Finance & Accounting Portal Apps

Preview: Bill Pay Checklist App

Bill Pay Checklist App helps you keep recurring bills organized in one place so you can see what’s due, add new bills as they come up, and confirm what has been handled. It fits personal budgeting, shared household expenses, landlords tracking property-related bills, and small teams that need a simple routine for monthly payments. With dedicated areas for Bills, Add Bill, Checklist, and History, the app supports quick bill entry, an at-a-glance checklist view, and a running record of past payments so nothing gets missed during busy weeks.Built with Jotform, this app template is easy to tailor for your payment schedule, bill categories, and internal process using a no-code app builder and a drag-and-drop interface. Connect the app to a form for data collection when you mark a new bill, centralize records in connected tables, and share a self-service link with anyone who helps manage payments. As your workflow evolves, you can adjust pages, navigation, and branding so the experience stays clear and consistent across desktop and mobile.

Preview: Payment Management App

Payment Management App helps teams organize day-to-day money movement in one place by keeping invoices, recorded payments, and expenses easy to access and update. It works well for small businesses, agencies, contractors, and service providers who need a clearer picture of what’s been billed, what’s been paid, and what’s still outstanding. With dedicated areas for invoices, payments, and expenses plus a simple insights view, it supports faster follow-ups, cleaner internal handoffs, and more consistent recordkeeping.Built with Jotform, this app template can be customized with a no-code app builder and a drag-and-drop interface to match your workflow. Connect it to your existing data collection forms to add new invoices, record payments, or log expenses, then share the app as a self-service hub for your team. As your process grows, you can adjust pages, refine navigation, and keep everything organized without writing code.

Preview: Business Expense Tracking App

Business Expense Tracking App helps teams capture, review, and organize day-to-day company spending in one place, from travel and meals to office supplies and recurring vendor charges. Employees can submit expenses through a dedicated Submit Expense page, while finance leads can monitor Expense History, open individual entries for review, and keep records consistent across departments. With built-in Insights and an Admin Review area that links to All Submissions, it’s easier to spot trends, validate reports, and keep reimbursement conversations moving without relying on scattered emails or spreadsheets.Jotform makes it simple to turn this 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 the app to your existing data collection form and tables, and publish a mobile-friendly app your team can use anywhere. As expense volume grows, Jotform helps you centralize intake, maintain a reliable history, and support clearer workflows for tracking and review.

Preview: Calculate Expenses App

Calculate Expenses App helps individuals, freelancers, and small teams capture day-to-day spending and review it in one place. Use it to log new costs as they happen, browse past entries, and open a record to see key details at a glance. Whether you’re tracking project spend, travel purchases, office supplies, or recurring bills, the app supports consistent expense logging and faster month-end check-ins without hunting through messages, notes, or receipts.Built with Jotform App Templates, this experience can be tailored in minutes with a no-code app builder and a drag-and-drop interface. Connect the built-in Add Expense form to your records, organize entries into an easy-to-navigate list, and share the app as a simple self-service tool for yourself or your team. Jotform helps centralize data collection and keep your workflow moving with flexible pages, buttons, and connected data for quick updates and clearer visibility.

Preview: Billing App

Billing App brings your invoicing workflow into one place so you can track open invoices, create a new bill when work is completed, and keep client records close at hand. It fits freelancers, agencies, consultants, and small finance teams that need a simple way to stay on top of outstanding balances without digging through emails or scattered spreadsheets. Use it to monitor what is still unpaid, quickly pull up a specific invoice number, and follow up with the right client using the same organized view.Built with Jotform, this app template combines a drag-and-drop app builder experience with connected data collection and workflow tools. Link your billing records to tables for centralized billing data, let teammates view updates in real time, and keep visibility high with built-in reporting views. When you are ready, share the app through a link so staff can manage invoices and clients from anywhere, with a self-service experience that stays easy to maintain as you grow.

Preview: Payment Transfer Request App

The Payment Transfer Request App gives finance teams, operations departments, accounting staff, and authorized employees a central place to submit and follow internal transfer requests. Users can enter a request, browse its current status, and refer to review guidance without relying on scattered emails or spreadsheets. It is well suited to businesses, nonprofits, educational institutions, and distributed teams that need a consistent process for documenting a transfer’s purpose, amount, recipient, and reference details. By keeping request information and status visibility together, this app template supports clearer records, more consistent reviews, and faster communication between requesters and reviewers.Jotform App Templates help organizations create branded, mobile-friendly experiences without writing code. Customize the Payment Transfer Request App through a drag-and-drop interface, adjust pages and navigation, and connect forms, tables, approvals, notifications, or other workflow steps as needed. Jotform’s no-code app builder also makes it easy to organize data collection and self-service access in one convenient destination. Once the app matches your process, publish it with a direct link, share it by QR code, or embed it where authorized users can access it.

