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Project Management

Trello

Align your financial tasks with project workflows by integrating Zippay with Trello.

About

Keep invoice reviews and accrual tasks visible as Trello cards with due dates and owners.

Requirements

A Trello workspace and a board for finance operations.

Getting Started

Create lists for To Review, In Progress, and Done. Sync Zippay events to create/move cards automatically.

A Better Way to Manage Your Money

Zippay enables you to achieve clarity and significant results on a large scale by linking tasks and workflows to the overarching objectives of the company