Check request Free Template
Check Requests are very important for a company’s finance and accounting organization.
With Pipefy’s Check Requests Flow Template you can have a standardized way of receiving, analyzing and approving each request while keeping track of your team’s productivity and gathering reports.
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.
You can have a standardized way of receiving, analyzing and approving requests.
Investment Management Workflow
For investment companies that want to manage the investment portfolio of their clients.
Units Management Tasks
Create and assign tasks to your team regarding the units that are under management.