# 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. ### Product development Create and use a product development template to standardize your process, from idea all the way to market. - [See template](/templates/product-development) ### Product backlog Establishing an organized product backlog is an important part of the Agile process. Get started by using a product backlog template. - [See template](/templates/product-backlog) ### Professional development plan Create a professional development plan template that works to both help you set professional goals and create an action plan to achieve them. - [See template](/templates/professional-development-plan) ### Requirements traceability matrix A requirements traceability matrix template is a tool to help organize project requirements in a concise manner. Learn how to create one for your team. - [See template](/templates/requirements-traceability-matrix) ### Employee offboarding checklist Organize your good-byes. Employee offboarding checklist templates streamline the process for departing employees and help everyone with the transition. - [See template](/templates/employee-offboarding-checklist) ### Stride client account management template See how Stride optimizes account management, and use their template to centralize info, track action items, and maintain customer relationships. - [See template](/templates/stride-client-account-management) ### AppLovin content calendar template Use AppLovin's template to track the type of content, status of work, and primary channel of everything your team is publishing each month. - [See template](/templates/applovin-content-calendar) ### City of Providence recruiting pipeline template Use this template from the City of Providence to track job candidates through your recruiting pipeline—from resume screens to employee onboarding. - [See template](/templates/city-of-providence-recruiting-pipeline) ### Creative production by Discovery Use Discovery’s template to track all your creative requests in one place, and ensure your team takes the right steps during each stage of production. - [See template](/templates/discovery-creative-production) ### Marketing campaign plan Keep moving pieces on track, hit deadlines, and launch your best marketing campaign yet with this campaign management template. - [See template](/templates/campaign-management) ### Partnership agreement Use this partnership agreement template to define roles, contributions, and terms. It's fast, simple, and ready to share in Asana. - [See template](/templates/partnership-agreement) ### Kanban board Visualize your workflow with a Kanban board template. Quickly see the stage and progress of each task, so your team knows exactly what’s on track—and what needs attention. - [See template](/templates/kanban-board)