Finance & Accounting Portal Apps

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.

Preview: Stock Portfolio Tracking App

Stock Portfolio Tracking App brings your investing activity into one place so you can review holdings and log trades without juggling spreadsheets or scattered notes. Use it to browse your portfolio by ticker, open a holding to see key details, and keep a running record of buys and sells through a simple trade entry flow. It’s a practical fit for individual investors, investing clubs, and small finance teams who want a clear snapshot of what they own and what they’ve traded, with an easy way to reference activity over time.Built with Jotform App Templates, this app template can be tailored in a no-code app builder with a drag-and-drop interface, so your portfolio views and trade tracking match the way you work. Connect pages to forms and data sources to support consistent data collection, then share the app for self-service access across devices. As your workflow evolves, you can adjust navigation, update content, and keep portfolio information organized without rebuilding from scratch.

Preview: Business Bookkeeping App

Business Bookkeeping App helps small businesses track day-to-day finances in one place by making it easy to log transactions, create invoices, and review account activity as records grow. It’s a practical fit for owners who handle their own books, office managers supporting a growing team, and service businesses that need a simple routine for recording payees, monitoring cash movement, and keeping invoicing organized without jumping between tools.With Jotform, you can turn this app template into a branded self-service workspace using a drag-and-drop interface and a no-code app builder that connects directly to your forms and tables. Publish the app for internal use, keep entries consistent with structured data collection, and build a repeatable workflow for recording transactions and invoices, reviewing account lists, and staying on top of bookkeeping tasks from anywhere.

Preview: Mutual Fund Tracking App

Mutual Fund Tracking App helps investors and finance teams keep mutual fund holdings organized in one place, so it’s easier to monitor positions, review activity, and stay on top of what matters most in a portfolio. Use it to view portfolio snapshots, log buy and sell activity, maintain a watchlist for funds you’re considering, and browse insight pages that support regular check-ins. It works well for individual investors, families managing shared finances, advisors tracking model portfolios, or small teams that want a consistent way to capture updates without digging through spreadsheets.Jotform makes it simple to turn this workflow into a self-service experience with a no-code app builder and a drag-and-drop interface. Connect navigation cards to key pages like Portfolio, Transactions, Watchlist, and Insights, then link buttons to forms for adding transactions or adding to holdings. As data is collected, you can keep records organized and accessible, making it easier to collaborate, review changes over time, and share a single source of truth through Jotform App Templates.

Preview: Paystub App

Paystub App gives employees a simple way to review paystub history and submit a new request when something needs attention. It fits payroll administrators, HR teams, and small business owners who want one place to guide staff to the right action without digging through emails or shared drives. With quick navigation to a history view and an employee list that can open individual records, the app supports everyday tasks like confirming earnings details, checking past pay periods, and following up on missing or incorrect information.Built with Jotform, this app template can be tailored in a no-code app builder using a drag-and-drop interface, so you can match your internal process and branding in minutes. Connect the app to a form for request intake and to organized records for consistent data collection, then share it with your team as a self-service experience they can access from a single link. As requests come in, you can keep the workflow moving with clear handoffs, centralized information, and updates that are easy to manage as your payroll operations grow.

Preview: Recurring Billing App

Recurring Billing App helps teams manage ongoing customer charges by organizing subscriptions, tracking billing status, and reviewing payment activity in one place. It fits subscription-based services, retainers, memberships, and installment-style billing for agencies, studios, SaaS teams, nonprofits, and local service providers that need a clear view of who is active, who is due, and what was recently charged. With dedicated areas for subscriptions, a billing overview, and a payment log, it’s easier to stay consistent month to month and respond quickly when customers have questions.Jotform makes it simple to turn recurring billing workflows into a shareable, self-service experience using App Templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect buttons to forms for data collection, and keep records organized for faster follow-up. Publish your app for internal teams or controlled access, then update branding, navigation, and connected workflows as your billing process evolves.

Preview: Accounts Payable App

Accounts Payable App helps teams collect, organize, and review vendor invoices in one place so nothing gets missed at month end. It’s a practical fit for finance and operations groups at small businesses, agencies, schools, and nonprofits that need a clear view of what’s been submitted and what’s been paid. With quick actions to add a new invoice and log a payment, plus pages for browsing invoice records and a payments log, the app supports day-to-day AP intake while keeping vendor-related activity easy to find.Jotform makes it simple to turn your accounts payable workflow into a shareable, self-service experience using its no-code app builder and drag-and-drop interface. Connect the app to forms for invoice entry and payment logging, then route records into Jotform Tables for tidy tracking and faster follow-ups. You can publish a single link for staff, centralize data collection, and adjust the layout as your process evolves, all without writing code.

