Please rotate your device.
Close (x)

Thank you! For help with this template, we offer

Accounting & Financial Processes

Electronic Signatures, Integrations, PDF Generation.

Workflow Routing, Built-in Mobile, Conditional Logic.

Our customers are digitizing accounting & financial forms and processes like Purchase Order, Expense Tracking and Travel Authorization in days!
Accounting Forms and Processes

Why improve Financial processes?

Every business relies on critical "back office functions" like finance and administration. They're vital to the success of day-to-day operations. Inefficient manual processes lead to bottlenecks that bog your business down.

frevvo can help your organization automate, track and better manage your accounting processes, reduce bottlenecks and streamline your daily operations.

Benefits of Financial Process Automation

Customer Focus
Free employees from tedious tasks so they can improve service to customers
Mobile Enablement
Forms and workflows can be easily viewed and approved on any mobile device.
Improve Visibility
Control your financial processes better by tracking, searching and auditing electronically.
Reduce Risks
Ensure compliance by making sure that employees complete required regulatory tasks.
Reduce Paperwork
Rapidly transform wasteful, manual processes into efficient automated workflows.
Visual Design
Non-technical users can drag & drop to quickly build dynamic, interactive forms & workflows.

Try these example Accounting forms and workflows

Purchase Order
Approval Workflow

Purchase Order workflow with conditional routing for approvals.

M
Electronically route purchase orders to customers for approval, save the PDF to Google Drive & get rid of printing, faxing, e-mailing and costly follow ups.

Travel Authorization
and Reimbursement

Authorize travel budget and submit expenses after traveling.

M
Authorize estimated expenses prior to traveling and reconcile them for reimbursement after the travel has been completed.

Instant approval for
Expense Reports

Submit expenses electronically and route them for approval.

M
Stop e-mailing Excel and scanning receipts for approvals. Photo attachments, calculations, and built-in mobile means easy, instant approval anytime/anywhere.
Get up and running quickly

Top 10 Financial forms and workflows digitized by our customers

Purchase Requisition
Travel Claim
Expense Reports
Mileage Reimbursement
Credit Authorization
Time Sheet
Cost Allocation
Recruiting Authorization
Budget Approval
Sales Orders

Fresh from the blog

How to automate processes to achieve Digital Transformation
Wednesday July 18, 2018

  Digital transformation is a huge opportunity – perhaps the greatest of the next three years. Automating your day-to-day business processes should be the first step in your journey. If … Continue reading How to automate processes to achieve Digital Transformation

[2m video] frevvo in Higher Education
Tuesday July 10, 2018

Higher Education administrative costs have grown dramatically and faculty spend too much of their time (more than 30% in many cases) on non-academic activities. Using frevvo, our University customers have … Continue reading [2m video] frevvo in Higher Education

[2m Video] frevvo in K-12 schools
Thursday June 21, 2018

Many K-12 schools (public and private) use frevvo to automate routine day-to-day workflows from travel authorization to permission slips to absence records. They love capabilities like the visual, low-code designers, … Continue reading [2m Video] frevvo in K-12 schools

How Dynamic Forms Streamline your Workflow Process
Wednesday June 13, 2018

Paper-based processes throttle the growth of an organization. There are simply too many bottlenecks in designing, filling, and storing paper forms. On top of that, when you consider the costs … Continue reading How Dynamic Forms Streamline your Workflow Process

Greater Productivity Starts Here

We value your privacy and want you to clearly understand the control you have over your information on all frevvo.com sites. This website uses cookies to personalize content and to analyze traffic. By using our website, you consent to our use of cookies. Please refer to our updated Privacy Policy effective May 25, 2018.

Accept and Dismiss