Financial Risk Management Free Template
Pipefy’s Financial Risk Management template was designed to support decisions related to the selection of customers with whom to work, improving agility and efficiency in the decision-making process, and preventing pending credit with customers on default.
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.
No/low-code
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
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 ManagerRelated templates
Employee loan
For companies that want to manage the process of loaning money to their employees.
Offboarding
Streamline the offboarding process, ensuring a seamless transition for departing employees while maintaining organizational efficiency.
Record to Report
Record to Report (R2R) is a Finance and Accounting (F&A) management process.
