Accounts Payable
Organize and track payment deadlines to ensure the end of late fees.
Transform your financial operations into digital, automated workflows. Monitor key details to build an error-proof operation and accelerate your end-of-month closing.
Purchase Process: never lose sight of your purchase requests.
Gain full visibility of requisitions, track deadlines and get approvals faster.
Expense Reimbursement: centralize an error-proof operation.
Manage all requests in one place and gain full visibility of your operation.
Accounts Receivable
Centralize your accounts receivable process and stop wasting time checking multiple channels.
Financial Department Requests
Maintain full visibility over your finance requests with Pipefy.
Expense Reimbursement
Standardize your expense reimbursement process to avoid misalignment and poor communication.
Task Management
Manage your team's tasks easily and efficiently while maintaining complete visibility.
Request Management
Standardize your requests and never miss critical information again.
Finance and Purchasing Teams love Pipefy
Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.
Mauricio Rizzi Customer Service and Procurement ManagerFinance templates we love
Units Management Tasks
Create and assign tasks to your team regarding the units that are under management.
Treasury requests
Manage your treasury team tasks.
Travel Reimbursement Management
Organize and track travel reimbursement requests to ensure payments are made on time.
Stock Trend Analysis
It helps investors analyze what is the historic stock data.
Venture Capital Negotiation
For companies that are searching for venture capital deals.
Business Revenue
From collecting orders to delivering payments, streamline your process and deliver great reasults.
Loan Applications
You can organize the information of the applicants in a standardized manner.
Project Financial Management
It was designed based on the concept of Project Management.
Profitability Ratio Analysis
You will be able to delegate, control, and keep track of every analysis.
Invoice Processing
This process is based on invoices.
Investments Pipeline
Designed for fund managers who want to keep track and control of all new investment …
Investment Strategy
It enhances the company´s ability to control investments and keep track of their progress.
Payroll Management
Payroll processing doesn't need to be complicated.
New Accounts Process for Financial Companies
You can visually and intuitively manage internal team requests.
Gratifications Payment Request and Approval
You may manage and approve gratifications requested by your team.
General Ledger
Financial transactions are one of the most important actions to achieve greater results.
Futures & Options Trading
Specially designed for investors that want to manage their market risks.
Freelancer payment
For accounting areas that need to manage their freelancer payments.
Financial management plan
Designed to assist in the process of creating and developing a financial plan.
Employee loan
For companies that want to manage the process of loaning money to their employees.
Check request
You can have a standardized way of receiving, analyzing and approving requests.
Business plan budgeting
Intended to aid in the yearly budgeting process that a company needs every year.
Advance payment request
Designed so your team can submit payment advancement requests in a standardized way.
Invoices to pay
This template helps you organize your invoices to pay.
Foreign Currency Exchange
Use Pipefy to manage their foreign currency orders.
Record to Report
Record to Report (R2R) is a Finance and Accounting (F&A) management process.
Debt Collection
Help you easily and intuitively manage all your defaulting clients.
Investment Management Workflow
For investment companies that want to manage the investment portfolio of their clients.
Financial Risk Management
Designed to support decisions related to the selection of customers.
Expense Report
Track critical information from your process in one single place.
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