Finance & Accounting Portal Apps

Preview: Financial Reporting App

Financial Reporting App brings your reporting workflow into one place so teams can create new financial reports, review past activity, and keep records organized as the reporting cycle moves forward. It’s built for finance and accounting teams, operations managers, founders, and department leads who need a repeatable way to gather report inputs, maintain a reliable history, and quickly reference recent records without hunting through email threads or scattered files. With clear navigation for starting a new report, checking history, viewing a summary, and browsing records, it supports monthly closes, budget check-ins, expense reviews, and internal status updates across multiple stakeholders.Jotform makes it easy to turn this experience into a branded, shareable destination using its app templates and no-code app builder. Customize pages with a drag-and-drop interface, connect the app to forms and tables for data collection, and keep reporting workflows consistent for everyone involved. Share a single link for self-service access, control how information is presented, and keep reporting work moving with a structured app experience that can grow alongside your process.

Preview: Digital Checkbook Register App

Digital Checkbook Register App helps individuals and small teams keep a clear, running record of money in and money out without relying on paper ledgers. Use it to record deposits, withdrawals, and check payments as they happen, then review your register to understand your balance and recent activity. With quick navigation cards like Add Transaction and Review Register, it fits everyday scenarios such as managing household spending, tracking a side business account, or keeping a dedicated register for clubs and small organizations that still write checks.Built with Jotform App Templates, this app template can be tailored in a no-code app builder using a drag-and-drop interface, so you can match your workflow and how you prefer to review entries. Connect the Record New Transaction form button to consistent data collection, browse entries in list views, and share the app for simple self-service access across devices. Jotform makes it easy to update pages, adjust fields, and keep your register organized as your tracking needs evolve.

Preview: Rental Receipt App

Rental Receipt App helps landlords, property managers, and short-term rental hosts create and organize rent receipts in one place. Use it to issue a new receipt in seconds, keep a clean history of past receipts, and give your team a simple way to browse records when questions come up. With clear receipt numbering and a central My Receipts area, it supports day-to-day operations like documenting payments, responding to tenant requests, and keeping month-end paperwork easier to track.Jotform makes it simple to turn this workflow into a polished self-service experience using its App Templates and no-code app builder. Customize pages with a drag-and-drop interface, connect the New Receipt action to your existing data collection form, and use the built-in receipt list and KPI panel to stay on top of activity at a glance. Share your Jotform app through a link or QR code so staff can capture receipts on-site and you can keep records consistent across properties.

Preview: Cash Book App

Cash Book App helps you record cash coming in and going out, keep a clear ledger, and review quick insights without juggling spreadsheets or scattered notes. It’s a practical fit for small businesses, shop owners, field service teams, clubs, and anyone who needs a simple way to track daily cash activity and maintain a reliable running balance. With an easy entry flow, a ledger view you can browse by transaction, and an insights area for at-a-glance visibility, it supports cleaner bookkeeping habits and faster end-of-day reconciliation.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 the app to your data collection form, keep records organized, and update the layout as your workflow evolves. Share the app with your team using a link or QR code, and keep cash records accessible from anywhere while maintaining one source of truth for day-to-day tracking.

Preview: Invoice and Inventory App

Invoice and Inventory App brings invoicing and stock tracking into one place so small businesses can stay on top of what they sell and what they need to reorder. Use it to browse inventory items, create and review invoices, and keep a running record of product movement as stock comes in, goes out, or gets adjusted. It’s a practical fit for retail shops, wholesalers, ecommerce teams, service businesses that bill for parts, and anyone who needs a clearer link between what’s on hand and what’s been billed.Built with Jotform, this app template helps you publish a self-service, mobile-friendly workspace without writing code. Customize pages with a drag-and-drop interface, connect item and invoice lists to your data tables, and link buttons to the right forms so staff can add items, issue new invoices, or log movement in seconds. Share a single app link with your team, keep information organized as your workflow grows, and make day-to-day updates easier to manage from anywhere.

Preview: Loan Manager App

Loan Manager App brings loan applications, active loan records, repayment tracking, and a review queue into one place so lending teams can stay organized from intake to ongoing oversight. Use it to collect new applications, browse borrower records, and record repayments with quick actions that reduce manual follow-ups. It fits community lenders, credit unions, small finance teams, in-house lending programs, and organizations that manage employee, member, or customer loans and want a clear view of what’s in progress and what needs attention.With Jotform you can turn this Loan Manager App into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to forms and tables for consistent data collection, route items to the right reviewers, and keep your workflow moving with shareable links and mobile-friendly pages. Update layouts, add new steps, and standardize processes without relying on developers, so your team can manage applications, loans, and repayments in a way that matches how you work.

