Trello for Finance
Modern finance teams cover a sprawling range of work—all of which must be completed accurately and on-time (no pressure!). Whether you’re doing payroll, managing budgets, tracking financials, or handling day-to-day record keeping, Trello helps you stay organized and get more done.
See everything that needs to be done, in one place
More projects, ~~more~~ no problem
Working with internal teams and external vendors? Trello helps you collaborate efficiently with a variety of permissions options and enterprise-grade security
No more missed deadlines
Trello’s familiar system of boards, cards, and colorful labels make it easy to see at a glance what’s being done, who’s working on it, when it’s due, and more—so your team never misses a beat.
Align with business priorities
Whether you’re managing one or hundreds of moving parts as you approach month-end and quarter-close, Trello can help tame the chaos. In addition to helping you stay on top of your own projects, Trello’s Timeline, Table, and Dashboard Views provide visibility and reporting for all of the work in progress across your team and your company—all at once.
Move work forward, auto-magically
Trello automates repeatable processes, so you can focus on the important work. Tell Trello the action you’d like to take once a trigger (like a due date) has been reached, and let it handle the rest (like notifying the task owner).
Keep the tools you love
Trello Power-Ups connect your favorite apps directly to Trello for a single source of truth with zero additional effort. Want more niche features in Trello? You can add those too. With our gallery of 200+ Power-Ups, building a bespoke project tracking system for your finance team is effortless.
There’s a template for that
Why start from scratch when there’s expertise that you can trust? Trello templates get you going quickly with a pre-built Trello board that you can customize for your needs. In addition to finance team templates, you’ll also find a Trello board for everything from Team Management to Personal Productivity.
Work request and intake process
This board details the Google Forms, automation rules, and Trello Power-Ups that optimize the way that you manage stakeholder requests.
Project management
The Trello team’s own structure for setting up an ideal workflow, for projects big or small.
Join over 2,000,000 teams worldwide that are using Trello to get more done.
Join over 2,000,000 teams worldwide that are using Trello to get more done.
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