Business Details and Banking Form Template
Collect company information and bank account details from vendors, partners, and contractors in one signed, shareable form — without chasing PDFs over email.
A business details and banking form that captures legal entity info, tax IDs, primary contacts, and bank routing details in a single submission. Finance teams send one link, the counterparty fills it on any device, and the data lands in your system ready for payment setup.
Why use a business details and banking form?
What's included in this template
18 fields — customize any field or add new ones with AI.
Need different fields?
Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.
Key features of this business details and banking form template
Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.
Structured banking fields
Separate inputs for account number, routing/SWIFT/IBAN, and account holder name so finance never has to decipher a handwritten PDF again.
File upload for verification docs
Counterparties can attach a voided check, bank letter, W-9, or W-8BEN directly. Files arrive alongside the form data, not in a parallel email thread.
Signature and acknowledgement
A built-in signature field plus a confirmation checkbox creates a clean audit trail for every banking detail your AP team relies on.
Tax form support
Captures EIN, country of registration, and tax form uploads in one place — useful for both 1099 contractors and international vendors.
Mobile-ready intake
Vendors complete the form from a phone in under 3 minutes. No PDF editor, no scanner app, no back-and-forth.
Route to your finance stack
Push completed submissions into Google Sheets, ping the AP channel in Slack, or fire a webhook into NetSuite, QuickBooks, or your custom system.
Perfect for
How to use this template
Open the template
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
Customize with AI
Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.
Connect & publish
Link to Slack or Google Sheets with one click, then embed on your site or share the link.
Ways to use this template
New vendor onboarding
AP sends one link to every new supplier. The vendor enters legal name, EIN, address, and ACH details, signs, and uploads a W-9. Finance has a payable record before the first invoice arrives.
Contractor payment setup
A startup hiring 12 contractors across 4 countries collects banking info, tax forms, and signed acknowledgements in one flow. No more chasing routing numbers in Slack DMs.
Marketplace seller payouts
Marketplace ops uses the form to gather seller bank details before enabling payouts. Submissions route into a Google Sheet that the payments team reconciles weekly.
Banking detail updates
Existing vendors use the same link when their bank changes. The signature and timestamp give finance a clean audit record of when the new account took effect.
Partner and reseller KYC
Channel teams collect business details, tax IDs, and bank info from new resellers as part of a partner program intake. The HubSpot integration pushes contact details into the partner pipeline.
International contractor intake
HR collects W-8BEN forms and SWIFT/IBAN details from contractors outside the US. Country-specific fields appear conditionally so the form stays short for each respondent.
Workflow integrations
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
Real-time sync
Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.
Conditional routing
Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.
Two-way data flow
Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.
Why choose Flexform?
Frequently asked questions
Is the banking data submitted through this form secure?
Submissions are encrypted in transit and at rest, and access is restricted to workspace members you invite. For especially sensitive deployments, you can route submissions to a webhook and avoid storing banking details in FlexForm at all — the form acts purely as a collection front-end.
Can I require a signature on every submission?
Yes. The template includes a signature field and an acknowledgement checkbox by default, both marked required. Submissions can't be completed without them, which gives AP a defensible record if a payment is ever disputed.
How do I add fields specific to my AP process?
Open the form in the editor and describe the change in plain English — for example, "add a field for preferred payment currency and one for a second authorized signatory." The AI updates the form and the share link keeps working, so vendors mid-onboarding aren't disrupted.
Can completed submissions flow into Google Sheets or Slack?
Yes. Connect the Google Sheets integration to append every new submission as a row, or use the Slack integration to post a notification in a private AP channel when a vendor finishes the form. You can run both at once.
Does this work for international vendors?
It does. The bank fields accept routing numbers, SWIFT codes, and IBANs, and the tax form upload accepts both W-9 and W-8BEN. You can also add country-specific fields like VAT ID if your finance team needs them.
Can I embed this form inside our internal finance app?
Yes — FlexForm has a Kotlin Multiplatform SDK for Android and iOS, so engineering can drop the same form into a native procurement or AP app. Submissions flow through the same backend, so reporting stays consistent between web and mobile.
What file types can vendors upload?
The file upload field accepts PDFs, PNGs, and JPGs by default, which covers voided checks, bank letters, and tax forms. You can restrict file types or size limits per field if your compliance team requires it.
Do vendors need a FlexForm account to fill this out?
No. You share a public link and the vendor completes the form anonymously from any browser. The free forever plan covers small finance teams who need a few of these intakes per month without paying for a full AP suite.
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Use this business details and banking form template free
Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.
No signup required · Free forever plan