Digital Banking App offers financial institutions, credit unions, financial service providers, and banking teams a customizable starting point for creating a customer-facing digital experience. Its flexible page can be adapted to centralize service access, guide customers toward account-related requests, and provide convenient support resources. Organizations can use it for customer onboarding, financial service inquiries, document collection, appointment requests, or educational content. By bringing essential actions into one branded location, the app can reduce fragmented communication and make common banking services easier to find.
With Jotform Apps, teams can turn this Digital Banking App template into an interactive experience without writing code. The drag-and-drop app builder makes it easy to customize the page, apply modern branding, and add forms, buttons, links, approval steps, or payment workflows as needs evolve. Connected forms can support secure data collection, while tables and notifications help staff organize incoming requests. Publish the app with a shareable link or QR code to offer customers mobile-friendly self-service access from nearly any device.
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Simple Accounting App
Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.
Go to Category:Company Portal Apps
Expense Tracker App
Expense Tracker App is an app template designed to simplify and streamline the process of recording and monitoring expenses for businesses, freelancers, finance teams, and individuals. This robust app is built for making budgeting and expense management easier and more efficient, centralizing all expense data into one accessible location. Whether it’s for tracking daily operational costs, monitoring project expenses, or consolidating personal financial records, this app serves as a solid foundation for maintaining financial discipline and visibility. The app collects data related to the expenses, such as cost categories, transaction details, and corresponding notes, offering users a comprehensive view of their spending patterns. Its ready-to-use design makes it ideal for those seeking to improve their financial tracking without the need for complex setups or configurations. It's best for those who manage multiple expenses and need a reliable, convenient platform to monitor their financial activities.Jotform’s Expense Tracker App is easy to use and customizable, making it an excellent choice for all types of users, regardless of their technical expertise. The drag-and-drop interface allows for easy customization of the app to cater to specific financial tracking needs. Users can easily modify forms, adjust color schemes, and even add their logo, enhancing user experience and reinforcing their brand. The added convenience of electronic signature collection provides an additional layer of verification for expense records, enhancing accountability within teams. Moreover, Jotform’s platform supports seamless data collection, making it easier to generate comprehensive sheets and reports for analysis or audit purposes. Take control of your budgeting and expense management with Jotform’s Expense Tracker App.
Go to Category:Finance & Accounting Portal Apps
Retirement Planning App
A retirement planning app is used by retirement planners to gather important information from their clients. With this ready-made Retirement Planning App, your business can quickly and efficiently collect contact details, payments, e-signatures, and more from any device. Simply customize the app and share it with a link or via social media to start collecting responses!Add your company logo and branding, update forms within the app, and change fonts and colors in seconds with our intuitive drag-and-drop builder — no coding knowledge required. You can include a retirement calculator for clients to use, plus your contact information so they can get in touch. Take your retirement services to the next level with a free Retirement Planning App that works great on any device.
Go to Category:Consulting Apps
Easy Mortgage App
With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.
Go to Category:Finance & Accounting Portal Apps
Energy Audit App
An energy audit app is used by auditors to perform energy inspections of buildings. With Jotform’s free Energy Audit App, your company can complete audits seamlessly on any device — making it easier than ever for your team to identify and address energy efficiency issues in the field. The app can be downloaded onto any device in a single click!Feel free to update the design of the app by creating and adding other online forms with our drag-and-drop builder, uploading your company logo, or making other changes with no coding. All information you collect is stored safely in your secure Jotform account. Make the switch from paper forms to online forms with the help of a free Energy Audit App for your team.
Go to Category:Finance & Accounting Portal Apps
Employee Travel Management App
Employee Travel Management App is an app template designed to transform the way companies and their employees handle business travel. This innovative application provides an all-inclusive platform to streamline trip requests, approval workflows, itinerary management, and expense tracking. The app is ideal for companies of all sizes, enabling employees to submit travel plans and receive approval in a systematic, efficient manner. It offers a central location for tracking all travel-related activities, significantly reducing the time spent on coordinating and managing business trips. The Employee Travel Management App also promotes adherence to travel policies, maintaining compliance while saving time and money. It is best suited for travel coordinators, financial administrators, and operations teams who are tasked with managing and optimizing their company's business travel.With Jotform's no-code app builder, customizing the Employee Travel Management App to fit the specific needs of your organization is effortless. The drag-and-drop interface allows you to tailor the app's features, elements, and layouts to perfectly mirror your company's brand and workflow. Whether it's adding new forms or widgets or adjusting the colors and fonts, Jotform provides a seamless, code-free experience. Furthermore, the app's cross-platform compatibility means it can be accessed and utilized on any device, be it a smartphone, tablet, or desktop, offering convenience and accessibility. The Employee Travel Management App from Jotform delivers a streamlined, efficient solution for business travel management, simplifying processes and enhancing productivity.
Go to Category:Company Portal Apps