Finance & Accounting Portal Apps

Preview: Business Finance Tracker App

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

Preview: Tattoo Artist Invoice Tracker App

The Tattoo Artist Invoice Tracker App is an app template for independent tattoo artists, studio managers, and small creative teams that need one place to monitor client invoices and business expenses. Artists can add invoices, review amounts and payment statuses, record expense categories and dates, attach receipts, and open reports for a clearer view of studio finances. It supports everyday data collection after appointments, supply purchases, equipment costs, and other operating activities. By keeping income and spending records organized, this tracker reduces scattered paperwork, makes unpaid invoices easier to identify, and helps users maintain a dependable financial history for routine reviews.Jotform makes this App Template easy to adapt with a no-code app builder and a flexible drag-and-drop interface. Users can adjust pages, buttons, colors, fonts, and branding, then connect forms, tables, notifications, and other workflow steps as their process develops. The finished app offers convenient self-service access from phones, tablets, or computers and can be shared through a direct link, a personalized URL, or a QR code. Start with the premade layout, tailor it to individual or studio needs, and publish a polished finance tracker without writing code.

Preview: Advertising Billing ERP App

Advertising Billing ERP App gives advertising agencies, media teams, finance departments, and campaign managers a central workspace for coordinating campaign records with client billing. Users can submit billing records, review invoices and payment statuses, and monitor campaign schedules, budgets, and progress without relying on scattered spreadsheets. This app template is particularly useful for teams that need clearer connections between advertising delivery and financial administration. It supports more consistent data collection, helps account and finance teams locate current information, and creates a shared operational view for managing active campaigns, billing periods, due dates, and outstanding payments.Jotform Apps makes this Advertising Billing ERP App easy to adapt with a no-code app builder and a flexible drag-and-drop interface. Teams can update pages, navigation, forms, tables, and branding to reflect their workflow while keeping campaign and billing resources in one mobile-friendly experience. Connected forms and tables help organize incoming records, while notifications and approval steps can support timely internal follow-up. Once the app template is ready, it can be shared through a direct link, personalized URL, embedded experience, or QR code, giving authorized staff convenient self-service access from nearly any device.

Preview: Accounting Quiz App

The Accounting Quiz App is a ready-to-use app template for testing accounting knowledge through organized questions, answer choices, and measurable results. It suits accounting instructors, tutors, training teams, finance departments, and students who need an accessible way to practice concepts or evaluate learning. Participants can start a quiz, browse the question bank, and review scores, correct answers, total questions, and completion time. Progress views make it easier to identify knowledge gaps and monitor improvement across repeated attempts. The template can support classroom exercises, employee training, exam preparation, skills assessments, and independent study without requiring separate tools for questions and results.Jotform makes it easy to adapt this Accounting Quiz App with a no-code app builder and an intuitive drag-and-drop interface. Add or rearrange pages, update navigation, apply custom branding, and connect forms or tables to support data collection and learning workflows. Jotform App Templates can be shared through a direct link or QR code, giving learners convenient mobile access wherever they study or train. Educators and organizations can publish a polished self-service quiz experience quickly while keeping questions, responses, and progress information organized in one place.

Preview: DJ Business Tax Intake App

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

Preview: Equipment Financing Portal App

The Equipment Financing Portal App gives equipment vendors, financing teams, brokers, and business lenders a centralized place to receive financing applications and guidance requests. Applicants can start a financing request, ask for help choosing suitable equipment, and review key details such as equipment type, cost, requested term, business information, contact information, and application status. This app template is well suited to organizations that finance machinery, vehicles, technology, construction equipment, or other business assets. It reduces fragmented communication, keeps request information organized, and creates a convenient self-service experience for prospective borrowers and existing customers.Jotform makes it easy to adapt this portal to your financing process without writing code. Use the no-code app builder and drag-and-drop interface to update pages, branding, navigation, and application forms. Connected forms support consistent data collection, while tables, notifications, approvals, and other workflow tools can help teams manage each request after it is received. Publish the app with a direct link, share it through a QR code, or embed it in a website so customers can access financing resources from any device. Jotform App Templates also provide a ready-made foundation that can be customized as financing programs, equipment categories, and internal processes change.