Preview: Money Operation Request App

Money Operation Request App gives finance and operations teams a central place to receive, review, and monitor internal money-related requests. Employees, department leads, finance administrators, and small to medium-sized organizations can use this app template when requests need clear ownership and consistent supporting information. Users can submit a request with its amount, purpose, required date, and contact details, while reviewers can browse incoming records, work through a review queue, and check request status. This shared process reduces scattered messages, missing context, and uncertainty about what requires attention.Jotform makes the Money Operation Request App easy to adapt without coding. Its drag-and-drop app builder lets teams customize pages, navigation, branding, and request content through a modern interface. Connected forms and tables support organized data collection, while notifications and workflow options can help teams coordinate follow-up actions. Publish the finished app with a direct link or QR code for convenient self-service access on phones, tablets, and computers. Jotform App Templates also provide a practical starting point that can grow alongside changing financial operations.

Preview: Daily Transaction Management App

Daily Transaction Management App gives finance teams, office administrators, bookkeepers, store managers, and small business owners a central place to record and monitor day-to-day financial activity. Users can submit transactions, browse recorded entries, and review daily insights without switching between disconnected files or messages. Clear details such as transaction date, amount, transaction type, payment method, and review status help teams maintain consistent records and identify items that still need attention. This app template is useful for tracking daily income and expenses, reviewing branch activity, monitoring cash movements, and supporting routine financial reconciliation.Jotform makes the Daily Transaction Management App easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Teams can update pages, navigation, branding, and connected workflows to match their operating procedures. Form responses can feed organized records, while connected tables and notifications support timely reviews and collaboration. Once the app is ready, it can be shared through a direct link or QR code for convenient mobile access. Jotform App Templates help organizations create a practical self-service experience for data collection and daily transaction oversight without writing code.

Preview: Collection Agent Portal App

Collection Agent Portal App is an app template for field collection agents, finance teams, account managers, and service organizations that need one place to document collection activity. Agents can record collections, log customer visits, and capture follow-up actions while working in the field or office. Connected records make it easier to review customer references, collector details, payment methods, receipts, visit notes, next actions, and current statuses without relying on scattered paperwork. The portal helps supervisors maintain clearer operational visibility, gives agents consistent processes to follow, and supports timely action across active accounts.Jotform Apps lets teams adapt this Collection Agent Portal App with a no-code app builder and an intuitive drag-and-drop interface. Users can customize pages, navigation, buttons, colors, and branding, then connect forms and tables to support data collection and workflow management. Built-in guidance can be kept close to daily tasks, while links and record views provide convenient self-service access to relevant information. Start with one of Jotform’s App Templates, tailor it to your collection process, and share the finished portal by direct link or QR code for mobile-friendly access.

Preview: Time Currency Calculator App

The Time Currency Calculator App is a ready-to-use app template for teams that need to calculate values using configurable currency rates and retain a clear record of previous calculations. Finance staff, administrators, project teams, service providers, community groups, and organizations working with custom exchange systems can use it to keep rate information and calculation activity in one accessible place. Users can configure currency rates, open the calculator, and review calculation history without moving between disconnected resources. This helps teams apply consistent rates, reference past results, add useful notes, and reduce errors caused by scattered records or manual follow-up.Jotform Apps turns this template into a customizable, mobile-friendly experience using a no-code app builder and drag-and-drop interface. Teams can adjust pages, navigation, colors, fonts, and visual elements with the App Builder, then connect forms, tables, notifications, approvals, and other workflow tools as their process grows. Like other Jotform App Templates, this app template can support organized data collection and convenient self-service access from a single link or QR code. Publish it for internal teams or selected users and update the content whenever calculation procedures or configured rates change.

Preview: Forex Analytics Dashboard App

Forex Analytics Dashboard App is an app template for traders, market analysts, finance educators, and consulting teams that want a central place to review currency pair information and document trade ideas. Users can browse selected forex pairs, examine bid and ask prices, note the current market session and snapshot time, and compare support and resistance levels. Dedicated views also organize proposed entry prices, position sizes, stop-loss points, and take-profit targets. This focused setup supports repeatable market reviews, trading journals, educational exercises, and internal research without scattering observations across spreadsheets, messages, and separate documents.Jotform App Templates help teams turn connected information and workflows into accessible digital experiences. With Jotform’s no-code app builder and drag-and-drop interface, you can adapt this app template to your analysis process, apply your branding, add pages or navigation, and connect forms for data collection. Recorded ideas can feed related tables and workflows for easier organization and follow-up. Publish the finished app through a direct link, custom app URL, QR code, or embedded experience so authorized users can reach its self-service resources from desktop or mobile devices.

