Finance & Accounting Portal Apps

195 Templates

Dividend Tracker App

Dividend Tracker App helps you keep a clear, ongoing record of your investment holdings and the dividend income they generate. Use it to add holdings, review key portfolio metrics at a glance, and log dividend payments as they come in, so you can see what has paid out and when. It’s a practical fit for individual investors, families managing shared accounts, or small finance teams that want one organized place to monitor tickers, companies, payment dates, and basic breakdowns like sector views without juggling scattered notes.Jotform makes it easy to turn this app template into a polished self-service experience using a no-code app builder and a drag-and-drop interface. Connect navigation pages to forms and tables to support reliable data collection, keep records consistent, and build a simple workflow for adding new holdings and recording dividends over time. When you’re ready, share your Jotform app with a link so stakeholders can access the latest information from anywhere.

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Handyman Invoice App

Handyman Invoice App helps independent handymen and home service teams create invoices on the spot, keep a clear list of open invoices, and record payments without relying on paperwork. Whether you’re finishing a small repair, a multi-day remodel, or recurring maintenance, this app makes it easier to send accurate billing details to customers and stay on top of what’s been paid. Use it to capture customer information, track invoice status in a simple list view, and move from issuing an invoice to logging a payment in just a few taps.With Jotform, you can turn your invoicing process into a mobile-friendly experience using app templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect your invoice and payment forms, and keep data collection organized in one place for smoother workflow and faster self-service from the field or the office. Share your app with your team, update it anytime, and keep every job’s billing details easy to find.

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Expense Log App

Expense Log App helps individuals, teams, and growing businesses record spending in one place and review it later without hunting through emails or bank statements. Use it to add new expenses as they happen, browse a running list of entries, and open a specific record to see the details tied to that purchase. It’s a practical fit for freelancers tracking reimbursable costs, office managers monitoring day-to-day spend, project leads collecting receipts for client work, and anyone who wants a clearer picture of where money goes across vendors and categories.With Jotform, you can turn this app template into a simple self-service experience that’s easy to share and even easier to keep up to date. Customize pages with a drag-and-drop interface, connect the expense form to your workflow, and keep records organized so the right people can view and manage spending from any device. As your process evolves, you can adjust fields, add steps, and keep data collection consistent without writing code.

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Keep Track of Business Expenses App

Keep Track of Business Expenses App helps teams record, organize, and review company spending in one place. Use it to log new expenses as they happen, capture details consistently, and browse past entries when you need a quick answer on what was spent and why. It’s a practical fit for small business owners, finance and operations teams, project leads, and anyone who needs a simple way to monitor purchases across categories without relying on scattered receipts or messy spreadsheets.Built with Jotform, this app template turns expense tracking into a mobile-friendly self-service experience you can share with your team. Add an expense through a connected form, view expenses through a dedicated page, and keep records centralized with a linked table view for ongoing data collection and follow-up. Customize pages, buttons, and branding in Jotform’s no-code app builder with a drag-and-drop interface, then publish and update your workflow as your expense process evolves.

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Receipt Filing App

Receipt Filing App helps you capture, organize, and find receipts in one place without relying on scattered emails, paper folders, or long message threads. It’s built for employees who need a simple way to file expense receipts, as well as finance and operations teams who want cleaner records for reconciliation. With quick receipt submission and an easy way to browse receipts by category, the app supports day-to-day expense reporting for field teams, remote staff, retail locations, and growing businesses that need consistent receipt documentation.Jotform makes it easy to turn this app template into a branded, self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your receipt form and linked records so teams can submit new receipts, review their history, and keep everything organized as your workflow grows. Share the app with a link or QR code, collaborate on updates, and centralize data collection so your receipt process stays fast and reliable.

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Tax Deduction Tracker App

Tax Deduction Tracker App helps you capture deductible expenses in one place so you can stay organized throughout the year. Use it to add an expense as soon as it happens, keep helpful receipt tips close by, and attach notes when you need extra context. It’s a practical fit for freelancers, self-employed professionals, small business owners, contractors, and anyone who wants clearer records for tax season without digging through emails, folders, and scattered spreadsheets.With Jotform App Templates, you can publish a mobile-friendly self-service experience that connects directly to the forms and records behind your process. Build and customize your Tax Deduction Tracker App with Jotform’s no-code app builder and drag-and-drop interface, then centralize data collection, viewing, and light reporting in a simple workflow. Share the app with a link so you can log expenses on the go, review records later, and keep your documentation consistent as your needs grow.

