# 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 ### 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. ### PEST analysis A PEST analysis template helps compile info on the external environment affecting your business. Learn how to prevent risk with a PEST analysis template. - [See template](/templates/pest-analysis) ### Board meeting agenda Bad meetings can happen to anyone, even your board of directors. With our board meeting agenda template, drive your meetings (and mission) forward. - [See template](/templates/board-meeting-agenda) ### Event planning Coordinate your next event with Asana’s free event planning template. Plan your budget, collaborate, and track event tasks all in one place. - [See template](/templates/event-planning) ### 30-60-90 day plan template A strong onboarding process is essential to help new hires succeed. Create a 30-60-90 day plan template to guide new hires through their first 3 months. - [See template](/templates/30-60-90-day-plan) ### New hire checklist Bringing on a new member of the team is exciting—but it does involve a bit of preparation. Take some of the busywork away with Asana’s new hire checklist template. - [See template](/templates/new-hire-checklist) ### Interview questions template and scorecard Conducting a successful interview with a potential candidate is important for both parties. Be prepared with interview questions, and use this template to get your interview organized beforehand. - [See template](/templates/interview-questions) ### Project reporting Stay on top of your project’s performance. Keep everyone on the same page about what’s been completed and where your project is headed. - [See template](/templates/project-reporting) ### IT program management With the changing digital landscape, IT teams are in high demand. Learn how Asana’s IT team uses standardized processes to maximize efficiency. - [See template](/templates/it-program-management) ### RFP process Use our template to prepare an RFP, then organize and evaluate the responses—all in the same place—so you can pick the best vendor for the job. - [See template](/templates/rfp-process) ### Postmortem Use a postmortem template to keep track of your postmortem meeting—the post project check-in meeting. Hosting postmortems helps you improve processes for future projects - [See template](/templates/postmortem) ### Email marketing calendar Create an email marketing calendar template to streamline scheduling and better connect with your customers. - [See template](/templates/email-marketing-calendar) ### Strategic planning When you’re launching a new product, team, or even a new business, strategic planning templates keep you laser-focused and on task. - [See template](/templates/strategic-planning)