Marketplace · 8 templates
Finance and accounting
8 templates to collect documents (year-end documents for the accountant, monthly close, balance confirmation…): the list is ready, you add the people, reminders are automatic.
The 8 templates
Year-end documents for the accountant
The accounting firm to the client
Monthly close
Finance to managers
Balance confirmation
The auditor to third parties
Research tax credit
The consultancy to the company
Public grant application
The company to its teams and partners
Business loan application
The bank to the company
Company card receipts
Accounting to cardholders
Debt collection
Credit control to the customer