Preview: Small Business Loan Application App

Small Business Loan Application App is a ready-to-use intake and review workspace for organizations that receive financing requests from small businesses. Applicants can start a loan application, submit key business and contact details, review preparation guidance, and request assistance when needed. Lending teams, finance consultants, nonprofit business programs, and internal finance departments can review applications from one organized location, including requested amounts, annual revenue, and years in business. This setup reduces disconnected email exchanges, gives applicants clearer next steps, and helps reviewers maintain a consistent application process.Jotform Apps helps teams turn forms and related resources into accessible digital experiences without writing code. Start with this app template, then use the no-code app builder and drag-and-drop interface to adjust pages, branding, navigation, and content. Connected forms support data collection, while tables, approvals, notifications, and other workflow tools can help staff manage follow-up tasks. Jotform App Templates can be shared through a direct link or QR code, giving applicants convenient mobile access and creating a practical self-service experience for financing inquiries.

Preview: Cash Counting Dashboard App

Cash Counting Dashboard App is a ready-to-use app template for retailers, restaurants, hospitality venues, finance teams, and managers who need a consistent view of cash drawer counts across one or more locations. Staff can start new counts, review denomination totals and notes, and compare expected and actual amounts when investigating variances. A central dashboard replaces scattered spreadsheets and paper records with a clearer history of counting activity. It is useful for opening checks, shift changes, end-of-day reconciliation, petty cash reviews, and location-level oversight. Keeping cash counts, variance reviews, and insights together helps teams identify discrepancies sooner, document follow-up, and maintain a repeatable financial workflow.Jotform Apps makes this app template easy to adapt without coding. Use the no-code app builder and drag-and-drop interface to update pages, cards, buttons, terminology, colors, and fonts for your cash-handling process. Connected forms can support data collection, while tables, approvals, and notifications can extend the workflow as operational needs change. Teams can begin with Jotform App Templates, organize key actions in a mobile-friendly experience, and publish the finished app through a direct link or QR code. This gives employees convenient self-service access and provides managers with one organized destination for count records and variance follow-up.

Preview: Member Welfare Fund App

The Member Welfare Fund App provides associations, cooperatives, employee groups, community organizations, and membership committees with a central place to coordinate financial assistance for members. It supports welfare request submissions, contribution recording, recent request review, resource browsing, and a clear fund summary. Committee members can use it to understand each request and its supporting context, while contributors can document their participation. By bringing these activities together, the app reduces scattered records, improves visibility into fund activity, and gives members a consistent self-service path for requesting support or finding welfare information.Jotform Apps helps organizations turn processes like these into accessible digital experiences without writing code. Start with this app template, then use the no-code app builder and drag-and-drop interface to adjust pages, navigation, branding, and content. Forms can connect with tables, approval steps, notifications, and other workflow tools for organized data collection and follow-up. Jotform app templates are also mobile-friendly and easy to share through a direct link, personalized address, or QR code, helping committees keep welfare resources and actions available wherever members need them.

Preview: Credit Limit Request App

Credit Limit Request App provides finance, credit, sales, and account management teams with a central place to receive and evaluate requests for revised customer credit limits. Applicants can submit a new request, consult request guidance, and review a summary before completing the process. Teams can browse request records and quickly reference essential details such as the requested limit, business profile, revenue, payment terms, and request date. This app template is useful for wholesalers, distributors, service providers, and other organizations that need a consistent intake process while reducing incomplete requests, scattered communications, and manual recordkeeping.Jotform Apps helps organizations turn this process into an accessible digital experience without writing code. Start with one of the ready-made App Templates, then use the no-code app builder and drag-and-drop interface to adjust pages, branding, navigation, and content. Connect the app template to forms, tables, approval steps, notifications, and other workflow tools to support organized data collection and timely internal reviews. Once the Credit Limit Request App is ready, publish it through a direct link or QR code so applicants and team members can access a convenient self-service experience from any device.