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Spending Management App

Spending Management App helps you record day-to-day spending, review transactions, and keep budgets on track from one central place. It’s a practical fit for freelancers, households, small teams, and department leads who need a consistent way to capture expenses, spot patterns, and reduce surprise overruns. With quick paths to add spending, view transactions, and manage budget lines, the app supports clearer month-end reviews and more confident decisions without hunting through receipts or scattered notes.Jotform makes it easy to turn this kind of workflow into a shareable, mobile-friendly experience using a no-code app builder with a drag-and-drop interface. Connect the app to forms and data tables for reliable data collection, organize entries into lists for fast self-service browsing, and add navigation buttons to guide people to the right action. You can customize pages to match your process, share a single link with your team, and keep spending records organized as your workflow grows.

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Shared Budget App

Shared Budget App helps households, roommates, couples, and small teams manage a common budget without confusion. From a central budget overview, people can add expenses as they happen, review what’s been spent, and open the history to understand where the money is going over time. It also supports simple settlements, so groups can see who owes what and keep shared spending fair after trips, recurring bills, or group purchases.Built with Jotform, this app template can be tailored to match how your group tracks spending, from categories and notes to payer details and reimbursement preferences. Use Jotform’s no-code app builder and drag-and-drop interface to adjust pages, connect your expense form for data collection, and keep the workflow organized in one self-service place you can share by link or QR code for quick access on any device.

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Pay Advice App

Pay Advice App brings pay advice creation and record browsing into one clear, mobile-friendly place. It’s ideal for HR teams, payroll administrators, and small business owners who need a simple way to add new pay advice, keep entries organized by employee, and help staff find their own records without confusion. With a quick add flow and an easy browse experience, the app supports day-to-day payroll follow-ups like correcting details, responding to employee questions, and maintaining a consistent history of pay advice.Built with Jotform App Templates, this app template is easy to tailor for your organization using Jotform’s no-code app builder and drag-and-drop interface. Connect the app to your existing forms and tables for reliable data collection, then publish a self-service experience employees can access from anywhere. As your workflow evolves, you can adjust pages, navigation, and branding in minutes while keeping pay advice records centralized and easy to manage.

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Time Tracking and Invoicing App

Time Tracking and Invoicing App helps you record billable hours, keep client details organized, and stay on top of invoices in one place. It’s a practical setup for freelancers, agencies, consultants, and service businesses that need a simple way to log time entries, review invoices before sending, and maintain an up-to-date client list without digging through spreadsheets or disconnected tools. Use it to support weekly payroll prep, project billing, retainer work, or ongoing client services where accurate time records and clear invoices matter.Jotform makes it easy to turn this workflow into a branded, shareable experience using ready-to-use app templates and a no-code app builder with a drag-and-drop interface. Connect the app to your forms and tables to collect time logs, manage invoice records, and keep client information current as your work changes. With flexible pages and navigation, you can publish a self-service app for your team or keep it internal, then update the layout anytime as your billing process evolves.

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E Receipts App

E Receipts App gives individuals and teams a simple way to capture receipts digitally, store them in one searchable library, and review spending without digging through paper slips. Use it for employee reimbursements, petty cash tracking, client bill-backs, travel expenses, and day-to-day purchases across departments. With a guided receipt capture flow and a browsable records area that opens each receipt for a quick snapshot, it helps keep documentation consistent and easy to find when finance needs it.Built with Jotform, this app template can be tailored with a no-code app builder and a drag-and-drop interface so your receipt workflow matches how you work. Connect the capture form to organized records, categorize receipts for clearer reporting, and export data when it’s time to reconcile. Share the app as a self-service experience for employees or contractors, and keep receipt data collection moving from any device with a clean, mobile-friendly layout.

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Business Travel Tracking App

Business Travel Tracking App brings trip details, expense logging, and a quick-glance dashboard into one place so teams can stay organized while employees travel. Use it to capture new trips as they’re scheduled, review upcoming and past travel, and keep expense information tied to the right itinerary without digging through emails or spreadsheets. It works well for growing companies managing frequent travel, finance teams that need consistent reporting, and operations managers who want clearer visibility into travel activity across departments.Built with Jotform, this app template is easy to tailor with a drag-and-drop interface and a no-code app builder that supports flexible workflows. Connect the in-app Add Trip action to your existing data collection process, keep records organized for internal follow-up, and share a self-service experience with employees through a link or QR code. As your needs evolve, you can update pages, refine navigation, and expand what you track without rebuilding from scratch.

