Secure Automation in Financial Services

Adding automation to your finance workflows doesn't have to be complicated. Gather data, populate documents, and collect eSignatures on a single, secure platform.

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Exceed compliance standards

Simplify financial data collection.

Financial forms don't have to be boring. Formstack's drag-and-drop form builder and intuitive Theme Editor make it easy to create beautiful, functional forms you can easily embed on your website or share over email. Getting started is easy with our selection of finance form templates.

Improve patient experiences

Update your key systems.

Keeping information in your systems up-to-date is critical. Save time on tedious manual data entry by using data from form submissions to create and update records in your finance system or accounting software. Automatically create new customer profiles or update existing client details with the click of a button.

Quickly produce documentation

Safely share documents.

Need to share documents with sensitive financial data? Formstack Documents makes it easy to automatically generate and securely share financial data. Your data is never saved in our system. However, if you need additional security, we provide the option to require a download from our system via a secure password.

Boost efficiency with workflows

Save time on approvals.

Does your team wait days for signatures or spend hours faxing lengthy documents? With Formstack Sign's approvals feature, you can collaborate smarter to get more done. Customize your sequence of signers and approver. Mix and match email, text, and in-person signature collection to fit your needs.

Streamline your everyday workflows
with finance automation.

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Banking Document Assembly

If you're collecting banking data such as direct deposit information or check requests, Formstack can help you capture information, populate documents, gather signatures, and manage files.

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Loan Automation

Loan document preparation can be a lengthy process where customers are required to repeatedly sign, initial, and date documents. Formstack lets you create custom automated loan workflows complete with eSignature collection and secure file storage.

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Wealth Management Data

Make sharing finance updates with your clients a breeze. Formstack Documents makes it easy to set triggers that send automated reports and emails with details from accounting software like QuickBooks, Xero, or Wave.

Integrate with the financial tools you need.

Use these integrations to deliver streamlined, personalized customer experiences in financial
areas such as wealth management and loan automation.

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Getting started is easy with financial templates.

Digitize these historically paper-based processes with pre-built financial workflows.
Easily simplify payment processes, generate custom invoices, and automate banking document assembly with the click of a button.


Prioritize financial data security.

Protect the data you collect with multiple security options, including 256-bit SSL,
data encryption, password protection, reCAPTCHA, and GDPR and PCI compliance.

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Mike Reilly, Twinings North America

"We don't have any other tools that do anything like Formstack."

Mike Reilly
Information Systems Administrator at Twinings North America

Learn how Twinings used Formstack to streamline their new vendor processes,
pricing change requests, and other financial workflows.

Read the Full Story
Secure your finance automation processes.

Connect with us to learn how Formstack's productivity platform can support your financial team's automation efforts.

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