearance, and publish a practical self-service resource for annual budget forecasting.

Preview: Wealth Sales Follow-Up App

Wealth Sales Follow-Up App gives wealth sales professionals and financial service teams a focused workspace for managing prospect relationships after an initial inquiry or conversation. Teams can capture prospect details, browse contact records, and log interactions with next follow-up dates, priorities, statuses, notes, and planned actions. This makes it easier for sales representatives, advisers, account teams, and managers to maintain timely outreach without relying on scattered notes or disconnected spreadsheets. Clear contact histories support more consistent conversations, while visible follow-up timing helps teams identify prospects who need attention and coordinate ownership across the sales process.With Jotform, this app template can be adapted through a no-code app builder and an intuitive drag-and-drop interface. Add branded pages, adjust navigation, update fields, or connect forms and tables to support data collection and your preferred workflow. Notifications and connected processes can help teams act on new prospect entries or upcoming tasks, while self-service access gives authorized staff one convenient place to review information from a phone, tablet, or computer. Jotform App Templates can be shared with a direct link or QR code, making the finished app easy to introduce across an office, remote sales group, or growing client development team.

Preview: Multi-Purpose Calculator App

The Multi-Purpose Calculator App is an app template that brings common calculations into one convenient, mobile-friendly destination. Individuals, financial service teams, educators, consultants, hospitality staff, and small businesses can use it for everyday percentage and tip calculations, loan payment estimates, and BMI checks. Clear navigation helps users choose a calculation, enter the required figures, and review results without switching between separate tools. It is especially useful for answering routine customer questions, supporting classroom exercises, estimating personal expenses, or providing staff with a shared calculation resource. Organized result views also make inputs and calculated outcomes easier to review.Jotform App Templates help teams turn practical resources into interactive experiences without writing code. Customize this app template with the no-code app builder and drag-and-drop interface, then adjust pages, colors, typography, buttons, and navigation to suit your audience. You can connect forms and tables for data collection, support a broader workflow, and add self-service resources that reduce repetitive manual work. Once the Multi-Purpose Calculator App matches your needs, publish it through a direct link or QR code so users can access its tools from phones, tablets, or computers.

Preview: Financial Hardship Support App

The Financial Hardship Support App gives nonprofits, community service teams, financial assistance programs, educational institutions, and employee support departments a central place to guide people facing financial difficulty. Users can browse available support resources, review eligibility and contact information, submit a request for financial help, and contact the appropriate support team. By bringing these actions into one accessible experience, the app reduces confusion, improves resource discovery, and helps organizations respond to assistance requests with greater consistency. It can support emergency aid programs, household expense assistance, hardship funds, and community referral services.Jotform makes this app template easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Organizations can customize pages, branding, buttons, and resource content, then connect forms and tables to support data collection and workflow management. The app can be shared through a direct link or QR code, giving users mobile-friendly self-service access from nearly any device. Start with one of Jotform’s ready-made App Templates, tailor the experience to your program, and publish it without writing code.

Preview: Payment Deposit Verification App

The Payment Deposit Verification App provides finance teams, service providers, property managers, contractors, and small businesses with a central place to receive and review deposit details. Payers can submit deposit information, while authorized team members can browse requests, inspect payment references and deposit amounts, and record verification outcomes. Clear status information helps staff distinguish pending, verified, and reviewed requests without relying on scattered emails or spreadsheets. This app template is useful when an organization needs a consistent workflow for confirming advance payments, reservation deposits, project retainers, or other deposited funds before fulfilling a service or order.Jotform App Templates make it easy to adapt this experience to existing finance operations without writing code. Using Jotform’s no-code app builder and drag-and-drop interface, teams can customize pages, branding, navigation, and connected forms. Verification records can be organized in connected tables, and notifications or approval steps can support faster follow-up. Publish the finished app through a direct link or QR code to provide convenient mobile access for payers and reviewers while keeping data collection and internal review resources together.

Preview: Family Financial Coaching App

The Family Financial Coaching App is an app template for financial coaches, community programs, consultants, and organizations that help households build healthier money habits. It brings coaching requests, budget planning, financial goal setting, and educational resources into one accessible experience. Families can record household budgets, outline monthly essentials and savings targets, and create goals with target dates. Coaches can use the organized information to understand each household’s priorities, prepare for conversations, and offer more relevant guidance. By keeping plans and goals together, the app supports ongoing coaching relationships and gives families a clear place to revisit their financial progress.Jotform makes this Family Financial Coaching App easy to adapt with a no-code app builder and drag-and-drop interface. Add branded pages, update navigation, connect forms for data collection, and organize resources without writing code. Linked tables and workflows can keep submitted plans and goals accessible while notifications help teams respond to new activity. Once customized, the app can be shared through a direct link or QR code for convenient mobile self-service. Jotform App Templates provide a practical starting point for turning a household coaching process into an interactive, professional experience.