Preview: Bank Account Onboarding App

Bank Account Onboarding App helps financial teams guide new customers through a clear, step-by-step account opening journey while keeping application records easy to review in one place. It’s built for banks, credit unions, fintech programs, and in-branch or remote support staff who need a consistent way to collect details, confirm onboarding requirements, and move applicants from “start application” to “ready for review” without losing context. With a structured flow that covers contact details, identity and residency, financial profile, and account funding, the app supports smoother handoffs and fewer incomplete applications.Jotform makes it simple to turn onboarding processes into a branded self-service experience using customizable App Templates. With Jotform’s no-code app builder and drag-and-drop interface, you can connect your onboarding form, organize pages for applicants and internal reviewers, and centralize data collection so teams can follow the same workflow every time. Share the app with a link, keep your process consistent across devices, and update the experience as your onboarding requirements change.

Preview: Sales Receipt App

Sales Receipt App helps teams create, store, and review sales receipts in one place so every transaction is easy to document and find later. Use it to issue a new receipt during or right after a sale, browse receipt records by receipt number, and open individual entries to confirm customer details and transaction notes. It’s a practical fit for retailers, pop-up vendors, service providers, and small sales teams that need consistent receipt records for customer support, end-of-day reconciliation, or internal visibility.Jotform makes it simple to turn this app template into a branded, self-service experience without coding. With a drag-and-drop app builder, you can tailor pages, buttons, and navigation to match your sales flow, then connect the app to your forms and data collection so receipts stay organized and accessible. Share the app with staff using a link or QR code, centralize receipt workflows across locations, and keep reporting views up to date as new receipts are added.

Preview: Expense and Receipt Tracking App

Expense and Receipt Tracking App helps individuals, teams, and growing businesses log spending and keep receipts organized in one place. Use it to add new expenses quickly, capture key merchant details, and maintain a consistent record for reimbursements, budgeting, or client chargebacks. With easy navigation to add an expense and browse records, it works well for employees submitting out-of-pocket costs, freelancers tracking project spend, and office managers keeping day-to-day purchases searchable.Jotform makes it simple to 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 form and tables to support reliable data collection, keep records updated, and route information through your workflow without extra tools. Customize pages, labels, and categories to match how your organization tracks expenses, then share the app with a link so people can submit and review records from anywhere.

Preview: Gas Reimbursement App

Gas Reimbursement App helps employees submit fuel and mileage reimbursement requests and gives managers a clear place to review what’s been claimed. With quick actions to submit a claim, upload a receipt, and add mileage entry details, teams can capture the information they need without chasing emails or paper notes. It also supports day-to-day visibility by letting staff view claims and return to the claims list, making it easier to check what’s pending, correct missing details, and keep reimbursement activity organized across people and trips.Built with Jotform, this app template turns reimbursement collection into a simple self-service experience you can share in minutes. Use Jotform’s no-code app builder and drag-and-drop interface to adjust pages, update required fields, and connect your claim form to the rest of your workflow. Route entries into tables for tracking, notify reviewers when new claims arrive, and publish a mobile-friendly app that helps your team submit requests and keep records in one place.

Preview: Manage Spending App

Manage Spending App helps individuals, families, and small teams keep day-to-day expenses organized, set category budgets, and turn entries into clearer spending habits. Use it to record purchases as they happen, review expense history by merchant, and compare actual spending against the limits you set. It’s a practical fit for personal finance routines, shared household tracking, student budgeting, travel spending summaries, or lightweight business expense monitoring when you want visibility without complex accounting tools.Built with Jotform, this app template can be tailored in minutes using a no-code app builder and a drag-and-drop interface. Connect the app to your expense and budget data collection forms, keep records organized in tables, and guide users through a simple workflow from adding an expense to reviewing insights and reports. Share it as a self-service experience on mobile so anyone with access can log spending, check budgets, and stay aligned on money goals.

Preview: Invoicing App

Invoicing App helps you organize client billing in one place so you can create invoices, keep client records handy, and stay on top of what’s been issued. It’s a practical fit for freelancers, consultants, agencies, and small businesses that need a simple way to manage clients alongside invoice details without jumping between tools. With dedicated areas for clients, invoices, and a quick dashboard view, teams can move from client selection to invoice creation faster and keep invoice history easy to find as volumes grow.Jotform makes it easy to build and publish app templates like this using a no-code app builder and a drag-and-drop interface. Connect your app to forms and tables to support data collection, keep records updated, and run your workflow from a shareable self-service experience. Customize pages, buttons, and navigation to match how you bill, then share a single link with your team to manage invoicing from anywhere.

