Expense Reimbursement

Use this plug-and-play template to get started with Pipefy for Expense Reimbursement and customize anything you want along the way.

How this template will make your work easier

This is why thousands of companies are choosing Pipefy

Standardized requests icon


Standardized requests

All expense reimbursement requests are submitted through a public and customizable web form, where you select the essential information needed.

Control and reliability icon


Control and reliability

Financial process errors can cause delays, penalties, internal clients’ disapproval and money squandering. But don’t worry any longer: with Pipefy, you build an error-proof process and never again misplace expense reimbursement details.

Simpler than emails icon


Simpler than emails

Track the status of each expense reimbursement request and automate approval flows in an easy, effective way that enables you to improve your process.

Expense Reimbursement fast and organized

From request to payment, Pipefy helps you make sure everything runs according to your standards.

1

Screening

All new requests arrive here, with complete information about the requester, the purchase made and attachments.

Screening phase in Expense Reimbursement

2

Approval

The person responsible for approval will check the information and decide whether or not to approve the expense reimbursement request.

Approval phase in Expense Reimbursement

3

Payment

Add payment information here if the request was approved in the previous step.

Pyament phase in Expense Reimbursement.

4

Paid

When the expense reimbursement request is completed, it is archived here.

Paid phase in Expense Reimbursement.

Start changing the reality of your Reimbursement Process with Pipefy today

See how a reimbursement process looks like in Pipefy

Watch the video and have a glimpse of how you’ll improve your work using Pipefy for expense reimbursement.

You’ll be in great company

Companies of all sizes around the world trust Pipefy to help them streamline and take control over their processes. This is one successful story:

Global Wireless Service Operator

Manages internal and external requests inside Pipefy.

Why they chose Pipefy:

  • To maintain standardized, automated forms for information capture;
  • Because the entire process is centralized in one tool;
  • To ensure quick, independent implementation;
  • Because it’s easy to use, which generates great team adoption.
Global Wireless Service Operator uses Pipefy to manage requests.

Companies that reap the benefits of implementing Pipefy:

Santander, Volvo, IBM, KraftHeinz and Coca-Cola.
Integration among Pipefy and your favorites tools.

Integrate Pipefy with your favorite tools and apps

Easily enable native apps like Slack, GitHub and Google Hangouts and integrate with hundreds of other tools via Zapier. Or, if you prefer, access our public API, that uses GraphQL data query language that is flexible and returns predictable results.

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Start changing the reality of your Reimbursement Process with Pipefy today