Preview: Landscape Invoice App

Landscape Invoice App helps landscaping businesses create invoices, keep a clear list of open invoices, and maintain a payment log in one place. Whether you run a solo lawn care service or manage a crew handling recurring maintenance and one-time installs, this app supports day-to-day billing without scattered paperwork. Use it after a job is completed, at the end of a weekly route, or whenever you need to send a professional invoice for mowing, edging, mulch, cleanups, irrigation checks, or seasonal services. With quick navigation to create new invoices and review invoice details, teams can stay on top of what is billed, what is still outstanding, and what has been paid.Jotform makes it easy to turn this Landscape Invoice App into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your forms and data collection workflow so invoices and payment records stay organized as your volume grows. Share the app link with office staff or crew leads, update pages as your pricing and services change, and keep your billing process consistent across jobs, customers, and seasons with Jotform App Templates.

Preview: Pay Record App

Pay Record App helps you log payments and keep clear, searchable records in one place. It’s built for small businesses, landlords, freelancers, and teams that need a simple way to capture payment details as they come in, review what’s been paid, and spot pending items that still need attention. With quick navigation to log a payment, open the payment form, and view records by payer, the app supports day-to-day tracking without relying on scattered notes or separate spreadsheets.Jotform makes it easy to turn this workflow into a polished 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 payment form and related data collection, and share a single link for fast access. As your workflow grows, you can update fields, adjust the layout, and keep your payment records organized across devices.

Preview: Expense Ledger App

An expense ledger app is a practical way to capture spending as it happens and keep a clear running record you can reference anytime. This template fits freelancers, small business owners, finance teams, project leads, and anyone who needs a simple place to log purchases, track payees, and review how money is being used across day-to-day operations. With quick add-expense entry points and an organized ledger view, it supports consistent data collection without relying on scattered notes, receipts in email, or memory.Built with Jotform, this app template pairs self-service logging with easy navigation between your Ledger and Insights, so you can move from entering expenses to reviewing trends in one flow. Use Jotform’s no-code app builder and drag-and-drop interface to tailor pages, connect your expense form to tables, and keep records accessible through links like All Expense Records and My Submissions. As your workflow grows, you can expand the experience for teammates, standardize entries, and maintain a dependable source of truth for expense tracking.

Preview: Landscaping Payroll App

Landscaping Payroll App helps lawn care and landscaping businesses manage pay periods, collect crew time entries, and keep payroll activity organized in one place. With dedicated areas for Time Entry, Payroll, Crew, and History, it fits teams that need a simple way to capture hours from the field, review who worked, and reference past payroll cycles when questions come up. Whether you run a small owner-operated crew or coordinate multiple teams across job sites, this app supports clearer payroll routines and fewer missing hours.Built with Jotform, this app template can be customized with a no-code app builder and a drag-and-drop interface so you can match your pay periods, roles, and internal process. Connect the app to forms and tables for reliable data collection, then share it as a self-service experience for supervisors and office staff to open time entry, review payroll, and track updates as your workflow evolves.

Preview: Small Business Expenses App

Small Business Expenses App helps teams capture, organize, and review day-to-day business spending in one place, so you can stay on top of receipts and keep expense records consistent. Use it to add a new expense as it happens, browse submitted expenses by merchant, and open a simple dashboard view to spot patterns in categories like office supplies and travel. It’s a practical fit for owners, office managers, and bookkeepers who need a clear trail of purchases without chasing paperwork across email threads, paper receipts, or scattered files.With Jotform, you can turn this expense tracking app template into a branded, self-service experience that works anywhere. Customize pages with a drag-and-drop interface, connect forms and tables for reliable data collection, and route the right actions to the right place such as adding receipts, viewing records, or exporting receipt information. Jotform’s no-code app builder makes it easy to publish and share an app your team will actually use, while keeping your workflow organized as spending volume grows.

