Small processes taking up loads of time?  Try ProForma for Finance Teams.

Say good bye to overwhelming inboxes, confusing email chains and outdated forms.

You have software for tracking accounts payable and receivable, but sometimes it seems like small processes (petty cash, mileage reimbursements, etc.) take up a disproportionate amount of time. Move those processes into an efficient system so you and your team can get back to your core work.





One-touch Service

Provide faster service by getting the right information up front when a customer places a request.

Standardize & Streamline Processes

Save time and resources by building repeatable processes into an easy to use system.

Take Control of Your Processes

Create and update forms as needed (without relying on IT) so only the current version of a form gets submitted.

Easy to Use

Create forms to collect all of the information you need – no coding required.

Templates for Finance Teams

Get started quickly using any of the more than 30 customizable templates for Finance teams.

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ProForma and Jira

ProForma works with Jira, an industry-leading issue tracking system, giving you access to Jira’s features.

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