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
Budget Approval Cycle Template
Route funding requests through every approver—and never lose a CFO sign-off in an email thread—while attachments, decisions, and handoffs stay inside one Instaboard board.
finance · budget-approval-cycle
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
Month-End Close Pipeline Template
Orchestrate pre-close prep through reporting with labeled stages that surface blockers, audit-ready attachments, and controller/CFO sign-offs in one Instaboard view.
finance · month-end-close
Quarterly Forecast & Budget Updates Template
Orchestrate forecast inputs, variance dives, and exec approvals in one visual pipeline so Finance, Sales, and Ops lock the quarter before surprises hit.
finance · quarterly-forecast