Preview: Plumbing Invoice App

Plumbing Invoice App brings your customer list, job details, invoices, and payments into one place so you can bill faster and stay organized from the field or the office. Use it to add customers, log new jobs, generate invoice records, and follow invoice status without juggling spreadsheets or scattered notes. It’s a practical fit for owner-operators, small plumbing teams, and home service businesses that need a clear view of what work was done, what’s been invoiced, and what’s still outstanding.Built with Jotform App Templates, this app template can be customized in Jotform using a no-code app builder and a drag-and-drop interface. Connect forms and tables to support consistent data collection across customers, jobs, invoices, and payments, then publish a mobile-friendly self-service experience for your team. With Jotform, you can update the layout as your workflow evolves, share the app by link, and keep day-to-day billing tasks moving with less manual follow-up.

Preview: Receipt Log App

A receipt log app helps you record and organize purchase receipts in one place so you can reference spending details when you need them. Use it to keep a simple running history of receipts for reimbursements, budgeting, expense reviews, or day-to-day recordkeeping in a small business, nonprofit, or personal workflow. It’s also useful for teams that need a consistent way to log receipts as they come in, reducing lost paperwork and making it easier to find past entries.With Jotform, you can turn this Receipt Log App into a shareable, self-service experience using a no-code app builder and a drag-and-drop interface. Publish it in minutes, tailor it to match your process, and connect it to your data collection and workflow tools so updates are easy to capture and review. Share the app link or QR code with staff or collaborators to keep receipt records accessible wherever work happens.

Preview: Payroll Tracking App

Payroll Tracking App helps teams record and review payroll activity in one place, so pay periods don’t get lost in spreadsheets and scattered messages. Use it to keep an up-to-date employee list, add new payroll entries as they’re processed, and reference past records when questions come up. It fits HR and finance teams, office managers, and small business owners who need a clear way to track payroll details across employees and pay cycles without overcomplicating the process.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 buttons to forms for data collection, route information into organized tables, and keep your workflow moving with shared access for the right teammates. Publish the app as a link for quick access on desktop or mobile, and adjust pages as your payroll process evolves.

Preview: Receipts Management App

Receipts Management App helps teams and individuals capture, organize, and review purchase receipts in one place so spending is easier to document and find later. Use it to submit new receipts as they come in, browse a running list of past receipts, and open a receipt detail view when you need to verify a merchant, category, or amount. It’s a practical fit for employees submitting expenses, office managers tracking company purchases, accountants gathering backup documentation, and freelancers keeping client-related receipts tidy across projects.Built with Jotform, this app template turns routine receipt handling into a simple self-service experience you can share with your team. Customize pages, update buttons and text, and connect the receipt form to your workflow so information stays consistent from entry to review. With Jotform’s drag-and-drop interface and no-code app builder, you can publish a branded receipts hub quickly and keep receipt data collection organized as your volume grows.

Preview: Sales Commission App

Sales Commission App helps sales teams and managers track revenue-driving activity and keep commissions transparent across the sales cycle. Use it to log sales, review commission totals, and monitor payouts in one place, while also giving each rep a clear view of their performance. With dedicated areas for Sales, Commissions, and Payouts plus a rep list for quick navigation, this app works well for inside sales teams, field reps, agencies, and growing businesses that want fewer spreadsheet handoffs and fewer disputes about what is owed.Jotform app templates make it easy to publish a polished, mobile-friendly experience without coding. Customize pages with a drag-and-drop interface, connect your sales commission workflow to forms and tables for reliable data collection, and share a single link for self-service access. As your process evolves, you can update the app layout, add steps like reviews or approvals, and keep everyone aligned from deal entry to payout.

Preview: Time Billing App

Time Billing App helps teams capture time worked and turn it into clear, billable records for clients and projects. Use it to log time from one place, review entries before they’re billed, and keep a simple billing overview for quick check-ins on what’s ready to invoice. It’s a practical fit for consultants, agencies, freelancers, IT service providers, and any business that needs consistent time tracking without messy spreadsheets or scattered notes.With Jotform, you can launch this app template fast and tailor it to your process using a no-code app builder and a drag-and-drop interface. Connect the app to forms for reliable data collection, keep your workflow organized as requests come in, and share a self-service experience with your team so time entries stay accurate and easy to manage across projects.

Preview: Expense Receipts App

Expense Receipts App helps teams and individuals capture, organize, and review expense receipts in one place, so reimbursement and month-end close don’t turn into a scramble. Employees can submit a receipt as soon as they pay, while finance or managers can browse receipt records, open individual entries, and check key details like merchant and expense amount for faster follow-up.Built with Jotform App Templates, this app template turns receipt collection into a simple self-service experience you can share in minutes. Use Jotform’s no-code app builder and drag-and-drop interface to tailor pages for your policy, connect receipt data collection to your workflow, and keep records easy to access on any device as your volume grows.