# 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. ### Project tracker Learn how to create a project tracker template, because it’s easier to coordinate projects across teams when everyone in the company tracks them the same way. - [See template](/templates/project-tracker) ### Annual planning Set clear goals and streamline your planning process—so every level of your company is aligned on what’s important. - [See template](/templates/annual-planning) ### Asset management Every large company is filled with valuable assets—from your most trusted team members to things you don’t even think about. Keep tabs on all company assets by tracking, overseeing, and managing them with an asset management template. - [See template](/templates/asset-management) ### Weekly schedule Don’t just track your weekly to-dos. Organize and schedule your tasks so you can always get your highest-impact work done. Learn how to create a weekly schedule template in Asana. - [See template](/templates/weekly-schedule) ### Company goals and milestones Turn big-picture strategy and goals into action and results with this company goals and milestones template. - [See template](/templates/company-goals-and-milestones) ### Candidate tracking Use this template to organize and track candidates for all of your open roles so your team is aligned throughout the hiring process. - [See template](/templates/candidate-tracking) ### Agile project plan Start your Agile project off by using an Agile project plan template to keep tasks organized across projects. Create an Agile project plan template today. - [See template](/templates/agile-project-plan) ### Project initiation document A project initiation document template is a helpful way to standardize the information you share with your team before a project begins. - [See template](/templates/project-initiation-document) ### Software deployment Deploy software across your organization efficiently and consistently with our comprehensive deployment checklist. - [See template](/templates/software-deployment) ### Change request form You can’t predict change, but you can plan for it. Get the information you need to execute changes, so you can stay adaptable no matter what happens. - [See template](/templates/change-request-form) ### Project documentation Looking for documents is a giant time waster for most people—which is where a project documentation process comes in. Learn how to create a project documentation template so that you always know where documents live—for every project, company-wide. - [See template](/templates/project-documentation) ### Crisis management plan Does your team know what to do during a crisis? Using a crisis management plan template can help keep all your employees on the same page. - [See template](/templates/crisis-management-plan)