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Your all-in-one finance management platform

Manage all your financial tasks with Wrike, from external invoices to internal budgets.

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TRUSTED BY 20,000+ HAPPY CUSTOMERS WORLDWIDE

Equip your finance team with Wrike’s powerful features

Whether you’re forecasting budgets, crunching numbers for a merger, or reviewing contracts, Wrike can help.

Centralize incoming requests

Say goodbye to chaos. With Wrike, all your finance requests flow in through one channel. 

Manage everything from budget amendments to cost center queries in one place.

Enhance cross-team collaboration

Increase alignment of multifunctional teams with cross-tagging and @mentions. 

Customize your workflows

Work your way with Wrike’s customizable workflows. 

Design and implement workflows that align with your finance team’s processes, add approvals, and assign items to the right person.

Manage M&A operations

Simplify your mergers and acquisitions with Wrike. 

Track due diligence tasks, integrate teams effectively, and ensure key deadlines are met. With Wrike, you can tackle the complexities of M&As with ease.

Eliminate routine tasks

Transform recurring tasks into automatic processes with trigger-action capabilities.

Save time on tedious admin so you can focus on analyzing budgets and making strategic decisions.

Optimize budget management

Ready to leave spreadsheet headaches behind? Manage and forecast your budgets directly in Wrike.

Gain real-time insights and keep your spending plans on track.

Simplify financial approvals

Be it a spending approval or invoice sign-off, Wrike provides a clear, organized platform to ensure swift and secure approvals.

Edit, approve, and store multiple versions of documents securely with Wrike.

Wrike approvals panel with approver list and approval flow settings.
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Discover Wrike’s ready-to-use templates for financial teams

Merger and acquisition
Merger and acquisition

Navigate the complexities of M&A activities with confidence. Wrike’s M&A template helps coordinate due diligence efforts, manage timelines, and ensure smooth transitions.

Invoice tracking
Invoice tracking

Take control of your invoicing with this dedicated Wrike template. Track pending and completed invoices, ensuring timely payments and accurate financial records.

Weekly to-do list
Weekly to-do list

Keep your financial tasks organized and on track with Wrike. Prioritize activities, monitor due dates, and ensure nothing falls through the cracks for a highly productive week.

Merger and acquisition
Merger and acquisition

Navigate the complexities of M&A activities with confidence. Wrike’s M&A template helps coordinate due diligence efforts, manage timelines, and ensure smooth transitions.

Invoice tracking
Invoice tracking

Take control of your invoicing with this dedicated Wrike template. Track pending and completed invoices, ensuring timely payments and accurate financial records.

Connect all your financial tools

Tired of juggling between apps? Wrike integrates easily with hundreds of leading platforms your finance team uses daily, including SAP, Salesforce, Power BI, and 400+ other tools.

Get to know Wrike better

Search for features and resources to see how Wrike powers your team’s success with tailored solutions.

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