Pipefy Template Gallery

Finance & Procurement Categories

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Finance & Procurement

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.
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Expense Reimbursement: centralize an error-proof operation.
Manage all requests in one place and gain full visibility of your operation.
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Travel Reimbursement Management

Organize and track travel reimbursement requests to ensure payments are made on time.

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Expense Report

Track critical information from your process in one single place.

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Financial Department Requests — Remote Work

Maintain full visibility over your finance requests with Pipefy.

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Accounts Payable

Organize and track payment deadlines to ensure the end of late fees.

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Accounts Receivable

Centralize your accounts receivable process and stop wasting time checking multiple channels.

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Expense Reimbursement

Standardize your expense reimbursement process to avoid misalignment and poor communication.

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Business Contract Analysis

Get approvals easily and run your business' contract management process like an expert.

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Freelancer payment

For accounting areas that need to manage their freelancer payments.

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Purchase Process

Standardize requests, prioritize approvals and communicate faster than ever.

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Finance and Purchasing Teams love Pipefy

Volvo Logo
Capgemini Logo

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 Manager

Finance & Procurement templates we love

Processing Changes and Creating POs

Intuitively generate a Purchase Order and send it directly to your suppliers!

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Tuition Reimbursement Requests

Specially designed to simplify education expenses reporting.

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Units Management (Tasks)

Create and assign tasks to your team regarding the units that are under management.

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Treasury requests

Manage your treasury team tasks.

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Stock Trend Analysis

It helps investors analyze what is the historic stock data.

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Vendor Management

Easily manage, control and evaluate your suppliers.

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Venture Capital Negotiation

For companies that are searching for venture capital deals.

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Revenue (Billings & Receivables)

It brings a new concept of how to manage your business funds.

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Marketing Budgeting

Help you make a simple and efficient marketing budget for your clients to approve.

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Procure to pay

For finance departments that want to manage this process in their companies.

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Video Class Teachers Payment

Now you can follow how many classes were recorded.

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Reimbursement inspection

We help you to easily organize your reimbursement inspection.

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Make or Buy Decision

It is an essential tool for the effectiveness of the industry.

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Kaizen Actions Management through the 5S

For those who want to implement a culture of self-discipline and continuous improvement.

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Loan Applications

You can organize the information of the applicants in a standardized manner.

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Lease tracker

Having trouble managing your tenants? We can help you.

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Real Estate Operating Expenses

Your company will easily manage all your property’s operating expenses.

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Quality Control

This will help your company improve supplier delivery and internal procedures.

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Real Estate Acquisition

Help managers from strategic planning, through identifying/analyzing opportunities to negotiating terms.

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Real estate Investment Management

Create and manage real estate investments.

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Real estate compliance – SSC

Essential for the good compliance management of the company’s properties.

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Project Financial Management

It was designed based on the concept of Project Management.

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Profitability Ratio Analysis

You will be able to delegate, control, and keep track of every analysis.

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Procurement Request (Banking)

This process serves in the purchase request.

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Invoice Processing

This process is based on invoices.

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Investments pipeline

Designed for fund managers who want to keep track and control of all new investment …

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Investment Strategy

It enhances the company´s ability to control investments and keep track of their progress.

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Personalized gift requests

For companies that sell personalized gifts.

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Payroll Management

Payroll processing doesn't need to be complicated.

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Payment Apportionment Request

Easily manage requests for payment apportionment of accounts per cost center.

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Payables management for travel agencies

Now you can organize and manage your payables.

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International Travel Request

Manage all of your company’s international travel requests.

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New Accounts Process for Financial Companies

You can visually and intuitively manage internal team requests.

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Internal procedures review

Internal Procedures Review Template was modeled by our partner Feel The Gap.

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Gratifications Payment Request and Approval

You may manage and approve gratifications requested by your team.

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General Ledger

Financial transactions are one of the most important actions to achieve greater results.

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Futures & Options Trading

Specially designed for investors that want to manage their market risks.

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Financial management plan

Designed to assist in the process of creating and developing a financial plan.

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Employee loan

For companies that want to manage the process of loaning money to their employees.

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Disbursement process

One of the most important responsibilities of the accounting and finance industry.

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Improvement Analysis and Evaluation

Gather new ideas for continuous improvement of an industrial environment.

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Check request

You can have a standardized way of receiving, analyzing and approving requests.

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Cash Apps Process

Here you will find a template for a step by step to a cash apps …

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Car Procurement Process

Obtain insurance and other documents necessary to put the car to use.

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Business plan budgeting

Intended to aid in the yearly budgeting process that a company needs every year.

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Advance payment request

Designed so your team can submit payment advancement requests in a standardized way.

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Supplier Performance Analysis

Start using this template now and make your business even greater.

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Franchise Opening

It is a lot easier for companies to control franchise openings.

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Document Management

Request and manage documents in one single tool.

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Risk Management

It will help you avoid issues that might occur.

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Invoices to pay

This template helps you organize your invoices to pay.

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Foreign Currency Exchange

Use Pipefy to manage their foreign currency orders.

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Record to Report

Record to Report (R2R) is a Finance and Accounting (F&A) management process.

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Approval Processing

Control the approval flow of your procurement process.

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Debt Collection

Help you easily and intuitively manage all your defaulting clients.

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Investment Management Workflow

For investment companies that want to manage the investment portfolio of their clients.

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Financial Risk Management

Designed to support decisions related to the selection of customers.

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Factory Risk Management

Designed to assist in risk reporting and in the process of implementing elimination and reduction …

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