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.
Foreign Currency Exchange
Use Pipefy to manage their foreign currency orders.
Venture Capital Negotiation
For companies that are searching for venture capital deals.
Business plan budgeting
Intended to aid in the yearly budgeting process that a company needs every year.