# Free Templates to Structure Your Finance Processes > Successfully managing financial teams, departments, and companies comes down to attention to detail. Reduce missteps with templatized processes. Source: https://asana.com/templates/industry/finance.md ### Make finance fun again - [Sign up](/create-account) ### 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. - [Get started](/create-account) templates 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. ### Competitive analysis template The more you know about your competitors, the better your strategy will be. Competitive analysis templates use a data-driven approach to see exactly how your business, products, and features compare to your competition. - [See template](/templates/competitive-analysis) ### Sales plan A sales plan template can help provide your team with the organized framework they need to establish their sales goals. Learn how you can do that with Asana. - [See template](/templates/sales-plan) ### RACI matrix Team decision-making can be hard—a RACI matrix template makes it easier. Define each project task role to instantly boost clarity for all your stakeholders. - [See template](/templates/raci-matrix) ### Cost benefit analysis template Digital cost benefit analysis templates are a useful framework to see if a new project or idea is viable. Learn how to create your own in a few simple steps, with Asana. - [See template](/templates/cost-benefit-analysis) ### 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. - [Read the case study](/case-study/yildiz-ventures) 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.” ### 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. - [Explore all apps](/apps) - [Explore all apps](/apps) #### Okta Eliminate username and password hassles and streamline user setup with Okta. - [Learn more](/apps/okta) #### Salesforce Connect goals to monitor impact and make informed business decisions. - [Learn more](/apps/salesforce) #### Microsoft 365 Seamlessly deliver Asana notifications to your Microsoft Groups. - [See integration](/apps/microsoft-office365-connector) #### Microsoft Outlook Turn emails into trackable, actionable work with Asana for Outlook. - [See integration](/apps/outlook) #### Google Workspace Use Asana to coordinate and manage the work you do in Google Workspace. - [Learn more](/google-workspace) #### Zoom Make meetings actionable with tasks, action items, and searchable transcripts in Asana. - [See integration](/apps/zoom) #### Microsoft Teams Connect your team’s conversations to actionable items in Asana. - [See integration](/apps/microsoft) #### Looker Explore, analyze, and share real-time business analytics, with actionable Looker dashboards in Asana. - [See integration](/apps/looker) #### PowerBI Bring your team’s data to life. - [See integration](/apps/powerbi) #### Tableau Give everyone access to campaign insights. Unlock your team’s work data to make smarter marketing decisions. - [See integration](/apps/tableau) #### Okta Eliminate username and password hassles and streamline user setup with Okta. - [See integration](/apps/okta) #### Salesforce Your favorite work management and CRM tools, together at last. Drive seamless collaboration throughout the sales cycle to deliver amazing customer experiences. - [See integration](/apps/salesforce) #### Microsoft 365 Seamlessly deliver Asana notifications to your Microsoft Groups. - [See integration](/apps/microsoft-office365-connector) #### Microsoft Outlook Turn emails into trackable, actionable work with Asana for Outlook. - [See integration](/apps/outlook) #### Google Workspace Enable Google Workspace SAML SCIM for better control around user provisioning and deprovisioning. - [See integration](/google-workspace ) #### Zoom Make meetings actionable with tasks, action items, and searchable transcripts in Asana. - [See integration](/apps/zoom) #### Microsoft Teams Connect your team’s conversations to actionable items in Asana. - [See integration](/apps/microsoft) #### Looker Explore, analyze, and share real-time business analytics, with actionable Looker dashboards in Asana. - [See integration](/apps/looker) #### PowerBI Bring your team’s data to life with the Power BI + Asana integration. - [See integration](/apps/powerbi) #### Tableau Give everyone access to campaign insights. Unlock your team’s work data to make smarter marketing decisions. - [See integration](/apps/tableau) #### Tracking, reporting, and analysis…together at last 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. ### Contingency plan Using a contingency plan template will help you create well-developed strategies to help you protect your business from potential risk. Learn how Asana can help. - [See template](/templates/contingency-plan) ### Web design process Try this template to simplify your web design process and keep your designers and developers on the same page, even across tools. - [See template](/templates/web-design-process) ### Podcast planning Podcast planning templates keep you organized so you can focus on creating—and delivering—better episodes. Learn how to customize one template for all your podcast needs. - [See template](/templates/podcast-planning) ### Team brainstorm Sticky notes leaving you stuck? Productive teams can use our brainstorming board template to organize thoughts and turn ideas into action. - [See template](/templates/team-brainstorm) ### Program roadmap Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide. - [See template](/templates/program-roadmap) ### Milestone chart template Milestone charts highlight significant moments in your workflow. Learn why this matters and how to create one for yourself. - [See template](/templates/milestone-chart) ### Meeting agenda Clarify meeting goals, define team responsibilities, and put the meaning back into meetings with a free meeting agenda template from Asana. - [See template](/templates/meeting-agenda) ### Action items template No matter your best intentions, you need more than motivation to knock out your to-dos. An action item template—where you decide the who, what, and when of every task—can help you organize your workflows and get more done. - [See template](/templates/action-items) ### Public relations plan Create focused, targeted, and organized PR campaigns—no matter who’s planning them—with a public relations plan template. - [See template](/templates/public-relations-pr-plan) ### Project premortem A premortem is a brainstorming tactic your team uses to anticipate different ways a project can fail. Learn how to use a premortem template to minimize project risk. - [See template](/templates/premortem) ### Business continuity plan Your business is too important to not have a backup plan. Using a business continuity plan template helps keep your business functioning in an emergency. - [See template](/templates/business-continuity-plan) ### Scope management plan A project’s scope is just as important as its budget or timeline. Prioritize this crucial part of project management by creating a project scope management plan template. - [See template](/templates/scope-management-plan)