Preview: Investment Fund Catalog App

Investment Fund Catalog App is an interactive catalog for investment firms, fund administrators, financial advisers, and finance teams that need a clear way to present fund information to prospective investors or clients. Users can browse available funds, open individual profiles to review key information such as investment objectives, minimum investments, expense ratios, annual returns, and fund managers, then submit an inquiry about a relevant option. The app template brings fund discovery and initial interest capture into one convenient self-service experience, helping organizations replace scattered documents and disconnected inquiry channels with a consistent digital resource.With Jotform Apps, teams can adapt this Investment Fund Catalog App to their offerings without writing code. The no-code app builder uses a drag-and-drop interface for updating pages, fund cards, navigation, branding, and inquiry access. Connected forms support data collection, while tables, notifications, approvals, and other workflow tools can help staff organize and follow up on requests. Start with one of Jotform’s App Templates, apply modern typography and rounded visual elements, and publish the finished app through a direct link, QR code, or embedded experience for convenient access on desktop and mobile devices.

Preview: Payment Services Support App

Payment Services Support App gives payment providers, finance teams, customer service departments, and online businesses a central place to handle payment-related questions and service issues. Customers can browse available support services, review key details such as availability and processing time, submit a support request, and check its status. Support teams can use the app to organize requests by payment reference and issue type, reduce repeated inquiries, and give customers a clearer self-service experience. It is well suited to troubleshooting failed transactions, delayed payments, account charges, refunds, and other payment service concerns.With Jotform Apps, teams can adapt this app template without writing code. The drag-and-drop app builder makes it easy to update pages, branding, navigation, and support resources while connecting forms and tables for data collection and workflow management. Businesses can publish a polished app with a personalized link, share it through a QR code, and provide convenient mobile access. Jotform App Templates also help teams bring request intake, status information, and customer guidance into one accessible experience that can evolve with their support operations.

Preview: Bank Statement Summary App

Bank Statement Summary App gives individuals, bookkeepers, financial consultants, and small business finance teams a central place to present and review summarized banking activity. It can support monthly account reviews, cash flow discussions, bookkeeping preparation, expense monitoring, and internal financial reporting. Users can organize key figures and period-based information on an accessible page, reducing the need to search through scattered files or lengthy statements. This app template is especially useful when stakeholders need a clear reference point for evaluating account activity, identifying trends, or preparing information for routine financial decisions.With Jotform Apps, you can adapt this Bank Statement Summary App using a no-code app builder and an intuitive drag-and-drop interface. Add branded content, connect forms or tables for data collection, and arrange resources around the workflow your team follows. Jotform app templates can be customized without programming knowledge, making it easier to create a focused self-service experience for staff, clients, or personal use. Once the app is ready, publish it through a direct link or QR code so authorized users can reach current summary information from a computer, tablet, or phone.

Preview: Invoice Delivery Reconciliation App

The Invoice Delivery Reconciliation App is an app template for recording invoices, documenting how they were delivered, and identifying exceptions that need follow-up. It gives finance teams, accounts receivable staff, billing departments, service providers, and operations managers a shared view of invoice and delivery activity. Users can record invoice details, log delivery information, and review exceptions without relying on disconnected spreadsheets or email threads. This organized process helps teams verify whether invoices reached the intended recipient, retain useful tracking references, and address missing or inconsistent records before they delay internal reviews or customer follow-up.Jotform Apps makes this Invoice Delivery Reconciliation App easy to adapt with a no-code app builder and drag-and-drop interface. Teams can customize pages, navigation, branding, and connected forms while linking data collection to tables, notifications, approvals, and other workflow steps. Starting from Jotform App Templates reduces setup time and creates a mobile-friendly self-service experience that staff can access through a direct link, custom app URL, QR code, or embedded page. The app builder also supports centralized updates, helping authorized team members work from current invoice and delivery information.

