Treasury requests Free Template
Manage your Treasury team tasks.
Organize by type of request and follow all of the approval steps in order to guarantee the proper work was done and your company’s money is being well taken care of.
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.
Related templates
Expense Reimbursement
Standardize your expense reimbursement process to avoid misalignment and poor communication.
Financial Department Requests
Maintain full visibility over your finance requests with Pipefy.
Investments Pipeline
Designed for fund managers who want to keep track and control of all new investment …
