Treasury requests Free Template
Manage your Treasury team tasks.
Organize by type of request and follow all of the approval steps in order to guarantee the proper work was done and your company’s money is being well taken care of.
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.
Connect Pipefy to your favorite software with ease
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 ManagerRelated templates
Units Management Tasks
Create and assign tasks to your team regarding the units that are under management.
Check request
You can have a standardized way of receiving, analyzing and approving requests.
Investments Pipeline
Designed for fund managers who want to keep track and control of all new investment …
