How to Create Digital Forms for Your Finance Team

digital forms for finance team

What is a finance team?

A finance team is responsible for managing all aspects of a company’s finances. They are in charge of accounting, payroll, forecasting, budgeting, investment research, financial risk analysis, and more.

Finance teams are necessary to balance out the needs of the company and the needs of the shareholders.

What does a finance team do?

  1. Provide information to management
  2. Manage equity
  3. Cash flow management
  4. Risk management
  5. Tax management
  6. Accounting
  7. Examining financial statements and reporting
  8. Budget preparations and forecasting
  9. System management

Roles under a finance team:

  • Accountant
  • Auditor
  • Budget analyst
  • Finance controller
  • Finance Administrator
  • Payroll officer
  • Treasury analyst

How can digital forms help a finance team?

Check the YouTube video below:

Many finance teams are inundated with mundane paperwork. Working hard to cut expenses or increase revenue can be all but impossible when you’re drowning in documents. Digital forms can help by getting rid of paperwork, freeing up precious time, and making the process more efficient. 

Digital Form Platform Reviews

To simplify data gathering, companies invest in IT to make the collection process efficient and accurate. Below are some of the software that businesses have adopted to survive in the digital ecosystem:

Microsoft Forms

Microsoft has been with us for a very long time now and they have developed this software to streamline data collection through surveys, polls, and quizzes.

Click here to view our full Microsft Forms review.


Traditionally, we use a spreadsheet to collect and organize data. Airtable enhances the custom form process by using databases. 

Click here to view our full Airtable review.


With more than 10 million users worldwide, Jotform specializes in creating online and digital forms through simple drag-and-drop techniques or choosing from pre-defined templates. Even with its free account, you can already do a lot of customization.

Click here to view our full Jotform review.

Formstack Forms

Used in over 112 countries, Consider FormStack as a one-stop-shop in seamlessly creating surveys and custom forms, data gathering, and eSignature collection. Why manually send information to people when you can automate that for greater efficiency?

Click here to view our full Formstack Forms review.

Survey Monkey

It’s impossible to use survey tools and not hear about this brand. Founded in 1999, SurveyMonkey is considered one of the world’s most popular survey tools.

Click here to view our full Survey Monkey review.


Typeform is known for its flexibility in creating surveys and forms. What makes this software unique is that it seeks to make the collection process a comfortable and relational experience. 

Click here to view our full Typeform review.

Creating digital forms for finance teams is now made easy by the various platforms available online that you can use for free or with payment, depending on your requirement. While you can always prefer using the free platforms, there are times when you are given too many tasks at once that will require you to use more forms and storage than what’s being offered as free services of some of the platforms.

For your finance team that will require many forms and e-signatures, you may want to try using the services of platforms, such as DocuSign. You can avail of its free trial promo to gauge whether or not it fits your needs.

Click here to view our full DocuSign review.

By using DocuSign eSignature, the platform or its app can guide you in making, signing, and sending fillable forms. If you want to try making a fillable form free using the platform, follow these steps:

1. DocuSign has a free app you can download on your mobile. Once you have it, you can upload the document or form you want to edit and make fillable.

2. The app will identify the uploaded file and convert it to PDF if necessary. Once you have signed up and are using the free trial or subscribed to a plan, you can make editable PDFs and create your e-signature.

How to create digital forms in Formstack

Another online platform you can use to make digital forms for your finance team is Formstack. It provides digital solutions for specific industries, including financial services.

For your finance team, the platform can help collect financial information, make documents, and capture e-signatures for the forms. You can avail of its free trial period before committing to a plan to check if you can easily perform your needed tasks using the site.

Click here to view our full Formstack review.

Here are the steps in making a digital form in Formstack:

1. Go to the “Forms” tab and tap on the “Create” button. The site also gives you the option to import a form from an HTML or URL or add the form language and name.

You can also opt to scroll through the window’s bottom area and choose “Start with a blank form.” Choose a template you want to use for your form.

You will be given options of templates depending on the Category you’ve chosen. In this case, you will select Finance. Select the Theme you will use for your form.

2. Add fields to your form and start editing.

3. Go to the Settings tab, and fill in the following information about the form – name, theme, language, plugins, 3rd party integrations, and emails and redirects. You can also enable the form’s user access and security features.

4. Go to the Share tab to view your form’s link. You can also copy the code you will need to embed the form on your site. Click the Copy buttons of the link and code of the form so you can start using and sharing it.

Five Cool Samples of Finance Digital Forms

1. Credit card authorization

This form can help your finance team in collecting your clients’ payment details. It can be used for electronic payments and has a signed authorization feature protecting your business and clients.

2. Budget proposal form

This will speed up the process of making in-depth budget proposals. A good template for this form includes useful sections, including performance requirements, timeframe, and cost elements.

3. Blank invoice form

This form will make it easier for you to keep records of your clients and their owed money and purchases. You can generate forms in formats you prefer that look neat, user-friendly, and professional. You can connect the invoice form to a payment form, so your site will automatically generate new invoices when a client creates an order.

4. Authorization for automatic payment form

Your finance team can set up an automatic system that sends this form to your clients before proceeding with any transactions. Your clients can read about your terms and agreements regarding subscriptions or deposits before deciding on the plan. Aside from making things easier and faster, the use of authorization for automatic payment forms will make it easier for you to monitor and handle disputes.

5. Loan agreement form

Having digital forms ready for loan agreements will save lots of time for your finance team. This way, they can focus more on your clients and customer service than on guiding each client on how to fill up a form.

More about Digital Forms:

*Top 5 Reasons to Go Paperless and Gather Data Digitally*

*How Custom Forms Can Help You*

*Digital Form Platforms*


The finance team is one of the most important departments in any company. They are responsible for everything pertaining to the business’s finances; anything from ascertaining how much money they make to ascertaining how much money they spend. Luckily, with the help of new digital forms, they can now do all of this with ease.

If your company is looking for a way to improve the communication between the finance committee and the CEO, then these forms are the way to go. 

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