Finance & Accounting Portal Apps

Preview: Legal Billing App

Legal Billing App helps law firms and legal teams capture matter details, log billable time, and generate invoices in a consistent, trackable way. It’s a practical fit for solo attorneys, boutique firms, in-house counsel teams, and legal ops staff who need a clearer picture of what work is being performed, what’s ready to bill, and what has already been sent to clients. With guided entry for new matters and time logs, teams can reduce missed billables, keep records organized by matter, and maintain a reliable billing history that’s easy to review.Built with Jotform, this app template combines a no-code app builder experience with a drag-and-drop interface, so you can tailor the layout, fields, and navigation to match how your practice works. Connect the app to your Jotform forms and tables to support ongoing data collection, centralize billing records, and create simple workflows for invoice tracking and internal visibility. Share the app as a self-service workspace for staff, access it on mobile, and update it anytime as your billing process evolves.

Preview: Investment Tracker App

Investment Tracker App helps you keep a clear, up-to-date view of your portfolio by organizing holdings, logging transactions, and surfacing quick insights in one place. It’s a practical fit for individual investors, finance teams, and small businesses that want a simple way to monitor positions across accounts, keep a running history of buys and sells, and check performance trends without hunting through spreadsheets. With pages for Holdings, Transactions, and Insights, plus an in-app button to add a transaction, this app supports consistent tracking and easier day-to-day decision-making.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 it to your forms and tables for reliable data collection, keep workflows moving with structured entry points, and share a self-service experience through a link or QR code. As your needs change, you can adjust what you track, refine how information is displayed, and publish updates quickly without rebuilding from scratch.

Preview: Contractor Invoicing App

Contractor Invoicing App helps independent contractors and small service teams create invoices, keep client details in one place, and stay on top of billing without juggling spreadsheets. From the home screen, you can start a new invoice, add an invoice through a connected form, browse invoice entries in a list, and pull up an invoice snapshot when you need a quick view of what’s been sent. It’s also built to support day-to-day follow-up with a clear path back to your invoice list and a dedicated Clients area for organizing customer records.With Jotform, you can turn invoicing into a branded, self-service workflow using a no-code app builder and a drag-and-drop interface. Connect your app template to the forms and data collection you already rely on, then share a single link with your team so everyone works from the same invoice and client information. As your process grows, you can adjust pages, refine what you track, and use built-in reporting summaries to get a clearer picture of overdue invoices and billing activity.

Preview: Quote Comparison App

Quote Comparison App gives procurement teams, project managers, contractors, consultants, and small businesses a central place to create comparison requests, review vendor quotes, and document purchasing outcomes. It replaces scattered emails and spreadsheets with an organized experience for evaluating prices and offer details across multiple suppliers. Teams can browse active requests, open relevant records, compare submitted quotes, and retain a clear summary of the final selection. This app template is useful when buying materials, engaging service providers, planning projects, or reviewing recurring business expenses. It supports more consistent decision-making while making quote information easier for authorized colleagues to find and assess.Jotform App Templates help organizations turn repeatable processes into accessible digital experiences without writing code. Customize the Quote Comparison App through a drag-and-drop interface, adjust its pages and branding, and connect forms to support data collection and workflow steps. The no-code app builder can bring requests, records, and supporting resources into one mobile-friendly destination for team self-service. Once the app is ready, publish and share it through a direct link or scannable code so stakeholders can access the latest information from almost any device. Jotform also makes it easier to update the experience as purchasing needs, internal procedures, or team responsibilities change.

Preview: Daily Cash Reconciliation App

Daily Cash Reconciliation App helps teams document daily closes, compare expected versus actual cash, and flag variances by location and business date. It’s a practical fit for retail stores, restaurants, hospitality counters, pop-up shops, and any operation that handles cash across shifts. Use it to guide staff through recording the close, capture who prepared the reconciliation, and keep key figures like deposit amount and variance easy to review without digging through spreadsheets or paper logs.With Jotform, you can turn this workflow into a shareable, self-service experience using ready-to-use app templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect the app to your data collection form, and organize reconciliations in a clear list for quick review. As your process evolves, you can update layouts, standardize how locations report their totals, and keep daily cash reconciliation consistent across teams.