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: Budget and Bill Tracking App

Budget and Bill Tracking App helps individuals, families, and small teams keep everyday finances organized by capturing budget categories and logging recurring bills in one place. With simple buttons to add a budget or add a bill, plus lists and card-style views for browsing what you’ve entered, it’s easier to stay on top of monthly obligations and plan spending without digging through notes, spreadsheets, or scattered reminders.Built with Jotform, this app template can be tailored with a no-code app builder and a drag-and-drop interface so you can match your workflow and priorities. Connect the app to your forms and data collection process, update entries as bills change, and share a self-service experience with others who help manage the household or office budget, all while keeping information accessible from a single link.

Preview: Bank Book App

Bank Book App helps you maintain a clear, digital record of your accounts and day-to-day transactions in one place. Use it to set up multiple accounts, add new transactions with key details like date and reference, and review an account ledger whenever you need to verify activity. It’s a practical fit for small business owners, bookkeepers, community groups, and anyone who wants a simple way to log money movement without digging through spreadsheets or scattered notes.With Jotform, you can turn this app template into a branded, shareable self-service experience using a no-code app builder and a drag-and-drop interface. Connect buttons to forms for data collection, organize records with tables and lists, and keep your workflow consistent as entries grow over time. Share the app by link for quick access, manage updates collaboratively, and tailor the layout to match how your team reviews accounts and tracks transactions.

Preview: Freelance Invoice App

Freelance Invoice App helps independent professionals create invoices, keep client details organized, and review past invoices from one place. It fits freelancers, consultants, and small service providers who need a simple way to move from client work to getting paid without juggling scattered notes and documents. With pages for creating a new invoice and browsing an invoice list, it supports day-to-day billing tasks, quick lookups, and cleaner recordkeeping when you’re managing multiple clients at once.Built with Jotform, this app template can be tailored to match your billing workflow and the way you work with clients. Use the no-code app builder and drag-and-drop interface to adjust the layout, connect your invoice form, and centralize data collection so invoices and client info stay easy to access. Once published, you can share your self-service invoice experience with a link, helping you stay consistent, organized, and ready to send the next invoice faster.

Preview: Purchase Order App

Purchase Order App gives teams a simple place to create new purchase orders, review recent orders, and route requests for approval without juggling spreadsheets or scattered email threads. It works well for office managers, operations teams, procurement coordinators, and department leads who need consistent purchasing records and a clear handoff between requesters and approvers. With dedicated areas for starting a new order, browsing recent activity, and checking approvals, the app supports day-to-day purchasing for supplies, services, and internal needs across one or multiple locations.Jotform helps you turn this workflow into a shareable, self-service experience using App Templates and a no-code app builder. Customize the pages with a drag-and-drop interface, connect the app to the included form for data collection, and keep order information organized for quick viewing. You can publish the Purchase Order App as a link for your team, update content as your process evolves, and build a smoother workflow from request to approval using Jotform.

Preview: Purchase Order Approval App

Purchase Order Approval App helps teams create, route, and review purchase orders in one place, so spending decisions are easier to track and faster to act on. Staff can start a new PO from a dedicated entry point, check what’s still pending, and reference their own purchase orders without digging through emails or shared drives. It’s a practical fit for operations, finance, facilities, IT, and department leads who need a consistent approval trail for everyday purchasing.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 the Start PO Form to your workflow, surface records in tables and lists for quick review, and share a single self-service link that works on desktop or mobile. As requests come in, Jotform keeps data collection organized and makes it easier for stakeholders to follow the workflow from submission to approval history.

Preview: Simple Money Management App

Simple Money Management App helps you keep everyday finances organized without overcomplicating your routine. Use it to log transactions as they happen, add bills as they come in, and get a quick snapshot of your money activity in one place. It works well for individuals, families, students, and freelancers who want a lighter way to track spending and bill obligations, whether you’re budgeting week to week or simply trying to stay more aware of where your money goes.With Jotform, you can turn this app template into a personalized self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your data collection forms, view entries in lists, and keep your workflow moving with clear navigation between overview and records. Customize pages, branding, and sharing options so your money tracking stays easy to maintain and accessible from anywhere.

