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.
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
Units Management Tasks
Create and assign tasks to your team regarding the units that are under management.
Organize and track payment deadlines to ensure the end of late fees.