Financial Services Categories
Gain full control over your financial operations, track priorities and ensure a healthier cash flow with these easy-to-use templates.
Ensure the best onboarding experience for your new customers with this free template.
Centralize your accounts receivable process and stop wasting time checking multiple channels.
Track critical information from your process in one single place.
Business Contract Analysis
Get approvals easily and run your business' contract management process like an expert.
Teams across the globe love Pipefy
Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It also creates an easily accessible audit trail for our auditors.Mauricio Rizzi Customer Service and Procurement Manager at Samsonite
Financial Services templates we love
Tuition Reimbursement Requests
Specially designed to simplify education expenses reporting.
Supplier and Partner Performance Management
Suppliers must be aligned with your organization’s strategy.
Supplier fault notification
Easily manage quality issues notifications as soon as they are identified.
Stock Trend Analysis
It helps investors analyze what is the historic stock data.
Venture Capital profit comes from a very small slice of total investments.
For accounting offices that want to send their tax payment slip to their clients.
We help you to easily organize your reimbursement inspection.
You can organize the information of the applicants in a standardized manner.
Profitability Ratio Analysis
You will be able to delegate, control, and keep track of every analysis.
Designed for fund managers who want to keep track and control of all new investment …
It enhances the company´s ability to control investments and keep track of their progress.
Payables management for travel agencies
Now you can organize and manage your payables.
New Accounts Process for Financial Companies
You can visually and intuitively manage internal team requests.
Financial management plan
Designed to assist in the process of creating and developing a financial plan.
Document Notarization for Mortgage
Follow your notarization process for mortgage documentation.
Designed for BPOs that need to determine the price for customer’s product or service.
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