Investment Strategy Free Template
Pipefy´s Investment Strategy Template enhances the company´s ability to control investments and keep track of their progress.
Your portfolio can now be arranged in a practical and useful way to maximize speed and viability.
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.
Profitability Ratio Analysis
You will be able to delegate, control, and keep track of every analysis.
Record to Report
Record to Report (R2R) is a Finance and Accounting (F&A) management process.
Cuentas por Cobrar
Diga adiós a las facturas tardías, a los documentos obsoletos y a las multas con …