Accounts Payable Free Template

#Finance & Procurement #automation #request management

Control your company’s expenses by running a streamlined Accounts Payable process. Ensure information runs according to your SLAs, monitor requests, and measure your progress.

Keep track of your company's expenses in their entirety

Say goodbye to expensive operational and resource demands. With Pipefy’s Accounts Payable template you can follow a standardized Accounts Payable workflow and gain full control of your company’s payment requests and expenses.

Ensure the Finance team receives all the information they need in a single place. Eliminate the need to toggle between various legacy systems to keep track of information and priorities. By standardizing your financial operations you can reduce human error, eliminate missed deadlines and gain time to focus on more strategic initiatives.

Gain superpowers to fuel growth

Never miss a deadline again

Gain full visibility of all your bills and never miss a due date again, avoiding delay penalties and human-related errors.

Build trust with suppliers

Honor payment terms with suppliers and build a positive working relationship that evolves towards better products, discounts, and a consistent inventory.

Make payment requests simple and easy

By standardizing operations, you will optimize payments and align employees around the bigger picture of fueling growth.

Gather payment requests according to your standards

The Accounts Payable template ensures that finance teams receive all the information they need to begin the accounting cycle. From service portals to public forms, you can collect payment requests in a standardized format and process them in a single channel: your pipe.

Customize your forms so that you receive data from requesters according to your needs and ensure that no critical piece of information is left behind. Your team can now streamline execution without having to circle back with vendors or employees to collect additional details of their request.

Avoid liabilities by following an effective accounting workflow

Guarantee that no detail is left behind while managing invoices, sending approvals, contacting suppliers and scheduling payments. This template provides full visibility of the accounting workflow, ensuring that you can follow an accurate procedure to perform deliveries.

Automate manual tasks, like sending emails or assigning managers to approve payment requests. Automation reduces human error and frees up time for your team to focus on more important tasks, like strengthening your relationship with suppliers.

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Measure and improve

Scale-up your financial game by measuring and reporting on important metrics, like total amount paid, average amount requested, requisitions per department, total amount requested (or scheduled), and much more. Make your financial department operations data-driven.

Through custom Dashboards, analyze and report on data extracted from your Accounts Payable process so you can optimize your workflow and streamline your operations.

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

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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

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Accounts Payable Template

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