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.
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
Investment Strategy
It enhances the company´s ability to control investments and keep track of their progress.
Employee loan
For companies that want to manage the process of loaning money to their employees.
General Ledger
Financial transactions are one of the most important actions to achieve greater results.