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Business Expense Receipt App

Business Expense Receipt App brings business receipt capture and tracking into one place, so employees can submit receipts as soon as a purchase is made and finance teams can review what’s been recorded. Use it to centralize day-to-day expense documentation across teams, projects, departments, and recurring vendors without relying on inbox searches or scattered photo galleries. The app experience supports fast receipt intake, easy browsing of stored receipts, and a lightweight insights view that helps spot spending patterns and missing documentation.Built with Jotform, this app template can be tailored with a no-code app builder and a drag-and-drop interface to match your expense workflow and internal policy. Connect the receipt submission form to your data collection process, route information to the right stakeholders, and keep records organized for quick lookup. Share the app through a link or QR code for self-service use, then refine pages, branding, and navigation as your process evolves.

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Expense Control App

Expense Control App helps individuals and teams track spending and keep budgets in check from one central place. Use it to log day-to-day purchases, review your own expense entries, and spot patterns with built-in insights so you can adjust habits before costs add up. It’s a practical fit for small businesses monitoring employee spend, project leads keeping an eye on operational costs, or households that want clearer visibility into categories like groceries and transportation.With Jotform, you can turn this Expense Control App app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your data collection form and tables to keep records organized, then refine your workflow with role-based sharing, automation, and real-time updates. Publish and share the app in minutes so everyone stays aligned on spend tracking and budget awareness.

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Work Expenses App

Work Expenses App helps teams capture and organize employee spending so reimbursements and internal reporting don’t turn into scattered emails and missing receipts. Use it to route staff to a simple expense entry experience, keep a searchable record of transactions by merchant, and give managers or finance a quick place to review activity when preparing expense reports. It fits sales teams on the road, field service crews, consultants, and any department that needs to log work-related purchases consistently.With Jotform’s app templates, you can publish a self-service experience that connects directly to your forms and data in one place. Customize the pages with a drag-and-drop interface, then share the app by link or QR code so employees can submit expenses and stakeholders can view records and insights from anywhere. As your workflow evolves, you can update fields, notifications, and connected data collection without rebuilding the entire app.

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Electrical Invoice App

Electrical Invoice App helps electricians and electrical contractors keep customer records, track jobs, and create invoices from one organized place. Use it to quickly add new customers, open a job for a service call or installation, and generate invoice numbers that are easy to reference later. It’s a practical fit for solo electricians, small field service teams, and office staff who want a clearer picture of what’s been done, what’s been billed, and what still needs follow-up.With Jotform, you can turn this app template into a branded, mobile-friendly workflow without coding. Update pages with a drag-and-drop interface, connect forms to your records for consistent data collection, and keep everyday billing activities moving with simple self-service navigation. As your process grows, you can expand the app to support additional steps like internal reviews, automated notifications, and centralized records for repeat customers.

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Fund Tracking App

Fund Tracking App helps teams record funding activity, monitor balances, and keep a clear audit trail across multiple funds in one place. Use it to review a dashboard-style overview, add a new log entry when money moves, and browse history when you need context for a decision. It’s a practical fit for nonprofits, grant managers, school clubs, community groups, and small finance teams that need visibility into where funds are going without relying on scattered spreadsheets.With Jotform, you can turn this app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your data collection form and organize records so stakeholders can quickly navigate between the dashboard, log entry, and history pages. As your workflow evolves, update fields, adjust pages, and share the app by link to keep fund tracking consistent and accessible.

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Expense Sheet App

Expense Sheet App helps teams capture spending in one place and keep expense documentation organized as it comes in. It’s a practical fit for employees who submit reimbursements, managers who review costs, and finance teams that need consistent records across travel, client meetings, supplies, and day-to-day operations. With a simple way to add an expense, a dedicated area to view expenses, and a receipts section for quick reference, the app supports cleaner submissions and fewer missing details when it’s time to reconcile.Built with Jotform, this app template can be tailored to match your internal expense workflow without coding. Use the drag-and-drop app builder to adjust pages, add helpful navigation, and connect your expense form to a table where records stay accessible. You can also route entries into the right hands, centralize updates, and share the app through a link so your team can log expenses and check their entries from anywhere.

