Finance & accounting templates
Invoicing, budgeting and reporting workflows for finance teams — beyond data-warehouse schemas. Every one opens as a real, editable diagram — restyle it, extend it and export it as your own.
All 13 finance & accounting templates
Invoice-to-payment process
Invoice creation through cash received, the core AR workflow finance teams document.
MermaidProcure-to-pay process
Purchase request through vendor payment, the standard P2P diagram for finance and procurement.
MermaidEmployee expense reimbursement
Receipt submission through payroll reimbursement, common in finance ops documentation.
MermaidMonthly financial close process
The recurring close checklist most accounting teams run every month.
MermaidAnnual budgeting cycle
Department requests through board approval — a common FP&A planning diagram.
MermaidGeneral ledger accounting schema
Accounts, journal entries and line items — the backbone of a double-entry accounting system.
SQL DDLLoan application & approval process
Application through disbursement, used by lenders and fintech products.
MermaidInternal audit process
Planning through remediation tracking, a standard internal-audit lifecycle diagram.
MermaidTransaction fraud review process
Flagged transaction through resolution, used by fintech and banking risk teams.
MermaidPayroll processing cycle
Time tracking through direct deposit, the recurring cycle every payroll system automates.
MermaidAccounts receivable collections
Working overdue invoices: aging buckets, dunning reminders, collector calls, payment plans, disputes, credit holds and bad debt write-off.
MermaidTreasury cash forecasting
Building a rolling 13-week cash forecast from bank balances, receivables, payables and payroll, then funding shortfalls or investing surplus cash.
MermaidFixed asset lifecycle
Accounting for a fixed asset from capex approval and capitalization through depreciation, impairment review, transfer and disposal with gain or loss.
Mermaid