Finance & Accounting Template

Reporting Periods (instead of Sprints)

Finance projects land on a Reporting Periods overview showing every period with its progress, a count of tasks in each of your board stages (your own stage names, in board order), and dates. Each period is a time-boxed cycle - like a sprint for finance - grouping budget prep, reconciliations, and sign-offs.

Finance-Specific AI Documents

• Budget Proposal - cost centres, line items, justification, totals.
• Forecast Report - revenue/expense projections, assumptions, scenarios.
• Reconciliation Memo - account differences, adjustments, sign-off.
• Finance Policy - expense rules, approval limits, compliance.
• Investment Memo - opportunity, financials, risks, recommendation.

Open AI Docs → New Document inside a finance project to generate any of these in under a minute; the document is saved to the project automatically.

Approval Request Intake

Stakeholders submit approval requests through a structured intake form. Requests are logged, assigned, and tracked with clear status - no more digging through inboxes for approvals.

Parallel Periods

Finance templates allow multiple active reporting periods at once - ideal for running several initiatives or closing cycles simultaneously.