Here are some examples of Finance workflows that you can import into your organization.
You can also search for more ready-made workflows in our premade workflow template library.
Creating an Invoice
Balance Sheet Statement Preparation
Business Tax Preparation
Cash Flow Report
Client Onboarding for Financial Planners
Financial Management For New Projects
Individual Tax Preparation Process
Investor Pitch
Private Equity Due Diligence Process
Procurement Guidelines & Process
Purchase of a Business
Startup Due Diligence for a Venture Capitalist
Workflows