Preview: Tax Refund Tracker App

Tax Refund Tracker App helps individuals, families, and tax professionals keep tax refund requests organized from start to finish. Use it to start a new tracking entry, store a refund ID, and follow progress in one place as each request moves through common stages like Submitted, Under Review, Approved, and Paid. Instead of searching through emails or notes, you can quickly review active refunds, open a specific record, and reference a simple status guide that clarifies what each step means.Built with Jotform, this app template turns tracking into a clean self-service experience you can share with clients or use internally. Customize pages, update the layout with a drag-and-drop interface, and connect the Start Tracking button to a form for consistent data collection. As your workflow grows, you can keep records organized, reduce manual follow-ups, and maintain a clear view of refund progress across multiple filings using Jotform’s no-code app builder.

Preview: Pay Stubs App

Pay Stubs App gives employees a simple place to find recent pay stubs, open an employee record, and request a copy when something is missing. It works well for HR teams and payroll administrators who want to cut down on repetitive questions, keep requests organized, and make pay information easier to access without email threads. Use it for small businesses, multi-location teams, and growing organizations that need a clear process for locating records and tracking pay stub copy requests.Built with Jotform, this app template can be tailored with a drag-and-drop interface, connected to your existing data collection and workflows, and shared as a self-service experience. Link the app to tables for employee records, route requests to the right people, and keep updates in one place so HR can respond faster while employees always know where to go.

Preview: Accounting Bookkeeping App

Accounting Bookkeeping App keeps your day-to-day financial activity organized in one place so you can record transactions, review invoice details, and monitor performance at a glance. It’s a practical fit for freelancers, bookkeepers, and small business teams who need a simple way to log money in and out, keep customer or vendor records easy to find, and reduce the risk of missing key billing information. With dedicated areas for Transactions, Invoices, and Insights, the app supports routine bookkeeping workflows without forcing you into a complicated system.Built with Jotform App Templates, this experience can be tailored to match how you work and then shared as a self-service destination for your team or clients. Use Jotform’s no-code app builder and drag-and-drop interface to adjust navigation, connect the app to forms and tables for reliable data collection, and keep workflows moving with clear buttons and mobile-friendly pages. Publish updates fast, keep records consistent, and centralize bookkeeping tasks in a format people will actually use.

Preview: Paycheck Tracker App

Paycheck Tracker App helps individuals and teams record each pay period and keep a clear trail of earnings over time. Use it to add a new paycheck in seconds, browse a history list by pay date, and check a summary view that makes it easier to spot patterns in your income. It’s a practical fit for hourly workers, freelancers, contractors, small business owners, and anyone managing variable pay who wants one place to review what came in and when.Built with Jotform, this app template can be customized with a no-code app builder and a drag-and-drop interface, so you can tailor the flow to match how you track pay. Connect the add-paycheck action to your data collection form, keep records organized for quick self-service lookup, and share the app with a link for personal use or internal visibility. As your workflow evolves, you can update pages, adjust navigation, and keep the experience simple for everyday use.

Preview: Tax Tracker App

Tax Tracker App helps individuals and small businesses keep a clear, ongoing view of tax-related activity in one place, from logging amounts to noting key dates and summarizing what needs attention. It’s useful for freelancers, contractors, side hustles, and growing teams that want a simple way to stay organized throughout the year without relying on scattered notes or last-minute spreadsheets.With Jotform, you can turn this app template into a branded, easy-to-share self-service experience using a no-code app builder and a drag-and-drop interface. Publish your app in minutes, then connect it to Jotform forms and workflows for consistent data collection, smoother internal handoffs, and a more reliable routine for keeping tax information up to date.

Preview: Accounts Receivable App

Accounts Receivable App helps teams stay on top of unpaid invoices and incoming payments without juggling spreadsheets, email threads, or scattered records. Use it to review open invoices, drill into an individual invoice for key details, create new invoices as needed, and log payments as they arrive. It’s a practical fit for small businesses, finance and accounting teams, agencies, and service providers that need a clear picture of what’s outstanding and what’s been collected, especially when multiple customers and invoices are in motion at the same time.With Jotform, you can turn your accounts receivable process into a mobile-friendly self-service experience powered by a no-code app builder and a drag-and-drop interface. Connect this app template to your forms and data collection so invoice creation and payment logging follow a consistent workflow, then share the app with the right staff to keep records current. As your process evolves, you can adjust pages, buttons, and navigation to match how your team tracks invoices, posts payments, and reviews aging status.

Preview: Contractor Billing App

Contractor Billing App brings your billing workflow into one place so independent contractors and service teams can manage client accounts, create and track invoices, and monitor incoming payments without juggling separate tools. With dedicated sections for Clients, Invoices, and Payments plus a billing dashboard view, it fits common contractor scenarios like progress billing, recurring service work, and multi-job projects where you need quick visibility into what’s been billed and what’s still outstanding.Jotform makes it easy to turn this experience into a polished, shareable app using a no-code app builder and a drag-and-drop interface. Connect the app to your form for data collection, route details into a workflow, and keep records organized for fast follow-ups. Update pages as your process changes, collaborate with your team, and share a self-service experience with clients using a simple link.

