Template Generator
Our Workflow Template Generator recognizes your specific needs and requirements and generates custom workflow templates in moments, just give it a few pointers about what kind of workflow you need.
Results for “Finance”
Template Generator
Our Workflow Template Generator recognizes your specific needs and requirements and generates custom workflow templates in moments, just give it a few pointers about what kind of workflow you need.
Accounts Payable
The Accounts Payable process is a critical business function that involves the management of payments to suppliers for products or services procured. The process includes the verification of invoices, approval acquisition, cost-saving identification, and timely payment release.
Accounts Receivable
The Accounts Receivable process involves evaluating and extending credit to clients, collecting timely payments for services provided, and maintaining healthy cash flow.
Budget Transfer Request
The Budget Transfer Request business process serves as a crucial document that an employee submits to gain budget relocation approval, including a justification for doing so.
Business plan budgeting
The Budgeting template is designed to assist in the annual budgeting process that a company needs each year to manage how funds will be allocated over the next year.
Business Revenue
Track your budget and plan expanses using Pneumatic's Business Revenue Template. Keep your finances organized with automations, alerts, reports, and more.
CAPEX Request
The CAPEX Request process is a critical component of financial accounting that requires thorough evaluation and planning. It involves automating the CapEx management system to expedite the request and review process, as well as secure audit records for governance purposes.
Check Request
This business process is designed to streamline the receiving, analyzing, and approving of check requests within a company's finance and accounting organization.
Corporate Card Request
The Corporate Card Request process is designed to enable employees to pay for pre-approved business expenses, such as hotels, meals, rental cars, flights, etc., through an automated workflow.
Debt Collection
Manage all your defaulting clients more easily and intuitively with Pneumatic's Debt Collection template.
Employee Expense Claim
The Employee Expense Claim is a process through which employees can seek reimbursement for business-related expenses incurred during the course of their job.
Employee loan
This process is designed for managing the process of loaning money to employees, from requirement process, permission for this loan to be made, and payment.
Expense Reimbursement
Transform your Expense Reimbursement process with digital, no-code and quick-to-deploy workflows. Receive requests, invoices, receipts and documents in a single place, and ensure that the finance team has everything they need to kick-off the reimbursement process.
Expense Report
A streamlined process to automate the sending of receipts and reports, and get approvals quickly from finance managers.
Financial Department Requests
Centralize Finance Department Requests in a single place with Pneumatic. Provide your finance teams with full visibility and control of their operational workflow in a single streamlined, error-proof platform.
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Our Workflow Template Generator
You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.
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