Overview

Smart Workflows for Highly Efficient Finance Teams Achieve better outcomes with full visibility of your operations. Automate and streamline work and engage with vendors, approvers, and colleagues on Pipefy’s pure cloud, intuitive platform for finance process optimization. Gain efficiency with finance process optimization Easily automate tasks of your finance business process, like sending out POs and updating payment status. Allow your team to use their time optimizing the operation, the budget, and your results. Orchestrate your operations with smart integrations Integrate Pipefy with your existing tools and systems so information flows automatically. Monitor your entire operation on a single screen and say goodbye to toggling back and forth between spreadsheets and email threads. Quick deployment and easy adoption so you can move fast Leave manual work and long development cycles behind and empower your team to quickly deploy efficient, cost-saving solutions even during the most challenging times.

Features

Communicate with stakeholders Create a single communication flow with all stakeholders. Update statuses automatically through email and a customer portal. Collect information with shearable assets Avoid errors in your process. Share your company portal and online forms to start the request with all necessary information. Streamline and automate the execution Engage with vendors, customers and colleagues, get approvals, and integrate with your financial tools like ERPs and spreadsheets. Get accurate data every time Control, measure, and improve your numbers — from department monthly spending to PO cycle time — with easily customizable dashboards.