Finance & Procurement

Get inspired Accounts Payable: Leave behind the manual tasks of organizing invoices and sharing receipts with the procurement team, requesters, and suppliers – Pipefy does it all for you! Everything is managed automatically, from internal communication to suppliers. Purchasing: Enhance the standard of your purchasing process, standardize requests to ensure comprehensive information and don’t miss any crucial details. Additionally, generate reports automatically to make data-driven decisions! Supplier Management: Streamline communication, never miss payment deadlines, provide excellent onboarding, and cultivate a healthy relationship with suppliers. 💡 Connect your process with other tools to unify your operations, avoid errors, and never miss deadlines. With custom integration, you can integrate with different systems, like: ERPs NetSuite Oracle E-Business Suite QuickBooks Online Sage Live Workday Slack Zuora for Salesforce Deep dive into possibilities:👉🏼 Pipefy

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20 days ago

Lais Laudari

published in Finance & Procurement

[Portuguese] Excelência nas operações de Procure-to-Pay

Inspire-se! Contas a Pagar: Deixe para trás a organização de faturas e o compartilhamento de recibos para o time de procurement, solicitantes e fornecedores, o Pipefy faz tudo isso por você! Tudo é gerenciado de forma automática, da comunicação interna aos fornecedores. Compras: Melhore o padrão do seu processo de compras, padronize as solicitações para garantir informações completas e não perder nenhum detalhe importante. Além disso, gere relatórios de forma automática para tomar decisões embasadas em dados! Gestão de Fornecedores: Otimize a comunicação, não perca prazos de pagamento, ofereça um excelente onboarding e construa uma relação saudável com os fornecedores. 💡 Conecte seus processos as ferramentas que você já utiliza para unificar sua operação, evitar erros e não perder nenhum dado importante. Com as integrações customizáveis do Pipefy, você pode integrar com sistemas, como: ERPs NetSuite Oracle E-Business Suite QuickBooks Online Sage Live Workday Slack Zu

1042

10 months ago

mikefenton112New Member

asked in Finance & Procurement

Using Fundamental and Technical Analysis for Informed Investment Decisions

How does a combination of macroeconomic factors, company-specific developments, and industry trends influence the stock price of General Motors (GM), and how can an investor use fundamental and technical analysis to make informed decisions about investing in GM?To break this down: Macroeconomic Factors: How do broader economic conditions such as inflation rates, interest rates, and economic growth affect GM's stock price? For instance, how might an increase in interest rates impact GM's cost of borrowing and overall profitability? Company-Specific Developments: What specific events or performance metrics within GM, such as changes in leadership, quarterly earnings reports, or strategic shifts (e.g., moves towards electric vehicles), could influence investor sentiment and the stock price? Industry Trends: How do trends within the automotive industry, such as advancements in technology, regulatory changes, and shifts in consumer preferences, impact GM's competitive position and stock

3 days ago

Ian CastelliProduct Education Team

posted in Finance & Procurement

Pipefy for Purchase: How can the requestor know the status of their requests without resorting to the team?

Hi, community! 🖐🏼 I'm Ian, one of the copywriters here at Pipefy. I wrote an article about our request tracker features aimed at Purchasing Processes. You can read it in our Help Center or check it below. I hope it helps and if you have any feedback, let me know! :) Estimated reading time: 4 minutes Purchasing processes always involve different stakeholders, such as requesters, buyers, and approvers, who need to be aware of the status of requests and know when the services will be contracted or products will be delivered. A lack of visibility causes questions and uncertainties regarding the status of each purchase — which can eventually lead to lost time and poor traceability. To avoid this, it's ideal to centralize all information in a single source of truth and ensure that data is at the fingertips of whoever needs it. With Pipefy, concerned parties exchange information in a protected and authenticated environment, with total control over who can access it. Also, Pipefy provides

6 months ago

khatkechetanaParticipating Frequently

asked in Finance & Procurement

Import Data from csv and excel files and do the header mapping automatically and and findout difference and stored it into 3rd table of database Export the report

Hi Team,I want to explore the pipefy as this is low code no code application where we can do the multiple things automate. It would be really great if it will guide me how I can achieve my self learning assignment though this Pipefy Tool.Import CSV and Excel file in pipefy : I tried to do this with importer application However, It only allow to import the Excel files. We need to do the Header mapping as headers are not in same order so, how can we achieve this through Pipefy. Once header mapping done then we need to store the each files of data into 2 tables in 1 Database : I am able to store data into Database through Excel sheet. however, for csv it is still question and header mappping once data is stored into 2 tables I have to compare 2 tables and findout the difference and stored it into the 3rd Table of that database. Once 3rd table created I need to export the 3rd table records. Can Anyone of your community will let me know how I can achieve this as I am exploring this things o