Preview: Small Business Billing App

Small Business Billing App brings your day-to-day invoicing into one place so you can stay on top of what you’ve billed, what’s still open, and who owes what. It’s built for owners, office managers, and finance admins who need a simple way to create invoices, review open invoices, record payments, and keep a customer list accessible while handling multiple jobs or repeat clients. With a central billing dashboard and dedicated areas for invoices, payments, customers, and settings, it fits service businesses, local retailers, agencies, and contractors that want a clearer billing routine without jumping between spreadsheets and email threads.Jotform makes it easy to turn billing workflows into a self-service experience using App Templates and a no-code app builder. With a drag-and-drop interface, you can customize pages, connect your app to forms and tables for ongoing data collection, and keep your workflow organized as your business grows. Share your Small Business Billing App by link or QR code, update invoice and customer records over time, and keep your billing process consistent for your whole team.

Preview: Cash Receipt App

Cash Receipt App helps businesses and teams issue, store, and review cash receipts in one place. Use it to create a new receipt at the point of sale, keep a running list of receipts for quick lookup, and share a clear summary view for end-of-day reconciliation. It’s a practical fit for retail counters, pop-up shops, service providers, school fundraisers, field teams, and any operation that needs a consistent way to document cash payments without relying on paper slips.With Jotform, you can turn this app template into a polished self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your receipt form and table so entries stay organized, then tailor the pages, buttons, and navigation for your workflow. Jotform also supports routing data to the right people, keeping records accessible on mobile, and publishing a shareable link so staff can capture and review receipt data collection wherever transactions happen.

Preview: Travel Receipt App

Travel Receipt App helps teams and frequent travelers capture, organize, and review expense receipts while on the move. Use it to add receipts as they happen, browse receipts in a single list, and group spending by trip so nothing gets lost between airports, hotels, and client meetings. It’s a practical fit for employees submitting reimbursements, finance teams preparing monthly close, consultants tracking billable travel, and small businesses that want a simple way to keep proof of purchase tied to each trip.With Jotform, you can turn this app template into a polished self-service experience using a no-code app builder and a drag-and-drop interface. Connect receipt and trip entries to your workflow, route data collection to the right people, and keep records organized as your volume grows. Share the app with a link or QR code, update pages anytime, and give your team a consistent place to log receipts, review trips, and check quick insights.

Preview: Cost Tracker App

Cost Tracker App helps you capture day-to-day spending and keep expense records organized in one place. Use it to log purchases as they happen, review expenses by category, and spot patterns over time without hunting through receipts or scattered notes. It’s a practical fit for freelancers tracking business costs, small teams monitoring project spend, families managing household budgets, or anyone who wants a clearer view of where their money goes. With quick expense entry, an easy way to browse all records, and an insights area for at-a-glance trends, this app supports better decisions and fewer surprises at the end of the week or month.Jotform makes it simple to turn this app template into a tailored cost-tracking experience using a no-code app builder and a drag-and-drop interface. Connect your expense entry form to organized tables for ongoing data collection, adjust pages and navigation to match your workflow, and share the app with a link so others can log expenses or review spending as needed. As your process grows, you can refine the experience in minutes while keeping everything accessible and mobile-friendly.

Preview: Daily Payment App

Daily Payment App helps teams record payments as they happen, review payment history, and spot trends without juggling spreadsheets. Use it to capture each payment quickly, browse payer entries from a central list, and open a clear payment summary when you need an at-a-glance view. It’s a practical fit for small retailers, service providers, membership-based businesses, and field teams that collect money daily and need a reliable routine for logging who paid, what it was for, and when it was received.Built with Jotform, this app template turns everyday payment tracking into a simple self-service experience you can share with staff. Using a no-code app builder and a drag-and-drop interface, you can connect your payment form to a table of records, organize pages like Record Payment and View Payments, and keep your workflow consistent from day to day. Customize labels, add your branding, and publish in minutes so your payment data collection stays organized and easy to access on any device.

Preview: Business Spending App

Business Spending App helps teams capture day-to-day company purchases and keep spending visible across departments. Staff can log expenses as they happen, submit budget requests for upcoming needs, and route details to the right place without chasing spreadsheets or email threads. It’s a practical fit for office managers, finance teams, department leads, and growing businesses that want a consistent way to record merchant details, organize entries, and reduce missed or late expense reporting.With Jotform, you can turn this app template into a branded, self-service experience for employees and managers using a no-code app builder and a drag-and-drop interface. Connect buttons and pages to forms and tables for fast data collection, review spending in one place, and keep workflows moving with shareable links, mobile-friendly access, and customizable layouts that match how your organization tracks and requests funds.