Preview: Precious Metals Rate Dashboard App

Precious Metals Rate Dashboard App gives bullion dealers, jewelers, refiners, finance teams, and investment-focused businesses a central place to publish and present rates for gold, silver, platinum, and other valuable metals. This app template supports clear rate viewing, organized navigation, and convenient access to related pricing information without requiring visitors or staff to search through scattered files and messages. It can serve as a customer-facing reference point, an internal pricing resource, or a shared dashboard for teams that regularly monitor and communicate metal values. Organizations can adapt it for retail pricing, purchasing decisions, valuation services, inventory planning, or educational market updates.Jotform App Templates make it easy to turn this starting point into a branded digital experience without writing code. Using Jotform’s no-code app builder and drag-and-drop interface, you can add pages, visual cards, links, forms, tables, and workflow connections that support your rate publishing process. Customize colors, fonts, imagery, and navigation to match your organization, then share the finished app through a direct link, QR code, or embedded experience. Connected forms can support data collection, while tables and notifications help teams manage updates and provide convenient self-service access from desktop or mobile devices.

Preview: Restaurant Profit Dashboard App

Restaurant Profit Dashboard App is an app template for restaurant owners, managers, operators, and finance teams that need a clearer view of sales, expenses, and profit performance. Staff can add sales and expense entries, browse recorded transactions, filter records by category, and review profit insights from one convenient location. It suits independent restaurants, cafés, food trucks, and multi-location dining businesses seeking to replace scattered spreadsheets or disconnected reporting processes. By keeping essential financial activity organized, the dashboard supports routine performance reviews, cost monitoring, budgeting discussions, and better-informed operational decisions.Jotform Apps helps businesses turn connected forms, records, and workflows into accessible digital experiences without writing code. Start with this app template, then use the no-code app builder and drag-and-drop interface to adjust pages, navigation, colors, fonts, and branding. Sales and expense forms can support consistent data collection, while connected tables keep records available for review. Share the finished Restaurant Profit Dashboard App through a direct link or QR code so authorized team members can access it from phones, tablets, or computers. Jotform App Templates make it easier to launch a polished resource that brings financial tracking and restaurant workflows together.

Preview: Enterprise Resource Planning App

Enterprise Resource Planning App is a centralized workspace for small and midsize organizations that need clearer oversight of inventory, purchasing, vendors, and expenses. Operations managers, procurement teams, warehouse staff, and finance departments can use it to track stock levels, review reorder information, create purchase orders, maintain vendor records, and submit business expenses. By bringing these related activities together, the app reduces scattered records, supports more consistent data collection, and gives teams a practical view of day-to-day resource planning. It is well suited to retailers, distributors, service businesses, manufacturers, and growing companies replacing disconnected spreadsheets or manual processes.With Jotform Apps, teams can adapt this app template to match their internal workflow without writing code. The no-code app builder features a drag-and-drop interface for arranging pages, navigation cards, buttons, forms, and branded content. Connected forms and tables can keep operational records organized, while notifications and approval steps can help teams act on new requests. Customize the Enterprise Resource Planning App, share it through a direct link or QR code, and provide mobile-friendly self-service access for authorized staff. Jotform App Templates make it easier to launch a polished operational workspace and update it as business needs change.

Preview: Fee Receipt Lookup App

Fee Receipt Lookup App gives payers and administrative teams a convenient place to find, submit, and review fee receipts. It is well suited to schools, membership organizations, service providers, property managers, training programs, and finance departments that handle frequent requests for proof of payment. Users can search for a receipt, submit a missing record, and view essential details such as the payer, fee type, amount, payment date, and payment method. This self-service experience reduces repetitive receipt inquiries, helps staff organize payment records, and gives customers, students, members, or clients faster access to the information they need.With Jotform Apps, organizations can customize this app template without writing code. The no-code app builder uses a drag-and-drop interface for updating pages, navigation, branding, and connected forms while keeping the experience easy to use on mobile devices. Teams can connect data collection to Jotform Tables and related workflows, receive notifications when new receipts are submitted, and manage records from one organized workspace. Publish the Fee Receipt Lookup App through a direct link, personalized address, embedded experience, or QR code to provide accessible receipt support wherever users need it.

