Quickly Build and Launch Financial Applications
Digitize your finance management workflows and reporting with a Caspio-powered web application. Build custom calculators, design budget trackers and more — no coding experience required!
Unmatched Security
Build a secure online database and keep every record password-protected. Caspio’s record-level security feature adds an extra layer of authentication to ensure confidential financial information is visible only to intended users.
Powerful Features
Caspio’s finance app builder helps you calculate and display relevant data using strategic tools like dashboards, approval forms, digital invoices and more. Caspio allows you to process real-time requests on a centralized system.
Fast Deployment
Gain instant 24/7 access to your finance
low-code apps by publishing them on any website, intranet, portal or CMS. All you
need to do is copy and paste Caspio’s deploy code to go live. It’s as easy as embedding a
YouTube video.
Why Manage Your Financial Systems in the Cloud
Building a cloud-based finance app improves the quality of financial decisions and enhances customer satisfaction at scale. Here’s why you should migrate from paper-based ledgers and legacy systems to a Caspio-powered
online workflow.
Gartner predicts that in the next three years, financial organizations will rely on advanced data analysis, data storage and process automations — efficiencies you can easily build into your digital finance initiatives through Caspio’s no-code platform.
Finance apps improve the way you manage financial data. Companies with reliable finance systems are better equipped to innovate and deliver results. In fact, 90% of financial services leaders believe that using modern applications helps strengthen customer experiences.
Unlike manual encoding and report creation, utilizing finance applications minimizes human error and ensures accuracy of reports. It simplifies workflows and facilitates real-time analysis of all your financial data — from day-to-day budget tracking to loan computations, financial forecasting and more.
Caspio-powered finance apps also secure data and transactions with best-in-class cloud technology, allowing users to manage large amounts of information without the risk of data exposure or breaches.
Who Benefits From a Finance App Builder
Caspio’s leading no-code platform empowers business professionals from all industries to easily and quickly build smart finance applications, without having to write a single line of code.
INVENTORY ANALYSTS
Caspio makes it easy for inventory teams to replace manual processes with a cloud-ready financial app. Whether they’re in retail, wholesale or distribution, inventory analysts need a reliable online database to create workflows and calculation-heavy reports. With a finance application, it’s easier to track purchase orders, analyze root causes of inventory issues and address problems as they arise.
BUSINESS CONSULTANTS
Consultants rely on Caspio’s finance app builder to help provide business-specific solutions to clients such as strategic planning, profit improvement and restructuring and integration services. Custom finance applications make it faster and safer for organizations of all sizes to manage revenue and comply with other financial requirements for highly regulated industries.
DECISION SUPPORT TEAMS
Finance app interfaces like dashboards and real-time reports help decision support teams focus on optimization and analytics, rather than on emailing spreadsheets and accommodating data requests. Caspio’s integrated system streamlines financial reporting across the entire organization — from implementation to budget administration, month-end operations, revenue cycle reporting
and more.
C-LEVEL EXECUTIVES
For efficient and data-driven decision-making, executive leaders need a purpose-built finance application that consolidates crucial business information and data into dynamic views. Caspio provides decision-makers with a wide range of visualization tools for financial forecasting and analysis, giving them a bird’s eye view as well as a micro perspective on important insights.
Build Finance Applications in 3 Easy Steps
Create a cloud-based finance app using Caspio’s intuitive point-and-click and drag-and-drop interface. Replace paper-based transactions with a robust finance database system – no coding required.
Step 1: Import Your Financial Data
Simply upload your finance spreadsheet
or Access file into Caspio’s powerful
online database.
Step 2: Add Formulas and Calculations
Use Caspio’s built-in functions to calculate financial data and automate workflows
in real-time.
Step 3: Build Finance Interfaces
Quickly build your feature-rich finance app using Caspio’s step-by-step wizards. Just point, click and publish!
Essential Tips for Building a Finance App
Custom finance applications drive efficiency in more ways than one. Follow these tips to learn how to leverage finance apps for your specific business needs.
Optimize data viewing with pivot tables
Analyze extensive data tables at a glance by clustering items into one or more categories. Caspio’s pivot table is a great tool to arrange data in different aggregations like sum, average, standard deviation, count and more. What’s more, you can use Caspio’s drilldown report option to view a more comprehensive breakdown of each summary value. It’s like Excel but without the limits
and headaches.
Turn web pages into professional PDF documents
Provide users with a convenient way to download and print important records in your finance application. Caspio’s finance app builder includes a PDF generator that allows data download on both the results page and the details page of your report. You can even customize the look and feel of your PDF to include business headers, footers and images, ensuring all documents adhere to your
brand guidelines.
Use status fields for easier tracking and management
Consider adding a status field in your database
to easily track
and manage submitted forms like
cash advance requests or mortgage applications. With Caspio, you can use status fields and other filter categories to hone in on specific data on charts, reports and tables. You can also automate workflows based on status, apply conditional logic and create table views using Caspio’s intuitive drag-and-drop tools.
Insert calculated values in your web forms
Aside from gathering information and data, web forms also help facilitate simple and complex calculations. An example is a calculator form that automatically estimates monthly loan payments based on the customer’s budget, payment term and fixed interest rate. Caspio’s feature-rich app builder empowers users to create formulas, calculate values and show real-time results on public
web pages.