Preview: Job Costing App

Job Costing App brings job and cost tracking into one place so teams can see what each project is really costing as work moves forward. Use it to organize jobs, capture cost entries, review job details, and keep an eye on approved spend without hunting through spreadsheets or scattered messages. It fits construction crews, home service businesses, agencies, and internal operations teams that need clear visibility into labor, materials, and other expenses per job.With Jotform, you can turn this app template into a self-service workspace that’s easy to share and simple to maintain. Customize pages with a drag-and-drop interface, connect forms for data collection, and keep records organized for day-to-day workflow tracking. Whether you’re monitoring active jobs, logging new costs, or reviewing totals, Jotform makes it straightforward to publish a branded app experience and keep everyone aligned with up-to-date information.

Preview: Track My Spend App

Track My Spend App gives individuals and teams a simple way to record expenses, review past spending, and spot patterns over time. With quick access to an Add Expense form, a My Expenses area for browsing what’s been logged, and a Spending Insights page for high-level visibility, it fits everyday budgeting as well as small-business purchasing oversight. Use it to capture receipts and incidentals, track project costs, reconcile reimbursements, or keep a running view of personal discretionary spending without juggling spreadsheets.Jotform helps you turn expense tracking into a polished, shareable experience using its no-code app builder. Start from this app template, then adjust pages and cards with a drag-and-drop interface, connect your expense data to tables for organized viewing, and publish a mobile-friendly hub for self-service logging. Whether you’re collecting data on the go or reviewing totals at the end of the week, Jotform makes it easy to keep your workflow and records in one place.

Preview: Solar Financing Document Portal App

Solar Financing Document Portal App gives solar installers, financing teams, contractors, and applicants a central place to begin financing applications and manage supporting paperwork. Users can start an application, submit documents for a specific application, view existing applications, and check document status without relying on scattered emails or manual follow-ups. This app template supports clearer data collection throughout the financing process and helps administrative teams organize applicant records, document types, and progress updates. It is well suited to residential or commercial solar financing workflows where applicants need a convenient self-service experience and staff need consistent access to application information.Jotform app templates help organizations turn connected forms, records, and resources into accessible digital experiences. With the Jotform no-code app builder and its drag-and-drop interface, teams can customize this app template with branded pages, buttons, instructions, and navigation without programming. Forms and tables can support an organized workflow, while notifications and connected processes help teams respond to new applications or documents. Once ready, the app can be published and shared through a direct link, personalized address, embedded experience, or scannable code for convenient access on computers and mobile devices.

Preview: Account Statement Request App

The Account Statement Request App helps financial service teams, billing departments, property managers, and other account-based organizations receive and organize statement requests. Customers or staff can start a request, specify the statement period and preferred delivery method, and provide an account reference. They can also browse request statuses, review a status summary, and access guidance when they need help. By bringing data collection and self-service into one accessible location, this app template reduces incomplete inquiries, gives requesters greater visibility, and helps administrative teams manage recurring statement requests with a more consistent workflow.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, buttons, cards, instructions, colors, and branding. You can connect forms, tables, approvals, notifications, and other workflow steps to keep request information organized and support timely follow-up. Jotform App Templates can be shared through a direct link or QR code and accessed from phones, tablets, or computers, giving customers and employees a convenient way to submit and review requests wherever they are.

Preview: Forex Analysis Request App

Forex Analysis Request App gives currency market analysts, research teams, financial educators, and consulting firms a central place to receive and manage requests for foreign exchange analysis. Users can submit a request, browse existing entries, and follow work as it moves from under review to completed. Key request details such as the currency pair, time horizon, analysis type, and status help teams understand the scope of each inquiry without relying on scattered messages. This app template is well suited to internal research desks, subscriber services, educational communities, and client-facing teams that need an organized intake and tracking process. It improves request visibility, reduces duplicate inquiries, and creates a consistent workflow for prioritizing analysis.Jotform makes this App Template easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Teams can update pages, navigation, colors, typography, and branding, then connect forms and tables to support data collection and request management. Notifications and related workflows can help assigned team members respond promptly as requests progress. Publish the finished app with a direct link or QR code so requesters can use it from a phone, tablet, or computer. No programming knowledge is needed, making Jotform App Templates practical for organizations that want to launch a polished self-service experience quickly.