Preview: Crypto Wallet Dashboard App

Crypto Wallet Dashboard App helps teams and individuals present key wallet information in one place for quick check-ins and ongoing monitoring. Use it to centralize balances, performance snapshots, and important links so customers, stakeholders, or internal staff can find what they need without digging through scattered resources. It fits crypto projects, fintech teams, advisors, and communities that want a simple way to share updates, reduce repeated questions, and keep wallet-related information organized.Jotform makes it easy to publish this kind of dashboard using App Templates built with a no-code app builder. Customize the single-page layout with a drag-and-drop interface, then connect it to your data collection workflows so updates stay consistent over time. Share your Crypto Wallet Dashboard App with a link or QR code, refine it as needs change, and keep everyone aligned with a clear self-service experience powered by Jotform.

Preview: Trading Deposit Request App

Trading Deposit Request App helps brokers, proprietary trading firms, and finance operations teams capture deposit requests in one place and keep each request tied to a trading account reference. It supports a clear intake flow for clients or internal staff, then routes reviewers to a dedicated area where they can review requests, open a request record, and confirm key details like deposit method, requested date, and transaction reference. With built-in status guidance and a help path, it also reduces uncertainty for requesters who want to know what to do next.Jotform makes it easy to turn this workflow into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect buttons and pages to your forms and tables to support consistent data collection, faster handoffs, and fewer manual follow-ups. Share the app with a link so requesters can submit deposit requests, while your team can review and manage records from a single, organized workflow.

Preview: Invoicing and Sales Dashboard App

Invoicing and Sales Dashboard App brings your invoicing workflow and sales visibility into one place, so teams can create new invoices, review open invoices, and quickly jump into invoice details when customers have questions. It’s a practical fit for small businesses, agencies, contractors, and sales-led teams that need a simple way to keep invoice records organized while staying on top of totals, due dates, and ownership across sales representatives.With Jotform, you can turn this invoicing and sales dashboard app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect invoice creation to your existing forms and keep records centralized, then share the app with your team through a link for fast access on desktop or mobile. As your workflow evolves, you can update pages, refine navigation, and support cleaner data collection across your invoicing process.

Preview: Commodity Trade Finance App

Commodity Trade Finance App brings commodity deals and funding requests into one place so trading teams can move faster from opportunity review to financing. Use it to browse trade opportunities, open each opportunity for key details like shipment value, tenor, and status, then submit a related finance request without switching systems. It fits commodity traders, brokers, trading desks, and finance providers that need a clear front door for deal intake, follow-up, and ongoing visibility across active opportunities.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 opportunities to structured data collection through forms and keep records organized for internal review. Add steps that match your workflow, route requests to the right stakeholders, and share the app with a direct link so teams can access the latest opportunities, cost estimates, and finance requests from anywhere.

Preview: Currency Converter App

Currency Converter App helps teams and individuals quickly explore currencies and reference exchange-rate information in one place. It’s a practical option for travel coordinators, finance and accounting teams, online sellers pricing internationally, and customer-facing staff who need a fast way to check currency details. With guided navigation like Browse Currencies and a Rate Guide, the app supports everyday lookups without digging through spreadsheets or scattered sources.Built with Jotform app templates, this experience can be tailored in minutes using Jotform’s no-code app builder and drag-and-drop interface. Add your own pages, update the content structure, and connect the app to your workflows for smoother data collection and self-service access. Share it with a link so teammates or customers can view the information from any device while you keep the experience consistent and on brand.

Preview: Payroll App

Payroll App helps HR and operations teams organize employee pay details in one place, so payroll work is easier to review, update, and reference from anywhere. Use it to browse employee profiles, add payroll entries as pay periods close, and keep payslips accessible for quick lookups. It fits small businesses, agencies, and growing teams that want a clear routine for tracking pay history and reducing confusion when questions come up about rates, deductions, or prior entries.With Jotform, you can turn this payroll app template into a tailored self-service experience using a no-code app builder and a drag-and-drop interface. Connect pages to your forms and tables for reliable data collection, route updates through simple workflow steps, and keep records consistent as your team grows. Share the app by link or QR code, adjust branding, and maintain a single source of truth for payroll records without juggling scattered spreadsheets.