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Online forms for Finance teams

Keep better track of financial data with secure online forms that can be customised to suit any industry

Whether you’re an individual, a business or a nonprofit organisation, there’s nothing worse than paper receipts and other financial documents that make bookkeeping a hassle.

Our online forms help you track your expenses, handle purchase orders, and process refunds and reimbursements, all while storing your data safely and securely. Users can upload scanned documents and sign contracts electronically so you can keep a paper trail without the paper.

Choose from dozens of prepared templates to meet all of your accounting needs:

Purchase order requests
Reimbursement forms
Refund requests
Expense reports
Payment authorisations
And more

Fully customisable form designs

Drag-and-drop form builder

Secure New Zealand solution

Done-for-you customer support

Beautiful, mobile responsive forms

Embed your form on your website

Share your link via email or social

Get notified when someone fills in your form

Client Fact Find Form

Streamline client onboarding with a secure, fully customisable digital Fact Find form.

Credit Application Form

Rely on our fully customisable loan application form template for online borrower applications.

Loan Application Form

Rely on our fully customisable loan application form template for online borrower applications.

Purchase Order Request Form

Streamline purchase order requests with an online form, optionally linked to your ERP.

Reimbursement Form

Cut down on paper receipts with an online reimbursement form.

Trusted by New Zealand organisations of all sizes

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