Investor Readiness App gives founders, startup teams, finance leaders, and business consultants a central place to evaluate whether a company is prepared for investor conversations. Users can start an assessment, review results, browse relevant resources, and organize follow-up actions with due dates. This app template is useful before fundraising preparation, advisory reviews, pitch meetings, or internal planning sessions. It helps teams identify gaps, prioritize next steps, and keep preparation work visible without relying on scattered documents or disconnected task lists. Consultants and accelerators can also use it to guide clients or participating businesses through a consistent readiness process.
Jotform Apps makes the Investor Readiness App easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Add branded pages, revise navigation, connect forms for data collection, and link resources that support each stage of the workflow. Assessment responses and related information can connect with Jotform Tables, notifications, approvals, and other processes for easier coordination. Jotform App Templates can be shared through a direct link or QR code, giving founders, advisers, and team members mobile-friendly access to resources, results, and self-service tools from one organized experience.
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Personal Budget App
Track your expenses and income in a free Personal Budget App from Jotform! The app includes a Monthly Spending Details Form where you can add your spending information to create a complete record of money you have earned and the items you have bought. All submissions through the app are stored securely in your Jotform account, on an easy to access Personal Budget spreadsheet on any device.Make changes to this free app template with our drag-and-drop builder. Update the app icon, background image, and add as many forms, links, documents, images, and buttons as you’d like. Once your app is looking great, download it onto your computer, smartphone or tablet to start collecting budget details instantly on the go. Save time and track your budget online with a free Personal Budget App.
Go to Category:Finance & Accounting 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
Customizable Quick Credit Loan App
Need a quick credit loan app for your business? If your financial institution needs a quick and easy way for customers to apply for a loan to improve their credit, this free Quick Credit Loan App is a great place to start. You can use the app as-is or easily customize it to fit your needs — with no coding required.Add your logo and branding, update the loan application form, include your contact information, and make other design changes in seconds. You can even connect your app with other platforms — like Salesforce, HubSpot, or Zoho — to send new leads to your CRM platform automatically. Get loan applications fast with a Quick Credit Loan App from Jotform.
Go to Category:Finance 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
Custom Proposal App
Proposals are necessary for assuring clients that your construction services are the right fit for the job. Share and fill out your proposal forms in one place with our free Proposal App for construction companies and contractors. This ready-made app template includes a bid proposal form and job proposal form where users can enter client, contractor, and project details from any device. Since this app works with our Job Proposal PDF Template, form submissions will automatically turn into professional PDFs!Customizing your Proposal App only takes a few minutes with our drag-and-drop builder. Without any coding, you can create and add new forms, embed links to other pages, include images, and update app details such as name, icon, and splash page for a fully-custom design. When your app is ready to use, it can be downloaded from any smartphone, tablet, or computer. Make a good impression on your clients with a professional and personalized Proposal App for your services!
Go to Category:Finance Apps
Receipt Upload App
Are you tired of manually tracking receipts for expense purposes? Look no further than the Receipt Upload App template by Jotform. This no-code app builder allows users to easily upload receipts for expense tracking, reimbursement, or tax purposes without any coding knowledge. Simply add forms, widgets, products, and branding to create a fully customized app that can be downloaded onto any smartphone, tablet, or computer. Say goodbye to paper receipts and hello to digital organization with this convenient app template.With Jotform's Receipt Upload App template, managing expenses has never been easier. Explore the top features of Jotform Apps, such as the drag-and-drop builder that allows for quick customization, powerful app elements like forms and images, and 70+ app widgets for added functionality. With flexible app design options and ready-to-use layouts, creating a personalized app for receipt management is a breeze. Enhance user engagement with push notifications and access data securely with Jotform Tables, all while enjoying the ease of use and customization that Jotform offers. Say goodbye to paper clutter and hello to digital efficiency with Jotform's Receipt Upload App template.
Go to Category:Company Portal Apps