Small Business Record Keeping App

Preview: 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.

Preview: 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.

Preview: 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.

Preview: Event Budget Planner App

An event budget planner app is used by businesses and organizations to organize events and plan event budgets. This Event Budget Planner App contains an Event Planning Questionnaire for filling out contact details, event type, date, and budget. There is a separate Budget Planning Form for entering individual items, setting priority levels, and calculating total cost based on event requirements. Event planners can sign off on the proposed budget using an e-signature box at the bottom of the form.Need to customize this app template? With Jotform’s intuitive drag-and-drop form builder, it’s easy to add or change form elements, choose fonts and colors, upload your logo, personalize your splash screen, and more — no coding needed. When you’re satisfied with the look and feel, you can share your app with a link, where employees and event planners can download it on any device. Plan your next company event and stay on budget with this Event Budget Planner App from Jotform.

Preview: Invoice and Payment App

Invoice and Payment App helps small businesses and teams create invoices, record payments, and keep a clear view of what’s been billed versus what’s been paid. It’s a practical fit for freelancers, agencies, consultants, contractors, and service providers who need a consistent way to issue invoices and log incoming payments without digging through spreadsheets or scattered emails. With quick navigation for creating a new invoice and recording a payment, you can keep billing tasks moving and reduce missed follow-ups when multiple people handle finance admin.Built with Jotform App Templates, this app template can be customized in minutes using Jotform’s no-code app builder and drag-and-drop interface. Connect it to your existing Jotform forms to support reliable data collection, then publish a self-service experience your team can access from anywhere to manage invoicing and payment workflows. As your process grows, you can adjust pages, add steps, and keep all records organized in one place while staying aligned with how your business actually bills clients.

Preview: Reimbursement App

Jotform's Reimbursement App template is designed to streamline the process of submitting and managing expense reports. Ideal for corporate employees, freelancers, and small business owners, this no-code app builder allows users to easily log business or travel expenses, upload and organize receipts, and submit reports for approval. The Reimbursement App allows users to customize forms, add e-signature fields, and integrate with payment gateways, simplifying the reimbursement process for all users. Looking for a hassle-free way to manage expense reports and reimbursements? Look no further than Jotform's Reimbursement App. With a drag-and-drop builder, powerful app elements, and over 70 widgets to choose from, creating a customized app has never been easier. Add e-signature documents for quick approvals, connect with payment gateways for seamless transactions, and enjoy the flexibility of building a unique app that fits your specific needs. Plus, with features like advanced sharing options, custom URLs, and push notifications, staying on top of expense management has never been more convenient.