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Small Business Record Keeping App

Small Business Record Keeping App helps small teams log day-to-day transactions and keep business records in one place, without relying on scattered spreadsheets or paper receipts. It’s a practical fit for owners, office managers, and bookkeepers who need a simple way to record a transaction, look up past entries, and get a quick read on performance through built-in insights.With Jotform, you can turn this app template into a branded, self-service record hub using a no-code app builder and a drag-and-drop interface. Connect the app to your Transactions form for consistent data collection, organize records so they’re easy to browse, and keep workflows moving with shareable access for your team on any device.

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Business Budgeting App

Business Budgeting App helps teams plan, record, and review budgets in one place so spending decisions don’t rely on scattered spreadsheets or disconnected updates. Use it to share a budget overview with stakeholders, capture new budget entries as they come in, and keep an eye on which areas are on track versus at risk. It’s a practical fit for department leads, finance and accounting teams, operations managers, and small business owners who want clearer visibility into categories, departments, and top spend without turning budgeting into a monthly scramble.With Jotform, you can publish this app template fast and adapt it to how your organization manages budgeting. Use the no-code app builder and drag-and-drop interface to adjust pages, add helpful guidance for accurate entries, and connect your data collection to Jotform Tables so budget data stays organized for reporting and review. Share the app for self-service updates, keep workflows moving with connected forms and tables, and maintain a consistent experience across teams as budget needs change.

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Receipt Collector App

Receipt Collector App helps teams and individuals gather, review, and organize receipts in one place so expense records don’t get lost across inboxes, chat threads, and paper piles. Use it to collect proof of purchase from employees, contractors, or field staff, then quickly route everything into a single review flow for bookkeeping, reimbursements, project costing, or client billing. With dedicated areas to submit receipts, review receipt entries, and export data, it fits everyday scenarios like travel expenses, job site purchases, petty cash tracking, and recurring operational spend.Built with Jotform, this app template pairs a mobile-friendly self-service experience with a no-code app builder and a drag-and-drop interface for fast customization. Connect receipt submissions to your underlying data collection workflow, keep records organized in linked tables, and share the app through a simple link so people can submit from anywhere. Update fields, branding, and navigation as your process changes, while keeping receipt capture and export consistent across teams.

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Self Employed Record Keeping App

Self Employed Record Keeping App helps freelancers and independent business owners keep day-to-day financial records organized without juggling scattered notes, receipts, and spreadsheets. Use it to log income by client, track expenses by vendor, and maintain a mileage log with trip purposes so you can quickly reference what happened, when it happened, and why it matters for your business. With dedicated sections for entries and simple navigation, it fits common routines like invoicing follow-ups, purchase tracking, and keeping travel details in one place for cleaner year-round documentation.Built with Jotform, this app template can be tailored in a no-code app builder using a drag-and-drop interface, so your record keeping matches how you work. Connect the app to Jotform forms for consistent data collection, route information into workflows for internal reviews, and keep everything accessible as a self-service hub you can open from anywhere. Publish and share it with a link, update pages as your business changes, and keep your records easier to manage as you grow.

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Commission Tracking App

Commission Tracking App helps sales teams, managers, and finance staff record deals, review commission records, and stay on top of payouts without chasing updates across spreadsheets. Use it to log new commission entries, keep a running history tied to each deal name, and make it easier to confirm what’s owed to each rep before payment time. It’s a practical fit for brokerages, agencies, retail sales teams, and any organization that calculates commissions from closed-won work and needs a clear trail of records.With Jotform, you can turn this commission tracking workflow into a shareable self-service experience that’s easy to maintain. Using Jotform’s no-code app builder and drag-and-drop interface, you can tailor the pages, control how commission records are viewed, and connect the app to your form for consistent data collection. Publish the app in minutes, share a link with the right people, and keep your commission workflow organized as your team and payout volume grow.

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Tax Receipts App

Tax Receipts App helps individuals, freelancers, and small teams capture and organize receipts throughout the year so tax-time prep feels controlled instead of chaotic. With a simple Add Receipt flow for fast logging and a View Receipts area for browsing what you’ve saved, it’s built for everyday use whether you’re tracking work expenses, reimbursable purchases, or donation receipts that need to be kept on file. A Summary page gives you a quick snapshot of your receipt activity, making it easier to spot gaps, confirm what’s been recorded, and stay consistent from month to month.Jotform makes it easy to turn this Tax Receipts App into a branded, self-service experience with a no-code app builder and a drag-and-drop interface. Connect your receipt entry form to the app, route records into Jotform Tables for reliable data collection, and keep your workflow clear with pages for quick entry, personal receipt views, and an all-receipts list. Share your app with a link and keep everything in one place, from intake to review, without adding complexity to your process.

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