Preview: Merchant Funding App

Merchant Funding App gives funding providers, financial consultants, brokers, and business support teams a centralized experience for guiding merchants through funding inquiries. Applicants can start an application, review available funding options, follow the funding process, and check application status without searching across separate channels. Teams can use this app template to support small businesses seeking working capital, equipment funds, inventory financing, or other merchant funding arrangements. Clear navigation and self-service access help reduce routine status questions while giving applicants a more consistent journey from initial interest through review and follow-up.Jotform App Templates make it easier to turn intake and communication processes into accessible digital experiences. With Jotform’s no-code app builder and drag-and-drop interface, teams can adapt the Merchant Funding App to their branding, revise pages and buttons, and connect forms, tables, notifications, approvals, and other workflow steps. Staff can organize data collection in one place, share the finished app by link or QR code, and provide mobile-friendly access for applicants. Updates can be made as funding programs or internal procedures change, without rebuilding the experience from scratch or writing code.

Preview: Investor Readiness App

Investor Readiness App gives founders, startup teams, finance leaders, and business consultants a central place to evaluate whether a company is prepared for investor conversations. Users can start an assessment, review results, browse relevant resources, and organize follow-up actions with due dates. This app template is useful before fundraising preparation, advisory reviews, pitch meetings, or internal planning sessions. It helps teams identify gaps, prioritize next steps, and keep preparation work visible without relying on scattered documents or disconnected task lists. Consultants and accelerators can also use it to guide clients or participating businesses through a consistent readiness process.Jotform Apps makes the Investor Readiness App easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Add branded pages, revise navigation, connect forms for data collection, and link resources that support each stage of the workflow. Assessment responses and related information can connect with Jotform Tables, notifications, approvals, and other processes for easier coordination. Jotform App Templates can be shared through a direct link or QR code, giving founders, advisers, and team members mobile-friendly access to resources, results, and self-service tools from one organized experience.

Preview: Currency Exchange Inquiry App

The Currency Exchange Inquiry App gives currency exchange providers, financial service teams, travel businesses, and hospitality staff a central place to receive and review exchange requests. Customers can submit an inquiry, specify the currency pair they are considering, and provide key details such as the requested amount and timing. Staff can then review each inquiry with requester and contact information available in one organized view. This app template supports prospective customers who want information before arranging an exchange while helping service teams replace scattered emails and calls with a clearer inquiry process.With Jotform Apps, organizations can adapt this Currency Exchange Inquiry App through a no-code app builder and an intuitive drag-and-drop interface. Teams can update pages, branding, buttons, and navigation, then connect the experience to forms, tables, notifications, approvals, and other workflows. The app can be shared by direct link or QR code for convenient mobile access, giving customers a self-service inquiry channel and staff a dependable way to manage data collection. Jotform app templates make it easy to publish a polished experience without writing code.

Preview: Household Expense Sharing App

Household Expense Sharing App is a ready-to-use app template for roommates, couples, families, and shared households that need a clear record of common costs. Users can add expenses, review expense details, and record settlements when one person reimburses another. Details such as the household, amount, contributor, participants, split method, status, settlement date, and notes keep each entry understandable without relying on scattered messages or spreadsheets. It is useful for managing rent, utilities, groceries, subscriptions, repairs, and other recurring or one-time purchases. By giving everyone one shared reference point, the app supports more transparent conversations about money and makes it easier to check what was paid, how a cost was divided, and which settlements have been recorded.Jotform Apps helps you customize this app template with a no-code app builder and an intuitive drag-and-drop interface. Adjust pages, cards, buttons, colors, fonts, and navigation to suit the way your household manages expenses. Connected forms support consistent data collection, while tables and workflows can help organize records and trigger notifications. Once the app is ready, share it by direct link or QR code so household members can access a mobile-friendly self-service experience from almost any device. No programming experience is required to update the layout, add resources, or publish the finished app.