6 months ago

Lais Laudari

published in Finance & Procurement

💡 Solving 6 Critical Procurement Challenges With Business Process AutomationBlog

In the fast-paced world of business, procurement plays a crucial role. It requires precision, predictability, and the ability to problem-solve with agility and confidence. A resilient procurement process is vital, enabling businesses to adapt quickly to market changes and disruptions in the supply chain.The good news is that with the right tools, procurement teams can not only meet these requirements but also thrive!🚀 👉🏼Why business leaders are turning to BPA👉🏼What this means for procurement 👉🏼6 most common procurement pain points👉🏼What the future holdsClick here to discover how Pipefy can empower your team to achieve more and overcome challenges in our blog post.⚠We are currently researching how procurement and finance teams use Pipefy, specifically for invoice processing.If you use Pipefy to process invoices and complete the 3-way matching process, We’d love to hear from you and learn more about your experience. 👉🏼Comment below or send me a DM with your use case example -

482

6 months ago

MigdadRegular Participant

asked in Finance & Procurement

Do you use Pipefy to process invoices and complete 3-way matching? Share your use case!

Hello! My name’s Karina, and I’m a part of Pipefy’s content team. I’m currently researching how procurement and finance teams use Pipefy, specifically for invoice processing. If you use Pipefy to process invoices and complete the 3-way matching process, I’d love to hear from you and learn more about your experience. Comment below or send me a message with your use case example - all feedback and examples are appreciated!

11 months ago

Lais Laudari

published in Finance & Procurement

[Portuguese] 💲 Otimize processos financeiros por meio da automaçãoBlog

A automação envolve o uso da tecnologia para concluir tarefas com pouca ou nenhuma intervenção humana. Com a automação, os departamentos financeiros podem direcionar seus esforços para a criação de valor e a condução da estratégia.🤔Quais são os outros benefícios da automação financeira?👉🏼 Para saber mais sobre essa solução de negócios, leia em nosso blog > https://www.pipefy.com/pt-br/blog/automacao-processos-financeiros/O Pipefy ajuda as equipes financeiras a criar fluxos de trabalho simplificados e a interagir de forma eficiente com fornecedores, aprovadores e colegas!

742

11 months ago

Lais Laudari

published in Finance & Procurement

💲 Finance Automation: Process, Benefits, & Examples in 2023Blog

Finance automation involves the use of technology to complete tasks with little or no human input. By automating, finance departments are able to direct their efforts toward creating value and driving strategy.🤔What else are the benefits of finance automation?👉🏼Keep reading to learn more about this business solution in our blog post > https://www.pipefy.com/blog/finance-process-automation/ Pipefy helps finance teams create streamlined workflows and efficiently engage with vendors, approvers, and colleagues!😉

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11 months ago

Lais Laudari

published in Finance & Procurement

📢 New biweekly newsletter focused on procure-to-pay

Hi Community!We've just launched our brand new newsletter, focusing on all things procure-to-pay. And the best part? It'll be sent straight to your inbox every two weeks!We'll be covering what's driving the future of procure-to-pay, and providing you with valuable insights and tips to apply real-time strategies and improvements. You'll always be up-to-date and ready to transform your procurement processes and stay ahead of the game in procurement with Pipefy's.👉🏼Don't miss the opportunity to become the procurement "pro" you've always wanted to be. Click here to subscribe now!

1310

1 year ago

Lais Laudari

published in Finance & Procurement

Pipefy for Purchasing: Create automated approval flowsF.A.Q.

Who doesn't look for a way to make life easier for buyers and approvers?Creating automations fed into purchase values and cost centers would make it easier, right?In this article below, you will discovery how to create an automatic approval flow, so you can adapt it however you want to meet your Procurement team's needs and add other automation rules.👉🏼Check it out: https://help.pipefy.com/en/articles/6291556-pipefy-for-purchasing-create-automated-approval-flows

1000

1 year ago

Lais Laudari

published in Finance & Procurement

💰 Procure-to-Pay with Pipefy

Say goodbye to inefficient P2P workflows, disconnected tools and systems, and information scattered across countless email threads and spreadsheets. With Pipefy, centralize and manage all your P2P tools, processes, and interactions from a single place — from reviewing purchase requests to approving invoices to issuing payments. 👉🏼Try it now: https://www.pipefy.com/templates/procure-to-pay-template-pack/

1933

1 year ago

Lais Laudari

published in Finance & Procurement

🔎 Share your purchasing and payment needs!

