Finance & Insurance

How It Works

Completing finance and insurance reports by hand is the last thing anyone wants to do. Whether you work for a financial services company, or are looking for easy-to-use mobile apps for your own personal finance, GoCanvas has a great selection of mobile apps available for you to use. These mobile apps allow you fill out and submit forms and reports from any desktop or mobile device.

The customizable finance and insurance templates for personal use include personal monthly budget sheets, personal life satisfaction rating forms, tip calculators and more.

Interested in creating a mobile app from scratch? Use the App Builder to generate an easy-to-use mobile app in just minutes. You may want to create digital versions of your company's financial documents, such as liability insurance policy forms, health insurance forms, life insurance policy forms, financial reporting forms and more.

Other common documents in this field of work include tax deduction checklists, balance statements, insurance contracts, annual reports, cash flow projections, in-depth analysis forms, financial planning outlines and income statements. You can use mobile apps as a handy alternative to all of these types documents for which traditional paperwork is used.

Once you've filled out and submitted an app, the data collected is stored in the GoCanvas Cloud for easy retrieval and sharing. This is a quick way to generate and save finance and insurance PDFs.

GoCanvas checklists mobile apps are compatible with any smartphone, mobile device or PC, enabling you to fill out checklists, calculate hours and organize schedules no matter where you are. If you and your coworkers frequently deliver order forms or reports, then you'll be glad to know that our apps can be distributed as PDFs, via any mobile device or PC. With GoCanvas, all the information you want is always in the palm of your hand.

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Having trouble finding a form? Upload your existing form and we will digitize it for you.

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Schedule a quick call with a Mobile Consultant to discuss the best ways to leverage GoCanvas to save time and streamline your processes!

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