Record to Report Free Template
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.
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.
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Help managers from strategic planning, through identifying/analyzing opportunities to negotiating terms.
Help you easily and intuitively manage all your defaulting clients.
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Organize and track travel reimbursement requests to ensure payments are made on time.