Financial Management

Self-Service Process Automation for Finance.

Move your financial processes from spreadsheets and email to the cloud.

Finance professional working on a laptop.

From accounts receivable to budgets and contracts, growing businesses often struggle to manage their increasingly complex financial processes.

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Save time and boost business impact.

Stop wasting time on manual processes like your month-end close, budget management, or spend analysis.
With a self-service automation tool like Quick Base you can easily:
•Create forms to collect data.
•Streamline approvals and other workflows.
•Produce real-time reports.
•Set automated alerts and notifications.

Financial process automation saves you time so your team can focus on higher-value tasks such as analysis and strategic planning.

Deliver real-time insights.

Do your executives have on-demand visibility into financial performance data? Enable real-time insights with self-service reporting in the cloud.

•Create interactive reports and personalized dashboards that are automatically updated and distributed.
•Easily slice and dice data with powerful filtering, grouping, and sorting capabilities.
•Financial process automation helps you dramatically reduce error rates and increase confidence in your reports and forecasts.

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Mitigate financial risk.

Need to quickly locate documents your auditor is requesting, or see what contract terms and expiration dates might be falling through the cracks? Quick Base offers a secure central repository in the cloud that eliminates the guesswork.

•Get instant access to your financial data on any device, at any time, from anywhere.
•Easily keep track of approvals, tasks, and relevant details like purchase order date, amount, and status.
•Your financial data is centralized and secure, helping you tighten control and reduce potential risk.

Accelerate Your Financial Processes by 33%.

Manage multiple processes with a single self-service tool.


Automate the management of AR/AP, month-end close, tax compliance and more. A high-tech company shortens time to collect payment by 25% with Quick Base.

Financial Planning and Analysis

Automate the management of budgets, forecasts, revenue contracts and more. A high-tech company gets budget-to-actual insights 50% faster with Quick Base.


Automate spend analysis and the management of vendors, contracts, compliance and more. A private equity firm saves $3M in vendor spend a year with Quick Base.

World-class finance organizations use Quickbase to accelerate business growth.