Secure, seamless finance automation

Collect financial information online, populate documents with data, and capture eSignatures—all on a single, secure platform.

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Put processes on autopilot

Eliminate the mess of paper and spreadsheets with digital financial workflows that keep your team organized and productive.

Streamline data collection

Collect data from clients, vendors, and coworkers with beautifully designed online forms that can be built in minutes.

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Automate document creation

Instantly populate the information you collect into custom agreements, contracts, reports, and other documents.

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Capture electronic signatures

Let clients and other stakeholders review and sign financial documents on their mobile phone, tablet, or computer.

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Optimize Salesforce workflows

Use Formstack for Salesforce to automate finance processes directly in Salesforce and create a more unified experience for clients.

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Manage payments digitally

Safely collect payments online, generate and deliver custom invoices, share finance updates with clients, and more.

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Protect sensitive information

Maintain peace of mind with multiple security measures, including SSL, encryption, and compliance.

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Watch The Overview

Trusted by these industry leaders

Dozens of organizations use Formstack to automate financial workflows

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Compliance

Meet industry standards

Teams are more productive with Formstack

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack
helps them get their job done.

G2 Leader

G2 named Formstack a 2023 leader in Online Forms, Document Generation, and eSignature collection.

Here’s what our customers have to say

A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible.

Todd McGregor

Salesforce Platform Manager at Tri Counties Bank

Formstack Documents is a great solution to be able to generate documents quickly and get information into Salesforce. It allows us to house our data in one system—get it in with Formstack Forms and get it back out with Formstack Documents.

Patrick DeRuvo

Salesforce Consultant at Enrite Solutions

Before, I needed a full-time developer to put in 40 hours of work to build a registration form and integrate it. Now, just about anyone in the company can build a form and deploy it.