Preview: Import Letter of Credit App

Import Letter of Credit App is an app template for collecting, organizing, and reviewing letter of credit requests associated with international purchases and shipments. Importers, trade finance teams, procurement departments, finance consultants, and operations staff can use it to submit new requests, browse existing records, and check key transaction details and current status from one place. The organized experience helps teams replace scattered emails and spreadsheets with a consistent request workflow. It also gives authorized users a convenient self-service resource for reviewing applicant, beneficiary, issuing bank, credit amount, requested date, and shipment country information without searching across multiple files.With Jotform’s no-code app builder, organizations can adapt this template to their processes without writing software. The drag-and-drop interface makes it easy to update pages, navigation, branding, and content while connected forms support structured data collection. Teams can link requests to tables, approvals, notifications, and other workflows as their operational needs evolve. Once customized, the app can be shared through a direct link or QR code for mobile-friendly access, helping import and finance stakeholders coordinate requests and maintain a clearer view of their letter of credit activity.

Preview: Sales Tax Calculator App

Sales Tax Calculator App provides retailers, online sellers, finance teams, contractors, and service providers with a convenient way to estimate sales tax for a transaction. Users can check configured tax rates, select relevant areas and item types, review calculation examples, and explore supporting topics from one mobile-friendly location. This app template can support price estimates, invoice preparation, checkout assistance, and internal reference needs while reducing manual calculations and helping teams apply a more consistent process. It is especially useful for small and medium-sized businesses that need a practical tax estimation resource for staff or customers.Jotform makes this App Template easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Add or reorganize pages, update rate information, connect forms for data collection, and link related tables or workflows without writing code. You can personalize colors, fonts, buttons, and visual elements to match your organization, then share the finished app through a direct link, quick response code, or embedded experience. With flexible navigation and self-service access, Jotform helps turn recurring sales tax calculations and reference material into an organized interactive experience.

Preview: Mining Economics Simulator App

The Mining Economics Simulator App helps mining engineers, project evaluators, consultants, finance teams, and operational planners compare the economic potential of proposed or active mining projects. Users can run new scenarios, browse project simulations, and review key outputs such as net present value, internal rate of return, and payback period alongside production rates and capital costs. This app template brings assumptions and results into one accessible location, making it useful for early project screening, investment discussions, budgeting exercises, sensitivity reviews, and comparisons between development options. It also creates a consistent process for collecting scenario inputs and presenting findings to technical and financial stakeholders.Jotform Apps makes the template easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Teams can revise pages, navigation, branding, and connected forms to reflect their evaluation process without writing code. Simulation inputs can support organized data collection, while linked tables and workflows help teams maintain scenario records and share updated information. Publish the app through a direct link or QR code to give authorized colleagues convenient self-service access on computers, tablets, and mobile devices. Starting with Jotform App Templates saves setup time while leaving room to tailor the experience to different project stages, commodities, and internal review practices.

Preview: Blockchain Reward Opportunities App

Blockchain Reward Opportunities App provides a searchable resource for people who want to discover reward programs, assess eligibility, and review deadlines before deciding whether to participate. It can support blockchain communities, educators, independent researchers, project teams, and organizations that curate opportunities for their audiences. Users can browse opportunity summaries, visit original sources, submit new listings, and save notes for later reference. A separate resource area can also share educational material that helps visitors understand reward types and participation requirements. By bringing scattered information into one accessible directory, the app reduces manual searching while encouraging users to evaluate each source independently.Jotform App Templates make it easier to turn this directory into a branded, mobile-friendly experience without writing code. Using Jotform’s no-code app builder and drag-and-drop interface, creators can update pages, navigation, buttons, and visual elements to match their goals. Connected forms and tables support organized data collection, while notifications and workflows can help teams review submitted opportunities and maintain current information. Once customized, the app can be published through a direct link, personalized address, embedded experience, or scannable code for convenient self-service access.

Preview: Business Finance Tracker App

The Business Finance Tracker App gives small and medium-sized businesses a central place to monitor everyday financial activity and keep budgets visible. Owners, finance teams, office managers, consultants, contractors, and freelancers can use it to add income or expense entries, review transactions, set budgets, and open financial insights. It replaces scattered spreadsheets and disconnected records with an organized experience that supports routine reviews, spending oversight, and more informed planning. Teams can maintain a clearer picture of planned amounts and transaction statuses while creating a consistent process for financial data collection.Jotform makes this app template easy to adapt with a no-code app builder and a flexible drag-and-drop interface. Change pages, navigation, colors, fonts, and visual elements to reflect your business, then connect forms and tables to support your workflow. Finance entries and budgets can be collected through linked forms and organized for convenient access. Once configured, the app can be shared by direct link or QR code for mobile-friendly use by authorized team members. Explore Jotform App Templates to create a practical self-service resource without building an app from scratch.

