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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Financial planning and execution relies on sequential processes. When you create an Asana template, you can include every piece of important workflows. Then trust that whoever uses your templates knows the exact steps they need to take to get the job done.
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.
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.
Okta
Salesforce
Microsoft 365
Outlook
Google Workspace
Zoom
Microsoft Teams
Looker
PowerBI
Tableau
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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