Financial management plan Free Template
Pipefy ‘s Financial Management Template is designed to assist in the process of creating and developing a financial plan for your company or project.
The phases are composed of the main steps for building the plan and having the necessary approval steps.
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.
Finance and Purchasing Teams love Pipefy
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
Centralize your accounts receivable process and stop wasting time checking multiple channels.
Units Management (Tasks)
Create and assign tasks to your team regarding the units that are under management.