Expense Reimbursement Free Template

Transform your Expense Reimbursement process with digital, no-code and quick-to-deploy workflows. Receive requests, invoices, receipts and documents in a single place, and ensure that the finance team has everything they need to kick-off the reimbursement process.

Say goodbye to unresolved expense reimbursement requests

Stop chasing information around when executing your Expense Reimbursement requests. Use Pipefy’s template to standardize the way requests are created so that all mandatory information is made available at the beginning of your process.

Empower your team by centralizing all requests, invoices, audits, and approval,  making execution easier and more streamlined, and visualizing the whole flow in a single place.

Ensure team productivity by tracking every step of your financial workflow and monitoring deadlines.

Ensure a flawless execution

Never miss a penny

Gain full visibility of the status of accounts and ensure that no deadlines are missed.

Maintain quality execution

Standardize the way you collect requests and execute payments.

Automate what you can

Get every necessary approval quickly and automatically, ensuring no transaction is completed without confirmation.

Stop chasing information around

Get rid of paper forms, spreadsheets and numerous emails to manage your expenses. Move faster and smarter by collecting all of the information you need at the request level.

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Through service Portals and digital forms, you can ensure that the finance team has all of the required data they need to get started on a reimbursement and can notify other departments of reimbursement policies before sending new orders.

Execute approvals and payments faster

Gain full visibility of your expense reimbursement process, ensuring your team is accountable for deadlines, understands priorities, can get timely approvals and receives automatic assignments. Access real-time data while managing orders and follow streamlined, error-proof procedures – from screening new orders to finally closing the book.

Minimize errors and save time by automating emails and updates like payment approvals or sending receipts to other departments.

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Gather actionable insights

By using this template, you get access to a tailor-made Dashboard. Track finance-related KPIs, like lead cycle time, total spent vs. total budget, request by company area, and many others.

Allow technology to do the heavy lifting and gather essential indicators to explore the team’s bottlenecks or areas for improvement.

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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