Preview: Procurement App

Procurement App brings purchasing activity into one place so teams can collect purchase requests, manage vendor information, track orders, and review high-level insights without relying on scattered emails or spreadsheets. It fits operations, finance, and administrative teams that handle recurring buys, new supplier onboarding, or internal order coordination across departments. With dedicated areas for requests, orders, vendors, and insights, the app supports a clearer intake process, easier status visibility, and faster handoffs from request to order.Jotform makes it easy to publish this kind of self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to forms for data collection, route updates through simple workflow steps, and keep purchasing records organized for day-to-day follow-up. Share your Jotform app through a link or QR code so stakeholders can submit requests, review order progress, and access vendor details from any device.

Preview: Merchant Payment App

Merchant Payment App gives businesses a simple way to take payments, create new payment requests, and keep a clear record of what has been paid. It works well for retailers, service providers, pop-up vendors, and small teams that need a reliable place to collect customer payments and reference invoice details without juggling separate tools. With quick actions like Take Payment and New Request, plus views for My Requests and All Payments, staff can move from request to collection to follow-up with less confusion and fewer missed items.Jotform App Templates make it easy to turn your payment collection workflow into a branded, self-service experience without coding. Using Jotform’s no-code app builder and drag-and-drop interface, you can adjust pages, buttons, and navigation to fit how your team works, then connect the app to your data collection and tracking in Jotform. Share the app with a link or QR code so customers or staff can submit requests and you can monitor payment activity in one place.

Preview: Green Loan Eligibility App

Green Loan Eligibility App helps organizations guide people through checking whether they may qualify for eco-focused financing and then moving into the right next step. Visitors can review available loan programs, run an eligibility check based on basic financial and project details, and submit a loan application when they are ready. This works well for lenders, credit unions, sustainability teams, local programs, and partners who want a clear, self-service path from interest to application while keeping requirements and program information easy to find.With Jotform App Templates, you can turn connected forms and data into a mobile-friendly experience without coding. Use Jotform’s no-code app builder and drag-and-drop interface to tailor pages, add navigation for program browsing and application review, and keep your workflow organized from intake to internal follow-up. Share your app with a link or QR code so applicants and staff can access the latest program details and updates in one place.

Preview: Calculate Hours App

Calculate Hours App helps individuals and teams quickly total work hours and estimate pay, then keep a running record of past calculations for easy reference. It fits time tracking needs for freelancers, hourly employees, shift-based teams, and managers who want a simple way to check totals before payroll or invoicing. With an hours and pay calculator and a history area for browsing previous entries, it supports day-to-day time checks without forcing a full scheduling system.Jotform makes it easy to turn this use case into a polished self-service experience with App Templates you can tailor to your workflow. Use the no-code app builder and drag-and-drop interface to adjust pages, add buttons for faster navigation, and connect data collection to tables so calculations and presets stay organized. Share your Calculate Hours App through a link or QR code, collaborate with your team, and keep your workflow consistent across devices.

Preview: Self Employed Receipts App

Self Employed Receipts App helps independent professionals capture receipts as they happen, review past purchases, log business mileage, and pull quick reports when it’s time to reconcile expenses. Use it to keep vendor spending organized across client projects, track travel and trip dates in one place, and reduce the risk of missing deductible costs. It’s a practical fit for freelancers, contractors, creatives, consultants, and gig workers who need a simple routine for recording day-to-day expenses and mileage without juggling scattered notes and photo albums.Jotform makes it easy to turn this app template into a branded, mobile-friendly workflow using a no-code app builder with a drag-and-drop interface. Connect the app to your existing forms and tables to support consistent data collection, keep records searchable, and guide self-service updates through clear navigation. You can publish and share your Jotform app in minutes, then refine pages, buttons, and reports as your bookkeeping habits evolve.

Preview: Payroll Connected App

Payroll Connected App brings employee details, pay periods, and payroll submissions into one place so teams can run payroll with fewer missed steps. Use it to add and review employees, create pay periods, capture hours, and build pay summaries that are ready for review. It’s a practical fit for small businesses, operations teams, and HR or finance staff who want a clear view of what’s due each cycle and an easy way for managers to check payroll requests before they move forward.Jotform makes it simple to turn payroll processes into a self-service experience with App Templates that connect your forms, tables, and approvals in one branded workspace. Customize pages with a drag-and-drop interface, keep records organized for quick lookup, and route updates through the right workflow without code. Share your app by link so the right people can add employees, submit payroll, and review approvals from anywhere.

