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WPForms Finance Automation Tools and Forms

Powerful Financial Automation Solutions

Empower your financial practice with custom calculators, automated processes, and enhanced client interactions using the most versatile WordPress form builder for finance professionals.

Custom Financial Calculators
Electronic Signatures
Automated Workflows
Secure Data Collection

Get WPForms Now

13,345 Reviews

4.8

Business analytics and financial planning with charts and team collaboration

Transform Your Financial Services

WPForms provides powerful tools to enhance your financial practice. From creating custom calculators to streamlining client interactions, our form builder empowers you to deliver superior financial services and insights.

Custom Financial Calculators

Create tailored calculators for loans, mortgages, investments, and more. Provide instant, accurate financial projections to your clients, enhancing decision-making and trust.

2,000+ Form Templates

Jump-start your financial operations with a vast library of pre-built templates loaded with custom formulas for advanced financial calculations.

Electronic Signatures

Go paperless by collecting signatures on financial forms and accounting forms directly from any device – no special equipment needed!

Smart Workflow Automation

Use conditional logic in your finance and accounting automation to route leads to the appropriate department, promoting efficient delegation and collaboration.

Seamless Payment Integrations

Process transactions securely with multiple payment gateway options. Maintain client trust through reliable, integrated payment processing.

Automated Customer Communication

Follow up with leads by sending financial projections and calculated results automatically to their inbox triggered by a form submission.

Mobile-Optimized Financial Tools

Provide clients with access to financial tools and calculators on any device. Enhance user experience and engagement with responsive, mobile-friendly forms.

Scott Yacko

Verified Customer

This excellent tool for WordPress has saved me many hours developing various websites. I started with the lowest-level subscription, which worked so well that I upgraded to Pro. The item that stands out the most is the Customer Service. They were patient and worked with me when I had an unclear understanding of the documentation.
Great company with a great tool.

Streamline Your Processes With 2,000+ Ready-Made Finance Templates

Expense Approval Form
Expense Form
Invoice Form
Budget Form
Reimbursement Form
Donation Form
Credit Application Form
Purchase Order Form
Accounts Payable Check Request Form
Simple Project Budget Form
Mortgage Calculator Form
Investment Return Calculator Form
Personal Budget Planner Form
Savings Goal Calculator Form
Income Verification Form
ACH Direct Deposit Form

See All Templates

WPForms for Finance – Frequently Asked Questions

Curious about how WPForms can streamline your financial processes? Explore our most frequently asked questions below. If you can’t find the answer you’re looking for, please
contact us.

What types of financial forms can I create with WPForms?

WPForms allows you to create a variety of forms for accounting and finance automation, including invoice request forms, budget approval forms, expense report submissions, donation forms, and financial questionnaires for clients. You can also set up loan application forms, investment interest forms, and financial planning consultation requests.

Can WPForms handle secure payment processing?

Yes, WPForms’ finance automation software integrates with popular payment gateways like PayPal and Stripe, allowing you to securely collect payments through your forms. This feature is perfect for invoice payments, service fees, or donation collections. The process is streamlined and user-friendly, enhancing the experience for your clients or donors.

Can I use conditional logic in financial forms?

Absolutely. WPForms’ conditional logic feature is particularly useful for financial forms. You can create dynamic forms that change based on user input. For example, in a loan application form, you can show different fields based on the type of loan selected, or in an investment form, display relevant options based on the client’s risk tolerance. You can then use contional logic to route responses to your financial automation software.

How does WPForms help with financial document collection?

WPForms includes file upload fields, allowing you to easily collect financial documents from users. This is useful for gathering tax documents, bank statements, or other financial records and uploading them to accounting automation tools. You can specify allowed file types and size limits to ensure you receive the correct documents in a manageable format.

Streamline Your Financial Operations

WPForms offers powerful solutions to optimize your financial processes and data management.

Expense Management

Simplify expense tracking and approval processes with customizable forms.

Create dynamic expense report forms with built-in calculations.
Streamline approval workflows for efficient processing.
Generate comprehensive expense reports for analysis.

Payroll and Benefits Management

Enhance your payroll processes and benefits administration with tailored forms.

Create secure timesheets and leave request forms.
Streamline benefits enrollment and management.
Automate payroll-related data collection and processing.

Financial Reporting and Analysis

Improve financial decision-making with data-driven insights and feedback.

Design custom financial data collection forms.
Gather stakeholder feedback on financial performance.
Generate insightful reports for informed decision-making.

“
I am a WP beginner and I really appreciate being able to have and customize contact form and newsletter subscription forms so easy. Thanks!
”

Jazzigula
Verified Customer
“
This excellent tool for WordPress has saved me many hours developing various websites. I started with the lowest-level subscription, which worked so well that I upgraded to Pro. The item that stands out the most is the Customer Service. They were patient and worked with me when I had an unclear understanding of the documentation.
Great company with a great tool.
”

Scott Yacko
Verified Customer
“
Just installed the plugin yesterday. After having some design issues I contacted the support. Within hours I got feedback and a working solution for all my questions! Great support!!!
”

Carlos
Verified Customer
“
This addon is one of the best of it’s kind. From simple contact forms to complex registrations with logic and credit card payments. This is easy to use and very robust. It’s saved us a lot of money using over priced registration platforms and saves a lot of time. I highly recommend this addon!
”

Sparkerit
Verified Customer
“
We have been using WP Forms for several years, and it is a solid plugin that gets the job done. No complaints.
”

Wcadigital
Verified Customer
“
Drag and drop feature without having to write tedious code. Really simple to implement. It just works well. Integration in wordpress is very easy.
”

Raelynn J.
Verified Customer
“
Operation is uncomplicated, you are well supported and don’t waste any time. Thank you!
”

Warrior2003
Verified Customer
“
Integration and management could not be easier, including using CAPTCHA tools.
”

Lightningsymphony
Verified Customer
“
WP Forms is easy to use most of the time. But its superpower is in the custom options. All software has its learning curve! It’s on those items that reaching out to support has been awesome. You are only as good as your customer service. And WP Forms is very responsive.
”

Writer-joan
Verified Customer
“
WPForms is by far the best form plugin for your WordPress site. Highly recommended!
”

Arcticwolf27
Verified Customer
“
The plugin functions as expected and allows a decent amount of configuration for standard forms. It worked seamlessly with my WordPress/Elementor pages.
”

jhoris
Verified Customer

“
I am a WP beginner and I really appreciate being able to have and customize contact form and newsletter subscription forms so easy. Thanks!
”

Jazzigula
Verified Customer
“
This excellent tool for WordPress has saved me many hours developing various websites. I started with the lowest-level subscription, which worked so well that I upgraded to Pro. The item that stands out the most is the Customer Service. They were patient and worked with me when I had an unclear understanding of the documentation.
Great company with a great tool.
”

Scott Yacko
Verified Customer
“
Just installed the plugin yesterday. After having some design issues I contacted the support. Within hours I got feedback and a working solution for all my questions! Great support!!!
”

Carlos
Verified Customer