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Simple Financial Process Automation Software

Modernize process management and replace Excel spreadsheets in your accounting department using frevvo's 100% visual workflow software.

Create custom workflows to fit your exact needs without I.T. involvement.

Travel Mileage Reimbursement Travel
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Purchase Order Process Purchase
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Expense & Mileage Reimbursement Forms Expense
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Timesheet Processing form Timesheet
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Sales Order Form & Template Sales
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Mileage reimbursement approval process Mileage
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Customized financial processes for every business

Every organization is unique. Your finance processes are designed to address specific business and customer requirements.

Use our simple, process management platform to digitize accounting processes, get rid of spreadsheets, and create exactly the workflows you want. The best part: you don’t need to know any programming.

Financial process automation

Try our financial automation software in 30 minutes or less

Customized finance processes to fit your needs

Customize processes to fit your specific needs

As accounting departments search for efficiency, automating everyday tasks has become a key priority. Do you invest in expensive generic software that doesn't exactly meet your needs? Or, should you spend valuable time and resources programming an in-house solution? Neither option is attractive.

With our easy business process software, non-technical users can easily deploy automated workflows for routine tasks, and then quickly adjust those workflows to respond to changing customer demands.

Graphical, drag & drop form builder

Digitize forms with ease

Accounting employees are used to processing long, complex Excel spreadsheets for everyday tasks like purchase requisitions and travel expenses.

frevvo's forms management platform includes a drag-and-drop designer, 25+ field types, custom layouts, and styles. It's so easy to use that anyone can create forms to fit any business need without a single line of code.

Learn more about frevvo's forms automation software.

Zero code workflow designer

Automate processes visually

Just like forms, accounting processes often run on Excel and have pages of instructions to handle needed approvals.

Replace error-prone spreadsheets with digital workflows using our code-free tools, point-and-click wizards, and simple configuration.

No coding necessary.

Learn more about frevvo's simple workflow software.

Powerful integrations & APIs for easy connectivity

Integrate with accounting systems

Save time for your finance department by automatically importing data -- such as part numbers and invoice line items -- from internal systems.

Easily integrate information from financial applications, SQL databases, and document management systems using our APIs, connectors, and visual wizards.

Learn more about frevvo's integrations & APIs.

Responsive, mobile forms

Enable mobile apps

Employees and customers use apps on their mobile phones every day. They're used to fast performance and a great user experience. It's not easy to create this experience across the vast number of device types.

Automate with frevvo's platform and we'll take care of all the details. Responsive design, world-class performance, and mobile-specific capabilities like GPS and camera support are all built-in.

Learn more about frevvo's mobile form builder.

Easy dynamic behavior using visual rules

Set up dynamic behavior without coding

Accounting forms and workflows are often complex. For example, purchasing processes often have multiple levels of approval depending on the amount being spent.

With our visual rule builder, anyone who knows Excel can point and click to design dynamic routing for approvals. It's easy to automate calculations, show/hide sections on-demand, auto-fill fields to reduce typing, and validate data. All without writing any JavaScript.

Learn more about frevvo's dynamic form builder.

Graphical, drag & drop form builder

Track, analyze, and improve finance processes

Improve customer service by upgrading the performance of your accounting workflows.

frevvo's platform includes built-in reminders, notifications, and escalations so employees can check status online and don't waste time tracking down managers. Built-in reporting lets you analyze historical data and boost performance.

Enterprise ready forms and workflow software

Financial automation software to meet every enterprise need

frevvo's software has you covered. It includes everything you need for powerful, reliable automation in your account department:

  • Security: Active Directory, Google, and SAML integration simplifies authentication and authorization.
  • Flexibility: Select from cloud or on-premise deployment options or deploy a hybrid system.
  • Localization: Your customers are everywhere – connect with them in their own preferred language.
  • Accessibility: ADA and WCAG compliance are built-in so you can meet regulatory requirements.
  • Accurate: Ensure clean, error-free data with powerful validation.
  • PDF Generation: Dynamically generate required PDFs using form data.

Ready to get started with financial process automation?

Get up and running in 15 minutes. Sign up for a free 30-day trial today.

Sign up for free and see how frevvo's easy, visual forms management and simple workflow software can help you improve efficiency in your organization today.

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