Preview: Credit Card Balance Tracker App

Credit Card Balance Tracker App helps you keep a clear view of credit card accounts by capturing balances and payment activity in one place. Use it to add cards, review a total balance overview, and check which payments are due so you can plan your next move with less guesswork. It’s a practical fit for individuals tracking multiple cards, couples managing shared spending, and anyone who wants a simple way to monitor revolving balances without digging through statements.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 buttons like Add Card and Log Payment to your forms for consistent data collection, then publish and share the app in minutes. As your workflow evolves, you can adjust pages, branding, and connected data so the tracker stays easy to use on desktop or mobile.

Preview: Spend Tracking App

Spend Tracking App helps individuals and small teams record everyday purchases and keep an organized view of where money is going. Use it to log spending as it happens, capture key details, and quickly look back on past entries when you’re reconciling receipts, reviewing vendor activity, or checking habits across weeks and months. It’s a practical fit for freelancers, household budgeters, club treasurers, or anyone who wants a simple place to track expenses without juggling spreadsheets.With Jotform, you can turn this app template into a branded, shareable experience using a no-code app builder and a drag-and-drop interface. Connect the app to a spend log form for consistent data collection, browse records in a history list, and surface quick takeaways in an insights page to support your workflow. Share a link or QR code so users can add expenses and review history from any device, while keeping your process easy to update as needs change.

Preview: Expense and Income Tracker App

Expense and Income Tracker App helps individuals, freelancers, and small teams record money coming in and going out in one place, so you can keep an eye on cash flow without juggling spreadsheets. With dedicated sections for Income and Expenses plus an Overview area, it’s easy to add new entries as they happen, review past records, and spot patterns in your spending or earnings across weeks and months.Jotform makes it simple to turn this use case into a branded, shareable experience using its App Templates and no-code app builder. Customize pages with a drag-and-drop interface, connect buttons to forms for fast data collection, and keep everything organized in a single workflow that’s easy to access on desktop or mobile. When you’re ready, share your Jotform app with a link so logging and reviewing finances stays consistent for everyone involved.

Preview: Expense Report Receipt App

Expense Report Receipt App gives employees a simple way to submit expenses and keep receipts organized in one place. Use it to capture receipt details at the moment of purchase, reduce missing documentation, and make it easier to find past receipts when questions come up. It works well for teams that reimburse travel, meals, mileage, or office purchases and want a consistent process for everyone, from new hires to frequent travelers.With Jotform, you can publish this app template quickly and tailor it to your internal expense workflow using a no-code app builder and a drag-and-drop interface. Link the app to a connected form for data collection, route information to the right people, and keep a clear record of what was submitted through a self-service experience employees can access from anywhere.

Preview: Keeping Track of Expenses App

Keeping Track of Expenses App helps individuals, freelancers, and small teams log spending as it happens and stay organized when it’s time to review budgets or reimbursements. Use it to capture a new purchase in one place, browse a running list of past entries, and open an expense record to see key details without digging through notes or receipts. It’s a practical fit for day-to-day business costs, travel spending, project-related purchases, and personal budgeting when you want a clear, repeatable habit for tracking expenses.Built with Jotform, this app template can be tailored to match how you categorize and review spending, then shared as a simple self-service experience. With Jotform’s no-code app builder and drag-and-drop interface, you can connect the app to your forms and data collection workflow, route entries to the right table, and add lightweight insights for quick check-ins. Publish with a link so users can add expenses, view the full list, and monitor spending patterns from anywhere.

Preview: Financial Tracking App

Financial Tracking App helps you keep day-to-day money activity organized in one place, whether you’re managing personal spending, tracking a side hustle, or monitoring small business cash flow. With dedicated areas for transactions, budgets, and insights, it’s built for anyone who needs a clearer picture of where money is coming from and where it’s going. Use it to log purchases and income as they happen, categorize entries for easier review, and maintain budget records that support better decisions across weeks or months.Jotform makes it simple to turn this financial tracking workflow into a shareable, self-service experience using App Templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect transaction and budget forms for consistent data collection, and keep everything organized behind a single link for quick access on any device. As your workflow grows, you can adjust the layout, update fields, and expand how your team collects and reviews information without writing code.