BizForms

Turn scattered forms into clean, automated workflows.

BizForms is the forms engine for modern finance and operations teams. Replace ad‑hoc PDFs, email attachments, and spreadsheets with structured, automated flows your team actually follows.

Finance Forms That Behave

  • Engagement letters, intake, and onboarding forms
  • Reimbursement, approval, and request workflows
  • Standardized data flowing into your core systems

Automation Built In

  • Automatic routing to the right reviewer
  • Reminders when forms stall or go quiet
  • Status visibility so nothing gets lost

Centralized Storage

  • One place for signed forms and attachments
  • Searchable history for audits and reviews
  • Consistent naming and structure by default

Built for Small Teams

  • Simple contributor access controls
  • No giant “workflow projects” to set up
  • Go from idea to live form in minutes
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