Future-Forward with Finance

Today, finance teams depend on workflows, communicate in real-time, and share results with heightened consistency and speed, thanks to a wide range of Atlassian tools and add-ons.

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How does digitalization drive finance teams?

Leverage an Atlassian solution to intake all of your team’s tasks

Jira Service Management and Jira Core are used by some of the biggest financial firms worldwide to manage process-dependent work involving capital budgeting, working capital, and various audit susceptible tasks of a corporate finance team. Jira allows finance teams to present their services to an organization, include all approvers, and maintain prioritization and visibility throughout.

Leverage an Atlassian solution to intake all of your team’s tasks

Jira Service Management and Jira Core are used by some of the biggest financial firms worldwide to manage process-dependent work involving capital budgeting, working capital, and various audit susceptible tasks of a corporate finance team. Jira allows finance teams to present their services to an organization, include all approvers, and maintain prioritization and visibility throughout.

What Jira enables for Finance Teams

  • Streamlines ticket management: End-to-end request tracking, from submission to resolution
  • Scalable solutions: Start simple, and build in complexity as per team’s needs
  • Tracks preparation & analyses of assets
  • Manual and automated approvals for purchase requests and more
  • Easy access to financial knowledge base articles, based on permissions/access
  • Standardizes workflow statuses, request types, and request fields that best present your team’s processes and work
  • Customization options are available too
  • Have productivity dashboard handy for informed decision making
  • View progress of current work pipeline across teams
  • Record and access full audit trail of every work, including collaborators & reviewers

What Jira enables for Finance Teams

  • Streamlines ticket management: End-to-end request tracking, from submission to resolution
  • Scalable solutions: Start simple, and build in complexity as per team’s needs
  • Tracks preparation & analyses of assets
  • Manual and automated approvals for purchase requests and more
  • Easy access to financial knowledge base articles, based on permissions/access
  • Standardizes workflow statuses, request types, and request fields that best present your team’s processes and work
  • Customization options are available too
  • Have productivity dashboard handy for informed decision making
  • View progress of current work pipeline across teams
  • Record and access full audit trail of every work, including collaborators & reviewers

Jira Service Management:
Service Portal for Finance Teams

Jira Service Management helps vitalize and accelerate the flow of work between service teams (Finance, HR, others), and other critical operations (IT, Dev). The future is about driving proximity to operations & higher team responsiveness. If your finance team wants their own service portal for customers, and a smart work queue for efficient work, Jira Service Management it is.

JSM

Jira Service Management:
Service Portal for Finance Teams

Jira Service Management helps vitalize and accelerate the flow of work between service teams (Finance, HR, others), and other critical operations (IT, Dev). The future is about driving proximity to operations & higher team responsiveness. If your finance team wants their own service portal for customers, and a smart work queue for efficient work, Jira Service Management it is.

JSM

Confluence: Dedicated space for Financial documents

You lift the estimate for ‘office renovation budget’ folder out of your mailbox, and shift it on to a Confluence page where you can quickly share context and collect comments. Permissions make it easy to access to information, so that M&A document is on lock-down.

Confluence

Confluence: Dedicated space for Financial documents

You lift the estimate for ‘office renovation budget’ folder out of your mailbox and shift it on to a Confluence page where you can quickly share context and collect comments. Permissions make it easy to access to information, so that M&A document is on lock-down.

Confluence

Halp: Track, manage, and automate requests in Slack

Annoyed by requests pouring in on Slack  without a systematic way to capture or report on your work load? Add Halp to your conversational work platform to capture requests where they are initiated, track their progress, and report on work management data. This help desk ticketing system not only curbs context flipping, but boosts productivity and maintains stress-free work experience too.

Halp: Track, manage, and automate requests in Slack

Annoyed by requests pouring in on Slack clubbed without a systematic way to capture or report on your work load? Add Halp to your conversational work platform to capture requests where they are initiated, track their progress, and report on work management data. This help desk ticketing system not only curbs context flipping, but boosts productivity and maintains stress-free work experience too.

We drop Atlassian knowledge

Once a month we send out Atlassian product updates, recent use cases, helpful videos, Atlassian security advisories, and other resources for the Jira-using community.

It’s our way of keeping you a happy Atlassian customer & bringing new ideas to your technology users.