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 AltiokInvestment 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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Asana의 운영 팀이 표준화된 프로세스를 사용하여 얼마나 많은 이해관계자가 참여하든 간에 전략 계획을 간소화하는 방법을 알아보세요.

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