Hello Community!We're conducting a quantitative survey to understand the needs of professionals working with purchasing and payment processes in companies.We would like to invite you to participate in our survey by filling out the form at this link https://forms.gle/n5shS1gND3vNcCVs8. The deadline to respond is Friday, April 14th.Thank you in advance for your participation, and we look forward to hearing your opinions!😃The Research team at Pipefy

1322

1 year ago

Lais Laudari

published in Finance & Procurement

6 Procure-to-Pay Risks and Pains (and how to solve them)Blog

Procurement risks occur as a result of unreliable purchasing and P2P processes. These processes become unreliable when inefficiencies are not planned for, not identified and dealt with properly and in a timely manner, or when risk assessment and management protocols fail. An inefficient purchasing and P2P process is not only risky for the procurement and accounts payable department, it’s also risky for business performance and can jeopardize its financial standing.🤓So take a look at this blog post to understand how to get the most out of Pipefy for this use case!https://www.pipefy.com/blog/procure-to-pay-risks/👉🏽Download The Definitive Guide to P2P Optimization, for free, to learn how to identify and overcome common procure-to-pay risks.

1230

1 year ago

Lais Laudari

published in Finance & Procurement

[Portuguese] Gestão da cadeia de suprimentos e procurement: saiba tudo sobre elesBlog

Gestão de cadeia de suprimentos e procurement são atividades essenciais no funcionamento de grandes empresas. Mesmo assim, ainda há pouca clareza sobre elas. Há também muita confusão entre os termos, o que pode gerar falhas de comunicação nesses processos.Neste artigo, vamos avaliar os detalhes dos processos de procurement e gestão de cadeia de suprimentos, explicaremos cada processo e como diferenciar os dois.Confira: https://www.pipefy.com/pt-br/blog/gestao-da-cadeia-de-suprimentos-procurement/🤓Experimente agora o template grátis para Supply Chain Management aqui

970

1 year ago

Ian CastelliProduct Education Team

published in Finance & Procurement

[Portuguese]🤓 Pipefy Academy Para Processos de Compras

Oi, Comunidade! Hoje venho compartilhar com vocês o primeiro curso vertical do Pipefy Academy, totalmente voltado para processos de compras. Com este curso rápido, times de suprimentos aprendem a gerenciar processos de compras no Pipefy, automatizar fluxos de aprovação, criar e editar relatórios, gerar documentos em PDF de modo automático, e muito mais. Acesse o curso aqui:https://pipefyacademy.teachable.com/p/processo-de-compras O curso funciona como um complemento do Pipefy Academy e como um curso único também. Esperamos que gostem do primeiro curso dedicado aos times de compras. E já avisamos que está em nosso roadmap produzir mais cursos voltados para diferentes departamentos e áreas. Tem algum feedback?Compartilhe com a gente nos comentários!

2943

1 year ago

john-ejnamebadgesNew Participant

asked in Finance & Procurement

Credit Card Payment

I tried to upgrade my account and make a payment. The payment was declined, and I was told to contact my bank. I did and the issue is on your side and not the banks. How do make the payment?

1 year ago

pauloeduardossNew Member

asked in Finance & Procurement

Calculos simples

Olá, boa noite, minha empresa é toda gerenciada pelo pipefy, porém ainda não faço uso de Interações, e sei que não consigo fazer calculos basicos entre campos, pergunta? qual a melhor solução? Consigo deixar uma planilha na nuvem e tentar importar dados pra essa planilha com formulas e depois ler os dados dessa planilha já pronta, ou tentar integração com um software de erp mesmo?? trabalho bem com planilhas, é possivel eu importar dados para dentro de uma planilha na nuvem e depois ler ela já com os calculos feitos??

1 year ago

Keto-FasterNew Member

asked in Finance & Procurement

Automations that need to run on specific dates

Reviewing Recurring Automations for use with accounting, legal and tax.I can’t find an option to schedule specific dates with recurring automations (e.g. VAT filing tasks, other tax filings, closing year, etc. etc.) - this seems counter intuitive since there are so many processes that require this.Am I missing something here or is this not possible currently? Thanks for clarification

