Travel Reimbursement Management
Organize and track travel reimbursement requests to ensure payments are made on time.
Finance & Procurement Categories
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.
Expense Reimbursement: centralize an error-proof operation.
Manage all requests in one place and gain full visibility of your operation.
Expense Report
Track critical information from your process in one single place.
Financial Department Requests
Maintain full visibility over your finance requests with Pipefy.
Accounts Payable
Organize and track payment deadlines to ensure the end of late fees.
Accounts Receivable
Centralize your accounts receivable process and stop wasting time checking multiple channels.
Expense Reimbursement
Standardize your expense reimbursement process to avoid misalignment and poor communication.
Business Contract Analysis
Get approvals easily and run your business' contract management process like an expert.
Freelancer payment
For accounting areas that need to manage their freelancer payments.
Purchase Process
Standardize requests, prioritize approvals and communicate faster than ever.
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 & Procurement templates we love
Billing Shared Inbox
Organize and prioritize emails to Finance with a single inbox.
Purchase Requests Form
Easily capture structured purchase requests in one place.
Travel Reimbursement Form
Capture expenses, itineraries, and other data in one place.
Expense Reimbursement Form
Capture contact data, receipts, and other documents in one place.
Finance Requests Form
Create a financial form to collect requests according to your standards.
Processing Changes and Creating POs
Intuitively generate a Purchase Order and send it directly to your suppliers!
Tuition Reimbursement Requests
Specially designed to simplify education expenses reporting.
Units Management Tasks
Create and assign tasks to your team regarding the units that are under management.
Treasury requests
Manage your treasury team tasks.
Stock Trend Analysis
It helps investors analyze what is the historic stock data.
Vendor Management
Easily manage, control and evaluate your suppliers.
Venture Capital Negotiation
For companies that are searching for venture capital deals.
Revenue (Billings & Receivables)
From collecting orders to delivering payments, streamline your process and deliver great reasults.
Marketing Budgeting
Help you make a simple and efficient marketing budget for your clients to approve.
Procure to pay
For finance departments that want to manage this process in their companies.
Video Class Teachers Payment
Now you can follow how many classes were recorded.
Make or Buy Decision
It is an essential tool for the effectiveness of the industry.
Kaizen Actions Management through the 5S
For those who want to implement a culture of self-discipline and continuous improvement.
Loan Applications
You can organize the information of the applicants in a standardized manner.
Lease tracker
Having trouble managing your tenants? We can help you.
Real Estate Operating Expenses
Your company will easily manage all your property’s operating expenses.
Quality Control
This will help your company improve supplier delivery and internal procedures.
Real Estate Acquisition
Help managers from strategic planning, through identifying/analyzing opportunities to negotiating terms.
Real estate Investment Management
Create and manage real estate investments.
Real estate compliance – SSC
Essential for the good compliance management of the company’s properties.
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.
Procurement Request (Banking)
This process serves in the purchase request.
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.
Personalized gift requests
For companies that sell personalized gifts.
Payroll Management
Payroll processing doesn't need to be complicated.
Payment Apportionment Request
Easily manage requests for payment apportionment of accounts per cost center.
Payables management for travel agencies
Now you can organize and manage your payables.
International Travel Request
Manage all of your company’s international travel requests.
New Accounts Process for Financial Companies
You can visually and intuitively manage internal team requests.
Internal procedures review
Internal Procedures Review Template was modeled by our partner Feel The Gap.
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.
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.
Disbursement process
One of the most important responsibilities of the accounting and finance industry.
Improvement Analysis and Evaluation
Gather new ideas for continuous improvement of an industrial environment.
Check request
You can have a standardized way of receiving, analyzing and approving requests.
Cash Apps Process
Here you will find a template for a step by step to a cash apps …
Car Procurement Process
Obtain insurance and other documents necessary to put the car to use.
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.
Supplier Performance Analysis
Start using this template now and make your business even greater.
Franchise Opening
It is a lot easier for companies to control franchise openings.
Document Management
Request and manage documents in one single tool.
Risk Management Plan
It will help you avoid issues that might occur.
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.
Procurement Approval Process
Control the approval flow of your procurement 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.
Factory Risk Management
Designed to assist in risk reporting and in the process of implementing elimination and reduction …
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