The Best All-in-One Finance App Builder
Ready to innovate your finance management practices? Caspio’s feature-rich platform empowers organizations to build smart, cloud-ready finance apps without needing to hire additional developers.
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UNLIMITED USERS
Give unlimited end users access to your finance app and collaborate with as many app builders at no extra cost.
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MASSIVE SCALABILITY
Adapt to the changing demands of finance. Caspio is specially designed to handle
usage spikes. -
FAST PERFORMANCE
Experience optimal response times, even when dealing with massive financial data and extensive calculations.
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PROFESSIONAL WEB APPS
Replace paper-based financial records with sophisticated web interfaces using Caspio’s point-and-click app builder.
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DEPLOY ANYWHERE
Publish your custom finance application on any website, intranet, portal or CMS —
including SharePoint. -
MAXIMUM SECURITY
Leverage enterprise-grade compliance to secure sensitive financial information and protect users at every layer.
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CLOUD INTEGRATIONS
Select from thousands of third-party services, plugins and apps that also include Microsoft’s product suite.
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NO CODE
Design finance databases, build custom apps and more without writing any code. Just point, click and publish!
Finance Apps You Can Start Building Now
With Caspio, the range of financial management innovations you can build is limited only by your imagination. Here are some popular use cases built by business professionals in the world of finance:
Financial Dashboards
Streamline financial reporting across the entire organization with a full-scale dashboard. Caspio incorporates data collection, approval workflows and drilldown reporting in one place.
Purchasing Systems
Experience easier buying and restocking through custom approval workflows. Caspio-powered apps let you design web interfaces to automate purchase orders for your business.
Audit Reports
Record onsite audits and quickly share the results with your team. With Caspio, you can have a comparative recording tool at your fingertips without having to code.
Pivot Tables
Automatically process large amounts of data and summarize them in
a pivot table complete with count totals, averages, sums and other
financial calculations.
Custom Invoices
Create professional-looking invoices right from a custom details page. You can even download and print out invoices using Caspio’s PDF Generator.
Online Calculators
Use formulas inside submission forms to calculate monthly payments and total costs. Caspio’s built-in functions include tools for writing and verifying simple to intricate math operations.
Finance Forms
Send real-time requests using secure cloud-based finance forms for cash advance, reimbursement, liquidation and more.
Create Your First Finance App Today!
Want to learn how Caspio’s all-in-one platform can help you build powerful web apps in the cloud? Get free access to our 5-part video tutorial on how to create a custom finance app.
In this tutorial, you’ll learn how to:
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Build Your Online Database: Learn how to create database tables and establish links between fields to ensure seamless online processes in your finance application.
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Set User Privileges: Create virtual tables to filter user roles for authentications and workflows. You can also apply multi-layer access restrictions on every app interface and record.
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Create Custom Web Forms: Build various digital forms for changing passwords, updating user profiles, searching records and submitting data securely in your online finance app.
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Design Finance Dashboards: Combine different charts and graphs to gain deeper financial insights per user level. Caspio provides intuitive tools to customize dynamic dashboards.
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Generate Professional Reports: Learn how to build a tabular expense report with total aggregation and a pivot table with drilldown details, among other report interfaces.
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Deploy Anywhere Online: Discover how easy it is to embed your Caspio-powered finance application to web pages within your intranet, company portal or CMS.
What Our Customers Say
For over 20 years, we’ve been simplifying how tens of thousands of businesses worldwide manage and present data online. Find out why our customers love working with us and why we have 5-star ratings on Gartner and Capterra.
Your Finance App Questions Answered
How do I create my own cloud-based finance application?
First, you need to set up your database tables. You can import an existing database from your local drive or create one using Caspio. After creating your tables, you can start building DataPages, or web interfaces, for your finance application using Caspio’s point-and-click tools. Then, deploy your finance app online to a website. It’s that easy!
Can I share the finance application I built with my organization?
Yes! With Caspio, you can give an unlimited number of users access to your finance applications by providing web pages with your embedded apps or sharing direct Caspio links. You can also set up roles and authentications to define how you want specific users to interact with your app.
Do I need to know how to code before I create an online finance app?
You don’t need any coding experience when creating a finance app with Caspio. Our visual app builder includes step-by-step wizards that guide you in your development process. Just point and click!
How long does it take to create an online finance app?
Building a finance app is 20x faster with Caspio than traditional software development methods. In fact, you can create a simple finance report using Caspio’s no-code platform in minutes!
Are my online finance applications secure?
Definitely! Caspio meets rigorous security, privacy, industry and regulatory requirements for storing sensitive data. All information you store in your finance application runs on AWS (Amazon Web Services) data centers to ensure your data is safe from unauthorized access. Check out our security and compliance features to
learn more.
Does Caspio provide templates to help me get started?
Caspio provides pre-built templates for a wide variety of use cases that feature reports, forms, charts, calendars and more. All you need to do is request an app for free from our catalog and customize them to your needs.
Why is Caspio a good choice for building smart finance applications?
Caspio provides the best low-code/no-code platform for collaboration at scale. We empower you to work with unlimited end users and app builders, while keeping your financial data secure in a powerful and reliable cloud database. Build any custom finance application you need for digital invoicing, budget tracking and more. You don’t have to be a developer to do it all. Just point, click and publish!
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