{"id":5739,"date":"2021-07-02T07:00:22","date_gmt":"2021-07-02T07:00:22","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/finance\/"},"modified":"2024-03-07T11:30:58","modified_gmt":"2024-03-07T11:30:58","slug":"finance","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/finance\/","title":{"rendered":"Finance"},"content":{"rendered":"<p>Here are some examples of Finance workflows that you can import into your organization.<\/p>\n<p>You can also search for more ready-made workflows in our\u00a0premade <a href=\"https:\/\/www.process.st\/help\/docs\/template-gallery\/\">workflow template library<\/a>.<\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Creating an Invoice<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/creating-an-invoice\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Balance Sheet Statement Preparation<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/balance-sheet-statement-preparation-checklist\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Business Tax Preparation<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/business-tax-preparation-checklist\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Cash Flow Report<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/cash-flow-report\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Client Onboarding for Financial Planners<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/client-onboarding-for-financial-planners\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Financial\u00a0Management For New Projects<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/financial-management-for-new-projects\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Individual Tax Preparation Process<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/individual-tax-preparation-checklist\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Investor Pitch<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/investor-pitch\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Private Equity Due Diligence Process<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/private-equity-due-dilligence-checklist\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Procurement Guidelines &amp; Process<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/procurement-guidelines-checklist\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Purchase of a Business<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/purchase-of-a-business\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Startup Due Diligence for a Venture Capitalist<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/startup-due-diligence-for-a-venture-capitalist\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u00a0premade workflow template library. Creating an Invoice Balance Sheet Statement Preparation Business Tax Preparation Cash Flow Report Client Onboarding for Financial Planners Financial\u00a0Management For New Projects Individual Tax Preparation Process Investor Pitch [&hellip;]<\/p>\n","protected":false},"author":3,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[172],"ht_kb_tag":[167,293],"class_list":["post-5739","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-examples","ht_kb_tag-examples","ht_kb_tag-finance"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5739","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/3"}],"version-history":[{"count":1,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5739\/revisions"}],"predecessor-version":[{"id":7582,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5739\/revisions\/7582"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5739"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5739"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5739"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}