Templates
A template for
every workflow.
Pick a template, customize the fields, share the link. Each template comes with pre-built form fields tailored to the workflow — ready to use in under 2 minutes.
Built for bookkeeping firms
Each template includes encrypted fields for sensitive data, file upload slots, and organized sections.
Expense Reimbursement
Employee expense claims with receipt uploads
+ 2 more fields
Vendor Bill Approval
Approve vendor invoices before payment
+ 3 more fields
New Vendor / W-9
Collect vendor info and tax forms
+ 4 more fields
Document Request
Request and track client documents
Client Onboarding
Standardize new client setup
+ 13 more fields
Works for any team
Not a bookkeeper? These templates work for any team that needs structured approvals.
Expense Approval
Software, hardware, travel reimbursements
Vacation / Time Off
Time off requests with calendar view
Access Request
System access and permission requests
Purchase Order
Equipment and supply approvals
Feature Request
Internal feature request tracking
Client Revision
Client revision and deliverable approvals
Custom (Blank)
Start from scratch with your own fields
Build exactly what your team needs.
Start with an empty form and add text fields, dropdowns, file uploads, encrypted fields, and more — no limits on what you can collect.
Get started today
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chasing receipts?
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