Innovative finance teams transform their business with Airtable

Capture the inputs you need for planning and reporting, manage budget and expenses, and improve your workflows.

Streamline your financial workflows and process

Organize cross-functional requests, data, and information in one place to understand your company’s financial needs and plan for the future.

Streamline your financial workflows and process
Track expenses and budgets in real-time

Track expenses and budgets in real-time

Easily create and share reports with your team. Build custom reports to track budget spend, purchase approvals, and more.

Accelerate and automate your financial reporting process

Speed up repetitive work for your finance team. Create automated tasks for closing the books, triggered notifications for payment dates, and more.

Accelerate and automate your financial reporting process

Keep your work connected across different sources

Integrate with existing tools, add apps to gain valuable insights, and write your own scripts to further customize your workflow.

Use Cases

Manage your most important finance workflows

Whether you’re managing budgets or invoicing, you can do it in Airtable. Get started with pre-made templates, and customize them to fit your exact needs.

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Template

Budget tracker

Anticipate expenses and see changes over time to share critical budget details.
Use template
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Template

Expense tracker

Monitor and record everything from daily spending to vendor payments and departmental line-items.
Use template
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Template

Invoicing

Streamline inbound orders, manage fulfillment checklists, and create invoices all within the same tool.
Use template
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Template

Fundraising

Manage your fundraising with maximum efficiency inside a CRM by tracking every interaction.
Use template

Spend less time aggregating data and more time shaping business decisions

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