Preview: Project Payment Authorization App

The Project Payment Authorization App is a central workspace for submitting project payment requests, reviewing supporting details, recording authorization decisions, checking request status, and maintaining payment records. It is well suited to project managers, finance teams, contractors, operations departments, and small to medium-sized businesses that need a clear path from an initial request to a documented payment. By bringing request intake, review outcomes, authorization status, and payment history together, the app reduces scattered communication and gives stakeholders a consistent process for managing project spending.Jotform makes this app template easy to adapt without coding. Teams can use the drag-and-drop app builder to update pages, buttons, branding, and navigation while connecting forms and tables to their workflow. The mobile-friendly experience helps reviewers and requesters access relevant actions from almost any device, while organized data collection supports dependable recordkeeping. Start with this ready-made option from Jotform App Templates, tailor it to internal authorization policies, and share it through a direct link or QR code to create a convenient self-service experience.

Preview: Agricultural Loan Application App

The Agricultural Loan Application App gives farmers, agricultural producers, lending teams, cooperatives, and financial advisers a central place to begin and manage farm loan inquiries. Applicants can review basic eligibility considerations, understand the application process, and provide details about their farm operation, finances, records, and intended loan purpose. By bringing preparation guidance and application intake into one accessible experience, this app template reduces incomplete inquiries, clarifies the steps applicants should follow, and helps lending staff collect consistent information for review.Jotform App Templates make it simple to adapt this experience to different agricultural lending programs without writing code. Using the no-code app builder and drag-and-drop interface, organizations can update content, apply their branding, connect forms to tables or approval workflows, and organize data collection around their internal process. The completed app can be shared through a direct link or QR code, giving applicants convenient mobile access while helping teams maintain an orderly intake workflow. Customize the Agricultural Loan Application App to support self-service guidance, staff collaboration, and a more consistent path from preparation to submission and review.

Preview: Football Club Expense Claims App

The Football Club Expense Claims App is an app template for collecting, reviewing, and monitoring expense claims across football club operations. It gives players, coaches, volunteers, administrators, and other authorized club personnel a convenient place to submit a claim, browse recorded claims, and view expense reports. Clubs can use it for travel costs, equipment purchases, matchday expenses, training supplies, and other approved spending. Claim summaries, statuses, amounts, categories, and review outcomes help finance teams maintain clear records, reduce scattered paperwork, and make reimbursement activity easier to oversee.Jotform Apps helps clubs turn this template into a branded, mobile-friendly resource without writing code. Using the no-code app builder and its drag-and-drop interface, administrators can adjust pages, navigation, colors, and content to fit existing expense procedures. The app can connect data collection with tables, notifications, approvals, and other workflow steps, giving staff a central self-service experience for claims and financial reporting. Once ready, clubs can publish and share the app through a direct link or QR code so authorized users can access it from almost any device.

Preview: Tax Client Referral App

Tax Client Referral App gives tax professionals, accounting teams, and financial advisory practices a central place to collect and manage prospective client introductions. Team members and referral partners can submit a referral, browse existing records, review contact details and referral sources, monitor each prospect’s status, and record follow-up activity. This organized experience helps practices avoid misplaced introductions, maintain visibility across the referral process, and respond to promising prospects at the right time. It is especially useful during busy tax seasons, ongoing client acquisition campaigns, and partner referral programs.Jotform makes it easy to adapt App Templates to the way your team works. Using the no-code app builder and its drag-and-drop interface, you can update pages, branding, navigation, and connected forms without programming. Link the app template to tables and workflows for organized data collection, timely notifications, and accessible follow-up records. Once ready, share the app through a direct link or QR code so employees and referral partners can access it from a phone, tablet, or computer. Jotform turns referral intake and tracking into a convenient self-service experience while keeping related resources together.

Preview: Receivables And Payables Tracker App

Receivables And Payables Tracker App is a ready-to-use finance app template for small businesses, finance teams, bookkeepers, contractors, and independent professionals who need a clearer view of money owed and upcoming obligations. Users can add transactions, separate receivables from payables, and review financial reports from one organized location. Each record keeps essential details such as the counterparty, amount, due date, transaction type, status, and notes readily available. This helps teams replace scattered spreadsheets, monitor approaching deadlines, prioritize collections, plan outgoing payments, and maintain more consistent financial records. It is especially useful for day-to-day cash flow oversight, supplier account management, client balance tracking, and routine financial reviews.Jotform Apps makes it easy to adapt this app template to existing financial workflows without writing code. The no-code app builder provides a drag-and-drop interface for changing pages, buttons, visual elements, and navigation while connecting forms and tables for organized data collection. Teams can apply their own branding, share the finished app through a direct link or QR code, and give authorized users mobile-friendly access wherever work happens. Starting with Jotform App Templates reduces setup time and creates a practical self-service workspace that can evolve as transaction volumes and reporting needs change.