Preview: Pricing Markup Calculator App

Pricing Markup Calculator App is an app template for calculating product or service markups and reviewing pricing information from one convenient location. It suits retailers, wholesalers, contractors, consultants, online sellers, and finance or sales teams that need a repeatable approach to setting prices. Users can calculate markup through a connected form, browse relevant pricing scenarios, and consult guidance and insights before making pricing decisions. This helps teams compare situations more consistently, reduce manual calculation errors, and give authorized staff self-service access to useful pricing resources. It can support new product launches, service estimates, catalog updates, vendor cost changes, and routine price reviews.With Jotform Apps, teams can turn the Pricing Markup Calculator App into a branded experience without writing code. The no-code app builder and drag-and-drop interface make it easy to adjust pages, navigation, buttons, fonts, colors, and visual elements. Connected forms support data collection, while tables, approvals, notifications, and other workflow tools can help organize follow-up activities. Start with one of Jotform’s App Templates, adapt the app template to your pricing process, and publish it through a direct link, QR code, or embedded experience for convenient access on desktop and mobile devices.

Preview: Marketing Revenue Dashboard App

The Marketing Revenue Dashboard App is a ready-to-use dashboard app template for marketing teams, agencies, sales leaders, and business owners who need a clear view of revenue generated by campaigns and channels. Team members can submit revenue updates, browse campaign records, review channel performance, and compare key figures such as spending, revenue, conversions, budgets, and targets. Centralizing these insights makes it easier to identify high-performing activities, spot gaps between investment and results, and prepare informed updates for stakeholders. It is useful for recurring performance reviews, campaign planning, revenue attribution, and day-to-day coordination between marketing and sales teams.Jotform Apps helps organizations turn connected data collection and reporting processes into a branded, mobile-friendly experience without coding. Start with this app template, then use the drag-and-drop app builder to adjust pages, cards, buttons, navigation, colors, and fonts. Forms can capture new revenue figures, while connected tables and workflows help organize records and notify the right people when updates occur. Teams can publish the app through a direct link, custom URL, embedded experience, or QR code, giving authorized users convenient self-service access to current marketing information from almost any device.

Preview: Crop Market Price App

The Crop Market Price App is a ready-to-use resource for recording, reviewing, and comparing crop prices across markets. Farmers, agricultural cooperatives, produce buyers, field agents, market researchers, and community organizations can use it to maintain a shared view of current price observations. Users can submit a market price, browse crop references, and review price trends and market comparison guidance. This reduces reliance on scattered notes and disconnected reports while helping teams make better-informed decisions about selling, purchasing, planning, and market outreach. Source notes and price statuses also provide useful context when reviewing reported information.Jotform App Templates make it easy to adapt this app template to local crops, markets, units, and reporting processes. With Jotform’s no-code app builder and drag-and-drop interface, teams can update pages, branding, navigation, and connected data collection forms without programming. The app builder can also link information with tables, notifications, approvals, and other workflow steps. Once published, the app can be shared through a direct link or QR code, giving contributors and viewers convenient mobile-friendly access and supporting self-service price research from one organized location.

Preview: DJ Business Tax Intake App

The DJ Business Tax Intake App helps independent DJs, entertainment businesses, bookkeepers, and tax professionals collect and review the financial details needed for tax preparation. This app template creates a guided intake experience where users can submit business information, record income and expenses, note potential deductions, and provide additional context. Teams can review submissions through clear financial snapshots, identify missing details, and direct clients to relevant tax preparation resources. It is particularly useful during annual tax season, quarterly reviews, client onboarding, or any process that requires organized financial data collection without relying on scattered emails and documents.Jotform makes this experience easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Customize the DJ Business Tax Intake App with your preferred colors, fonts, pages, buttons, and instructions, then connect forms, tables, approvals, and automated notifications to support your workflow. Jotform App Templates also make it simple to publish a mobile-friendly self-service resource that clients can revisit when they need to submit another intake or check next steps. Share the finished app through a direct link, personalized address, embedded experience, or scannable code while keeping intake records organized for your team.