Record to Report Free Template

#Finance & Procurement

Record to Report (R2R) is a Finance and Accounting (F&A) management process that involves collecting, processing, and delivering relevant and accurate information in order to generate meaningful performance reports.

Pipefy’s Record to report template is designed to streamline the Record to Report function, by breaking down the R2R process into manageable 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.

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.

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

Related templates

Record to Report Template

Use this Free Template
Request a demo