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Accounts Payable Free Template

Pipefy’s Accounts Payable Process Template helps control your company’s expenses and run a streamlined process. Ensure information runs according to your SLAs, monitor requests, and measure your progress.

Keep track of your company's expenses in their entirety

With Pipefy’s Accounts Payable Template you can follow a standardized workflow and gain full visibility into your company’s payment requests and expenses.

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

Try Pipefy's Accounts Payable Process Template

Never miss a deadline again

Set alerts, labels, and automate notifications to keep your process flowing. Gain full visibility into due dates, prioritize tasks, and avoid delays.

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.

Ease your process

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

Gather payment requests according to your standards

The Accounts Payable Template ensures your finance teams will 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.

Adapt Pipefy’s forms as you wish and share them through a unique link on any channel, making it accessible to all your stakeholders.

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This template is customizable, so you can modify the kanban board’s fields, formats, and other visual components. Choose mandatory information and receive all submissions in a single place to get started with your process.

Follow an effective accounting workflow

Pipefy’s Accounts Receivable Template is a jumpstart on implementing a framework requiring standardization and streamlined communication. Create checklists and your own evaluation criteria. Guarantee that no detail is left behind while managing invoices, sending approvals, contacting suppliers, and scheduling payments.

This template provides full visibility into the accounting workflow, ensuring 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

Pipefy’s Accounts Receivable Template comes with a dashboard that extracts real-time data from your process, turning it into charts that help you track relevant indicators: such as the total amount paid, average amount requested, requisitions per department, the total amount requested (or scheduled), and much more.

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

Make your financial department operations more data-driven with Pipefy.

Keep up to date on your team’s performance, identify possible bottlenecks, and explore optimization opportunities to achieve healthier financial 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.


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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