Preview: Accounts Management App

Accounts Management App helps teams organize account records, open items, and review activity in one place. It’s a practical fit for finance and operations groups, client service teams, and growing businesses that need a consistent way to capture new account details, keep an easy-to-browse list of accounts, and pull up individual records without hunting through emails or spreadsheets. With dedicated areas for Open Accounts, New Account intake, and Account Review, it supports day-to-day follow-ups and keeps account handling predictable across team members.Jotform makes it simple to publish this app template and connect it to the data you collect through forms and store in tables. Using Jotform’s no-code app builder and drag-and-drop interface, you can adjust pages, add helpful links, and guide staff to the right next step, like submitting a new account entry or checking All Account Records. Share the app through a link for internal self-service, keep information centralized, and maintain a clearer workflow as your account volume grows.

Preview: Invoice And Quotation App

Invoice And Quotation App is a ready-to-use workspace for preparing and organizing client billing documents from one accessible location. Independent professionals, consultants, contractors, service providers, and small finance teams can create invoices and quotations through connected forms, browse existing records, and review document details such as client information, totals, line items, notes, and quotation validity. It helps users keep sales estimates and billing records together, reduce manual document handling, and find the information needed for client follow-up. Teams can use the app throughout the sales and billing cycle, from presenting a quotation to reviewing the related invoice.With Jotform Apps, users can adapt this app template to their own processes without writing code. The no-code app builder features a drag-and-drop interface for updating pages, buttons, navigation, colors, and branding. Connected forms support consistent data collection, while organized record views make ongoing work easier to manage. Users can also link the app to tables, approvals, notifications, and other workflow steps as their needs grow. Like other Jotform App Templates, it can be published for mobile-friendly access and shared by direct link or QR code, giving authorized team members a convenient way to handle invoice and quotation tasks wherever they work.

Preview: Payment Authorization Portal App

Payment Authorization Portal App helps teams collect and manage customer payment authorizations in one secure, easy-to-navigate place. It’s well suited for service businesses, finance teams, nonprofits, and administrators who need a consistent way to capture authorization details, route people to the right form, and keep a clear record of what was approved and when. With a dedicated button to submit a payment authorization and a link to review authorization records, the portal supports faster handoffs between customer-facing staff and back-office reviewers.Jotform makes it simple to turn this workflow into a polished self-service experience using App Templates and a no-code app builder. Customize the layout with a drag-and-drop interface, connect your portal to forms and tables for reliable data collection, and keep your workflow organized as volume grows. Share the portal with a link so customers or internal teams can submit requests and review records without hunting for the right resources.

Preview: Credit Card Expense Tracker App

Credit Card Expense Tracker App helps you log card purchases, review spending by merchant, and keep your cards organized in one place. With quick actions to add an expense and browse a running expense list, it fits everyday personal budgeting as well as small teams tracking routine company charges. Use it to reduce missing receipts, spot duplicate charges earlier, and maintain clearer visibility into where money goes across travel, groceries, and other categories.Jotform makes it easy to turn this credit card expense tracker app into a polished self-service experience using a no-code app builder and a drag-and-drop interface. Connect forms and tables for reliable data collection, adjust pages and navigation to match your workflow, and share the app with the right people in seconds. As your process grows, you can expand the workflow with approvals, notifications, and additional views without rebuilding from scratch.

Preview: Invoice Approval App

An invoice approval app helps teams submit invoices for review, route them to the right approvers, and keep a clear record of what was approved and when. This template supports day-to-day accounts payable work with a simple flow for invoice submission, an approval area for reviewers, and a personal records section so requesters can revisit their own invoice history. It’s a strong fit for finance teams, operations managers, department heads, and small businesses that need more control than email-based approvals, especially when multiple people submit invoices and approvals must be tracked consistently.Jotform makes it easy to launch and adapt invoice workflows with App Templates that you can tailor to your process. Using Jotform’s no-code app builder and drag-and-drop interface, you can connect forms and tables to centralize data collection, reduce manual follow-ups, and keep approvals moving through a clear workflow. Share the app with your organization, collect invoices from any device, and manage approvals and records in one place.