Finance templates

The most organized finance teams are also the most efficient. Templates provide that organization, so your team can accomplish more, faster. With a clear outline, anyone can move through financial workflows without missing a single step.

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With Asana, we have built a unique workflow that allows us to fully automate our investment evaluation steps to find the best startups to fund.”

Ecem Altiok

Investment Director, Yildiz Ventures

Reduce errors (and increase efficiency) with automation

Templates do more than provide a structure for workflows. In Asana, you can also automate specific tasks, dependencies, or assignees. Build more efficient—and effective—processes while reducing the potential for human error.

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Tracking, reporting, and analysis…together at last

Bouncing from spreadsheets to emails and back again, all while trying to keep records accurate… sound distracting? It is. With Asana’s 260+ app integrations, you can keep all of your tools in one centralized location.

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Make finance fun again

With Asana templates, you can support your finance team's most crucial work in a simple, user-friendly format.

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Finance templates

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Stride 고객 계정 관리 템플릿 배너 이미지
Stride 고객 계정 관리 템플릿

Stride가 계정 관리를 최적화하고 템플릿을 사용하여 정보 관리를 일원화하며, 실행 과제를 추적하고, 고객과의 관계를 유지하는 방법을 확인하세요.

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