Accounts Payable Free Template

With Pipefy’s Accounts Payable Template you can follow a standardized workflow and gain full visibility into your company’s payment requests and expenses.

Ensure your finance team receives all the information they need in a single place. Stop toggling between various legacy systems to keep track of information and priorities. By standardizing your financial operations you reduce human error, eliminate missed deadlines, and gain time to focus on strategic initiatives.

The Accounts Payable Template ensures your finance teams will receive all the information they need to begin the accounting cycle. From service portals to public forms, you can collect payment requests in a standardized format and process them in a single channel: your pipe.

Adapt Pipefy’s forms as you wish and share them through a unique link on any channel, making it accessible to all your stakeholders.

This template is customizable, so you can modify the kanban board’s fields, formats, and other visual components. Choose mandatory information and receive all submissions in a single place to get started with your process.

Pipefy’s Accounts Receivable Template is a jumpstart on implementing a framework requiring standardization and streamlined communication. Create checklists and your own evaluation criteria. Guarantee that no detail is left behind while managing invoices, sending approvals, contacting suppliers, and scheduling payments.

This template provides full visibility into the accounting workflow, ensuring you can follow an accurate procedure to perform deliveries.

Automate manual tasks, like sending emails or assigning managers to approve payment requests. Automation reduces human error and frees up time for your team to focus on more important tasks, like strengthening your relationship with suppliers.

Pipefy’s Accounts Receivable Template comes with a dashboard that extracts real-time data from your process, turning it into charts that help you track relevant indicators: such as the total amount paid, average amount requested, requisitions per department, the total amount requested (or scheduled), and much more.

Through custom dashboards, analyze and report on data extracted from your Accounts Payable process so you can optimize your workflow and streamline your operations.

Make your financial department operations more data-driven with Pipefy.

Keep up to date on your team’s performance, identify possible bottlenecks, and explore optimization opportunities to achieve healthier financial operations!