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Financial Department Requests Free Template

Centralize Finance Department Requests in a single place with Pipefy. Provide your finance teams with full visibility and control of their operational workflow in a single streamlined, error-proof platform.

Say goodbye to requests coming from different channels

Requests can be overwhelming when they come from multiple channels. The finance department is at risk of human error and a lot of time wasted trying to manually track down, organize and prioritize hundreds of receipts, invoices, purchases and reimbursement requests.

With this template, finance teams can finally standardize how they receive requests from other departments and stakeholders. Control advance payments, remote work assistance, bills to pay and reimbursements by receiving and organizing everything in a single place.

Gain full control over your financial requests

Standardize requests

Create a pattern for request collection, ensuring that no detail or piece of information is left behind.

Never miss a deadline again

Gain full visibility of your workflow and easily identify priorities.

Save time by automating what you can

Automate manual tasks and make sure your team regains time to focus on more strategic activities.

Collect all information you need, in a single place

Ensure that your team has all information they need to kick off the Financial Department Request process. Collect requests from other departments through shareable service portals and public forms, and choose with data is required to process a request.

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By using this template, you can easily identify the request type, the payment delivery date and what team member is assigned to manage each request.

Make sure no requests are skipped or missed

By following standardized procedures while screening new requests, sending payment approvals, confirmations, or scheduling reimbursements, your team can ensure no task is skipped. Easily track and monitor upcoming due dates to avoid delays.

Add customizable labels and alerts to highlight priorities or deadlines. Further streamline your operation by automating manual tasks, like sending update messages or assigning other team members for approvals.

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Measure in numbers what you can optimize through actions

Collect data from your financial process to keep track of relevant metrics. Create customized Dashboards to identify which departments make more requests, the average cost per month, total of cost per department, and many other indicators that help you plan for upcoming quarters or audits.

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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