Financial Risk Management Free Template
Pipefy’s Financial Risk Management template was designed to support decisions related to the selection of customers with whom to work, improving agility and efficiency in the decision-making process, and preventing pending credit with customers on default.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
No/low-code
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.