1 year ago

Juliana SpinardiPipefy Staff

published in Finance & Procurement

[Portuguese] 💰💸 Demonstração | Processo de Compras

Olá, Comunidade! Confira essa super demonstração em como usar Pipefy para processos de compras! Pequenas empresas/Baixa maturidade de uso de software Grandes Empresas/Alta maturidade de uso de software Pagamento, Entrega e Recebimento - Visão Geral IntegraçõesSoftware Propósito Gatilho Ação Alternativas Workato Alternativas API Slack Notificações internas Aprovações Movimentação dos cards em geral Enviar notificações ao solicitante e aprovadores sobre atualização dos cards Solicitar aprovação via Slack MattermostMicrosoft TeamsQuip Discord DocuSign Enviar documentos para assinatura Movimentação do card para etapa de assinatura Enviar email via DocuSign ao responsável pela assinatura Upload do documento assinado no Pipefy ClicksignHelloSignPandaDoc ZohoSign Moxtra SignNow EverSign MostSign Whatsapp Aprovações Movimentação do card para aprovação do time Financeiro Solicitar aprovação do time Financeiro via Whatsapp SMSTake BlipCo

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1 year ago

Juliana SpinardiPipefy Staff

published in Finance & Procurement

What Is Finance Process Automation?

Finance process automation can help speed up processes, reduce errors, and improve vendor, customer, and employee experiences. Businesses depend on technology to solve complexities in their finance processes.Payments must be processed, invoices generated and sent, and invoices must be matched to purchase orders and proofs of receipt. Every workflow and process in the finance department involves a range of people, systems, and data. Automation helps coordinate all the moving parts by eliminating manual tasks, enhancing collaboration, and keeping work items in motion. Keep reading to learn more about this business solution, or feel free to skip ahead to the section you need using the jump links above. Finance automation definition Finance automation involves the use of technology to complete tasks with little or no human input. This isn’t to say that it replaces people with robots. It simply means using automation to handle repetitive, time-consuming manual tasks. By automating these a

3122

1 year ago

Ian CastelliProduct Education Team

posted in Finance & Procurement

Pipefy for Purchase: Automate and centralize communication with requesters using email templates

Hello, everyone! 😀 I'm Ian, one of the copywriters here at Pipefy.I published in our Help Center an article dedicated to Purchasing Teams, teaching how to centralize communication with emails inside Pipefy. You can also check this same article below: Estimated reading time: 5 minutes Purchase requests must be processed efficiently and quickly by the Procurement team, but this can be a challenge when communication is scattered across different platforms and sources, like emails, Slack, and Microsoft Teams, forcing you to go back and forth between them and perform constant verifications. To meet deadlines, find better suppliers, and achieve cost savings goals, Procurement teams should eliminate manual work to avoid mistakes and gain speed. With email automation, you can ensure that the correct information is sent to requesters and suppliers, and centralize messages in a single source of truth, with easy traceability. In this article, we will cover the following topics: How to create

2 years ago

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40 Topics

Reach success in Procure-to-Pay operations

[Portuguese] Excelência nas operações de Procure-to-Pay

Using Fundamental and Technical Analysis for Informed Investment Decisions

Pipefy for Purchase: How can the requestor know the status of their requests without resorting to the team?

Import Data from csv and excel files and do the header mapping automatically and and findout difference and stored it into 3rd table of database Export the report

💡 Solving 6 Critical Procurement Challenges With Business Process AutomationBlog

Billing Issyue

💸 Spend Analysis: Unlocking Powerful Business InsightsBlog

Contas a Receber - Parcelas

Do you use Pipefy to process invoices and complete 3-way matching? Share your use case!

[Portuguese] 💲 Otimize processos financeiros por meio da automaçãoBlog

💲 Finance Automation: Process, Benefits, & Examples in 2023Blog

📢 New biweekly newsletter focused on procure-to-pay

Pipefy for Purchasing: Create automated approval flowsF.A.Q.

💰 Procure-to-Pay with Pipefy

🔎 Share your purchasing and payment needs!

6 Procure-to-Pay Risks and Pains (and how to solve them)Blog

[Portuguese] Gestão da cadeia de suprimentos e procurement: saiba tudo sobre elesBlog

[Portuguese]🤓 Pipefy Academy Para Processos de Compras

Credit Card Payment

Calculos simples

Automations that need to run on specific dates

[Portuguese] 💰💸 Demonstração | Processo de Compras

What Is Finance Process Automation?

Pipefy for Purchase: Automate and centralize communication with requesters using email templates

Community Experts Leaderboard

Finance & Procurement

💡 Solving 6 Critical Procurement Challenges With Business Process AutomationBlog

💸 Spend Analysis: Unlocking Powerful Business InsightsBlog

[Portuguese] 💲 Otimize processos financeiros por meio da automaçãoBlog

💲 Finance Automation: Process, Benefits, & Examples in 2023Blog

Pipefy for Purchasing: Create automated approval flowsF.A.Q.

6 Procure-to-Pay Risks and Pains (and how to solve them)Blog

[Portuguese] Gestão da cadeia de suprimentos e procurement: saiba tudo sobre elesBlog

Community Experts Leaderboard

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