Minimal templates for clear work
Calm, considered scaffolds to help you move with clarity. No noise. Just flow.
AP Bill Pay Pipeline Template
Streamline invoice intake, coding, approvals, payment scheduling, and reconciliation so every bill is assigned, cleared, and archived without spreadsheet chases.
finance · ap-bill-pay
Expense Reimbursements Pipeline Template
Track every reimbursement from submission through approvals, finance audit, payment scheduling, and logging so receipts, policy exceptions, and payouts stay in one shared board.
finance · expense-reimbursements
Invoice to Cash Pipeline Template
Control every order-to-cash handoff in one automated board. Standardize intake, credit review, fulfillment, invoicing, collections, and cash application so revenue lands on time.
finance · invoice-to-cash
